Iht Wealth Management, LLC Purchases in Q3 2025

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EQIX
Equinix Inc

Real Estate
813
+ 134.6%
$756.7 - $811.13 $615K - $659K
1.42K $1.11M
TPC
Tutor Perini Corp

Industrials
9.6K
New
$45.65 - $66.81 $438K - $641K
9.6K $629K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.56K
+ 1.17%
$42.67 - $46.91 $66.6K - $73.2K
135K $6.31M
LOW
Lowes Companies Inc

Consumer Cyclical
1.18K
+ 11.02%
$215.01 - $273.02 $253K - $322K
11.9K $2.98M
CGDV
Capital Group Divid Value ETF

ETFs
9.28K
+ 10.74%
$39.59 - $42.21 $367K - $392K
95.7K $4.02M
XLU
Utilities Sector Spdr

ETFs
537
+ 0.53%
$81.14 - $87.32 $43.6K - $46.9K
101K $8.8M
CRDO
Credo Technology Group Holding LTD

Technology
276
+ 2.67%
$87.59 - $172.31 $24.2K - $47.6K
10.6K $1.55M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.53K
+ 12.29%
$43.65 - $46.42 $372K - $396K
78K $3.62M
CGCP
Capital Group Core Plus Income

ETFs
23.1K
+ 9.91%
$22.27 - $22.95 $515K - $530K
256K $5.82M
MO
Altria Group, Inc.

Consumer Defensive
490
+ 0.71%
$57.75 - $67.68 $28.3K - $33.2K
69.7K $4.6M
SBUX
Starbucks Corp

Consumer Cyclical
7.68K
+ 48.44%
$81.9 - $96.86 $629K - $744K
23.5K $1.99M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
11.2K
+ 77.72%
$44.22 - $45.74 $497K - $514K
25.7K $1.17M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.07K
+ 20.41%
$64.22 - $99.03 $133K - $205K
12.2K $1.21M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
8.91K
+ 8.58%
$53.57 - $54.48 $477K - $485K
113K $6.11M
VRSK
Verisk Analytics, Inc.

Industrials
2.43K
+ 152.7%
$242.3 - $312.95 $589K - $761K
4.02K $1.01M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.1K
+ 3.22%
$50.85 - $51.35 $462K - $467K
291K $14.9M
DMA
Destra Multi Alternative Fund

Financial Services
58.5K
New
$8.48 - $8.85 $496K - $517K
58.5K $505K
VBR
Vanguard Small Cap Value ETF

ETFs
938
+ 4.16%
$195.41 - $212.37 $183K - $199K
23.5K $4.9M
PDI
Pimco Dynamic Income Fund

Financial Services
24.3K
+ 225.8%
$18.85 - $20.07 $458K - $488K
35.1K $694K
GD
General Dynamics Corp

Industrials
129
+ 1.44%
$293.92 - $341.0 $37.9K - $44K
9.11K $3.11M
RBLX
Roblox Corp

Communication Services
176
+ 1.31%
$100.65 - $141.56 $17.7K - $24.9K
13.7K $1.89M
ROKU
Roku, Inc

Communication Services
421
+ 1.24%
$79.98 - $101.78 $33.7K - $42.8K
34.3K $3.43M
PGJ
Invesco Exchange Traded Fd Tr

ETFs
6.45K
+ 12.99%
$28.5 - $34.53 $184K - $223K
56.1K $1.86M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
631
+ 9.26%
$435.72 - $463.74 $275K - $293K
7.45K $3.45M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.02K
+ 4.0%
$192.76 - $203.86 $197K - $209K
26.6K $5.41M
IRBO
Ishares Robotics & Artificial

ETFs
13.9K
New
N/A
13.9K $446K
FDL
First Tr Morningstar Dividend

ETFs
7.05K
+ 7.86%
$41.96 - $44.59 $296K - $315K
96.8K $4.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.6K
+ 22.98%
$50.81 - $51.07 $437K - $439K
46K $2.35M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.06K
+ 23.9%
$231.32 - $272.35 $245K - $288K
5.48K $1.49M
PANW
Palo Alto Networks Inc

Technology
2.26K
+ 7.97%
$167.06 - $208.19 $378K - $471K
30.6K $6.23M
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
20.1K
New
$21.22 - $23.05 $427K - $464K
20.1K $431K
CHIQ
Global X Msci China Consumer D

ETFs
10.7K
+ 20.86%
$20.85 - $24.21 $223K - $259K
62K $1.5M
CMI
Cummins Inc

Industrials
35
+ 0.84%
$327.85 - $426.39 $11.5K - $14.9K
4.21K $1.78M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.44K
+ 7.78%
$135.0 - $146.02 $194K - $210K
19.9K $2.9M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
11.4K
+ 54.36%
$50.98 - $67.62 $581K - $771K
32.4K $1.82M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
15.5K
+ 14.28%
N/A
124K $3.17M
SRLN
Ssga Active Trust

ETFs
9.47K
+ 28.27%
$41.28 - $41.65 $391K - $395K
43K $1.79M
TGT
Target Corp

Consumer Defensive
5.75K
+ 41.2%
$86.56 - $107.43 $498K - $618K
19.7K $1.77M
VB
Vanguard Small Cap ETF

ETFs
593
+ 4.37%
$237.58 - $259.17 $141K - $154K
14.2K $3.6M
ACGL
Arch Capital Group Ltd.

Financial Services
4.21K
+ 115.95%
$85.61 - $93.54 $360K - $394K
7.84K $711K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.21K
+ 25.29%
$49.43 - $54.52 $258K - $284K
25.8K $1.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.09K
+ 3.72%
$132.9 - $142.03 $144K - $154K
30.3K $4.27M
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.74K
+ 103.47%
$67.1 - $74.29 $318K - $352K
9.33K $686K
FTHI
First Trust Exchange Traded Fd

ETFs
11.7K
+ 10.5%
$22.76 - $23.92 $267K - $281K
124K $2.93M
MARA
Marathon Digital Holdings, Inc.

Financial Services
16.5K
+ 149.78%
N/A
27.6K $622K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.89K
New
$45.72 - $47.27 $361K - $373K
7.89K $370K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.5K
+ 81.95%
$159.87 - $247.68 $560K - $868K
7.78K $1.38M
ITA
Ishares Tr

ETFs
1.11K
+ 18.93%
$184.73 - $209.26 $204K - $231K
6.95K $1.45M
ASML
Asml Holding Nv

Technology
146
+ 11.66%
$689.63 - $968.09 $101K - $141K
1.4K $1.35M
Activity Summary
Buys All Purchases 648 New Holdings 94 Increased Positions 554 Sells All Sells 463 Reductions 463 Sold out 0 Options Calls 0 Puts 3
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