Iht Wealth Management, LLC Sells in Q3 2025

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-27.9K
- 28.18%
$23.82 - $25.84 $664K - $721K
71.1K $1.83M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.87K
- 6.9%
$92.18 - $95.14 $633K - $653K
92.6K $8.81M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-25.8K
- 16.65%
$32.53 - $35.69 $839K - $921K
129K $4.58M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-15.3K
- 7.78%
$78.88 - $85.2 $1.2M - $1.3M
181K $15.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-19.5K
- 28.04%
$24.69 - $25.26 $482K - $493K
50.1K $1.26M
IEFA
Ishares Tr

ETFs
-9K
- 10.76%
$81.7 - $87.53 $735K - $788K
74.7K $6.52M
HON
Honeywell International Inc

Industrials
-545
- 3.66%
$207.7 - $240.4 $113K - $131K
14.3K $3.02M
PLTM
Granite Shares Platinum Trust

ETFs
-35.7K
- 70.31%
$12.47 - $15.43 $445K - $550K
15.1K $227K
EMLP
First Tr Exchange Traded Iv

ETFs
-14.9K
- 7.85%
$36.99 - $38.38 $551K - $571K
175K $6.69M
SNOW
Snowflake Inc.

Technology
-1.91K
- 19.65%
$191.73 - $241.0 $367K - $461K
7.82K $1.76M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.14K
- 38.93%
$109.11 - $111.88 $343K - $352K
4.93K $548K
IYH
Ishares Tr

ETFs
-6.16K
- 60.42%
$54.36 - $58.96 $335K - $363K
4.03K $236K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-73
- 1.28%
$108.8 - $169.61 $7.94K - $12.4K
5.63K $612K
UPS
United Parcel Service Inc

Industrials
-1.16K
- 9.5%
$82.58 - $105.54 $95.6K - $122K
11K $921K
O
Realty Income Corp

Real Estate
-6.58K
- 22.21%
$56.13 - $60.79 $369K - $400K
23K $1.4M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-12.1K
- 45.36%
$26.52 - $27.64 $320K - $334K
14.5K $402K
EPI
Wisdomtree Tr India Earnings F

ETFs
-4.51K
- 13.98%
$43.79 - $47.63 $197K - $215K
27.7K $1.23M
AXON
Axon Enterprise, Inc.

Industrials
-8
- 0.3%
$698.02 - $870.97 $5.58K - $6.97K
2.63K $1.89M
ADBE
Adobe Inc.

Technology
-383
- 8.48%
$333.65 - $392.1 $128K - $150K
4.14K $1.46M
AMT
American Tower Corp

Real Estate
-536
- 8.41%
$192.32 - $232.35 $103K - $125K
5.84K $1.12M
CEG
Constellation Energy Corp

Utilities
-1.02K
- 10.39%
$298.82 - $354.89 $304K - $361K
8.78K $2.89M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-1.79K
- 36.48%
$256.21 - $323.54 $460K - $580K
3.12K $996K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.06K
- 10.79%
$48.5 - $50.19 $294K - $304K
50K $2.51M
CSCO
Cisco Systems, Inc.

Technology
-2.58K
- 3.82%
$66.2 - $71.79 $170K - $185K
64.9K $4.44M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-39.8K
- 61.61%
$5.52 - $6.17 $220K - $246K
24.8K $149K
CMCSA
Comcast Corp

Communication Services
-1.06K
- 2.44%
$31.41 - $36.33 $33.3K - $38.5K
42.3K $1.33M
IYF
Ishares Tr

ETFs
-2.09K
- 24.55%
$119.89 - $127.16 $250K - $265K
6.41K $811K
MUB
Ishares National Muni Bond ETF

ETFs
-2.53K
- 9.55%
$103.24 - $106.68 $261K - $270K
24K $2.55M
SJNK
Spdr Bloomberg Short Term High

ETFs
-8.61K
- 20.61%
$25.28 - $25.63 $218K - $221K
33.2K $849K
USFD
Us Foods Holding Corp.

Consumer Defensive
-2.56K
- 6.85%
$76.35 - $84.68 $196K - $217K
34.8K $2.67M
VIG
Vanguard Dividend Appreciation

ETFs
-1.1K
- 3.13%
N/A
34.2K $6.23M
GLNG
Golar Lng LTD

Energy
-4.4K
- 15.55%
$39.16 - $45.56 $172K - $200K
23.9K $965K
MAR
Marriott International Inc

Consumer Cyclical
-122
- 0.96%
$255.35 - $282.87 $31.2K - $34.5K
12.5K $3.26M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-6.63K
- 20.49%
$32.62 - $34.4 $216K - $228K
25.7K $883K
BMI
Badger Meter Inc

Technology
-25
- 0.9%
$172.32 - $245.81 $4.31K - $6.15K
2.75K $491K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-3K
- 19.68%
$77.99 - $84.32 $234K - $253K
12.2K $1.02M
SYY
Sysco Corp

Consumer Defensive
-2.8K
- 39.24%
$76.33 - $82.51 $214K - $231K
4.34K $357K
RXST
Rx Sight, Inc.

Healthcare
-7.5K
- 26.21%
$6.65 - $13.14 $49.9K - $98.6K
21.1K $189K
IYJ
Ishares Tr

ETFs
-1.6K
- 10.29%
$142.42 - $148.18 $227K - $236K
13.9K $2.03M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-3.96K
- 37.39%
$44.82 - $46.28 $178K - $183K
6.63K $305K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.3K
- 12.63%
$78.96 - $80.04 $181K - $184K
15.9K $1.27M
ADP
Automatic Data Processing Inc

Industrials
-279
- 4.76%
$288.69 - $310.94 $80.5K - $86.8K
5.59K $1.64M
TOST
Toast, Inc.

Technology
-539
- 2.9%
$36.51 - $49.3 $19.7K - $26.6K
18K $658K
CARR
Carrier Global Corp

Industrials
-196
- 1.77%
$58.75 - $80.73 $11.5K - $15.8K
10.9K $648K
PEP
Pepsico Inc

Consumer Defensive
-3.3K
- 9.15%
$133.81 - $152.16 $442K - $503K
32.8K $4.61M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.87K
- 25.12%
$46.51 - $50.07 $133K - $144K
8.55K $401K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.96K
- 32.64%
$52.39 - $53.11 $155K - $157K
6.11K $324K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-15.6K
- 8.34%
$8.88 - $9.09 $138K - $142K
171K $1.54M
DGRO
Ishares Core Dividend Growth E

ETFs
-6.77K
- 8.98%
$64.12 - $68.08 $434K - $461K
68.6K $4.67M
Activity Summary
Buys All Purchases 648 New Holdings 94 Increased Positions 554 Sells All Sells 463 Reductions 463 Sold out 0 Options Calls 0 Puts 3
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