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
NSC
Norfolk Southern Corp

Industrials
43
+ 0.57%
$259.49 - $300.41 $11.2K - $12.9K
7.57K $2.28M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.16K
+ 14.15%
$82.38 - $83.0 $343K - $345K
33.6K $2.78M
SHOP
Shopify Inc.

Technology
86
+ 0.86%
$112.11 - $157.12 $9.64K - $13.5K
10.1K $1.5M
SOFI
So Fi Technologies, Inc.

Financial Services
13K
New
$17.64 - $29.81 $229K - $386K
13K $342K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
737
+ 1.1%
$62.54 - $68.42 $46.1K - $50.4K
67.7K $4.57M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
20.7K
New
$13.29 - $16.05 $276K - $333K
20.7K $330K
GTO
Invesco Actively Managed ETF T

ETFs
5.21K
+ 3.99%
$46.43 - $47.91 $242K - $250K
136K $6.46M
KNSL
Kinsale Capital Group, Inc.

Financial Services
904
+ 91.04%
$415.15 - $489.89 $375K - $443K
1.9K $806K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.63K
+ 3.62%
$63.41 - $69.69 $103K - $113K
46.6K $3.19M
BMY
Bristol Myers Squibb CO

Healthcare
8.17K
+ 21.36%
$43.31 - $48.98 $354K - $400K
46.4K $2.09M
HYLS
First Tr Tactical High Yield L

ETFs
7.54K
+ 157.26%
$41.62 - $42.32 $314K - $319K
12.3K $518K
ALB
Albemarle Corp

Basic Materials
334
+ 2.12%
$62.9 - $88.1 $21K - $29.4K
16.1K $1.3M
XOM
Exxon Mobil Corp

Energy
409
+ 0.75%
$105.83 - $117.22 $43.3K - $47.9K
55.1K $6.22M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
5.99K
New
$49.46 - $54.03 $296K - $324K
5.99K $313K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
7.83K
+ 24.7%
$26.52 - $31.32 $208K - $245K
39.5K $1.23M
SIVR
Abrdn Silver ETF Trust

ETFs
6.92K
New
$34.34 - $44.62 $238K - $309K
6.92K $307K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
6.47K
+ 26.33%
$37.67 - $41.83 $244K - $271K
31K $1.29M
KLAC
Kla Corp

Technology
79
+ 6.49%
$843.9 - $1078.6 $66.7K - $85.2K
1.3K $1.4M
DLR
Digital Realty Trust, Inc.

Real Estate
1.88K
+ 14.99%
$161.21 - $180.02 $302K - $338K
14.4K $2.49M
AMAT
Applied Materials Inc

Technology
401
+ 3.92%
$156.25 - $204.95 $62.7K - $82.2K
10.6K $2.18M
PALL
Abrdn Palladium ETF Trust

ETFs
452
+ 2.43%
$99.79 - $117.24 $45.1K - $53K
19.1K $2.18M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
5.36K
New
$50.48 - $57.12 $271K - $306K
5.36K $299K
SYM
Symbotic Inc.

Financial Services
5.55K
New
$39.68 - $63.21 $220K - $351K
5.55K $298K
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.76K
+ 40.64%
$47.38 - $57.71 $178K - $217K
13K $698K
IYG
Ishares Tr

ETFs
1.32K
+ 2.97%
$85.16 - $90.57 $112K - $119K
45.7K $4.09M
CLOU
Global X Fds Cloud Computing E

ETFs
12.7K
New
$21.23 - $23.98 $270K - $305K
12.7K $295K
PHYS
Sprott Physical Gold Trust

Financial Services
6
+ 0.01%
$25.02 - $29.62 $150 - $178
67.8K $2.01M
MTZ
Mastec Inc

Industrials
216
+ 3.76%
$168.23 - $212.81 $36.3K - $46K
5.97K $1.27M
RING
Ishares Inc Msci Global Gold M

ETFs
1.4K
+ 14.75%
$42.96 - $64.71 $60.1K - $90.5K
10.9K $703K
WDC
Western Digital Corp

Technology
2.39K
New
$63.84 - $120.06 $152K - $286K
2.39K $286K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.56K
+ 18.77%
$79.76 - $85.78 $204K - $220K
16.2K $1.37M
ARKG
Ark Genomic Revolution ETF (De

ETFs
6.42K
+ 21.84%
$22.91 - $27.85 $147K - $179K
35.8K $993K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.29K
New
$111.77 - $121.28 $256K - $278K
2.29K $276K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
33.6K
New
$7.98 - $8.29 $268K - $278K
33.6K $275K
IGV
Ishares Expanded Tech Software

ETFs
1.88K
+ 18.2%
$105.96 - $117.79 $200K - $222K
12.2K $1.41M
PFE
Pfizer Inc

Healthcare
2.1K
+ 1.2%
$23.29 - $25.88 $49K - $54.4K
178K $4.53M
DBA
Invesco Db Agriculture Fund

ETFs
10.2K
New
$25.62 - $27.91 $260K - $284K
10.2K $271K
VST
Vistra Corp.

Utilities
1.26K
+ 12.74%
$182.0 - $217.92 $228K - $273K
11.1K $2.18M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
34.1K
New
$7.72 - $8.46 $263K - $289K
34.1K $265K
BK
Bank Of New York Mellon Corp

Financial Services
99
+ 0.7%
$90.65 - $109.75 $8.97K - $10.9K
14.2K $1.55M
OXY
Occidental Petroleum Corp

Energy
2.44K
+ 8.79%
$42.54 - $48.1 $104K - $117K
30.2K $1.43M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.72K
+ 96.93%
$97.53 - $115.95 $265K - $315K
5.52K $551K
EQR
Equity Residential

Real Estate
4.01K
New
$62.3 - $68.34 $250K - $274K
4.01K $259K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.74K
+ 11.81%
$51.33 - $58.15 $141K - $160K
26K $1.47M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
3.24K
New
$76.2 - $83.34 $247K - $270K
3.24K $255K
TJX
Tjx Companies Inc

Consumer Cyclical
65
+ 0.56%
$121.35 - $144.54 $7.89K - $9.4K
11.7K $1.69M
UNP
Union Pacific Corp

Industrials
793
+ 7.68%
$214.91 - $237.16 $170K - $188K
11.1K $2.63M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.36K
+ 31.43%
$51.78 - $57.89 $174K - $194K
14K $807K
SJM
J M Smucker CO

Consumer Defensive
2.3K
New
$102.24 - $113.2 $235K - $260K
2.3K $249K
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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