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
KO
Coca Cola CO

Consumer Defensive
-18.7K
- 21.05%
$61.74 - $71.71 $1.15M - $1.34M
70.1K $4.36M
MCD
Mcdonalds Corp

Consumer Cyclical
-5.26K
- 17.48%
$288.47 - $316.54 $1.52M - $1.67M
24.8K $7.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-31.4K
- 26.83%
$61.68 - $67.87 $1.94M - $2.13M
85.7K $5.34M
PAVE
Global X Fds Us Infrastructure

ETFs
-42.9K
- 14.17%
$40.41 - $45.95 $1.73M - $1.97M
260K $10.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.61K
- 2.41%
$25.74 - $53.78 $41.3K - $86.3K
64.9K $1.68M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-17.7K
- 56.09%
$104.59 - $118.05 $1.85M - $2.09M
13.8K $1.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-45K
- 18.58%
$180.88 - $232.93 $8.13M - $10.5M
197K $43.2M
AMD
Advanced Micro Devices Inc

Technology
-2.87K
- 8.41%
$118.88 - $172.8 $342K - $497K
31.3K $3.78M
VZ
Verizon Communications Inc

Communication Services
-31K
- 26.86%
$39.6 - $45.21 $1.23M - $1.4M
84.4K $3.38M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-21.1K
- 40.57%
$81.68 - $82.93 $1.73M - $1.75M
31K $2.54M
QCOM
Qualcomm Inc

Technology
-7.83K
- 25.54%
$150.4 - $178.04 $1.18M - $1.39M
22.8K $3.51M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-48.9K
- 64.13%
$34.78 - $35.99 $1.7M - $1.76M
27.3K $970K
CAT
Caterpillar Inc

Industrials
-3.6K
- 26.57%
$360.37 - $416.88 $1.3M - $1.5M
9.94K $3.6M
UNP
Union Pacific Corp

Industrials
-5.65K
- 33.95%
$223.15 - $249.32 $1.26M - $1.41M
11K $2.51M
PEP
Pepsico Inc

Consumer Defensive
-6.52K
- 20.19%
$151.29 - $176.1 $986K - $1.15M
25.8K $3.92M
IEMG
Ishares Inc

ETFs
-28.4K
- 35.19%
N/A
52.4K $2.81M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-28.5K
- 57.92%
$42.32 - $55.35 $1.21M - $1.58M
20.7K $885K
VB
Vanguard Small Cap ETF

ETFs
-6.49K
- 37.38%
$233.76 - $261.58 $1.52M - $1.7M
10.9K $2.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11.8K
- 15.37%
$113.92 - $127.38 $1.34M - $1.5M
64.9K $7.48M
PTH
Invesco Exchange Traded Fd Tr

ETFs
-21.6K
- 23.1%
$40.04 - $48.12 $864K - $1.04M
71.8K $2.88M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-17.6K
- 32.92%
$71.75 - $75.11 $1.26M - $1.32M
35.9K $2.58M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.73K
- 3.83%
$96.64 - $101.23 $650K - $681K
169K $16.4M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-93.3K
- 47.42%
$16.99 - $27.42 $1.59M - $2.56M
103K $2.36M
VGLT
Vanguard Long Term Treasury Et

ETFs
-19.8K
- 38.31%
$55.1 - $61.74 $1.09M - $1.22M
31.9K $1.77M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-22.3K
- 17.96%
$40.06 - $45.21 $894K - $1.01M
102K $4.15M
FTCS
First Trust Capital Strength E

ETFs
-13.4K
- 17.77%
$87.62 - $94.03 $1.17M - $1.26M
61.8K $5.43M
VTV
Vanguard Value ETF

ETFs
-6.62K
- 12.92%
$168.32 - $181.87 $1.11M - $1.2M
44.6K $7.55M
CEG
Constellation Energy Corp

Utilities
-4.04K
- 29.53%
$224.28 - $285.52 $905K - $1.15M
9.63K $2.17M
MMM
3 M CO

Industrials
-9.29K
- 37.75%
$124.74 - $137.12 $1.16M - $1.27M
15.3K $1.98M
FNDF
Schwab Fundamental Intl Large

ETFs
-32.7K
- 47.58%
$32.92 - $37.15 $1.08M - $1.21M
36K $1.2M
MCHI
Ishares Msci China ETF

ETFs
-24.9K
- 62.54%
$46.1 - $59.67 $1.15M - $1.48M
14.9K $697K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-33.4K
- 39.12%
$30.93 - $33.94 $1.03M - $1.13M
51.9K $1.61M
VO
Vanguard Mid Cap ETF

ETFs
-4.95K
- 27.92%
$261.5 - $284.63 $1.29M - $1.41M
12.8K $3.37M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-23.8K
- 23.12%
$49.79 - $51.14 $1.18M - $1.22M
79K $3.96M
SJNK
Spdr Bloomberg Short Term High

ETFs
-49.2K
- 50.11%
$25.09 - $25.69 $1.23M - $1.26M
49K $1.24M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-1.74K
- 2.05%
$68.62 - $82.57 $119K - $143K
82.8K $5.68M
FVD
First Tr Value Line Divid Inde

ETFs
-22.1K
- 12.75%
$43.4 - $46.7 $957K - $1.03M
151K $6.59M
HSY
Hershey CO

Consumer Defensive
-5.91K
- 53.01%
$168.67 - $193.65 $996K - $1.14M
5.24K $886K
MRK
Merck & Co., Inc.

Healthcare
-6.59K
- 16.04%
$96.31 - $114.76 $635K - $757K
34.5K $3.43M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-17.1K
- 45.36%
$58.88 - $64.8 $1.01M - $1.11M
20.6K $1.21M
SRLN
Ssga Active Trust

ETFs
-29.3K
- 55.54%
$41.48 - $42.08 $1.21M - $1.23M
23.4K $977K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-15K
- 38.23%
$77.86 - $79.27 $1.16M - $1.19M
24.2K $1.88M
ICLN
Ishares

ETFs
-77.3K
- 76.47%
$11.35 - $14.51 $878K - $1.12M
23.8K $270K
BMY
Bristol Myers Squibb CO

Healthcare
-26.6K
- 43.91%
$51.92 - $59.94 $1.38M - $1.6M
34K $1.92M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-15.9K
- 27.59%
$55.45 - $61.08 $882K - $971K
41.7K $2.31M
KLAC
Kla Corp

Technology
-1.27K
- 48.29%
$614.46 - $829.55 $780K - $1.05M
1.36K $856K
CMCSA
Comcast Corp

Communication Services
-23.9K
- 37.27%
$37.39 - $45.14 $892K - $1.08M
40.2K $1.51M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-30.5K
- 53.12%
$29.11 - $38.87 $888K - $1.19M
26.9K $787K
SHW
Sherwin Williams CO

Basic Materials
-2.41K
- 29.9%
$338.75 - $399.71 $817K - $964K
5.65K $1.92M
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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