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
FNDX
Schwab Fundamental U S Large C

ETFs
-2.08K
- 3.64%
$24.38 - $26.34 $50.6K - $54.7K
54.9K $1.44M
SNX
Td Synnex Corp

Technology
-6
- 0.35%
$135.82 - $166.01 $815 - $996
1.71K $280K
BHP
Bhp Group LTD

Basic Materials
-370
- 4.25%
$48.67 - $56.22 $18K - $20.8K
8.34K $465K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-555
- 3.62%
$64.0 - $71.44 $35.5K - $39.6K
14.8K $1.03M
ROBO
Robo Global Robotics And Autom

ETFs
-92
- 0.98%
$59.49 - $67.23 $5.47K - $6.19K
9.31K $610K
OHI
Omega Healthcare Investors Inc

Real Estate
-77
- 0.81%
$36.29 - $43.34 $2.79K - $3.34K
9.47K $399K
ENB
Enbridge Inc

Energy
-830
- 4.59%
$43.79 - $50.46 $36.3K - $41.9K
17.3K $870K
EBAY
Ebay Inc

Consumer Cyclical
-24
- 0.74%
$75.33 - $100.77 $1.81K - $2.42K
3.22K $292K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-146
- 1.71%
$131.47 - $143.64 $19.2K - $21K
8.38K $1.19M
WMT
Walmart Inc.

Consumer Defensive
-8.22K
- 4.83%
$94.4 - $104.27 $775K - $857K
162K $16.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
-27
- 2.07%
$494.52 - $565.32 $13.4K - $15.3K
1.28K $721K
DHI
Horton D R Inc

Consumer Cyclical
-235
- 9.98%
$129.82 - $184.04 $30.5K - $43.2K
2.12K $359K
LMT
Lockheed Martin Corp

Industrials
-479
- 5.82%
$410.74 - $499.21 $197K - $239K
7.75K $3.87M
UNH
Unitedhealth Group Inc

Healthcare
-930
- 8.16%
$237.77 - $353.61 $221K - $329K
10.5K $3.61M
CAT
Caterpillar Inc

Industrials
-2.1K
- 17.59%
$390.92 - $477.15 $822K - $1M
9.86K $4.7M
TRV
Travelers Companies, Inc.

Financial Services
-58
- 0.9%
$250.62 - $279.43 $14.5K - $16.2K
6.42K $1.79M
KSS
Kohls Corp

Consumer Cyclical
-1.21K
- 10.12%
$9.02 - $17.38 $10.9K - $21K
10.7K $164K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-26
- 0.19%
$91.28 - $97.59 $2.37K - $2.54K
13.5K $1.3M
FDN
First Tr Fd Dow Jones

ETFs
-62
- 0.8%
$264.06 - $287.34 $16.4K - $17.8K
7.7K $2.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-334
- 1.63%
$68.24 - $73.73 $22.8K - $24.6K
20.2K $1.48M
SRE
Sempra Energy

Utilities
-92
- 1.7%
$74.14 - $89.98 $6.82K - $8.28K
5.33K $479K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-1.4K
- 6.26%
$43.35 - $50.12 $60.7K - $70.2K
21K $1.05M
DELL
Dell Technologies Inc.

Technology
-2.14K
- 10.75%
$120.96 - $141.77 $259K - $303K
17.8K $2.52M
AFL
Aflac Inc

Financial Services
-322
- 1.75%
$98.09 - $111.7 $31.6K - $36K
18K $2.02M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-119
- 0.97%
$115.87 - $125.42 $13.8K - $14.9K
12.2K $1.53M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-19
- 0.08%
$34.31 - $38.09 $652 - $724
24.3K $923K
SPG
Simon Property Group Inc

Real Estate
-121
- 3.0%
$159.93 - $187.67 $19.4K - $22.7K
3.91K $734K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-291
- 0.59%
$101.12 - $106.18 $29.4K - $30.9K
49.4K $5.09M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-963
- 1.15%
$27.61 - $29.15 $26.6K - $28.1K
82.8K $2.41M
MGC
Vanguard Mega Cap ETF

ETFs
-65
- 1.13%
$224.2 - $245.55 $14.6K - $16K
5.68K $1.39M
FNV
Franco Nevada Corp

Basic Materials
-149
- 6.85%
$154.4 - $222.91 $23K - $33.2K
2.03K $451K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-140
- 0.7%
$67.01 - $72.84 $9.38K - $10.2K
19.8K $1.44M
WELL
Welltower Inc.

Real Estate
-54
- 1.22%
$150.71 - $178.14 $8.14K - $9.62K
4.38K $780K
LINK
Interlink Electronics Inc

Technology
-571
- 1.98%
$5.84 - $13.91 $3.33K - $7.94K
28.2K $320K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.29K
- 4.67%
$90.37 - $102.12 $117K - $132K
26.3K $2.62M
CYBR
Cyber Ark Software Ltd.

Technology
-24
- 1.6%
$374.8 - $491.1 $9K - $11.8K
1.48K $715K
QBTS
D Wave Quantum Inc.

Technology
-1.21K
- 9.02%
$14.81 - $27.72 $17.9K - $33.5K
12.2K $301K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-167
- 0.51%
$72.04 - $77.35 $12K - $12.9K
32.6K $2.5M
CSX
Csx Corp

Industrials
-150
- 0.34%
$32.05 - $36.52 $4.81K - $5.48K
44.4K $1.58M
XEL
Xcel Energy Inc

Utilities
-6
- 0.06%
$67.56 - $80.65 $405 - $484
10.1K $813K
SOUN
Soundhound Ai, Inc.

Technology
-476
- 1.81%
$10.11 - $18.05 $4.81K - $8.59K
25.8K $414K
BX
Blackstone Inc.

Financial Services
-392
- 4.12%
$152.77 - $188.68 $59.9K - $74K
9.11K $1.56M
MCHI
Ishares Msci China ETF

ETFs
-85
- 0.65%
$54.58 - $65.85 $4.64K - $5.6K
13K $857K
FTC
First Tr Lge Cap Growth

ETFs
-1.05K
- 3.33%
$149.47 - $162.84 $156K - $170K
30.3K $4.87M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
-1.87K
- 11.18%
$43.27 - $59.01 $80.9K - $110K
14.9K $876K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-283
- 0.57%
$36.93 - $40.55 $10.5K - $11.5K
49.2K $1.98M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-393
- 2.4%
$98.99 - $112.2 $38.9K - $44.1K
16K $1.76M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-939
- 2.12%
$94.17 - $99.95 $88.4K - $93.9K
43.3K $4.33M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-5
- 0.27%
$473.44 - $553.71 $2.37K - $2.77K
1.84K $1.01M
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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