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
MKL
Markel Corp

Financial Services
-1
- 0.45%
$1542.01 - $1785.11 $1.54K - $1.79K
222 $383K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-47
- 0.31%
$46.94 - $51.62 $2.21K - $2.43K
14.9K $744K
BAC
Bank Of America Corp

Financial Services
-12.2K
- 9.06%
$39.22 - $47.77 $479K - $584K
123K $5.39M
RCEL
Avita Medical, Inc.

Healthcare
-1K
- 3.56%
$9.89 - $13.7 $9.89K - $13.7K
27.1K $346K
SNOW
Snowflake Inc.

Technology
-2.63K
- 23.01%
$109.65 - $186.51 $288K - $490K
8.79K $1.36M
COF
Capital One Financial Corp

Financial Services
-47
- 2.46%
$145.19 - $192.01 $6.82K - $9.02K
1.87K $332K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-100
- 4.95%
$338.38 - $446.21 $33.8K - $44.6K
1.92K $835K
GRMN
Garmin LTD

Technology
-98
- 4.26%
$161.91 - $220.77 $15.9K - $21.6K
2.2K $453K
CHWY
Chewy, Inc.

Consumer Cyclical
-800
- 4.36%
$26.51 - $35.87 $21.2K - $28.7K
17.6K $588K
IWP
Ishares Russell Mid Cap Growth

ETFs
-563
- 4.34%
$116.4 - $138.52 $65.5K - $78K
12.4K $1.57M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-590
- 13.96%
$146.47 - $191.01 $86.4K - $113K
3.64K $677K
SQ
Block, Inc.

Technology
-491
- 8.45%
$65.06 - $98.92 $31.9K - $48.6K
5.32K $451K
BFC
Bank First Corp

Financial Services
-500
- 3.68%
$86.5 - $108.79 $43.3K - $54.4K
13.1K $1.3M
BLK
Black Rock Inc.

Financial Services
-95
- 4.26%
$934.02 - $1065.26 $88.7K - $101K
2.13K $2.19M
SLQT
Select Quote, Inc.

Financial Services
-17.5K
- 18.5%
$1.84 - $3.83 $32.2K - $67K
77.1K $286K
IGM
Ishares Expanded Tech Sector E

ETFs
-985
- 3.07%
$94.19 - $106.95 $92.8K - $105K
31.1K $3.18M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
-6.73K
- 2.43%
$2.78 - $3.73 $18.7K - $25.1K
270K $915K
BA
Boeing CO

Industrials
-5.15K
- 12.28%
$138.14 - $180.72 $711K - $930K
36.8K $6.51M
EMR
Emerson Electric CO

Industrials
-705
- 4.46%
$108.13 - $134.33 $76.2K - $94.7K
15.1K $1.87M
NVCR
Novo Cure LTD

Healthcare
-213
- 1.85%
$14.54 - $33.41 $3.1K - $7.12K
11.3K $337K
TOST
Toast, Inc.

Technology
-583
- 2.63%
$27.43 - $43.54 $16K - $25.4K
21.6K $786K
FDN
First Tr Fd Dow Jones

ETFs
-410
- 4.71%
$210.5 - $257.24 $86.3K - $105K
8.3K $2.02M
KKR
Kkr & Co. Inc.

Financial Services
-438
- 3.09%
$129.87 - $162.87 $56.9K - $71.3K
13.7K $2.03M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-958
- 18.99%
$260.53 - $404.79 $250K - $388K
4.09K $1.56M
USFD
Us Foods Holding Corp.

Consumer Defensive
-521
- 1.32%
$60.65 - $72.33 $31.6K - $37.7K
39K $2.63M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-350
- 10.26%
$229.85 - $335.91 $80.4K - $118K
3.06K $999K
COIN
Coinbase Global, Inc.

Technology
-1.69K
- 18.72%
$163.17 - $343.62 $276K - $581K
7.34K $1.82M
MRVL
Marvell Technology, Inc.

Technology
-2.81K
- 20.07%
$70.31 - $124.78 $197K - $350K
11.2K $1.23M
WMT
Walmart Inc.

Consumer Defensive
-15K
- 8.81%
$79.1 - $95.7 $1.19M - $1.44M
155K $14M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-237
- 0.72%
$136.18 - $158.26 $32.3K - $37.5K
32.6K $4.85M
SOUN
Soundhound Ai, Inc.

Technology
-9.4K
- 24.09%
$4.51 - $24.23 $42.4K - $228K
29.6K $587K
DAL
Delta Air Lines, Inc.

Industrials
-4.07K
- 5.95%
$47.46 - $65.77 $193K - $267K
64.3K $3.89M
DIS
Walt Disney CO

Communication Services
-1.46K
- 3.7%
$92.39 - $117.6 $135K - $171K
37.9K $4.22M
MAIN
Main Street Capital Corp

Financial Services
-929
- 1.46%
$49.95 - $58.58 $46.4K - $54.4K
62.7K $3.67M
NFLX
Netflix Inc

Communication Services
-625
- 10.81%
$687.65 - $936.56 $430K - $585K
5.16K $4.6M
ET
Energy Transfer LP

Energy
-804
- 0.48%
$16.05 - $19.86 $12.9K - $16K
166K $3.24M
AXON
Axon Enterprise, Inc.

Industrials
-22
- 0.49%
$399.22 - $689.78 $8.78K - $15.2K
4.43K $2.63M
XLY
Select Sector Spdr Consumer Di

ETFs
-44
- 0.1%
$194.8 - $239.43 $8.57K - $10.5K
43.9K $9.84M
TSLA
Tesla, Inc.

Consumer Cyclical
-12.2K
- 28.51%
$213.65 - $479.86 $2.6M - $5.83M
30.5K $12.3M
PLTR
Palantir Technologies Inc.

Technology
-42.1K
- 35.3%
$36.46 - $82.38 $1.54M - $3.47M
77.2K $5.84M
MSTR
Microstrategy Inc

Technology
-4.25K
- 15.33%
$162.69 - $473.83 $692K - $2.01M
23.5K $6.8M
SPYG
Spdr Portfolio

ETFs
-1.91K
- 0.39%
$81.74 - $91.38 $156K - $175K
488K $42.9M
AVGO
Broadcom Inc.

Technology
-8.35K
- 11.71%
$159.67 - $250.0 $1.33M - $2.09M
62.9K $14.6M
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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