Iht Wealth Management, LLC New Holdings in Q3 2025

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
39.6K
New
$79.24 - $89.03 $3.14M - $3.52M
39.6K $3.52M
OMFS
Invesco Exchange Traded Self I

ETFs
62.5K
New
$39.64 - $44.73 $2.48M - $2.8M
62.5K $2.75M
HUBB
Hubbell Inc

Industrials
6.15K
New
$410.51 - $450.93 $2.52M - $2.77M
6.15K $2.64M
AIA
Ishares S&P Asia 50 ETF

ETFs
25K
New
$80.33 - $94.6 $2.01M - $2.37M
25K $2.37M
BALT
Innovator Etfs Tr
51.3K
New
$32.11 - $32.82 $1.65M - $1.68M
51.3K $1.68M
KHC
Kraft Heinz CO

Consumer Defensive
46.6K
New
$25.63 - $28.94 $1.19M - $1.35M
46.6K $1.21M
FLMI
Franklin Dynamic Municipal Bon

ETFs
38.8K
New
$23.96 - $24.81 $929K - $962K
38.8K $960K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
24.4K
New
$30.4 - $33.62 $741K - $819K
24.4K $771K
APP
App Lovin Corp

Technology
992
New
$335.1 - $718.54 $332K - $713K
992 $712K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
25.5K
New
$24.87 - $25.69 $635K - $656K
25.5K $650K
DMA
Destra Multi Alternative Fund

Financial Services
58.5K
New
$8.48 - $8.85 $496K - $517K
58.5K $505K
IRBO
Ishares Robotics & Artificial

ETFs
13.9K
New
N/A
13.9K $446K
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
20.1K
New
$21.22 - $23.05 $427K - $464K
20.1K $431K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.89K
New
$45.72 - $47.27 $361K - $373K
7.89K $370K
SOFI
So Fi Technologies, Inc.

Financial Services
13K
New
$17.64 - $29.81 $229K - $386K
13K $342K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
20.7K
New
$13.29 - $16.05 $276K - $333K
20.7K $330K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
5.99K
New
$49.46 - $54.03 $296K - $324K
5.99K $313K
SIVR
Abrdn Silver ETF Trust

ETFs
6.92K
New
$34.34 - $44.62 $238K - $309K
6.92K $307K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
5.36K
New
$50.48 - $57.12 $271K - $306K
5.36K $299K
SYM
Symbotic Inc.

Financial Services
5.55K
New
$39.68 - $63.21 $220K - $351K
5.55K $298K
CLOU
Global X Fds Cloud Computing E

ETFs
12.7K
New
$21.23 - $23.98 $270K - $305K
12.7K $295K
WDC
Western Digital Corp

Technology
2.39K
New
$63.84 - $120.06 $152K - $286K
2.39K $286K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.29K
New
$111.77 - $121.28 $256K - $278K
2.29K $276K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
33.6K
New
$7.98 - $8.29 $268K - $278K
33.6K $275K
DBA
Invesco Db Agriculture Fund

ETFs
10.2K
New
$25.62 - $27.91 $260K - $284K
10.2K $271K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
34.1K
New
$7.72 - $8.46 $263K - $289K
34.1K $265K
EQR
Equity Residential

Real Estate
4.01K
New
$62.3 - $68.34 $250K - $274K
4.01K $259K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
3.24K
New
$76.2 - $83.34 $247K - $270K
3.24K $255K
SJM
J M Smucker CO

Consumer Defensive
2.3K
New
$102.24 - $113.2 $235K - $260K
2.3K $249K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.06K
New
$47.11 - $48.77 $238K - $247K
5.06K $245K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.66K
New
$43.07 - $91.37 $114K - $243K
2.66K $242K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
9.75K
New
$23.69 - $24.32 $231K - $237K
9.75K $236K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
4K
New
N/A
4K $230K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
7.76K
New
$28.34 - $28.67 $220K - $222K
7.76K $222K
APA
Apa Corp

Energy
9.11K
New
$18.06 - $24.69 $164K - $225K
9.11K $221K
PKG
Packaging Corp Of America

Consumer Cyclical
1.01K
New
$191.41 - $220.25 $194K - $223K
1.01K $220K
PLAB
Photronics Inc

Technology
9.53K
New
$19.16 - $25.06 $183K - $239K
9.53K $218K
XMPT
Vaneck Cef Muni Income ETF

ETFs
9.84K
New
$20.57 - $21.92 $202K - $216K
9.84K $215K
INKM
Ssga Active ETF Tr

ETFs
6.49K
New
$32.17 - $33.54 $209K - $218K
6.49K $214K
AWI
Armstrong World Industries Inc

Industrials
1.08K
New
$163.99 - $199.13 $177K - $215K
1.08K $212K
COPX
Global X Copper Miners ETF

ETFs
3.53K
New
$42.75 - $59.81 $151K - $211K
3.53K $210K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.15K
New
$39.58 - $40.74 $204K - $210K
5.15K $209K
HPE
Hewlett Packard Enterprise CO

Technology
8.49K
New
$19.81 - $25.24 $168K - $214K
8.49K $208K
IDU
Ishares Tr U S Utils ETF

ETFs
1.86K
New
$103.7 - $111.17 $193K - $207K
1.86K $206K
VMC
Vulcan Materials CO

Basic Materials
671
New
$260.62 - $307.62 $175K - $206K
671 $206K
OMC
Omnicom Group Inc.

Communication Services
2.52K
New
$70.41 - $81.53 $178K - $206K
2.52K $205K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.6K
New
$101.96 - $132.43 $163K - $211K
1.6K $204K
SLB
Schlumberger Limited

Energy
5.92K
New
$32.37 - $37.31 $192K - $221K
5.92K $203K
BLW
Blackrock LTD Duration Income Trust

Financial Services
13.8K
New
$14.0 - $14.26 $194K - $197K
13.8K $193K
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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