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
SPG
Simon Property Group Inc

Real Estate
-853
- 16.19%
$167.23 - $183.84 $143K - $157K
4.42K $760K
WFC
Wells Fargo & Company

Financial Services
-6.23K
- 27.7%
$54.98 - $77.35 $342K - $482K
16.3K $1.14M
VGSH
Vanguard

ETFs
-2.09K
- 29.71%
$58.02 - $58.88 $121K - $123K
4.94K $287K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-2.97K
- 36.99%
$40.26 - $42.88 $119K - $127K
5.05K $204K
OTIS
Otis Worldwide Corp

Industrials
-698
- 12.77%
$92.57 - $106.01 $64.6K - $74K
4.77K $441K
VRSN
Verisign Inc

Technology
-767
- 40.47%
$176.68 - $206.96 $136K - $159K
1.13K $233K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-16.1K
- 23.51%
$8.24 - $11.07 $132K - $178K
52.3K $487K
EPAM
Epam Systems, Inc.

Technology
-665
- 35.15%
N/A
1.23K $227K
APH
Amphenol Corp

Technology
-2.09K
- 39.41%
$62.07 - $75.35 $130K - $158K
3.22K $223K
EWJ
Ishares Msci Japan ETF

ETFs
-1.41K
- 23.64%
$66.18 - $71.84 $93.1K - $101K
4.54K $304K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.96K
- 7.56%
$59.74 - $60.03 $117K - $118K
23.9K $1.43M
PSA
Public Storage

Real Estate
-123
- 9.75%
$289.33 - $360.21 $35.6K - $44.3K
1.14K $341K
PRU
Prudential Financial Inc

Financial Services
-808
- 9.63%
$114.59 - $129.52 $92.6K - $105K
7.58K $898K
ADP
Automatic Data Processing Inc

Industrials
-796
- 10.86%
$280.08 - $307.97 $223K - $245K
6.53K $1.91M
BSX
Boston Scientific Corp

Healthcare
-1.62K
- 30.51%
$83.62 - $91.5 $136K - $149K
3.7K $330K
ISRG
Intuitive Surgical Inc

Healthcare
-360
- 14.83%
$471.27 - $550.62 $170K - $198K
2.07K $1.08M
IXN
Ishares Global Information Tec

ETFs
-1.51K
- 24.13%
$80.67 - $87.84 $121K - $132K
4.73K $401K
MSI
Motorola Solutions, Inc.

Technology
-283
- 19.45%
$449.08 - $504.6 $127K - $143K
1.17K $541K
SA
Seabridge Gold Inc

Basic Materials
-1.92K
- 11.47%
$11.27 - $20.51 $21.6K - $39.3K
14.8K $168K
CPRT
Copart Inc

Consumer Cyclical
-2.68K
- 31.12%
$51.36 - $63.8 $137K - $171K
5.92K $339K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.37K
- 3.16%
$87.25 - $95.52 $119K - $130K
41.9K $3.7M
INDA
Ishares Msci India Index Fund

ETFs
-970
- 9.98%
$52.64 - $58.16 $51.1K - $56.4K
8.75K $460K
SYK
Stryker Corp

Healthcare
-289
- 10.2%
$345.14 - $392.15 $99.7K - $113K
2.55K $916K
KMI
Kinder Morgan, Inc.

Energy
-13.9K
- 26.89%
$22.59 - $28.54 $313K - $396K
37.7K $1.03M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.27K
- 12.82%
$77.23 - $82.11 $98.2K - $104K
8.65K $673K
WRB
Berkley W R Corp

Financial Services
-2K
- 29.06%
$56.48 - $64.94 $113K - $130K
4.89K $286K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-2.19K
- 12.67%
$47.66 - $51.97 $104K - $114K
15.1K $735K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-849
- 3.37%
$113.79 - $124.5 $96.6K - $106K
24.3K $2.79M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-2.05K
- 24.7%
$42.79 - $44.9 $87.8K - $92.2K
6.26K $268K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.76K
- 13.44%
$50.62 - $52.07 $89.1K - $91.7K
11.3K $578K
IYR
Ishares Tr

ETFs
-789
- 24.34%
$90.74 - $102.87 $71.6K - $81.2K
2.45K $228K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-924
- 7.62%
$65.93 - $72.24 $60.9K - $66.7K
11.2K $745K
ZBRA
Zebra Technologies Corp

Technology
-303
- 28.19%
$360.09 - $411.94 $109K - $125K
772 $298K
ICE
Intercontinental Exchange, Inc.

Financial Services
-490
- 23.75%
$148.29 - $166.93 $72.7K - $81.8K
1.57K $234K
MGC
Vanguard Mega Cap ETF

ETFs
-634
- 10.0%
$204.21 - $220.18 $129K - $140K
5.71K $1.21M
USTB
Victory Portfolios Ii Victorys

ETFs
-1.7K
- 11.89%
$50.06 - $50.85 $85.1K - $86.4K
12.6K $632K
FTAG
First Tr Exchange Traded Fd Ii

ETFs
-960
- 3.87%
$22.98 - $26.06 $22.1K - $25K
23.9K $553K
VCIT
Vanguard Intermediate Term Cor

ETFs
-798
- 9.59%
$80.13 - $83.77 $63.9K - $66.8K
7.52K $603K
MNST
Monster Beverage Corp

Consumer Defensive
-1.82K
- 21.27%
$49.24 - $56.38 $89.8K - $103K
6.75K $354K
AIG
American International Group, Inc.

Financial Services
-1.12K
- 4.0%
$70.0 - $79.22 $78.1K - $88.3K
26.8K $1.95M
SQEW
Two Rds Shared Tr Leadershares

ETFs
-2.01K
- 4.5%
$33.57 - $38.43 $67.3K - $77.1K
42.5K $1.43M
IWN
Ishares Russell2000 Val ETF

ETFs
-522
- 21.25%
$162.69 - $181.35 $84.9K - $94.7K
1.93K $317K
CCL
Carnival Corp

Consumer Cyclical
-9.22K
- 43.29%
$17.34 - $26.8 $160K - $247K
12.1K $301K
DRI
Darden Restaurants Inc

Consumer Cyclical
-801
- 30.3%
$155.96 - $188.66 $125K - $151K
1.84K $344K
NXPI
Nxp Semiconductors N.V.

Technology
-224
- 16.96%
$207.27 - $255.58 $46.4K - $57.2K
1.1K $228K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-370
- 3.92%
$134.53 - $150.65 $49.8K - $55.7K
9.08K $1.23M
IYK
Ishares U.S. Consumer Staples

ETFs
-73
- 0.43%
$65.32 - $70.92 $4.77K - $5.18K
16.9K $1.11M
GLW
Corning Inc

Technology
-2.56K
- 18.89%
$44.11 - $49.76 $113K - $127K
11K $522K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-320
- 4.96%
$37.97 - $49.45 $12.2K - $15.8K
6.13K $237K
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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