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
WMB
Williams Companies, Inc.

Energy
-7.2K
- 40.66%
$46.37 - $59.74 $334K - $430K
10.5K $568K
CNC
Centene Corp

Healthcare
-2.25K
- 31.96%
$56.71 - $73.94 $128K - $167K
4.8K $290K
TTD
Trade Desk, Inc.

Technology
-2.64K
- 29.47%
$108.7 - $139.51 $287K - $368K
6.31K $741K
VPU
Vanguard Utilities ETF

ETFs
-1.09K
- 20.93%
$160.52 - $179.11 $175K - $195K
4.12K $672K
IBB
Ishares Biotechnology ETF

ETFs
-1.27K
- 26.75%
$131.21 - $148.85 $167K - $189K
3.49K $460K
STZ
Constellation Brands, Inc.

Consumer Defensive
-611
- 23.08%
$219.66 - $257.62 $134K - $157K
2.04K $449K
SRE
Sempra Energy

Utilities
-3.04K
- 35.16%
$80.81 - $94.77 $245K - $288K
5.6K $491K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.37K
- 30.37%
$178.39 - $215.0 $244K - $295K
3.14K $605K
DELL
Dell Technologies Inc.

Technology
-1.7K
- 19.06%
$111.96 - $144.21 $191K - $246K
7.24K $833K
LSTR
Landstar System Inc

Industrials
-1.05K
- 44.66%
$171.86 - $192.81 $181K - $203K
1.31K $224K
ACN
Accenture PLC

Technology
-576
- 5.35%
$343.9 - $376.86 $198K - $217K
10.2K $3.58M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-4.19K
- 18.55%
$50.34 - $56.61 $211K - $237K
18.4K $942K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.12K
- 17.83%
$112.15 - $127.2 $237K - $269K
9.75K $1.18M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-3.26K
- 15.42%
$81.6 - $90.89 $266K - $297K
17.9K $1.54M
RXST
Rx Sight, Inc.

Healthcare
-300
- 2.24%
$33.66 - $54.73 $10.1K - $16.4K
13.1K $449K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-5.61K
- 37.81%
$28.89 - $33.95 $162K - $190K
9.22K $267K
GM
General Motors CO

Consumer Cyclical
-6.32K
- 41.75%
$44.82 - $60.2 $283K - $380K
8.82K $469K
FIS
Fidelity National Information Services, Inc.

Technology
-2.36K
- 46.38%
$80.14 - $90.95 $189K - $215K
2.73K $220K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.41K
- 29.38%
$77.25 - $91.3 $263K - $311K
8.2K $699K
INTU
Intuit Inc

Technology
-350
- 17.19%
$602.01 - $706.25 $211K - $247K
1.69K $1.06M
RGEN
Repligen Corp

Healthcare
-1.33K
- 48.12%
$123.41 - $160.92 $164K - $214K
1.44K $206K
RACE
Ferrari N.V.

Consumer Cyclical
-372
- 36.69%
$422.83 - $490.34 $157K - $182K
642 $272K
DVY
Ishares Tr

ETFs
-1.28K
- 13.24%
$129.55 - $143.41 $165K - $183K
8.36K $1.1M
VDC
Vanguard Consumer Staples ETF

ETFs
-894
- 44.86%
$210.96 - $223.62 $189K - $200K
1.1K $232K
PPG
Ppg Industries Inc

Basic Materials
-1.19K
- 26.0%
$119.09 - $131.37 $142K - $157K
3.4K $405K
FTC
First Tr Lge Cap Growth

ETFs
-3.06K
- 8.62%
$130.13 - $149.09 $399K - $457K
32.5K $4.47M
GPC
Genuine Parts CO

Consumer Cyclical
-814
- 17.85%
$113.11 - $143.63 $92.1K - $117K
3.75K $437K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-9.45K
- 44.88%
$20.98 - $21.19 $198K - $200K
11.6K $244K
WELL
Welltower Inc.

Real Estate
-1.46K
- 22.31%
$123.11 - $139.3 $180K - $204K
5.09K $641K
PEG
Public Service Enterprise Group Inc

Utilities
-1.78K
- 18.37%
$81.87 - $94.51 $145K - $168K
7.89K $666K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-245
- 0.37%
$26.05 - $29.17 $6.38K - $7.15K
65.1K $1.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.71K
- 21.22%
$22.39 - $23.45 $173K - $181K
28.6K $657K
FE
Firstenergy Corp

Utilities
-3.66K
- 34.71%
$39.14 - $44.52 $143K - $163K
6.88K $273K
PAYX
Paychex Inc

Industrials
-1.8K
- 17.89%
$135.86 - $148.73 $244K - $268K
8.26K $1.16M
VAW
Vanguard Materials ETF

ETFs
-307
- 5.4%
$186.91 - $215.32 $57.4K - $66.1K
5.38K $1.01M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.03K
- 5.2%
$51.33 - $53.74 $104K - $109K
37K $1.91M
TTE
Total Energies Se

Energy
-2.77K
- 38.99%
N/A
4.34K $297K
FTLS
First Tr Long/Short Equity ETF

ETFs
-4.19K
- 11.5%
$63.1 - $67.29 $264K - $282K
32.2K $2.12M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.25K
- 12.99%
$69.58 - $74.87 $156K - $168K
15.1K $1.05M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-5.86K
- 32.89%
$33.03 - $34.15 $194K - $200K
12K $404K
GIS
General Mills Inc

Consumer Defensive
-1.71K
- 22.3%
$62.78 - $74.62 $107K - $128K
5.95K $379K
CBSH
Commerce Bancshares Inc

Financial Services
-3.3K
- 47.19%
$57.04 - $74.36 $188K - $245K
3.69K $229K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-6.7K
- 19.48%
$23.63 - $26.47 $158K - $177K
27.7K $657K
YUM
Yum Brands Inc

Consumer Cyclical
-1.19K
- 26.76%
$130.36 - $139.54 $155K - $166K
3.26K $436K
NOC
Northrop Grumman Corp

Industrials
-60
- 2.29%
$466.52 - $543.88 $28K - $32.6K
2.56K $1.2M
NSC
Norfolk Southern Corp

Industrials
-331
- 4.34%
$230.6 - $277.0 $76.3K - $91.7K
7.29K $1.71M
MET
Metlife Inc

Financial Services
-2.15K
- 23.74%
$78.15 - $88.25 $168K - $189K
6.9K $564K
EPD
Enterprise Products Partners L.P.

Energy
-10.8K
- 15.2%
$28.66 - $34.43 $311K - $373K
60.5K $1.9M
CCJ
Cameco Corp

Energy
-4.21K
- 40.95%
$48.64 - $61.14 $205K - $257K
6.07K $312K
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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