Iht Wealth Management, LLC Incresed Positions in Q3 2025

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.16K
+ 14.15%
$82.38 - $83.0 $343K - $345K
33.6K $2.78M
NSC
Norfolk Southern Corp

Industrials
43
+ 0.57%
$259.49 - $300.41 $11.2K - $12.9K
7.57K $2.28M
SHOP
Shopify Inc.

Technology
86
+ 0.86%
$112.11 - $157.12 $9.64K - $13.5K
10.1K $1.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
737
+ 1.1%
$62.54 - $68.42 $46.1K - $50.4K
67.7K $4.57M
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
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
2.5K
+ 5.04%
$69.02 - $73.57 $172K - $184K
52K $3.83M
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
EWZ
Ishares Inc Msci Brazil ETF

ETFs
7.83K
+ 24.7%
$26.52 - $31.32 $208K - $245K
39.5K $1.23M
KLAC
Kla Corp

Technology
79
+ 6.49%
$843.9 - $1078.6 $66.7K - $85.2K
1.3K $1.4M
PSCH
Invesco S&P Smallcap Health Ca

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