Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

Iht Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.99 Billion distributed in 1078 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $115M, Invesco Qqq Trust, Series 1 with a value of $89M, Wisdomtree Floating Rate Treas with a value of $84.1M, Nvidia Corp with a value of $71.5M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $58.8M.

Examining the 13F form we can see an decrease of $447M in the current position value, from $3.44B to 2.99B.

Iht Wealth Management, LLC is based out at Chicago, IL

Below you can find more details about Iht Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.99 Billion
ETFs: $1.99 Billion
Technology: $346 Million
Financial Services: $146 Million
Consumer Cyclical: $102 Million
Industrials: $84.2 Million
Communication Services: $84 Million
Healthcare: $74.8 Million
Consumer Defensive: $68.8 Million
Other: $88.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$3.56 Million 0.12% of portfolio
10,714
Q4 2024 Reduced 8.16%
$208B
$3.69 Million 0.12% of portfolio
6,450
Q4 2024 Reduced 21.91%
$227B
$3.52 Million 0.12% of portfolio
15,992
Q4 2024 Reduced 19.35%
$117B
$3.46 Million 0.12% of portfolio
7,111
Q4 2024 Reduced 5.36%
$4.44B
$3.67 Million 0.12% of portfolio
62,699
Q4 2024 Reduced 1.46%
$173B
$3.51 Million 0.12% of portfolio
22,819
Q4 2024 Reduced 25.54%
$295B
$3.72 Million 0.12% of portfolio
11,124
Q4 2024 Reduced 23.49%
$164B
$3.33 Million 0.11% of portfolio
12,783
Q4 2024 Added 0.14%
$0
$3.22 Million 0.11% of portfolio
147,120
Q4 2024 Added 2.86%
$28.1B
$3.23 Million 0.11% of portfolio
29,250
Q4 2024 Added 118.3%
$58.5B
$3.24 Million 0.11% of portfolio
165,612
Q4 2024 Reduced 0.48%
$90B
$3.33 Million 0.11% of portfolio
11,948
Q4 2024 Reduced 10.31%
$229B
$3.43 Million 0.11% of portfolio
34,505
Q4 2024 Reduced 16.04%
$444B
$3.16 Million 0.11% of portfolio
18,979
Q4 2024 Reduced 12.17%
$182B
$3.38 Million 0.11% of portfolio
84,401
Q4 2024 Reduced 26.86%
$47B
$2.85 Million 0.1% of portfolio
52,985
Q4 2024 Reduced 14.21%
$8.02B
$3.1 Million 0.1% of portfolio
19,734
Q4 2024 Reduced 6.67%
$37.3B
$2.63 Million 0.09% of portfolio
4,426
Q4 2024 Reduced 0.49%
$80.2B
$2.61 Million 0.09% of portfolio
10,291
Q4 2024 Reduced 10.0%
$192B
$2.76 Million 0.09% of portfolio
23,893
Q4 2024 Reduced 15.15%
$177B
$2.72 Million 0.09% of portfolio
13,981
Q4 2024 Reduced 20.65%
$15.8B
$2.63 Million 0.09% of portfolio
38,962
Q4 2024 Reduced 1.32%
$98.7B
$2.48 Million 0.08% of portfolio
47,339
Q4 2024 Added 12.63%
$81.7B
$2.24 Million 0.08% of portfolio
6,554
Q4 2024 Reduced 44.49%
$15.7B
$2.48 Million 0.08% of portfolio
40,276
Q4 2024 Added 307.9%
$152B
$2.53 Million 0.08% of portfolio
10,234
Q4 2024 Reduced 16.34%
$151B
$2.51 Million 0.08% of portfolio
10,989
Q4 2024 Reduced 33.95%
$83.2B
$1.98 Million 0.07% of portfolio
15,320
Q4 2024 Reduced 37.75%
$203B
$2.1 Million 0.07% of portfolio
4,729
Q4 2024 Reduced 3.63%
$60.6B
$1.95 Million 0.07% of portfolio
26,764
Q4 2024 Reduced 4.0%
$142B
$2.19 Million 0.07% of portfolio
2,133
Q4 2024 Reduced 4.26%
$81.6B
$2.17 Million 0.07% of portfolio
9,633
Q4 2024 Reduced 29.53%
$89.2B
$2.07 Million 0.07% of portfolio
19,256
Q4 2024 Reduced 13.62%
$69.1B
$2.22 Million 0.07% of portfolio
8,431
Q4 2024 Reduced 4.16%
$0
$2.09 Million 0.07% of portfolio
402,105
Q4 2024 Reduced 13.85%
$114B
$2.03 Million 0.07% of portfolio
13,730
Q4 2024 Reduced 3.09%
$9.84B
$2.19 Million 0.07% of portfolio
29,520
Q4 2024 Reduced 1.0%
$0
$2.03 Million 0.07% of portfolio
95,450
Q4 2024 Added 5.55%
$96.1B
$2.1 Million 0.07% of portfolio
25,495
Q4 2024 Reduced 9.07%
$939B
$2.13 Million 0.07% of portfolio
10,794
Q4 2024 Reduced 17.33%
$56.4B
$2.06 Million 0.07% of portfolio
15,267
Q4 2024 Reduced 21.22%
$67.9B
$1.91 Million 0.06% of portfolio
18,478
Q4 2024 Reduced 6.9%
$220B
$1.79 Million 0.06% of portfolio
6,019
Q4 2024 Added 17.1%
$129B
$1.91 Million 0.06% of portfolio
6,531
Q4 2024 Reduced 10.86%
$112B
$1.67 Million 0.06% of portfolio
9,662
Q4 2024 Reduced 31.8%
$125B
$1.92 Million 0.06% of portfolio
34,005
Q4 2024 Reduced 43.91%
$29.5B
$1.82 Million 0.06% of portfolio
7,340
Q4 2024 Reduced 18.72%
$0
$1.86 Million 0.06% of portfolio
199,537
Q4 2024 Reduced 28.56%
$71B
$1.87 Million 0.06% of portfolio
15,095
Q4 2024 Reduced 4.46%

Summary

  • Portfolio
  • No. of Stocks 1,078
  • Current Value $2.99 Billion
  • Prior Value $3.44 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 95 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 694 stocks
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