Iht Wealth Management, LLC Incresed Positions in Q4 2024

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
15.9K
+ 53.55%
$26.55 - $26.67 $423K - $425K
45.7K $1.22M
AVUS
American Centy ETF Tr Avantis

ETFs
124
+ 0.05%
$94.36 - $102.06 $11.7K - $12.7K
229K $22.2M
AXP
American Express CO

Financial Services
879
+ 17.1%
$267.35 - $305.57 $235K - $269K
6.02K $1.79M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.57K
+ 83.84%
$119.34 - $127.78 $425K - $456K
7.82K $932K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16.9K
+ 61.99%
$23.29 - $23.93 $394K - $405K
44.2K $1.04M
ARKG
Ark Genomic Revolution ETF (De

ETFs
16.6K
+ 208.5%
$22.66 - $27.11 $375K - $449K
24.5K $577K
GLDM
World Gold Trust

ETFs
7.04K
+ 38.02%
$50.76 - $55.23 $357K - $389K
25.5K $1.33M
CELH
Celsius Holdings, Inc.

Consumer Defensive
15.7K
+ 139.79%
$25.66 - $34.91 $402K - $547K
26.9K $707K
ITA
Ishares Tr

ETFs
2.45K
+ 71.52%
$144.31 - $157.31 $353K - $385K
5.87K $852K
MO
Altria Group, Inc.

Consumer Defensive
5.31K
+ 12.63%
$49.06 - $57.74 $260K - $306K
47.3K $2.48M
KRE
Spdr S&P Regional Banking ETF

ETFs
4.74K
+ 45.99%
$54.6 - $68.9 $259K - $326K
15K $907K
LNG
Cheniere Energy, Inc.

Energy
687
+ 14.69%
$181.07 - $225.92 $124K - $155K
5.36K $1.15M
NEM
Newmont Corp

Basic Materials
15.4K
+ 88.63%
$37.0 - $58.68 $571K - $906K
32.9K $1.22M
APO
Apollo Global Management, Inc.

Financial Services
913
+ 28.42%
$131.36 - $178.61 $120K - $163K
4.13K $681K
SPMD
Spdr Portfolio

ETFs
4.98K
+ 4.17%
$54.13 - $59.56 $270K - $297K
124K $6.81M
SHOP
Shopify Inc.

Technology
344
+ 4.06%
$78.14 - $119.49 $26.9K - $41.1K
8.82K $937K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
9
+ 0.06%
$110.69 - $154.48 $996 - $1.39K
15K $1.91M
FLIN
Franklin Templeton ETF Tr

ETFs
16.6K
+ 17.01%
$37.75 - $41.62 $628K - $692K
114K $4.34M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.74K
+ 57.64%
$44.87 - $46.86 $257K - $269K
15.7K $704K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.11K
+ 84.49%
$201.32 - $217.44 $224K - $242K
2.43K $501K
GOLD
Barrick Gold Corp

Basic Materials
21.6K
+ 93.56%
$15.23 - $21.19 $328K - $457K
44.6K $691K
JMBS
Janus Detroit Str Tr Henderson

ETFs
6.64K
+ 27.12%
$44.03 - $46.65 $292K - $310K
31.1K $1.37M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.41K
+ 94.94%
$57.29 - $63.1 $252K - $278K
9.05K $519K
GTO
Invesco Actively Managed ETF T

ETFs
7.59K
+ 11.49%
$46.33 - $48.41 $352K - $368K
73.7K $3.42M
ARCC
Ares Capital Corp

Financial Services
4.09K
+ 2.86%
$20.74 - $22.27 $84.7K - $91K
147K $3.22M
OKE
Oneok Inc

Energy
441
+ 2.4%
$92.28 - $117.05 $40.7K - $51.6K
18.8K $1.89M
VST
Vistra Corp.

Utilities
106
+ 1.12%
$115.74 - $166.61 $12.3K - $17.7K
9.58K $1.32M
FDUS
Fidus Investment Corp

Financial Services
5.44K
+ 9.9%
$19.1 - $21.49 $104K - $117K
60.4K $1.27M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
10.8K
+ 8.94%
$42.84 - $45.38 $461K - $489K
131K $5.64M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.21K
+ 3.09%
N/A
73.7K $6.33M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
14.1K
+ 5.27%
$23.42 - $24.25 $330K - $341K
281K $6.64M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.21K
+ 9.91%
$119.61 - $136.3 $144K - $164K
13.4K $1.65M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.3K
+ 2.36%
$44.33 - $49.55 $412K - $461K
403K $18.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.86K
+ 33.87%
$106.33 - $110.69 $198K - $206K
7.37K $784K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
5.02K
+ 5.55%
$19.79 - $21.6 $99.2K - $108K
95.5K $2.03M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
6.56K
+ 2.11%
N/A
317K $8.08M
ADUS
Addus Home Care Corp

Healthcare
1.5K
+ 51.48%
$118.27 - $133.01 $177K - $199K
4.4K $551K
VV
Vanguard Large Cap ETF

ETFs
437
+ 6.23%
$260.27 - $280.65 $114K - $123K
7.45K $2.01M
FTHI
First Trust Exchange Traded Fd

ETFs
5.77K
+ 6.16%
$22.89 - $24.02 $132K - $139K
99.4K $2.31M
CAE
Cae Inc

Industrials
310
+ 1.37%
$17.6 - $25.38 $5.46K - $7.87K
23K $583K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
304
+ 3.08%
$87.56 - $119.8 $26.6K - $36.4K
10.2K $1.12M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.24K
+ 6.31%
$91.94 - $100.02 $298K - $324K
54.6K $5.06M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
14.6K
+ 87.65%
$11.42 - $12.5 $166K - $182K
31.2K $359K
CYBR
Cyber Ark Software Ltd.

Technology
20
+ 0.57%
$274.1 - $333.15 $5.48K - $6.66K
3.56K $1.19M
SKYY
First Trust Cloud Computing Et

ETFs
512
+ 9.62%
$99.98 - $130.46 $51.2K - $66.8K
5.83K $694K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
3.72K
+ 10.47%
$46.9 - $50.96 $175K - $190K
39.3K $1.86M
HTGC
Hercules Capital, Inc.

Financial Services
5.49K
+ 8.87%
$18.53 - $20.22 $102K - $111K
67.4K $1.35M
TFLO
Ishares Treasury Floating Rate

ETFs
2.67K
+ 20.45%
$50.37 - $50.63 $135K - $135K
15.7K $794K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
580
+ 16.05%
$194.9 - $214.12 $113K - $124K
4.19K $846K
Activity Summary
Buys All Purchases 360 New Holdings 95 Increased Positions 265 Sells All Sells 694 Reductions 694 Sold out 0 Options Calls 0 Puts 0
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