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
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-14.8K
- 56.43%
$67.29 - $73.38 $995K - $1.08M
11.4K $774K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-33.5K
- 40.74%
$45.39 - $62.98 $1.52M - $2.11M
48.7K $2.76M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-17.2K
- 26.18%
$63.58 - $71.15 $1.1M - $1.23M
48.6K $3.16M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-11.3K
- 33.85%
$97.11 - $104.1 $1.09M - $1.17M
22K $2.15M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-50.2K
- 38.0%
$17.87 - $19.48 $897K - $978K
81.9K $1.47M
PGJ
Invesco Exchange Traded Fd Tr

ETFs
-35.4K
- 40.19%
$24.95 - $31.41 $882K - $1.11M
52.6K $1.38M
TRV
Travelers Companies, Inc.

Financial Services
-4.89K
- 42.25%
$225.97 - $266.66 $1.11M - $1.3M
6.69K $1.61M
CRWD
Crowd Strike Holdings, Inc.

Technology
-5.25K
- 44.49%
$275.15 - $388.2 $1.45M - $2.04M
6.55K $2.24M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-10.4K
- 65.26%
$100.24 - $101.35 $1.04M - $1.05M
5.53K $556K
CMI
Cummins Inc

Industrials
-3.48K
- 49.02%
$324.93 - $383.42 $1.13M - $1.33M
3.61K $1.26M
OUNZ
Van Eck Merk Gold Trust

ETFs
-39.3K
- 29.01%
$24.72 - $26.9 $972K - $1.06M
96.3K $2.44M
UBER
Uber Technologies, Inc

Technology
-8.56K
- 26.06%
$59.93 - $86.34 $513K - $739K
24.3K $1.47M
FCX
Freeport Mcmoran Inc

Basic Materials
-13.6K
- 35.35%
$38.08 - $50.82 $519K - $693K
24.9K $949K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-13.6K
- 40.13%
$53.86 - $60.27 $731K - $818K
20.2K $1.09M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.8K
- 4.08%
$189.5 - $206.17 $530K - $576K
65.7K $12.5M
DGRO
Ishares Core Dividend Growth E

ETFs
-13.9K
- 17.82%
$60.73 - $64.94 $844K - $903K
64.1K $3.93M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-5.53K
- 51.4%
$164.89 - $177.66 $912K - $982K
5.23K $863K
TGT
Target Corp

Consumer Defensive
-4.11K
- 21.22%
$121.59 - $160.69 $500K - $661K
15.3K $2.06M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
-22.3K
- 56.45%
$38.83 - $50.84 $865K - $1.13M
17.2K $677K
PFE
Pfizer Inc

Healthcare
-19.4K
- 10.77%
$24.8 - $30.19 $480K - $584K
160K $4.25M
ABT
Abbott Laboratories

Healthcare
-7.98K
- 17.22%
$111.93 - $119.39 $893K - $953K
38.4K $4.34M
LMT
Lockheed Martin Corp

Industrials
-403
- 5.36%
$479.66 - $614.62 $193K - $248K
7.11K $3.46M
CL
Colgate Palmolive CO

Consumer Defensive
-6.84K
- 31.98%
$90.22 - $102.31 $617K - $699K
14.5K $1.32M
IBM
International Business Machines Corp

Technology
-3.84K
- 19.35%
$204.9 - $238.04 $786K - $913K
16K $3.52M
ISCV
Ishares Morningstar Small Cap

ETFs
-13.3K
- 33.02%
$62.21 - $69.5 $830K - $927K
27.1K $1.72M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-51.3K
- 10.47%
$17.93 - $18.8 $919K - $964K
439K $7.99M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-17.7K
- 48.07%
$49.03 - $53.35 $870K - $947K
19.2K $982K
AEP
American Electric Power CO Inc

Utilities
-6.6K
- 33.44%
$90.91 - $102.21 $600K - $675K
13.1K $1.21M
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.6K
- 11.38%
$183.23 - $199.79 $659K - $719K
28K $5.18M
DNP
Dnp Select Income Fund Inc

Financial Services
-33.9K
- 7.95%
$8.82 - $9.96 $299K - $337K
392K $3.46M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-21.4K
- 9.89%
$40.86 - $43.42 $875K - $930K
195K $8.18M
FXI
Ishares Tr

ETFs
-24.7K
- 60.13%
$29.52 - $36.69 $730K - $908K
16.4K $499K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-59.7K
- 19.24%
$14.38 - $15.35 $858K - $916K
251K $3.75M
AMT
American Tower Corp

Real Estate
-2.06K
- 24.37%
$179.4 - $232.01 $369K - $477K
6.39K $1.17M
LOW
Lowes Companies Inc

Consumer Cyclical
-2K
- 16.34%
$244.52 - $284.07 $489K - $568K
10.2K $2.53M
NKE
Nike, Inc.

Consumer Cyclical
-7.25K
- 38.75%
$73.36 - $89.13 $532K - $646K
11.5K $866K
MDT
Medtronic PLC

Healthcare
-6.37K
- 23.48%
$79.61 - $92.24 $507K - $588K
20.8K $1.66M
MUB
Ishares National Muni Bond ETF

ETFs
-6.65K
- 19.56%
$105.78 - $108.7 $704K - $723K
27.4K $2.91M
HFRO
Highland Income Fund\Ma

Financial Services
-64.6K
- 13.85%
$5.16 - $6.21 $334K - $401K
402K $2.09M
CTAS
Cintas Corp

Industrials
-225
- 0.71%
$182.7 - $226.47 $41.1K - $51K
31.5K $5.76M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-19.5K
- 50.41%
$40.18 - $41.59 $783K - $811K
19.2K $791K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-11.4K
- 72.16%
$63.01 - $68.55 $719K - $782K
4.4K $278K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-12.5K
- 38.82%
$47.66 - $51.84 $595K - $647K
19.7K $942K
NVO
Novo Nordisk A S

Healthcare
-4.12K
- 36.42%
$85.0 - $120.04 $350K - $494K
7.19K $618K
SBUX
Starbucks Corp

Consumer Cyclical
-6.16K
- 24.19%
$87.44 - $102.5 $538K - $631K
19.3K $1.76M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-8.25K
- 46.62%
$70.63 - $78.23 $582K - $645K
9.44K $670K
D
Dominion Energy, Inc

Utilities
-8.78K
- 14.21%
$52.63 - $60.92 $462K - $535K
53K $2.85M
RDVY
First Trust Rising Dividend Ac

ETFs
-11.8K
- 4.76%
$58.65 - $64.37 $692K - $759K
236K $13.9M
IAU
Ishares Gold Trust

ETFs
-14.2K
- 23.53%
$48.37 - $52.65 $687K - $748K
46.2K $2.29M
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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