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
CLX
Clorox CO

Consumer Defensive
-155
- 3.09%
$156.51 - $169.74 $24.3K - $26.3K
4.86K $789K
EIX
Edison International

Utilities
-80
- 2.84%
$77.93 - $88.36 $6.23K - $7.07K
2.74K $218K
DFS
Discover Financial Services

Financial Services
-647
- 24.79%
$136.3 - $182.67 $88.2K - $118K
1.96K $340K
CAH
Cardinal Health Inc

Healthcare
-470
- 11.71%
$107.89 - $125.33 $50.7K - $58.9K
3.55K $419K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-599
- 6.24%
N/A
9K $365K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-105
- 5.99%
$278.19 - $315.36 $29.2K - $33.1K
1.65K $474K
LUV
Southwest Airlines CO

Industrials
-2.3K
- 16.68%
$28.99 - $34.84 $66.5K - $80K
11.5K $385K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-200
- 4.3%
$99.0 - $99.5 $19.8K - $19.9K
4.45K $441K
VONE
Vanguard Russell 1000 ETF

ETFs
-100
- 11.39%
$257.18 - $277.76 $25.7K - $27.8K
778 $207K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-144
- 1.11%
$19.22 - $20.71 $2.77K - $2.98K
12.8K $246K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-630
- 5.96%
$46.48 - $51.32 $29.3K - $32.3K
9.94K $478K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-1.16K
- 6.49%
$13.42 - $14.34 $15.6K - $16.7K
16.8K $229K
SVM
Silvercorp Metals Inc

Basic Materials
-550
- 4.15%
$2.88 - $5.06 $1.58K - $2.78K
12.7K $38K
FID
First Tr Exchange Trded Fd Vi

ETFs
-209
- 1.73%
$16.06 - $17.64 $3.36K - $3.69K
11.9K $192K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.05K
- 8.12%
$12.74 - $14.23 $13.3K - $14.9K
11.8K $153K
KOMP
Spdr S&P Kensho New Economies

ETFs
-716
- 5.87%
$48.59 - $54.76 $34.8K - $39.2K
11.5K $584K
GILD
Gilead Sciences, Inc.

Healthcare
-1.42K
- 10.79%
$83.95 - $97.9 $119K - $139K
11.7K $1.08M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-27
- 17.31%
$4100.99 - $5300.34 $111K - $143K
129 $640K
FDX
Fedex Corp

Industrials
-172
- 4.22%
$260.5 - $305.15 $44.8K - $52.5K
3.9K $1.1M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-20
- 0.16%
$42.8 - $44.98 $856 - $900
12.5K $544K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-90
- 0.92%
$417.69 - $450.94 $37.6K - $40.6K
9.72K $4.14M
NI
Nisource Inc.

Utilities
-946
- 9.47%
$33.74 - $38.25 $31.9K - $36.2K
9.04K $332K
EQX
Equinox Gold Corp.

Basic Materials
-320
- 2.72%
$4.97 - $6.41 $1.59K - $2.05K
11.4K $57K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-374
- 6.09%
$46.53 - $49.91 $17.4K - $18.7K
5.76K $277K
KEY
Keycorp

Financial Services
-1.17K
- 5.55%
$16.21 - $19.97 $18.9K - $23.3K
19.8K $340K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-101
- 2.93%
$80.18 - $88.79 $8.1K - $8.97K
3.35K $270K
VCR
Vanguard Consumer Discretionar

ETFs
-276
- 10.53%
$328.51 - $401.37 $90.7K - $111K
2.35K $880K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-181
- 4.81%
$60.51 - $65.57 $11K - $11.9K
3.58K $217K
SUB
Ishares Short Term National Mu

ETFs
-73
- 1.5%
$104.94 - $106.2 $7.66K - $7.75K
4.78K $504K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-210
- 4.99%
$76.21 - $82.24 $16K - $17.3K
4K $311K
ARMK
Aramark

Industrials
-33
- 0.49%
$37.25 - $42.22 $1.23K - $1.39K
6.67K $248K
CASY
Caseys General Stores Inc

Consumer Cyclical
-102
- 7.11%
$366.65 - $427.88 $37.4K - $43.6K
1.33K $528K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-72
- 2.02%
$67.38 - $75.88 $4.85K - $5.46K
3.49K $236K
ATO
Atmos Energy Corp

Utilities
-81
- 3.68%
$136.41 - $151.43 $11K - $12.3K
2.12K $295K
PLUG
Plug Power Inc

Industrials
-2.14K
- 16.92%
$1.87 - $2.67 $4K - $5.71K
10.5K $22K
LRGF
Ishares Tr

ETFs
-188
- 4.97%
$58.25 - $63.26 $11K - $11.9K
3.59K $216K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-46
- 0.77%
$39.44 - $43.65 $1.81K - $2.01K
5.91K $234K
DE
Deere & CO

Industrials
-141
- 1.63%
$389.45 - $466.0 $54.9K - $65.7K
8.49K $3.6M
RF
Regions Financial Corp

Financial Services
-340
- 3.16%
$22.45 - $27.47 $7.63K - $9.34K
10.4K $245K
HBI
Hanesbrands Inc.

Consumer Cyclical
-1.9K
- 11.91%
$6.91 - $8.91 $13.1K - $16.9K
14K $114K
GASS
Stealth Gas Inc.

Industrials
-375
- 3.61%
N/A
10K $76K
BK
Bank Of New York Mellon Corp

Financial Services
-949
- 6.68%
$70.82 - $81.87 $67.2K - $77.7K
13.3K $1.02M
JGRO
J P Morgan Exchange Traded Fd
-54
- 0.13%
N/A
40.5K $0
Rbb Us
-2.45K
- 1.22%
N/A
198K $0
Listed Fd Tr
-565
- 10.58%
N/A
4.77K $0
Arcadium Lithium
-10.8K
- 32.13%
N/A
22.9K $0
Algmoa Steel
-5.5K
- 18.64%
N/A
24K $0
ILCG
Ishares Morningstar Growth ETF
-233
- 0.39%
N/A
58.9K $0
NFTY
First Tr Alphadex Fd Ii India
-20.1K
- 73.65%
N/A
7.19K $0
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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