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
MEAR
Blackrock Short Maturity Munic

ETFs
1.2K
+ 24.31%
$50.17 - $50.56 $60.1K - $60.6K
6.13K $309K
LLY
Eli Lilly & CO

Healthcare
750
+ 2.42%
$625.65 - $812.69 $469K - $610K
31.7K $24.2M
BP
Bp PLC

Energy
112
+ 0.9%
$30.25 - $35.69 $3.39K - $4K
12.6K $435K
EXI
Ishares Global Industrials ETF

ETFs
142
+ 2.84%
$164.53 - $172.75 $23.4K - $24.5K
5.14K $887K
MCK
Mckesson Corp

Healthcare
17
+ 1.46%
$659.01 - $772.54 $11.2K - $13.1K
1.19K $915K
IXJ
Ishares Global Healthcare ETF

ETFs
313
+ 2.48%
$82.73 - $89.14 $25.9K - $27.9K
12.9K $1.15M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.12%
$284.45 - $324.95 $569 - $650
1.72K $549K
SCHW
Schwab Charles Corp

Financial Services
285
+ 3.96%
$91.03 - $98.69 $25.9K - $28.1K
7.49K $714K
EEM
Ishares Msci Emerging Markets

ETFs
23
+ 0.21%
$48.07 - $53.4 $1.11K - $1.23K
10.8K $575K
HYG
Ishares Tr

ETFs
682
+ 17.11%
$79.85 - $81.32 $54.5K - $55.5K
4.67K $378K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
450
+ 1.13%
$52.55 - $54.37 $23.6K - $24.5K
40.2K $2.17M
TDIV
First Trust Nasdaq Technology

ETFs
289
+ 8.89%
$89.27 - $100.33 $25.8K - $29K
3.54K $349K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
3.77K
+ 29.05%
$12.9 - $13.59 $48.6K - $51.2K
16.7K $224K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
4.21K
+ 19.81%
$12.91 - $13.87 $54.4K - $58.4K
25.5K $341K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
400
+ 2.75%
$41.13 - $44.7 $16.5K - $17.9K
15K $668K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
2.14K
+ 19.13%
$20.34 - $21.61 $43.5K - $46.2K
13.3K $286K
FDIS
Fidelity Covington Tr Msci Con

ETFs
127
+ 2.78%
$93.41 - $104.11 $11.9K - $13.2K
4.69K $482K
ICF
Ishares Tr

ETFs
658
+ 2.61%
$59.57 - $62.89 $39.2K - $41.4K
25.8K $1.59M
SHEL
Shell PLC

Energy
529
+ 4.45%
$69.82 - $73.93 $36.9K - $39.1K
12.4K $889K
VRSN
Verisign Inc

Technology
221
+ 20.16%
$263.02 - $305.98 $58.1K - $67.6K
1.32K $368K
BDX
Becton Dickinson & CO

Healthcare
15
+ 0.46%
$172.41 - $199.66 $2.59K - $2.99K
3.31K $619K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
69
+ 0.34%
$41.91 - $44.87 $2.89K - $3.1K
20.6K $919K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
104
+ 5.99%
$301.44 - $365.84 $31.3K - $38K
1.84K $595K
HWM
Howmet Aerospace Inc.

Industrials
157
+ 8.11%
$171.0 - $196.23 $26.8K - $30.8K
2.09K $410K
IWS
Ishares Russell Midcap Value E

ETFs
44
+ 0.75%
$132.83 - $140.61 $5.84K - $6.19K
5.94K $829K
EMR
Emerson Electric CO

Industrials
641
+ 4.12%
$128.6 - $149.63 $82.4K - $95.9K
16.2K $2.12M
CGGO
Capital Group Global Growth Eq

ETFs
967
+ 13.62%
$31.71 - $34.17 $30.7K - $33K
8.07K $275K
MTB
M&T Bank Corp

Financial Services
213
+ 11.39%
$183.74 - $204.05 $39.1K - $43.5K
2.08K $411K
VEU
Vanguard Ftse All World Ex Us

ETFs
62
+ 0.59%
$66.38 - $71.68 $4.12K - $4.44K
10.7K $760K
FNX
First Tr Mid Cap Core Alphadex

ETFs
16
+ 0.37%
$115.08 - $126.88 $1.84K - $2.03K
4.34K $544K
TASK
Task Us, Inc.

Technology
1.68K
+ 10.26%
$16.73 - $18.21 $28.1K - $30.6K
18K $321K
FDUS
Fidus Investment Corp

Financial Services
2.1K
+ 3.02%
$20.18 - $21.99 $42.4K - $46.2K
71.7K $1.45M
PG
Procter & Gamble CO

Consumer Defensive
3.05K
+ 4.08%
$150.47 - $161.22 $458K - $491K
77.7K $11.9M
MGV
Vanguard Mega Cap Value

ETFs
241
+ 14.13%
$129.46 - $137.85 $31.2K - $33.2K
1.95K $268K
WMB
Williams Companies, Inc.

Energy
619
+ 7.57%
$56.52 - $64.01 $35K - $39.6K
8.8K $557K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
295
+ 0.29%
$78.11 - $79.07 $23K - $23.3K
102K $8.07M
CATH
Global X Fds Global X S&P 500

ETFs
119
+ 2.14%
$75.38 - $81.32 $8.97K - $9.68K
5.68K $460K
VLUE
Ishares Msci Usa Value Factor

ETFs
18
+ 0.54%
$111.55 - $125.05 $2.01K - $2.25K
3.36K $419K
NUE
Nucor Corp

Basic Materials
169
+ 5.5%
$133.3 - $150.33 $22.5K - $25.4K
3.24K $439K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.51K
+ 4.2%
$25.39 - $25.57 $38.3K - $38.6K
37.4K $956K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
160
+ 2.63%
$74.73 - $80.82 $12K - $12.9K
6.24K $495K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
587
+ 0.71%
$18.58 - $19.75 $10.9K - $11.6K
82.8K $1.59M
KRMA
Global X Fds Global X Consciou

ETFs
367
+ 4.54%
$40.51 - $43.22 $14.9K - $15.9K
8.44K $364K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
321
+ 0.62%
$21.64 - $23.57 $6.95K - $7.57K
52.1K $1.15M
MLM
Martin Marietta Materials Inc

Basic Materials
9
+ 2.33%
$546.36 - $631.12 $4.92K - $5.68K
395 $248K
CLOI
Vaneck ETF Tr

ETFs
643
+ 2.97%
$52.8 - $53.1 $34K - $34.1K
22.3K $1.18M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
596
+ 2.21%
$59.81 - $60.11 $35.6K - $35.8K
27.6K $1.65M
ATO
Atmos Energy Corp

Utilities
7
+ 0.33%
$151.51 - $170.75 $1.06K - $1.2K
2.1K $358K
YUM
Yum Brands Inc

Consumer Cyclical
141
+ 3.95%
$139.5 - $153.94 $19.7K - $21.7K
3.71K $564K
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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email