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
LVHI
Franklin International Low Vol

ETFs
289
+ 2.53%
$32.69 - $35.19 $9.45K - $10.2K
11.7K $406K
VTR
Ventas, Inc.

Real Estate
93
+ 2.22%
$62.76 - $69.99 $5.84K - $6.51K
4.28K $299K
PDP
Invesco Exchange Traded Fd Tr

ETFs
120
+ 5.95%
$107.15 - $118.05 $12.9K - $14.2K
2.14K $252K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
183
+ 4.86%
$67.21 - $72.65 $12.3K - $13.3K
3.95K $286K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
34
+ 2.28%
$236.25 - $257.69 $8.03K - $8.76K
1.52K $390K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
12
+ 0.22%
$80.54 - $89.67 $966 - $1.08K
5.57K $489K
HCA
Hca Healthcare, Inc.

Healthcare
7
+ 0.99%
$334.32 - $426.2 $2.34K - $2.98K
715 $304K
ETR
Entergy Corp

Utilities
81
+ 3.2%
$80.93 - $93.55 $6.56K - $7.58K
2.62K $243K
TFLO
Ishares Treasury Floating Rate

ETFs
646
+ 4.33%
$50.45 - $50.65 $32.6K - $32.7K
15.6K $787K
PCT
Pure Cycle Technologies, Inc.

Industrials
8.64K
+ 5.81%
$12.21 - $16.92 $105K - $146K
157K $2.07M
EXC
Exelon Corp

Utilities
53
+ 0.3%
$42.73 - $45.54 $2.26K - $2.41K
17.8K $802K
AGNC
Agnc Investment Corp.

Real Estate
1.87K
+ 9.0%
$9.2 - $10.37 $17.2K - $19.4K
22.6K $221K
ILF
Ishares Latin America 40 ETF

ETFs
150
+ 1.53%
$24.77 - $28.98 $3.72K - $4.35K
9.97K $288K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
71
+ 1.66%
$68.95 - $75.02 $4.9K - $5.33K
4.36K $326K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
70
+ 2.09%
$122.57 - $132.57 $8.58K - $9.28K
3.42K $443K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.48K
+ 6.37%
$59.29 - $62.87 $87.6K - $92.9K
24.7K $1.48M
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.04%
$96.35 - $111.0 $96.4 - $111
2.57K $279K
SPTS
Spdr Portfolio Short Term Trea

ETFs
965
+ 1.19%
$29.12 - $29.34 $28.1K - $28.3K
82.3K $2.41M
LEGR
First Tr ETF Indxx Innovation

ETFs
297
+ 5.34%
$52.62 - $56.39 $15.6K - $16.7K
5.86K $329K
NI
Nisource Inc.

Utilities
97
+ 1.12%
$39.0 - $43.33 $3.78K - $4.2K
8.73K $378K
AJG
Arthur J. Gallagher & Co.

Financial Services
116
+ 17.21%
$284.17 - $319.49 $33K - $37.1K
790 $244K
TTE
Total Energies Se

Energy
422
+ 6.32%
N/A
7.1K $487K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
872
+ 3.06%
$28.38 - $29.05 $24.7K - $25.3K
29.4K $849K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
252
+ 3.31%
$40.51 - $44.74 $10.2K - $11.3K
7.85K $337K
PR
Permian Resources Corporation

Energy
3.5K
+ 17.5%
$12.8 - $14.51 $44.8K - $50.8K
23.5K $300K
IHDG
Wisdomtree Tr

ETFs
360
+ 3.38%
$43.81 - $46.31 $15.8K - $16.7K
11K $507K
GIS
General Mills Inc

Consumer Defensive
718
+ 11.84%
$48.44 - $53.83 $34.8K - $38.6K
6.78K $341K
BOND
Pimco Active Bond Exchange Tra

ETFs
255
+ 10.43%
$90.83 - $93.81 $23.2K - $23.9K
2.7K $251K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
461
+ 21.54%
$86.98 - $100.09 $40.1K - $46.1K
2.6K $238K
ECL
Ecolab Inc.

Basic Materials
16
+ 0.32%
$259.39 - $285.47 $4.15K - $4.57K
5.03K $1.38M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
111
+ 0.9%
$38.1 - $40.7 $4.23K - $4.52K
12.4K $492K
DHR
Danaher Corp

Healthcare
104
+ 2.12%
$181.46 - $212.2 $18.9K - $22.1K
5.01K $993K
FITB
Fifth Third Bancorp

Financial Services
8
+ 0.12%
$40.91 - $46.28 $327 - $370
6.6K $293K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1K
+ 2.46%
$10.18 - $10.96 $10.2K - $11K
41.7K $449K
TMUS
T Mobile Us, Inc.

Communication Services
79
+ 3.2%
$226.02 - $259.01 $17.9K - $20.5K
2.55K $610K
GILD
Gilead Sciences, Inc.

Healthcare
177
+ 1.47%
$108.22 - $120.47 $19.2K - $21.3K
12.2K $1.36M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.04%
$82.29 - $90.77 $82.3 - $90.8
2.66K $241K
DFAT
Dimensional ETF Tr U S Target

ETFs
21
+ 0.45%
$53.36 - $59.69 $1.12K - $1.25K
4.73K $275K
CNDT
Conduent Inc

Technology
6.5K
+ 50.41%
$2.43 - $2.96 $15.8K - $19.2K
19.4K $54K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
410
+ 2.06%
$18.82 - $19.8 $7.72K - $8.12K
20.4K $395K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
438
+ 2.42%
$21.99 - $23.38 $9.63K - $10.2K
18.5K $428K
LPLA
Lpl Financial Holdings Inc.

Financial Services
488
+ 14.54%
$332.69 - $399.0 $162K - $195K
3.84K $1.28M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$69.62 - $73.99 $69.6 - $74
8.89K $641K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
430
+ 5.51%
$37.5 - $40.3 $16.1K - $17.3K
8.24K $328K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
1.37K
+ 6.74%
$7.56 - $7.93 $10.4K - $10.9K
21.7K $171K
PGR
Progressive Corp

Financial Services
452
+ 9.73%
$238.61 - $264.3 $108K - $119K
5.1K $1.26M
HEI
Heico Corp

Industrials
151
+ 2.64%
$304.5 - $337.56 $46K - $51K
5.87K $1.89M
JBBB
Janus Detroit Str Tr Henderson

ETFs
375
+ 4.78%
$48.04 - $48.61 $18K - $18.2K
8.22K $395K
DVYE
Ishares Emerging Markets Divid

ETFs
242
+ 2.29%
$28.5 - $30.64 $6.9K - $7.41K
10.8K $321K
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