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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.17K
- 17.5%
$50.73 - $51.08 $59.2K - $59.6K
5.5K $279K
EW
Edwards Lifesciences Corp

Healthcare
-1.49K
- 24.75%
$64.54 - $75.92 $96.1K - $113K
4.53K $335K
VIS
Vanguard Industrial ETF

ETFs
-193
- 11.09%
$254.39 - $279.7 $49.1K - $54K
1.55K $393K
AMCR
Amcor PLC

Consumer Cyclical
-672
- 2.44%
$9.34 - $11.37 $6.28K - $7.64K
26.9K $253K
NOK
Nokia Corp

Technology
-15.2K
- 8.43%
$4.13 - $4.95 $62.6K - $75K
165K $729K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-1.57K
- 14.95%
$40.26 - $44.35 $63.2K - $69.6K
8.93K $370K
OEF
Ishares S&P 100 ETF

ETFs
-213
- 18.11%
N/A
963 $256K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-2.2K
- 9.29%
$29.46 - $32.64 $64.7K - $71.6K
21.4K $661K
DOV
Dover Corp

Industrials
-223
- 6.93%
$184.72 - $206.51 $41.2K - $46.1K
3K $562K
WEC
Wec Energy Group, Inc.

Utilities
-337
- 3.39%
$92.94 - $101.82 $31.3K - $34.3K
9.6K $902K
FXD
First Tr Exchange Traded Fd

ETFs
-980
- 11.42%
$62.05 - $68.52 $60.8K - $67.1K
7.6K $491K
AON
Aon PLC

Financial Services
-173
- 22.94%
$344.14 - $393.31 $59.5K - $68K
581 $208K
FDS
Factset Research Systems Inc

Financial Services
-138
- 17.21%
$449.69 - $495.72 $62.1K - $68.4K
664 $318K
VT
Vanguard Total World Stk Index

ETFs
-306
- 5.34%
$117.09 - $123.07 $35.8K - $37.7K
5.43K $637K
PFF
Ishares Trust Ishares Pfd And

ETFs
-366
- 1.83%
$31.23 - $33.51 $11.4K - $12.3K
19.6K $617K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-2.03K
- 28.74%
$36.5 - $53.22 $74.2K - $108K
5.04K $217K
ES
Eversource Energy

Utilities
-17
- 0.39%
$55.9 - $67.73 $950 - $1.15K
4.37K $250K
DD
Du Pont De Nemours, Inc.

Basic Materials
-28
- 0.8%
$75.95 - $88.05 $2.13K - $2.47K
3.48K $265K
AVSC
American Centy ETF Tr Avantis
-979
- 5.62%
$52.7 - $59.57 $51.6K - $58.3K
16.4K $893K
DLR
Digital Realty Trust, Inc.

Real Estate
-800
- 13.17%
$156.46 - $195.69 $125K - $157K
5.27K $935K
VXRT
Vaxart, Inc.

Healthcare
-4.94K
- 2.19%
$0.54 - $0.86 $2.67K - $4.25K
221K $145K
EQIX
Equinix Inc

Real Estate
-91
- 12.75%
$865.69 - $985.0 $78.8K - $89.6K
623 $587K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.6K
- 3.2%
$24.46 - $26.62 $39K - $42.5K
48.2K $1.21M
TT
Trane Technologies PLC

Industrials
-52
- 4.16%
$369.35 - $419.14 $19.2K - $21.8K
1.2K $442K
XT
Ishares Tr Exponential Technol

ETFs
-412
- 2.7%
$58.7 - $62.72 $24.2K - $25.8K
14.9K $887K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-7.61K
- 25.62%
$19.44 - $28.35 $148K - $216K
22.1K $568K
FDVV
Fidelity High Dividend ETF

ETFs
-168
- 0.37%
$49.66 - $52.63 $8.34K - $8.84K
45.2K $2.26M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-250
- 3.97%
$39.84 - $43.92 $9.96K - $11K
6.05K $240K
VDE
Vanguard Energy ETF

ETFs
-270
- 5.27%
$116.67 - $136.78 $31.5K - $36.9K
4.86K $589K
MLM
Martin Marietta Materials Inc

Basic Materials
-57
- 12.18%
$516.5 - $619.58 $29.4K - $35.3K
411 $212K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-576
- 6.91%
$50.02 - $51.24 $28.8K - $29.5K
7.75K $388K
PSCC
Invesco S&P Smallcap Consumer

ETFs
-1.15K
- 6.07%
$36.43 - $40.84 $41.7K - $46.8K
17.7K $674K
ACT
Enact Holdings, Inc.

Financial Services
-31
- 0.32%
$32.36 - $36.93 $1K - $1.14K
9.55K $309K
GERN
Geron Corp

Healthcare
-2K
- 6.81%
$3.3 - $4.44 $6.6K - $8.88K
27.4K $96K
PCAR
Paccar Inc

Industrials
-512
- 16.99%
$97.92 - $118.41 $50.1K - $60.6K
2.5K $260K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-388
- 7.88%
$124.61 - $133.96 $48.3K - $52K
4.54K $584K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-499
- 2.39%
$40.38 - $44.35 $20.1K - $22.1K
20.4K $833K
USB
Us Bancorp \De\

Financial Services
-1.25K
- 10.76%
$43.98 - $53.66 $55.1K - $67.2K
10.4K $496K
VLUE
Ishares Msci Usa Value Factor

ETFs
-230
- 6.47%
$104.01 - $115.38 $23.9K - $26.5K
3.33K $351K
LAMR
Lamar Advertising CO

Real Estate
-69
- 3.21%
$121.37 - $138.11 $8.37K - $9.53K
2.08K $253K
LYG
Lloyds Banking Group PLC

Financial Services
-9.68K
- 48.45%
$2.67 - $3.23 $25.8K - $31.3K
10.3K $28K
PKG
Packaging Corp Of America

Consumer Cyclical
-203
- 16.32%
$211.98 - $248.85 $43K - $50.5K
1.04K $234K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-1.64K
- 7.73%
$11.1 - $12.03 $18.2K - $19.8K
19.6K $221K
IYH
Ishares Tr

ETFs
-95
- 2.29%
$57.53 - $65.24 $5.47K - $6.2K
4.05K $236K
ROKU
Roku, Inc

Communication Services
-299
- 1.0%
$64.08 - $84.12 $19.2K - $25.2K
29.5K $2.19M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-341
- 9.38%
$64.34 - $70.57 $21.9K - $24.1K
3.29K $215K
VOT
Vanguard Mid Cap Growth Index

ETFs
-324
- 6.33%
$241.48 - $274.89 $78.2K - $89.1K
4.8K $1.22M
NRZ
New Residential Investment Corp.

Real Estate
-4.03K
- 6.17%
N/A
61.2K $443K
BUG
Global X Fds Cybersecurity ETF

ETFs
-1.55K
- 8.36%
$30.13 - $34.51 $46.6K - $53.4K
17K $544K
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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