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
BUG
Global X Fds Cybersecurity ETF

ETFs
5.96K
+ 39.95%
$32.23 - $37.41 $192K - $223K
20.9K $734K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
3.43K
+ 2.02%
$43.53 - $44.97 $149K - $154K
173K $7.71M
WEC
Wec Energy Group, Inc.

Utilities
550
+ 5.11%
$103.66 - $114.59 $57K - $63K
11.3K $1.3M
MDT
Medtronic PLC

Healthcare
65
+ 0.31%
$87.67 - $95.74 $5.7K - $6.22K
20.9K $1.99M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.68K
+ 15.41%
$100.16 - $100.7 $168K - $169K
12.6K $1.27M
PH
Parker Hannifin Corp

Industrials
75
+ 3.91%
$697.13 - $769.67 $52.3K - $57.7K
1.99K $1.51M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.57K
+ 73.84%
$42.39 - $44.63 $151K - $159K
8.41K $374K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.73K
+ 7.56%
$49.09 - $50.58 $134K - $138K
38.8K $1.96M
COP
Conocophillips

Energy
810
+ 4.4%
$91.0 - $98.99 $73.7K - $80.2K
19.2K $1.82M
CL
Colgate Palmolive CO

Consumer Defensive
3.89K
+ 28.7%
$79.36 - $93.33 $309K - $363K
17.5K $1.4M
SII
Sprott Inc.

Financial Services
42
+ 0.38%
$62.54 - $83.38 $2.63K - $3.5K
11.1K $922K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3K
+ 6.37%
$48.72 - $50.73 $146K - $152K
50.2K $2.47M
CRWD
Crowd Strike Holdings, Inc.

Technology
724
+ 6.92%
$412.46 - $514.1 $299K - $372K
11.2K $5.49M
AXP
American Express CO

Financial Services
62
+ 0.6%
$294.27 - $342.31 $18.2K - $21.2K
10.4K $3.46M
EVRG
Evergy, Inc.

Utilities
123
+ 0.6%
$67.73 - $76.02 $8.33K - $9.35K
20.7K $1.57M
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.14K
+ 2.34%
$17.81 - $18.39 $73.7K - $76.1K
181K $3.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.02K
+ 8.75%
$23.54 - $23.97 $142K - $144K
74.8K $1.79M
FPX
First Trust Us Equity Opportun

ETFs
51
+ 0.75%
$141.57 - $166.21 $7.22K - $8.48K
6.89K $1.14M
SA
Seabridge Gold Inc

Basic Materials
400
+ 2.66%
$14.71 - $24.15 $5.88K - $9.66K
15.4K $372K
MA
Mastercard Inc

Financial Services
138
+ 1.29%
$550.18 - $598.96 $75.9K - $82.7K
10.8K $6.15M
NEM
Newmont Corp

Basic Materials
358
+ 7.8%
$57.35 - $85.25 $20.5K - $30.5K
4.95K $417K
SOXX
Ishares Semiconductor ETF

ETFs
159
+ 4.85%
$236.93 - $271.12 $37.7K - $43.1K
3.44K $931K
SE
Sea LTD

Consumer Cyclical
681
+ 46.93%
$146.23 - $196.5 $99.6K - $134K
2.13K $381K
IWB
Ishares Tr Russell 1000 ETF

ETFs
221
+ 8.75%
$339.37 - $366.46 $75K - $81K
2.75K $1M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
915
+ 8.85%
$77.5 - $86.87 $70.9K - $79.5K
11.3K $941K
PSCC
Invesco S&P Smallcap Consumer

ETFs
4.21K
+ 44.29%
$32.09 - $36.28 $135K - $153K
13.7K $452K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.17K
+ 1.0%
$40.94 - $42.85 $48.1K - $50.3K
119K $5M
AIT
Applied Industrial Technologies Inc

Industrials
159
+ 5.02%
$242.14 - $275.72 $38.5K - $43.8K
3.33K $868K
IWN
Ishares Russell2000 Val ETF

ETFs
580
+ 43.51%
$157.1 - $178.94 $91.1K - $104K
1.91K $338K
FAST
Fastenal CO

Industrials
264
+ 1.64%
$42.47 - $50.39 $11.2K - $13.3K
16.3K $801K
CVI
Cvr Energy Inc

Energy
661
+ 6.31%
$24.93 - $36.82 $16.5K - $24.3K
11.1K $406K
CCJ
Cameco Corp

Energy
889
+ 16.93%
$70.47 - $86.89 $62.6K - $77.2K
6.14K $514K
ADI
Analog Devices Inc

Technology
373
+ 8.41%
$220.68 - $255.63 $82.3K - $95.3K
4.81K $1.18M
APH
Amphenol Corp

Technology
331
+ 10.06%
$97.39 - $125.4 $32.2K - $41.5K
3.62K $448K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.43K
+ 4.01%
$70.85 - $76.96 $101K - $110K
37K $2.81M
SAN
Banco Santander, S.A.

Financial Services
7.37K
+ 36.03%
$8.27 - $10.48 $61K - $77.3K
27.8K $291K
COIN
Coinbase Global, Inc.

Technology
644
+ 8.63%
$297.99 - $419.78 $192K - $270K
8.11K $2.74M
AEP
American Electric Power CO Inc

Utilities
30
+ 0.23%
$103.26 - $115.0 $3.1K - $3.45K
13.3K $1.5M
USB
Us Bancorp \De\

Financial Services
1.75K
+ 16.13%
$43.94 - $50.41 $76.9K - $88.3K
12.6K $609K
ICLN
Ishares

ETFs
1.25K
+ 3.1%
$13.22 - $15.48 $16.6K - $19.4K
41.7K $646K
MRVL
Marvell Technology, Inc.

Technology
204
+ 1.39%
$62.31 - $84.07 $12.7K - $17.2K
14.9K $1.25M
VONG
Vanguard Russell 1000 Growth E

ETFs
316
+ 4.72%
$108.08 - $121.73 $34.2K - $38.5K
7.01K $845K
PLD
Prologis, Inc.

Real Estate
154
+ 1.5%
$104.08 - $115.35 $16K - $17.8K
10.4K $1.19M
IWV
Ishares Russell 3000 ETF

ETFs
63
+ 1.94%
$351.04 - $379.81 $22.1K - $23.9K
3.3K $1.25M
HTGC
Hercules Capital, Inc.

Financial Services
3.28K
+ 4.06%
$18.34 - $19.53 $60.2K - $64.1K
84.1K $1.59M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
175
+ 0.81%
$30.39 - $35.78 $5.32K - $6.26K
21.9K $772K
OUNZ
Van Eck Merk Gold Trust

ETFs
770
+ 4.88%
$31.49 - $37.19 $24.2K - $28.6K
16.5K $615K
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
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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