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
NTR
Nutrien Ltd.

Basic Materials
-2.9K
- 19.91%
$44.04 - $50.78 $128K - $147K
11.7K $522K
VRSK
Verisk Analytics, Inc.

Industrials
-714
- 29.76%
$262.86 - $294.75 $188K - $210K
1.69K $464K
V
Visa Inc.

Financial Services
-5.68K
- 14.43%
$273.87 - $320.91 $1.56M - $1.82M
33.7K $10.7M
HLN
Haleon PLC

Healthcare
-14.8K
- 42.39%
$9.23 - $10.71 $136K - $158K
20.1K $191K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-2.43K
- 41.96%
$72.62 - $77.83 $177K - $189K
3.36K $248K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-6.3K
- 39.06%
$20.68 - $23.73 $130K - $149K
9.82K $205K
CARR
Carrier Global Corp

Industrials
-590
- 5.37%
$66.69 - $82.65 $39.3K - $48.8K
10.4K $709K
LSAF
Two Rds Shared Tr

ETFs
-2.88K
- 4.35%
$40.52 - $44.24 $117K - $127K
63.3K $2.57M
WPC
W. P. Carey Inc.

Real Estate
-1.79K
- 19.01%
$53.44 - $61.33 $95.8K - $110K
7.64K $416K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.42K
- 25.56%
$121.89 - $135.52 $174K - $193K
4.15K $518K
HPQ
Hp Inc

Technology
-3.59K
- 22.54%
$32.46 - $39.3 $117K - $141K
12.3K $402K
NOW
Service Now, Inc.

Technology
-992
- 18.62%
$867.18 - $1148.42 $860K - $1.14M
4.34K $4.6M
PBD
Invesco ETF Tr Ii Global Clean

ETFs
-6.26K
- 15.89%
$11.39 - $14.03 $71.3K - $87.8K
33.1K $383K
SHEL
Shell PLC

Energy
-2.06K
- 17.37%
$60.63 - $70.23 $125K - $145K
9.81K $615K
IYG
Ishares Tr

ETFs
-6.55K
- 12.97%
$70.24 - $82.34 $460K - $539K
43.9K $3.42M
AWK
American Water Works Company, Inc.

Utilities
-211
- 3.28%
$123.83 - $146.07 $26.1K - $30.8K
6.21K $773K
OHI
Omega Healthcare Investors Inc

Real Estate
-3.33K
- 24.75%
$37.51 - $42.56 $125K - $142K
10.1K $382K
LII
Lennox International Inc

Industrials
-273
- 37.5%
$589.36 - $678.43 $161K - $185K
455 $277K
ING
Ing Groep Nv

Financial Services
-7.29K
- 39.15%
$15.1 - $17.73 $110K - $129K
11.3K $177K
ROBO
Robo Global Robotics And Autom

ETFs
-2.68K
- 20.87%
$55.06 - $58.6 $147K - $157K
10.1K $570K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.59K
- 40.74%
$94.77 - $97.36 $150K - $155K
2.31K $220K
CDW
Cdw Corp

Technology
-433
- 26.48%
$171.49 - $225.64 $74.3K - $97.7K
1.2K $209K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-3.19K
- 24.24%
$52.0 - $55.66 $166K - $178K
9.98K $533K
ENB
Enbridge Inc

Energy
-4.52K
- 22.41%
$40.4 - $43.92 $182K - $198K
15.6K $663K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-828
- 3.75%
$56.08 - $68.53 $46.4K - $56.7K
21.2K $1.19M
AZO
Autozone Inc

Consumer Cyclical
-50
- 42.02%
$2981.19 - $3370.27 $149K - $169K
69 $220K
PR
Permian Resources Corporation

Energy
-12K
- 50.0%
$13.41 - $16.21 $161K - $195K
12K $172K
DVYE
Ishares Emerging Markets Divid

ETFs
-4.37K
- 30.73%
$25.42 - $29.74 $111K - $130K
9.84K $254K
MELI
Mercadolibre Inc

Consumer Cyclical
-19
- 5.56%
$1666.0 - $2117.3 $31.7K - $40.2K
323 $549K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
-2.87K
- 45.27%
$54.4 - $68.29 $156K - $196K
3.48K $207K
LHX
L3 Harris Technologies, Inc.

Industrials
-272
- 8.11%
$208.94 - $264.22 $56.8K - $71.9K
3.08K $648K
ENPH
Enphase Energy, Inc.

Technology
-68
- 2.09%
$59.52 - $111.18 $4.05K - $7.56K
3.19K $219K
ICF
Ishares Tr

ETFs
-95
- 0.38%
$58.8 - $66.61 $5.59K - $6.33K
25.1K $1.51M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-2.13K
- 5.26%
$40.12 - $43.62 $85.3K - $92.8K
38.3K $1.54M
EXC
Exelon Corp

Utilities
-2.3K
- 11.45%
$36.22 - $40.97 $83.4K - $94.4K
17.8K $670K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.41K
- 23.49%
$50.14 - $52.56 $121K - $127K
7.84K $394K
RBLX
Roblox Corp

Communication Services
-6.64K
- 37.68%
$39.86 - $61.45 $265K - $408K
11K $635K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-252
- 7.85%
$128.36 - $186.0 $32.3K - $46.9K
2.96K $380K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.58K
- 7.56%
$124.26 - $134.12 $196K - $211K
19.3K $2.48M
IFRA
Ishares Tr

ETFs
-2.72K
- 13.16%
$45.94 - $51.71 $125K - $141K
18K $832K
DKNG
Draft Kings Inc.

Consumer Cyclical
-3.26K
- 34.64%
$35.32 - $44.84 $115K - $146K
6.15K $228K
NVS
Novartis Ag

Healthcare
-813
- 25.28%
$96.78 - $117.18 $78.7K - $95.3K
2.4K $233K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.26K
- 17.33%
$172.07 - $207.36 $389K - $469K
10.8K $2.13M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.77K
- 2.32%
$29.77 - $30.19 $82.3K - $83.5K
117K $3.48M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-122
- 35.47%
$1146.59 - $1270.6 $140K - $155K
222 $263K
ON
On Semiconductor Corp

Technology
-907
- 11.77%
$63.05 - $74.7 $57.2K - $67.8K
6.8K $428K
MTCH
Match Group, Inc.

Communication Services
-2.57K
- 28.59%
$30.29 - $38.64 $77.8K - $99.2K
6.41K $209K
FEX
First Tr Large Cap Core Alphde

ETFs
-1.26K
- 17.78%
$103.29 - $112.88 $130K - $143K
5.84K $609K
PECO
Phillips Edison & Company, Inc.

Real Estate
-3.32K
- 15.05%
$35.96 - $39.8 $120K - $132K
18.8K $702K
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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