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
DLR
Digital Realty Trust, Inc.

Real Estate
1.88K
+ 14.99%
$161.21 - $180.02 $302K - $338K
14.4K $2.49M
PALL
Abrdn Palladium ETF Trust

ETFs
452
+ 2.43%
$99.79 - $117.24 $45.1K - $53K
19.1K $2.18M
AMAT
Applied Materials Inc

Technology
401
+ 3.92%
$156.25 - $204.95 $62.7K - $82.2K
10.6K $2.18M
IYG
Ishares Tr

ETFs
1.32K
+ 2.97%
$85.16 - $90.57 $112K - $119K
45.7K $4.09M
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.76K
+ 40.64%
$47.38 - $57.71 $178K - $217K
13K $698K
MTZ
Mastec Inc

Industrials
216
+ 3.76%
$168.23 - $212.81 $36.3K - $46K
5.97K $1.27M
PHYS
Sprott Physical Gold Trust

Financial Services
6
+ 0.01%
$25.02 - $29.62 $150 - $178
67.8K $2.01M
RING
Ishares Inc Msci Global Gold M

ETFs
1.4K
+ 14.75%
$42.96 - $64.71 $60.1K - $90.5K
10.9K $703K
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
PFE
Pfizer Inc

Healthcare
2.1K
+ 1.2%
$23.29 - $25.88 $49K - $54.4K
178K $4.53M
VST
Vistra Corp.

Utilities
1.26K
+ 12.74%
$182.0 - $217.92 $228K - $273K
11.1K $2.18M
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
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.74K
+ 11.81%
$51.33 - $58.15 $141K - $160K
26K $1.47M
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
ISCV
Ishares Morningstar Small Cap

ETFs
1.56K
+ 5.64%
$61.33 - $67.87 $95.4K - $106K
29.1K $1.94M
VLO
Valero Energy Corp

Energy
109
+ 1.74%
$131.77 - $175.63 $14.4K - $19.1K
6.37K $1.09M
VT
Vanguard Total World Stk Index

ETFs
1.18K
+ 14.23%
$128.41 - $138.03 $151K - $163K
9.46K $1.3M
AZN
Astrazeneca PLC

Healthcare
1.71K
+ 10.88%
$68.72 - $82.11 $118K - $141K
17.5K $1.34M
STX
Seagate Technology Holdings PLC

Technology
156
+ 7.09%
$142.01 - $236.06 $22.2K - $36.8K
2.36K $555K
IWR
Ishares Russell Mid Cap ETF

ETFs
530
+ 1.3%
$92.26 - $97.51 $48.9K - $51.7K
41.4K $4M
RWL
Invesco Exchange Traded Fd Tr

ETFs
893
+ 4.19%
$102.17 - $110.66 $91.2K - $98.8K
22.2K $2.45M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
1.11K
+ 5.65%
$35.24 - $44.04 $39.1K - $48.8K
20.8K $905K
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
MS
Morgan Stanley

Financial Services
572
+ 8.32%
$139.09 - $161.16 $79.6K - $92.2K
7.45K $1.18M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
8
+ 0.1%
$138.31 - $165.45 $1.11K - $1.32K
7.75K $1.28M
LEN
Lennar Corp

Consumer Cyclical
948
+ 15.95%
$107.73 - $142.4 $102K - $135K
6.89K $868K
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
WFC
Wells Fargo & Company

Financial Services
1.68K
+ 8.95%
$77.05 - $85.16 $129K - $143K
20.4K $1.71M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
815
+ 3.53%
$87.69 - $96.0 $71.5K - $78.2K
23.9K $2.26M
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
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
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
QGRO
American Centy ETF Tr Stoxx Us

ETFs
202
+ 0.67%
$107.5 - $115.86 $21.7K - $23.4K
30.3K $3.46M
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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