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
NULG
Nuveen Esg Large Cap Growth Et

ETFs
176
+ 1.03%
$92.97 - $100.18 $16.4K - $17.6K
17.2K $1.71M
EUSB
Ishares Tr Esg Advanced Total

Technology
2.47K
+ 51.39%
$42.97 - $44.2 $106K - $109K
7.27K $319K
IYY
Ishares Tr

ETFs
4
+ 0.04%
$150.75 - $162.82 $603 - $651
9.32K $1.51M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.53K
+ 22.06%
$26.88 - $27.78 $94.9K - $98.1K
19.5K $542K
JCI
Johnson Controls International PLC

Industrials
852
+ 27.02%
$103.24 - $111.73 $88K - $95.2K
4.01K $440K
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.06K
+ 22.07%
$63.98 - $72.59 $67.9K - $77K
5.87K $416K
WPC
W. P. Carey Inc.

Real Estate
841
+ 9.3%
$61.29 - $68.7 $51.5K - $57.8K
9.88K $667K
LPG
Dorian Lpg Ltd.

Energy
319
+ 1.86%
$24.6 - $32.7 $7.85K - $10.4K
17.4K $519K
PWR
Quanta Services, Inc.

Industrials
75
+ 3.89%
$372.29 - $421.68 $27.9K - $31.6K
2K $829K
NVS
Novartis Ag

Healthcare
561
+ 14.27%
$113.5 - $129.73 $63.7K - $72.8K
4.49K $576K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
42
+ 0.55%
$138.08 - $151.2 $5.8K - $6.35K
7.67K $1.16M
EPD
Enterprise Products Partners L.P.

Energy
2.57K
+ 3.74%
$30.74 - $32.14 $79K - $82.6K
71.3K $2.23M
BNDX
Vanguard Total International B

ETFs
1.98K
+ 22.25%
$49.0 - $49.51 $96.9K - $97.9K
10.9K $537K
DUK
Duke Energy Corp

Utilities
2
+ 0.01%
$116.31 - $125.93 $233 - $252
17.1K $2.11M
MKL
Markel Corp

Financial Services
61
+ 27.48%
$1898.34 - $2031.8 $116K - $124K
283 $540K
SONY
Sony Group Corp

Technology
1.19K
+ 5.29%
$23.92 - $30.07 $28.5K - $35.8K
23.7K $682K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
647
+ 39.91%
$121.81 - $137.24 $78.8K - $88.8K
2.27K $299K
IBKR
Interactive Brokers Group, Inc.

Financial Services
186
+ 3.03%
$56.32 - $68.81 $10.5K - $12.8K
6.32K $434K
ZBRA
Zebra Technologies Corp

Technology
348
+ 47.61%
$296.92 - $341.36 $103K - $119K
1.08K $320K
HYMU
Blackrock ETF Tr Ii High Yield
4.06K
+ 3.69%
N/A
114K $2.62M
RIO
Rio Tinto PLC

Basic Materials
841
+ 18.19%
$57.66 - $66.01 $48.5K - $55.5K
5.46K $360K
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
2.04K
+ 35.96%
$34.77 - $39.22 $71.1K - $80.2K
7.73K $296K
TTD
Trade Desk, Inc.

Technology
31.5K
+ 49.82%
$43.93 - $89.76 $1.39M - $2.83M
94.8K $4.65M
CVS
Cvs Health Corp

Healthcare
118
+ 0.96%
$58.75 - $76.5 $6.93K - $9.03K
12.4K $936K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
90
+ 0.26%
$12.7 - $15.07 $1.14K - $1.36K
34.5K $519K
GRMN
Garmin LTD

Technology
13
+ 0.6%
$211.13 - $246.22 $2.74K - $3.2K
2.18K $536K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
796
+ 16.9%
$79.58 - $83.45 $63.3K - $66.4K
5.51K $457K
FTLS
First Tr Long/Short Equity ETF

ETFs
428
+ 3.02%
$65.78 - $69.95 $28.2K - $29.9K
14.6K $1.02M
GPC
Genuine Parts CO

Consumer Cyclical
22
+ 0.48%
$122.23 - $142.77 $2.69K - $3.14K
4.56K $632K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.39K
+ 4.67%
$44.34 - $45.94 $61.7K - $63.9K
31.2K $1.42M
VCR
Vanguard Consumer Discretionar

ETFs
6
+ 0.26%
$359.61 - $401.35 $2.16K - $2.41K
2.34K $926K
SO
Southern CO

Utilities
52
+ 0.2%
$90.83 - $96.0 $4.72K - $4.99K
25.4K $2.41M
INDA
Ishares Msci India Index Fund

ETFs
2.17K
+ 23.69%
$51.98 - $55.84 $113K - $121K
11.3K $590K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
43
+ 0.21%
$56.98 - $61.66 $2.45K - $2.65K
20.1K $1.23M
TSCO
Tractor Supply CO

Consumer Cyclical
297
+ 1.96%
$54.08 - $62.65 $16.1K - $18.6K
15.4K $876K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
534
+ 2.38%
$50.02 - $53.28 $26.7K - $28.5K
23K $1.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
660
+ 2.56%
$81.76 - $86.36 $54K - $57K
26.5K $2.24M
ISRG
Intuitive Surgical Inc

Healthcare
775
+ 27.41%
$433.66 - $544.47 $336K - $422K
3.6K $1.61M
LRN
Stride, Inc.

Consumer Defensive
249
+ 2.56%
$128.23 - $169.81 $31.9K - $42.3K
9.99K $1.49M
ZS
Zscaler, Inc.

Technology
277
+ 38.96%
$267.68 - $316.5 $74.1K - $87.7K
988 $296K
CDNS
Cadence Design Systems Inc

Technology
45
+ 3.53%
$309.46 - $373.37 $13.9K - $16.8K
1.32K $463K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
664
+ 9.05%
$102.4 - $103.88 $68K - $69K
8K $826K
AEE
Ameren Corp

Utilities
390
+ 10.67%
$95.0 - $104.38 $37.1K - $40.7K
4.05K $422K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
7.15K
+ 25.18%
$14.94 - $16.82 $107K - $120K
35.6K $531K
PIE
Invesco Exchange Traded Fd Tr

ETFs
63
+ 0.33%
$20.73 - $24.46 $1.31K - $1.54K
19.2K $467K
FXI
Ishares Tr

ETFs
27
+ 0.18%
$36.18 - $41.62 $977 - $1.12K
15.3K $630K
AIG
American International Group, Inc.

Financial Services
1.12K
+ 35.87%
$76.34 - $85.87 $85.5K - $96.2K
4.24K $333K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
638
+ 6.2%
$100.37 - $100.74 $64K - $64.3K
10.9K $1.1M
BOTZ
Global X Fds

ETFs
763
+ 5.54%
$32.14 - $35.96 $24.5K - $27.4K
14.5K $514K
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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