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
TAXF
American Centy ETF Tr Diversif

ETFs
-4.65K
- 6.77%
$48.42 - $50.27 $225K - $234K
64K $3.22M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-5.98K
- 28.1%
$32.02 - $36.34 $192K - $217K
15.3K $547K
LSAF
Two Rds Shared Tr

ETFs
-4.7K
- 12.73%
$41.87 - $44.79 $197K - $211K
32.3K $1.44M
ABT
Abbott Laboratories

Healthcare
-303
- 0.78%
$120.51 - $136.62 $36.5K - $41.4K
38.7K $5.18M
SAP
Sap Se

Technology
-169
- 8.51%
$252.42 - $311.93 $42.7K - $52.7K
1.82K $485K
SPOT
Spotify Technology S.A.

Communication Services
-113
- 20.11%
$620.01 - $738.53 $70.1K - $83.5K
449 $313K
IYK
Ishares U.S. Consumer Staples

ETFs
-1.19K
- 7.02%
$67.65 - $71.68 $80.6K - $85.4K
15.8K $1.08M
WM
Waste Management Inc

Industrials
-201
- 2.25%
$213.88 - $237.1 $43K - $47.7K
8.73K $1.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.41K
- 2.0%
$97.75 - $100.75 $235K - $243K
118K $11.8M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-2.71K
- 30.9%
$48.04 - $50.89 $130K - $138K
6.05K $306K
AIQ
Global X Funds Global X Artifi

ETFs
-5.91K
- 18.63%
$43.2 - $49.66 $255K - $294K
25.8K $1.27M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.61K
- 10.57%
$72.01 - $74.44 $116K - $120K
13.6K $1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-4.79K
- 5.67%
$24.11 - $24.94 $115K - $119K
79.7K $1.99M
IYE
Ishares Tr

ETFs
-3.66K
- 11.94%
$44.83 - $48.91 $164K - $179K
27K $1.28M
ROK
Rockwell Automation, Inc

Industrials
-531
- 11.14%
$328.67 - $358.52 $175K - $190K
4.24K $1.48M
FTNT
Fortinet, Inc.

Technology
-214
- 5.77%
$74.39 - $107.65 $15.9K - $23K
3.5K $294K
SPGI
S&P Global Inc.

Financial Services
-13
- 0.65%
$484.94 - $564.15 $6.3K - $7.33K
1.99K $966K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 0.32%
$366.54 - $479.53 $1.83K - $2.4K
1.54K $603K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.87K
- 10.02%
$48.85 - $50.94 $91.2K - $95.1K
16.8K $853K
MMM
3 M CO

Industrials
-848
- 4.7%
$144.41 - $160.2 $122K - $136K
17.2K $2.67M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-2.8K
- 13.0%
$39.58 - $42.08 $111K - $118K
18.7K $774K
IRM
Iron Mountain Inc

Real Estate
-661
- 3.9%
$89.46 - $104.46 $59.1K - $69K
16.3K $1.66M
ELV
Elevance Health, Inc.

Healthcare
-89
- 12.21%
$274.66 - $395.76 $24.4K - $35.2K
640 $206K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-1.86K
- 22.15%
N/A
6.53K $264K
ON
On Semiconductor Corp

Technology
-1.08K
- 15.61%
$46.98 - $62.45 $50.9K - $67.7K
5.86K $289K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-750
- 18.99%
$99.12 - $99.52 $74.3K - $74.6K
3.2K $318K
IBB
Ishares Biotechnology ETF

ETFs
-779
- 32.42%
$127.63 - $144.37 $99.4K - $112K
1.62K $234K
GWW
W.W. Grainger, Inc.

Industrials
-3
- 0.39%
$932.44 - $1059.49 $2.8K - $3.18K
765 $729K
FTQI
First Trust ETF Vi First Trust

ETFs
-6.39K
- 10.32%
$19.5 - $20.79 $125K - $133K
55.5K $1.14M
TRGP
Targa Resources Corp.

Energy
-308
- 13.87%
$160.52 - $174.4 $49.4K - $53.7K
1.91K $320K
AMP
Ameriprise Financial Inc

Financial Services
-69
- 9.14%
$486.13 - $544.55 $33.5K - $37.6K
686 $336K
URI
United Rentals, Inc.

Industrials
-755
- 23.16%
$774.14 - $975.23 $584K - $736K
2.51K $2.39M
DKNG
Draft Kings Inc.

Consumer Cyclical
-772
- 12.31%
$37.4 - $48.23 $28.9K - $37.2K
5.5K $205K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-666
- 2.09%
$72.15 - $75.72 $48.1K - $50.4K
31.2K $2.29M
BSX
Boston Scientific Corp

Healthcare
-105
- 2.3%
$97.03 - $108.14 $10.2K - $11.4K
4.47K $436K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.1K
- 12.61%
$82.42 - $87.03 $90.7K - $95.7K
7.63K $663K
KR
Kroger CO

Consumer Defensive
-187
- 2.11%
$64.52 - $74.35 $12.1K - $13.9K
8.69K $585K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-427
- 3.89%
$17.97 - $22.57 $7.67K - $9.64K
10.5K $190K
BSM
Black Stone Minerals, L.P.

Energy
-3.86K
- 17.1%
$11.92 - $13.41 $46.1K - $51.8K
18.7K $246K
FICO
Fair Isaac Corp

Technology
-1
- 0.69%
$1311.26 - $1869.83 $1.31K - $1.87K
143 $214K
ZTS
Zoetis Inc.

Healthcare
-217
- 12.6%
$141.13 - $159.19 $30.6K - $34.5K
1.51K $220K
EMB
Ishares Tr

ETFs
-711
- 8.93%
$91.52 - $95.59 $65.1K - $68K
7.25K $690K
APO
Apollo Global Management, Inc.

Financial Services
-140
- 4.37%
$131.55 - $156.05 $18.4K - $21.8K
3.07K $408K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-950
- 25.0%
$65.69 - $76.84 $62.4K - $73K
2.85K $213K
APD
Air Products & Chemicals, Inc.

Basic Materials
-66
- 2.21%
$265.78 - $299.3 $17.5K - $19.8K
2.93K $797K
VRT
Vertiv Holdings CO

Industrials
-521
- 20.18%
N/A
2.06K $178K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.05K
- 9.15%
$45.6 - $46.92 $48.1K - $49.5K
10.5K $488K
HLN
Haleon PLC

Healthcare
-1.73K
- 10.25%
$8.72 - $10.35 $15.1K - $17.9K
15.2K $135K
CNS
Cohen & Steers, Inc.

Financial Services
-88
- 2.47%
$65.61 - $78.01 $5.77K - $6.86K
3.47K $227K
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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