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
ISCV
Ishares Morningstar Small Cap

ETFs
1.56K
+ 5.64%
$61.33 - $67.87 $95.4K - $106K
29.1K $1.94M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.06K
New
$47.11 - $48.77 $238K - $247K
5.06K $245K
VLO
Valero Energy Corp

Energy
109
+ 1.74%
$131.77 - $175.63 $14.4K - $19.1K
6.37K $1.09M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.66K
New
$43.07 - $91.37 $114K - $243K
2.66K $242K
AZN
Astrazeneca PLC

Healthcare
1.71K
+ 10.88%
$68.72 - $82.11 $118K - $141K
17.5K $1.34M
VT
Vanguard Total World Stk Index

ETFs
1.18K
+ 14.23%
$128.41 - $138.03 $151K - $163K
9.46K $1.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
530
+ 1.3%
$92.26 - $97.51 $48.9K - $51.7K
41.4K $4M
STX
Seagate Technology Holdings PLC

Technology
156
+ 7.09%
$142.01 - $236.06 $22.2K - $36.8K
2.36K $555K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
9.75K
New
$23.69 - $24.32 $231K - $237K
9.75K $236K
RWL
Invesco Exchange Traded Fd Tr

ETFs
893
+ 4.19%
$102.17 - $110.66 $91.2K - $98.8K
22.2K $2.45M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
4K
New
N/A
4K $230K
HOOD
Robinhood Markets, Inc.

Technology
507
+ 16.29%
$91.27 - $143.18 $46.3K - $72.6K
3.62K $518K
HFRO
Highland Income Fund\Ma

Financial Services
203
+ 0.11%
$5.03 - $6.83 $1.02K - $1.39K
193K $1.23M
IVE
Ishares S&P 500 Value ETF

ETFs
192
+ 1.17%
$194.44 - $206.51 $37.3K - $39.6K
16.6K $3.43M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
7.76K
New
$28.34 - $28.67 $220K - $222K
7.76K $222K
APA
Apa Corp

Energy
9.11K
New
$18.06 - $24.69 $164K - $225K
9.11K $221K
PKG
Packaging Corp Of America

Consumer Cyclical
1.01K
New
$191.41 - $220.25 $194K - $223K
1.01K $220K
PLAB
Photronics Inc

Technology
9.53K
New
$19.16 - $25.06 $183K - $239K
9.53K $218K
XMPT
Vaneck Cef Muni Income ETF

ETFs
9.84K
New
$20.57 - $21.92 $202K - $216K
9.84K $215K
MS
Morgan Stanley

Financial Services
572
+ 8.32%
$139.09 - $161.16 $79.6K - $92.2K
7.45K $1.18M
INKM
Ssga Active ETF Tr

ETFs
6.49K
New
$32.17 - $33.54 $209K - $218K
6.49K $214K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
8
+ 0.1%
$138.31 - $165.45 $1.11K - $1.32K
7.75K $1.28M
AWI
Armstrong World Industries Inc

Industrials
1.08K
New
$163.99 - $199.13 $177K - $215K
1.08K $212K
PSX
Phillips 66

Energy
86
+ 0.72%
$118.37 - $139.46 $10.2K - $12K
12K $1.64M
XLE
Energy Sector Spdr

ETFs
59
+ 0.13%
$84.25 - $91.99 $4.97K - $5.43K
45.6K $4.07M
LEN
Lennar Corp

Consumer Cyclical
948
+ 15.95%
$107.73 - $142.4 $102K - $135K
6.89K $868K
COPX
Global X Copper Miners ETF

ETFs
3.53K
New
$42.75 - $59.81 $151K - $211K
3.53K $210K
WFC
Wells Fargo & Company

Financial Services
1.68K
+ 8.95%
$77.05 - $85.16 $129K - $143K
20.4K $1.71M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.15K
New
$39.58 - $40.74 $204K - $210K
5.15K $209K
HPE
Hewlett Packard Enterprise CO

Technology
8.49K
New
$19.81 - $25.24 $168K - $214K
8.49K $208K
VMC
Vulcan Materials CO

Basic Materials
671
New
$260.62 - $307.62 $175K - $206K
671 $206K
IDU
Ishares Tr U S Utils ETF

ETFs
1.86K
New
$103.7 - $111.17 $193K - $207K
1.86K $206K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
815
+ 3.53%
$87.69 - $96.0 $71.5K - $78.2K
23.9K $2.26M
OMC
Omnicom Group Inc.

Communication Services
2.52K
New
$70.41 - $81.53 $178K - $206K
2.52K $205K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.6K
New
$101.96 - $132.43 $163K - $211K
1.6K $204K
SLB
Schlumberger Limited

Energy
5.92K
New
$32.37 - $37.31 $192K - $221K
5.92K $203K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.2K
+ 13.85%
$19.49 - $19.61 $199K - $200K
84K $1.64M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10K
+ 13.67%
$19.61 - $19.79 $197K - $199K
83.5K $1.65M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.06K
+ 29.29%
$37.14 - $37.85 $188K - $191K
22.3K $843K
QCOM
Qualcomm Inc

Technology
168
+ 0.72%
$145.84 - $173.55 $24.5K - $29.2K
23.6K $3.92M
FNDF
Schwab Fundamental Intl Large

ETFs
2.14K
+ 6.19%
$39.84 - $43.15 $85.4K - $92.5K
36.7K $1.58M
BLW
Blackrock LTD Duration Income Trust

Financial Services
13.8K
New
$14.0 - $14.26 $194K - $197K
13.8K $193K
RGLD
Royal Gold Inc

Basic Materials
481
+ 11.37%
$151.42 - $200.58 $72.8K - $96.5K
4.71K $945K
LHX
L3 Harris Technologies, Inc.

Industrials
53
+ 1.66%
$252.18 - $305.41 $13.4K - $16.2K
3.24K $989K
VRIG
Invesco Actively Managed ETF F

ETFs
7.46K
+ 14.96%
$25.04 - $25.16 $187K - $188K
57.3K $1.44M
ATLKY
Atlas Copco Ab

Industrials
11.2K
New
$14.99 - $17.38 $168K - $195K
11.2K $190K
VHT
Vanguard Health Care ETF

ETFs
207
+ 1.75%
$239.12 - $259.95 $49.5K - $53.8K
12.1K $3.13M
CB
Chubb LTD

Financial Services
781
+ 16.47%
$265.99 - $289.59 $208K - $226K
5.52K $1.56M
MSI
Motorola Solutions, Inc.

Technology
298
+ 23.35%
$408.73 - $490.3 $122K - $146K
1.57K $719K
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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