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
SPTL
Spdr Portfolio Long Term Treas

ETFs
-649
- 2.95%
$25.67 - $27.21 $16.7K - $17.7K
21.4K $576K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-664
- 2.49%
$22.9 - $23.58 $15.2K - $15.7K
26K $609K
PEG
Public Service Enterprise Group Inc

Utilities
-38
- 0.48%
$79.99 - $90.14 $3.04K - $3.43K
7.92K $661K
DVN
Devon Energy Corp

Energy
-2.52K
- 10.12%
$31.75 - $36.99 $80K - $93.3K
22.4K $784K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-345
- 3.26%
$20.84 - $21.03 $7.19K - $7.26K
10.2K $214K
NDAQ
Nasdaq, Inc.

Financial Services
-26
- 0.82%
$86.73 - $96.94 $2.25K - $2.52K
3.14K $277K
KRE
Spdr S&P Regional Banking ETF

ETFs
-598
- 7.38%
$58.82 - $66.17 $35.2K - $39.6K
7.51K $475K
NRZ
New Residential Investment Corp.

Real Estate
-845
- 1.46%
N/A
57.1K $414K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-415
- 3.77%
$14.8 - $15.15 $6.14K - $6.29K
10.6K $158K
HAS
Hasbro, Inc.

Consumer Cyclical
-166
- 4.84%
$73.92 - $81.85 $12.3K - $13.6K
3.26K $247K
FXD
First Tr Exchange Traded Fd

ETFs
-596
- 7.91%
$63.72 - $70.29 $38K - $41.9K
6.94K $473K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-1.04K
- 7.82%
$12.52 - $13.45 $13K - $14K
12.3K $163K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-587
- 3.52%
$42.16 - $43.5 $24.7K - $25.5K
16.1K $698K
DGX
Quest Diagnostics Inc

Healthcare
-30
- 2.41%
N/A
1.21K $166K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-154
- 4.29%
$60.96 - $64.31 $9.39K - $9.9K
3.43K $218K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-43
- 0.46%
$21.86 - $22.98 $940 - $988
9.31K $209K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-123
- 3.55%
$63.98 - $69.04 $7.87K - $8.49K
3.34K $222K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-371
- 2.23%
$14.01 - $14.68 $5.2K - $5.45K
16.2K $233K
SQ
Block, Inc.

Technology
-34
- 0.91%
N/A
3.7K $211K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-97
- 2.13%
$50.73 - $52.47 $4.92K - $5.09K
4.46K $232K
EL
Estee Lauder Companies Inc

Consumer Defensive
-517
- 8.76%
$83.65 - $95.26 $43.2K - $49.2K
5.38K $474K
COF
Capital One Financial Corp

Financial Services
-4
- 0.09%
$207.29 - $229.74 $829 - $919
4.43K $941K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-332
- 3.9%
$42.43 - $45.05 $14.1K - $15K
8.18K $359K
JBT
John Bean Technologies Corp

Industrials
-15
- 0.86%
N/A
1.74K $218K
PFF
Ishares Trust Ishares Pfd And

ETFs
-684
- 3.24%
$30.67 - $32.13 $21K - $22K
20.4K $645K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-157
- 0.7%
$22.64 - $23.22 $3.55K - $3.65K
22.4K $517K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-235
- 4.15%
$43.83 - $45.64 $10.3K - $10.7K
5.43K $247K
Ge Vernova Inc
-112
- 3.16%
N/A
3.43K $0
Hafnia LTD
-41
- 0.07%
N/A
57.2K $0
Ge Healthcare Technologies Inc
-142
- 1.86%
N/A
7.5K $0
ILCG
Ishares Morningstar Growth ETF
-481
- 0.82%
N/A
58.2K $0
Rbb Us
-29.4K
- 11.05%
N/A
237K $0
AFLG
First Tr Exchange Traded Fd Vi
-83
- 1.51%
N/A
5.43K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-7.57K
- 29.48%
N/A
18.1K $0
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-266
- 1.95%
$50.16 - $52.45 $13.3K - $14K
13.4K $700K
Nuburu Inc
-100
- 0.5%
N/A
20K $0
HBAN
Huntington Bancshares Inc

Financial Services
-581
- 3.02%
$15.87 - $17.88 $9.22K - $10.4K
18.7K $322K
T Rowe Price ETF Inc
-42
- 0.41%
N/A
10.2K $0
RZG
Invesco Fd Tr S&P Smallcap 600
-1.12K
- 3.28%
N/A
32.9K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-64
- 0.74%
N/A
8.54K $0
Ftai Aviation
-5.53K
- 43.44%
N/A
7.2K $0
Intuitive Machines
-1.38K
- 3.76%
N/A
35.3K $0
Intrusion Inc
-184
- 1.8%
N/A
10.1K $0
Blackrock Flexible
-100K
- 19.63%
N/A
410K $0
JGRO
J P Morgan Exchange Traded Fd
-6.86K
- 33.94%
N/A
13.3K $0
Algmoa Steel
-4K
- 16.67%
N/A
20K $0
Amplify ETF Tr
-37
- 1.26%
N/A
2.9K $0
KOMP
Spdr S&P Kensho New Economies

ETFs
-1.34K
- 12.57%
$54.38 - $62.69 $73.1K - $84.3K
9.34K $581K
Hive Digital
-2.18K
- 6.79%
N/A
29.9K $0
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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email