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
KMB
Kimberly Clark Corp

Consumer Defensive
-2.07K
- 29.15%
$130.37 - $146.09 $270K - $303K
5.04K $660K
CB
Chubb LTD

Financial Services
-1.05K
- 20.71%
$271.57 - $301.89 $285K - $317K
4.02K $1.11M
BOND
Pimco Active Bond Exchange Tra

ETFs
-3.6K
- 61.37%
$90.42 - $94.5 $325K - $340K
2.27K $204K
IXC
Ishares Tr Global Energy ETF

ETFs
-8.07K
- 50.02%
$36.95 - $43.06 $298K - $348K
8.06K $307K
IRM
Iron Mountain Inc

Real Estate
-1.68K
- 13.88%
$101.62 - $128.14 $171K - $215K
10.4K $1.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-4.18K
- 57.03%
$74.5 - $78.37 $311K - $328K
3.15K $235K
PM
Philip Morris International Inc.

Consumer Defensive
-2.4K
- 5.46%
$118.38 - $133.06 $284K - $319K
41.5K $4.99M
CCI
Crown Castle International Corp

Real Estate
-2.12K
- 42.17%
$89.78 - $119.11 $190K - $252K
2.9K $263K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-6.34K
- 36.45%
$50.67 - $50.9 $321K - $323K
11.1K $560K
EQNR
Equinor Asa

Energy
-11.7K
- 43.17%
$21.88 - $27.12 $256K - $317K
15.4K $364K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-2.34K
- 8.86%
$56.27 - $69.89 $131K - $163K
24K $1.36M
PARA
Paramount Global

Communication Services
-29.2K
- 46.94%
$10.27 - $11.57 $300K - $337K
33K $344K
ETN
Eaton Corp PLC

Industrials
-952
- 8.16%
$326.96 - $377.52 $311K - $359K
10.7K $3.56M
DVN
Devon Energy Corp

Energy
-3.03K
- 9.25%
$30.52 - $42.96 $92.6K - $130K
29.8K $973K
AFL
Aflac Inc

Financial Services
-1.37K
- 6.9%
$100.37 - $115.27 $138K - $158K
18.5K $1.91M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-6.48K
- 42.88%
$43.44 - $45.05 $282K - $292K
8.64K $375K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-997
- 35.01%
$340.59 - $380.5 $340K - $379K
1.85K $677K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-6.08K
- 23.69%
$55.73 - $66.16 $339K - $402K
19.6K $1.18M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.57K
- 21.25%
$160.89 - $176.18 $253K - $277K
5.83K $943K
PHYS
Sprott Physical Gold Trust

Financial Services
-13.8K
- 17.86%
$19.66 - $21.66 $270K - $298K
63.3K $1.27M
ADI
Analog Devices Inc

Technology
-924
- 16.73%
$206.35 - $236.48 $191K - $219K
4.6K $977K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-514
- 51.97%
$563.99 - $620.12 $290K - $319K
475 $270K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.2K
- 34.68%
$209.89 - $233.24 $252K - $280K
2.26K $480K
MGM
Mgm Resorts International

Consumer Cyclical
-5.94K
- 34.46%
$33.44 - $41.99 $199K - $250K
11.3K $391K
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.43K
- 43.31%
$57.78 - $60.4 $256K - $267K
5.79K $335K
EPI
Wisdomtree Tr India Earnings F

ETFs
-3.27K
- 12.88%
$45.09 - $50.08 $147K - $164K
22.1K $999K
NUE
Nucor Corp

Basic Materials
-778
- 14.0%
$115.78 - $167.74 $90.1K - $131K
4.78K $557K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.25K
- 13.28%
$57.38 - $61.11 $244K - $260K
27.7K $1.62M
SPGI
S&P Global Inc.

Financial Services
-451
- 17.7%
$480.36 - $529.17 $217K - $239K
2.1K $1.04M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.56K
- 30.24%
$59.25 - $72.99 $152K - $187K
5.9K $352K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-8.44K
- 13.77%
$28.88 - $29.33 $244K - $248K
52.9K $1.53M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.72K
- 42.73%
$79.93 - $88.06 $217K - $239K
3.64K $291K
MCHP
Microchip Technology Inc

Technology
-2.12K
- 34.16%
$55.51 - $79.05 $117K - $167K
4.08K $233K
CRM
Salesforce, Inc.

Technology
-3.42K
- 23.49%
$270.87 - $367.87 $925K - $1.26M
11.1K $3.72M
MTB
M&T Bank Corp

Financial Services
-1.56K
- 45.23%
$172.48 - $221.95 $269K - $346K
1.89K $354K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.62K
- 15.23%
$90.66 - $99.46 $238K - $261K
14.6K $1.33M
PFG
Principal Financial Group Inc

Financial Services
-2.46K
- 32.77%
$74.91 - $91.26 $184K - $225K
5.05K $390K
FDL
First Tr Morningstar Dividend

ETFs
-3.19K
- 4.3%
$39.59 - $43.95 $126K - $140K
71.1K $2.86M
GLOB
Globant S.A.

Technology
-1.59K
- 29.74%
$193.45 - $236.83 $308K - $378K
3.77K $807K
CME
Cme Group Inc.

Financial Services
-1.46K
- 19.71%
$221.17 - $246.02 $323K - $360K
5.96K $1.38M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-19
- 2.71%
$701.85 - $1046.91 $13.3K - $19.9K
682 $485K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-10.6K
- 46.51%
$19.82 - $21.55 $211K - $229K
12.2K $242K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-2.05K
- 26.01%
$114.77 - $127.28 $235K - $260K
5.82K $673K
IYLD
Ishares Tr Ishares Morningstar

ETFs
-11.1K
- 44.86%
$19.48 - $20.66 $216K - $229K
13.6K $265K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.99K
- 19.65%
$53.94 - $58.15 $269K - $290K
20.4K $1.15M
WM
Waste Management Inc

Industrials
-925
- 9.57%
$201.79 - $228.46 $187K - $211K
8.74K $1.76M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.77K
- 5.89%
$126.68 - $134.74 $224K - $238K
28.2K $3.6M
VLO
Valero Energy Corp

Energy
-1.2K
- 15.59%
$118.59 - $144.02 $142K - $173K
6.5K $796K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-5.58K
- 28.38%
$33.43 - $36.52 $187K - $204K
14.1K $475K
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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