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
HEI
Heico Corp

Industrials
-2.26K
- 30.15%
$237.06 - $279.02 $536K - $631K
5.24K $1.25M
TXN
Texas Instruments Inc

Technology
-3.64K
- 20.65%
N/A
14K $2.72M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-79.8K
- 28.56%
$9.1 - $9.51 $726K - $759K
200K $1.86M
VONG
Vanguard Russell 1000 Growth E

ETFs
-8.65K
- 30.36%
$95.27 - $107.82 $824K - $933K
19.9K $2.05M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.79K
- 4.89%
$98.47 - $109.35 $373K - $414K
73.7K $7.25M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-14.7K
- 63.99%
$45.85 - $49.28 $672K - $722K
8.25K $384K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-14K
- 46.63%
$47.26 - $48.18 $660K - $673K
16K $758K
IIPR
Innovative Industrial Properties Inc

Real Estate
-3.26K
- 48.2%
$66.64 - $135.61 $218K - $443K
3.51K $233K
CHIQ
Global X Msci China Consumer D

ETFs
-26.9K
- 42.57%
$18.98 - $25.0 $510K - $672K
36.3K $688K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.52K
- 27.29%
$316.94 - $357.88 $799K - $902K
6.72K $2.31M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4.36K
- 31.91%
$82.28 - $117.52 $359K - $513K
9.31K $789K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-32.7K
- 32.78%
$19.42 - $19.76 $635K - $646K
67K $1.31M
ED
Consolidated Edison Inc

Utilities
-5.23K
- 40.28%
$88.87 - $107.38 $465K - $562K
7.76K $692K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-33K
- 32.89%
$19.38 - $19.58 $639K - $646K
67.3K $1.31M
VRIG
Invesco Actively Managed ETF F

ETFs
-26K
- 34.18%
$25.06 - $25.2 $652K - $656K
50.1K $1.26M
RTX
Raytheon Technologies Corp

Industrials
-4.27K
- 15.15%
$114.45 - $127.21 $488K - $543K
23.9K $2.76M
VGT
Vanguard Information Technolog

ETFs
-1.68K
- 14.49%
$571.78 - $647.97 $961K - $1.09M
9.92K $6.17M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-11.8K
- 57.12%
$51.54 - $52.55 $609K - $620K
8.86K $458K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-456
- 11.49%
$501.29 - $612.85 $229K - $279K
3.51K $1.83M
JPM
Jpmorgan Chase & CO

Financial Services
-10.8K
- 15.92%
$205.18 - $250.29 $2.21M - $2.7M
57K $13.7M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-93.9K
- 36.58%
$5.23 - $5.8 $491K - $545K
163K $864K
VEA
Vanguard Ftse Developed Market

ETFs
-3.67K
- 4.09%
$47.57 - $52.44 $174K - $192K
85.9K $4.11M
UPS
United Parcel Service Inc

Industrials
-3.66K
- 23.21%
$122.65 - $138.35 $449K - $506K
12.1K $1.53M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-66.3K
- 40.28%
$4.81 - $6.44 $319K - $427K
98.3K $472K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.4K
- 4.73%
$99.2 - $108.47 $238K - $260K
48.3K $4.81M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-14.5K
- 62.25%
$35.09 - $39.06 $508K - $565K
8.78K $308K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-63.9K
- 33.12%
$8.1 - $9.04 $518K - $578K
129K $1.07M
SOXX
Ishares Semiconductor ETF

ETFs
-2.2K
- 30.01%
$211.27 - $239.8 $464K - $527K
5.13K $1.1M
AMAT
Applied Materials Inc

Technology
-1.01K
- 9.52%
$161.44 - $213.89 $162K - $215K
9.56K $1.55M
BNDX
Vanguard Total International B

ETFs
-11.1K
- 48.59%
$48.91 - $50.61 $544K - $562K
11.8K $576K
DEO
Diageo PLC

Consumer Defensive
-3.62K
- 45.51%
$118.0 - $139.88 $427K - $506K
4.33K $550K
HON
Honeywell International Inc

Industrials
-3.98K
- 22.64%
$202.84 - $236.0 $808K - $940K
13.6K $3.07M
HYG
Ishares Tr

ETFs
-6.73K
- 38.94%
$78.09 - $80.04 $525K - $539K
10.6K $829K
CSX
Csx Corp

Industrials
-12.9K
- 20.69%
$31.58 - $36.88 $407K - $475K
49.4K $1.59M
EMB
Ishares Tr

ETFs
-5.26K
- 28.27%
$88.94 - $93.46 $468K - $491K
13.3K $1.19M
XLK
Technology Sector Spdr

ETFs
-6.08K
- 4.73%
$220.26 - $241.44 $1.34M - $1.47M
122K $28.5M
DHR
Danaher Corp

Healthcare
-1.07K
- 17.85%
$226.16 - $274.52 $242K - $294K
4.93K $1.13M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.77K
- 40.19%
$311.11 - $335.64 $550K - $594K
2.63K $848K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-49.8K
- 30.36%
$8.36 - $9.06 $417K - $451K
114K $961K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
-22.5K
- 33.72%
$26.52 - $32.15 $596K - $723K
44.2K $1.26M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-7.73K
- 33.15%
$72.16 - $78.82 $557K - $609K
15.6K $1.17M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-33.3K
- 37.07%
$15.97 - $16.79 $531K - $559K
56.5K $923K
ORCL
Oracle Corp

Technology
-2.63K
- 12.17%
$165.41 - $192.43 $435K - $506K
19K $3.16M
PGR
Progressive Corp

Financial Services
-1.88K
- 39.64%
$239.6 - $268.88 $450K - $505K
2.86K $685K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-38.6K
- 33.17%
$14.26 - $15.2 $551K - $587K
77.8K $1.17M
OXY
Occidental Petroleum Corp

Energy
-8.88K
- 25.49%
$45.36 - $55.91 $403K - $496K
26K $1.28M
BX
Blackstone Inc.

Financial Services
-4.51K
- 31.8%
$148.45 - $199.05 $669K - $897K
9.66K $1.67M
ELV
Elevance Health, Inc.

Healthcare
-748
- 49.67%
$365.96 - $514.62 $274K - $385K
758 $280K
BHP
Bhp Group LTD

Basic Materials
-5.73K
- 34.33%
$48.78 - $62.43 $280K - $358K
11K $535K
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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email