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
PBA
Pembina Pipeline Corp

Energy
14
+ 0.25%
$35.5 - $40.58 $497 - $568
5.56K $224K
RACE
Ferrari N.V.

Consumer Cyclical
41
+ 8.72%
$436.24 - $517.65 $17.9K - $21.2K
511 $247K
CBOE
Cboe Global Markets, Inc.

Financial Services
17
+ 1.67%
$231.35 - $253.24 $3.93K - $4.31K
1.04K $254K
FMB
First Tr Exchange Traded Fd Ii

ETFs
97
+ 0.77%
$49.32 - $50.93 $4.78K - $4.94K
12.7K $645K
FXO
First Tr Exchange Traded Fd Fi

ETFs
14
+ 0.32%
$55.81 - $60.32 $781 - $844
4.33K $257K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.45%
$567.09 - $607.37 $1.13K - $1.21K
442 $263K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
50
+ 0.57%
$23.5 - $24.94 $1.18K - $1.25K
8.75K $218K
OTTR
Otter Tail Corp

Utilities
12
+ 0.46%
$75.29 - $85.97 $903 - $1.03K
2.62K $214K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
247
+ 4.16%
$43.1 - $44.6 $10.6K - $11K
6.18K $273K
SYK
Stryker Corp

Healthcare
220
+ 8.38%
$368.57 - $403.53 $81.1K - $88.8K
2.84K $1.05M
EQNR
Equinor Asa

Energy
1.01K
+ 6.58%
$23.7 - $27.1 $23.9K - $27.3K
16.3K $397K
ACT
Enact Holdings, Inc.

Financial Services
52
+ 0.54%
$34.39 - $39.23 $1.79K - $2.04K
9.7K $371K
ORCC
Owl Rock Capital Corp

Financial Services
888
+ 1.36%
N/A
66.4K $889K
RELX
Relx PLC

Communication Services
988
+ 18.49%
$45.13 - $54.19 $44.6K - $53.5K
6.33K $302K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2
+ 0.03%
$45.4 - $47.61 $90.8 - $95.2
7.94K $377K
SPIB
Spdr Portfolio Intermediate Te

ETFs
262
+ 3.37%
$33.26 - $34.01 $8.71K - $8.91K
8.03K $271K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
12
+ 0.6%
$121.99 - $134.19 $1.46K - $1.61K
2K $259K
EGHT
8 X8 Inc

Technology
3K
+ 17.65%
$1.75 - $2.31 $5.25K - $6.93K
20K $42K
TXN
Texas Instruments Inc

Technology
41
+ 0.31%
N/A
13.3K $2.58M
IBMO
Ishares Tr Ibonds December 202

ETFs
251
+ 0.6%
$25.58 - $25.72 $6.42K - $6.46K
42.3K $1.08M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
247
+ 0.54%
$26.71 - $26.81 $6.6K - $6.62K
46.3K $1.24M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
235
+ 5.14%
$185.65 - $214.38 $43.6K - $50.4K
4.81K $963K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
1.24K
+ 12.29%
$5.31 - $5.66 $6.58K - $7.01K
11.3K $62K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
219
+ 0.52%
$20.0 - $20.97 $4.38K - $4.59K
42.5K $880K
FID
First Tr Exchange Trded Fd Vi

ETFs
4
+ 0.04%
$19.17 - $20.16 $76.7 - $80.6
11.1K $218K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
33
+ 0.23%
$11.04 - $11.83 $364 - $390
14.6K $170K
CAH
Cardinal Health Inc

Healthcare
277
+ 8.14%
$146.04 - $167.63 $40.5K - $46.4K
3.68K $577K
HRB
H&R Block Inc

Consumer Cyclical
611
+ 10.38%
$49.28 - $56.76 $30.1K - $34.7K
6.5K $328K
VDC
Vanguard Consumer Staples ETF

ETFs
47
+ 5.13%
$212.64 - $225.25 $9.99K - $10.6K
963 $205K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
28
+ 0.91%
$76.16 - $78.59 $2.13K - $2.2K
3.1K $241K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
7
+ 0.3%
$116.43 - $123.68 $815 - $866
2.34K $289K
ADSK
Autodesk, Inc.

Technology
13
+ 0.64%
N/A
2.04K $502K
WCN
Waste Connections, Inc.

Industrials
108
+ 7.09%
$171.32 - $191.84 $18.5K - $20.7K
1.63K $286K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
32
+ 0.36%
$22.84 - $22.95 $731 - $734
8.85K $203K
IBHE
Ishares Ibonds 2025 Term High

ETFs
44
+ 0.5%
$23.14 - $23.23 $1.02K - $1.02K
8.83K $205K
TRU
Trans Union

Industrials
129
+ 5.52%
$83.78 - $99.22 $10.8K - $12.8K
2.46K $206K
Brookfield Corp Vtg Shs Cl A
144
+ 2.07%
N/A
7.1K $0
TT
Trane Technologies PLC

Industrials
59
+ 3.7%
$398.96 - $472.54 $23.5K - $27.9K
1.66K $698K
Bondbloxx ETF Trust
100
+ 1.48%
N/A
6.85K $0
XFIV
Bondbloxx ETF Tr 5 Yr Target D
650
+ 9.96%
N/A
7.18K $0
Primo Brands Corporation
1.92K
+ 7.85%
N/A
26.3K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
8.55K
+ 62.77%
N/A
22.2K $0
Sable Offshore Corp
355
+ 2.57%
N/A
14.2K $0
The Alger ETF Trust
16.8K
+ 155.17%
N/A
27.6K $0
Frontline PLC
150
+ 0.88%
N/A
17.2K $0
Arm Holdings
298
+ 10.02%
N/A
3.27K $0
Canadian Pacific Kansas City LTD
68
+ 0.68%
N/A
10.1K $0
CGMS
Capital Grp Core Plus Income E
137
+ 1.64%
N/A
8.47K $0
Capital Grp Fixed Incm ETF T
95
+ 1.09%
N/A
8.8K $0
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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