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
EOG
Eog Resources Inc

Energy
-695
- 14.07%
$118.22 - $136.54 $82.2K - $94.9K
4.25K $520K
FISV
Fiserv Inc

Technology
-693
- 22.68%
N/A
2.36K $295K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-1.01K
- 24.89%
$74.71 - $79.24 $75.2K - $79.7K
3.04K $233K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-3.4K
- 5.0%
$5.84 - $6.96 $19.9K - $23.7K
64.6K $381K
GOOGL
Alphabet Inc.

Communication Services
-12.6K
- 12.84%
$161.86 - $196.66 $2.04M - $2.48M
85.7K $16.2M
MEAR
Blackrock Short Maturity Munic

ETFs
-1.57K
- 14.57%
$49.94 - $50.28 $78.4K - $78.9K
9.21K $459K
SLX
Vaneck ETF Tr Steel ETF

ETFs
-213
- 3.69%
$57.96 - $73.7 $12.3K - $15.7K
5.55K $324K
ALL
Allstate Corp

Financial Services
-497
- 11.66%
$181.25 - $208.2 $90.1K - $103K
3.77K $726K
ROK
Rockwell Automation, Inc

Industrials
-460
- 15.54%
$264.65 - $302.92 $122K - $139K
2.5K $714K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-234
- 0.81%
$30.48 - $34.2 $7.13K - $8K
28.7K $873K
ADM
Archer Daniels Midland CO

Consumer Defensive
-99
- 1.2%
$49.38 - $59.52 $4.89K - $5.89K
8.18K $413K
VOX
Vanguard Communication Service

ETFs
-656
- 29.98%
$144.31 - $163.57 $94.7K - $107K
1.53K $237K
BDX
Becton Dickinson & CO

Healthcare
-162
- 5.32%
$220.02 - $243.75 $35.6K - $39.5K
2.89K $654K
ADSK
Autodesk, Inc.

Technology
-320
- 13.9%
N/A
1.98K $487K
APD
Air Products & Chemicals, Inc.

Basic Materials
-194
- 6.69%
$285.5 - $335.62 $55.4K - $65.1K
2.7K $784K
MS
Morgan Stanley

Financial Services
-2.12K
- 24.1%
$104.42 - $134.99 $221K - $286K
6.66K $837K
STT
State Street Corp

Financial Services
-1.19K
- 28.83%
$85.96 - $100.78 $103K - $120K
2.95K $289K
HBAN
Huntington Bancshares Inc

Financial Services
-7.32K
- 27.33%
$14.18 - $18.2 $104K - $133K
19.5K $316K
SAP
Sap Se

Technology
-436
- 24.41%
$218.13 - $255.54 $95.1K - $111K
1.35K $332K
FANG
Diamondback Energy, Inc.

Energy
-347
- 15.47%
$153.06 - $199.5 $53.1K - $69.2K
1.9K $310K
FNV
Franco Nevada Corp

Basic Materials
-495
- 18.57%
$113.26 - $137.22 $56.1K - $67.9K
2.17K $255K
ACTV
Two Rds Shared Tr Leadershares

ETFs
-1.17K
- 3.68%
$32.03 - $34.73 $37.4K - $40.6K
30.5K $994K
CSGP
Costar Group, Inc.

Real Estate
-830
- 20.37%
$69.7 - $81.97 $57.9K - $68K
3.24K $232K
CDNS
Cadence Design Systems Inc

Technology
-394
- 26.88%
$249.1 - $324.54 $98.1K - $128K
1.07K $322K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.12K
- 13.45%
$78.43 - $84.56 $87.7K - $94.5K
7.2K $584K
HYD
Vaneck High Yield Muni ETF

ETFs
-990
- 4.92%
$51.09 - $53.06 $50.6K - $52.5K
19.1K $992K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-158
- 12.25%
$424.05 - $524.22 $67K - $82.8K
1.13K $526K
RGLD
Royal Gold Inc

Basic Materials
-207
- 3.8%
$131.05 - $154.26 $27.1K - $31.9K
5.24K $691K
TMUS
T Mobile Us, Inc.

Communication Services
-508
- 18.07%
$206.1 - $246.94 $105K - $125K
2.3K $508K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-4.94K
- 25.36%
$11.39 - $12.41 $56.3K - $61.3K
14.5K $169K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-905
- 5.3%
$43.36 - $48.87 $39.2K - $44.2K
16.2K $716K
FTNT
Fortinet, Inc.

Technology
-1.68K
- 32.28%
$76.49 - $99.21 $129K - $167K
3.53K $333K
BP
Bp PLC

Energy
-1.46K
- 10.31%
$28.16 - $33.14 $41K - $48.3K
12.7K $374K
FICO
Fair Isaac Corp

Technology
-39
- 19.5%
$1911.01 - $2382.4 $74.5K - $92.9K
161 $320K
FITB
Fifth Third Bancorp

Financial Services
-1.4K
- 10.9%
$41.76 - $48.44 $58.3K - $67.6K
11.4K $481K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-804
- 2.64%
$30.58 - $33.39 $24.6K - $26.8K
29.7K $930K
SYY
Sysco Corp

Consumer Defensive
-719
- 10.58%
$73.63 - $81.77 $52.9K - $58.8K
6.08K $464K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-168
- 0.11%
$17.65 - $18.18 $2.97K - $3.05K
157K $2.78M
STWD
Starwood Property Trust, Inc.

Real Estate
-2.46K
- 17.83%
$18.95 - $20.37 $46.5K - $50K
11.3K $214K
BMI
Badger Meter Inc

Technology
-132
- 2.24%
$199.06 - $237.67 $26.3K - $31.4K
5.75K $1.22M
GWW
W.W. Grainger, Inc.

Industrials
-74
- 8.22%
$1023.06 - $1220.93 $75.7K - $90.3K
826 $870K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-1.23K
- 1.6%
$22.42 - $22.97 $27.5K - $28.2K
75.3K $1.69M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-1.03K
- 3.94%
$15.84 - $17.86 $16.3K - $18.4K
25.1K $404K
RPM
Rpm International Inc

Basic Materials
-586
- 11.91%
$120.09 - $140.26 $70.4K - $82.2K
4.34K $533K
HEFA
Ishares Currency Hedged Msci E

ETFs
-51
- 0.06%
$34.42 - $35.88 $1.76K - $1.83K
89.9K $3.12M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.52K
- 7.04%
$61.52 - $66.5 $93.8K - $101K
20.1K $1.28M
TDG
Trans Digm Group Inc

Industrials
-25
- 13.3%
$1239.0 - $1442.53 $31K - $36.1K
163 $206K
AMP
Ameriprise Financial Inc

Financial Services
-238
- 22.73%
$473.15 - $574.01 $113K - $137K
809 $430K
EXAS
Exact Sciences Corp

Healthcare
-129
- 2.88%
$49.33 - $71.97 $6.36K - $9.28K
4.35K $244K
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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