Iht Wealth Management, LLC Reduced Holdings in Q4 2024

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-93.1K
- 34.86%
$481.22 - $538.17 $44.8M - $50.1M
174K $89M
IWM
Ishares Russell 2000 ETF

ETFs
-134K
- 45.96%
$216.13 - $242.4 $29M - $32.5M
158K $34.9M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-493K
- 81.97%
$44.21 - $46.46 $21.8M - $22.9M
108K $4.81M
AAPL
Apple Inc.

Technology
-131K
- 22.15%
$221.69 - $259.02 $29M - $33.9M
461K $115M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-150K
- 47.95%
$106.56 - $113.11 $16M - $17M
163K $17.4M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-495K
- 90.83%
$34.6 - $36.99 $17.1M - $18.3M
50K $1.75M
USFR
Wisdomtree Floating Rate Treas

ETFs
-235K
- 12.35%
$50.23 - $50.46 $11.8M - $11.9M
1.67M $84.1M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-277K
- 32.92%
$41.16 - $44.07 $11.4M - $12.2M
565K $23.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-17.1K
- 21.34%
$570.51 - $610.59 $9.76M - $10.4M
63.1K $37.1M
MSFT
Microsoft Corp

Technology
-17.3K
- 12.55%
$406.35 - $454.46 $7.05M - $7.88M
121K $51M
META
Meta Platforms, Inc.

Communication Services
-14.2K
- 26.93%
$554.08 - $632.68 $7.86M - $8.98M
38.5K $22.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-76.9K
- 48.97%
$91.29 - $91.8 $7.02M - $7.06M
80.1K $7.33M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-83.6K
- 47.37%
$77.02 - $78.58 $6.44M - $6.57M
92.9K $7.18M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-58.4K
- 45.68%
$89.81 - $104.0 $5.25M - $6.07M
69.5K $6.26M
VTI
Vanguard Total Stock Market Et

ETFs
-23.6K
- 28.14%
$280.04 - $302.45 $6.59M - $7.12M
60.1K $17.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-110K
- 52.61%
$50.37 - $50.6 $5.56M - $5.59M
99.5K $5.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-16.1K
- 32.43%
$370.24 - $418.94 $5.97M - $6.75M
33.6K $13.5M
XLI
Industrial Sector Spdr

ETFs
-35K
- 23.95%
$131.76 - $143.99 $4.61M - $5.04M
111K $14.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-51.7K
- 39.24%
$75.1 - $82.99 $3.88M - $4.29M
80.1K $6.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10K
- 9.79%
$567.81 - $607.81 $5.7M - $6.1M
92.5K $54.2M
NVDA
Nvidia Corp

Technology
-93.2K
- 14.9%
$117.0 - $148.88 $10.9M - $13.9M
532K $71.5M
HD
Home Depot, Inc.

Consumer Cyclical
-9.3K
- 27.69%
$385.02 - $431.37 $3.58M - $4.01M
24.3K $9.44M
XLV
Select Sector Spdr Fund Health

ETFs
-14.1K
- 10.56%
$136.28 - $154.74 $1.92M - $2.19M
120K $16.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-49.1K
- 5.34%
$51.09 - $55.27 $2.51M - $2.71M
869K $44.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-39.5K
- 5.66%
$34.13 - $37.35 $1.35M - $1.48M
659K $22.5M
PG
Procter & Gamble CO

Consumer Defensive
-19.2K
- 24.24%
$161.05 - $179.7 $3.1M - $3.46M
60.1K $10.1M
GLD
Spdr Gold Trust

ETFs
-14.5K
- 20.42%
$236.59 - $257.5 $3.42M - $3.72M
56.4K $13.7M
ABBV
Abb Vie Inc.

Healthcare
-9.92K
- 13.65%
$164.99 - $203.87 $1.64M - $2.02M
62.8K $11.2M
IEFA
Ishares Tr

ETFs
-33.6K
- 31.24%
$70.06 - $77.43 $2.35M - $2.6M
73.8K $5.19M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-12.4K
- 31.24%
$238.25 - $261.28 $2.96M - $3.25M
27.4K $6.62M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-66.9K
- 33.86%
$38.37 - $42.82 $2.57M - $2.86M
131K $5.01M
MBB
Ishares Tr

ETFs
-30.9K
- 46.7%
$91.26 - $95.82 $2.82M - $2.96M
35.2K $3.23M
LLY
Eli Lilly & CO

Healthcare
-1.11K
- 5.8%
$727.2 - $932.06 $809K - $1.04M
18.1K $13.9M
JNJ
Johnson & Johnson

Healthcare
-12.9K
- 21.59%
$143.34 - $165.86 $1.85M - $2.14M
46.8K $6.77M
GOOG
Alphabet Inc.

Communication Services
-29.1K
- 25.02%
$163.08 - $198.16 $4.74M - $5.76M
87.1K $16.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.55K
- 12.83%
$442.29 - $483.08 $2.46M - $2.68M
37.7K $17.1M
T
At&T Inc.

Communication Services
-132K
- 45.39%
$21.22 - $23.88 $2.8M - $3.15M
159K $3.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.81K
- 18.37%
$521.84 - $558.82 $3.03M - $3.25M
25.8K $13.9M
CVS
Cvs Health Corp

Healthcare
-37.7K
- 74.74%
$43.78 - $67.46 $1.65M - $2.54M
12.7K $572K
INTC
Intel Corp

Technology
-96.2K
- 50.68%
$19.07 - $26.23 $1.83M - $2.52M
93.6K $1.88M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-55.2K
- 53.57%
$42.33 - $43.3 $2.34M - $2.39M
47.9K $2.04M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-101K
- 31.6%
$23.25 - $23.56 $2.34M - $2.38M
218K $5.08M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-101K
- 31.23%
$23.02 - $23.23 $2.34M - $2.36M
223K $5.15M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-20.3K
- 63.29%
$109.14 - $121.63 $2.21M - $2.47M
11.8K $1.29M
CVX
Chevron Corp

Energy
-14.9K
- 30.03%
$141.15 - $162.53 $2.11M - $2.42M
34.7K $5.03M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-21.3K
- 17.18%
$88.59 - $94.57 $1.89M - $2.01M
103K $9.11M
XOM
Exxon Mobil Corp

Energy
-14.2K
- 20.46%
$105.51 - $125.37 $1.5M - $1.78M
55.3K $5.95M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-50.6K
- 43.75%
$40.97 - $42.66 $2.07M - $2.16M
65.1K $2.7M
VIG
Vanguard Dividend Appreciation

ETFs
-11.7K
- 23.35%
N/A
38.3K $6.98M
Activity Summary
Buys All Purchases 360 New Holdings 95 Increased Positions 265 Sells All Sells 694 Reductions 694 Sold out 0 Options Calls 0 Puts 0
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