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
$71.4B
$1.9 Million 0.06% of portfolio
60,493
Q4 2024 Reduced 15.2%
$220B
$1.82 Million 0.06% of portfolio
10,930
Q4 2024 Reduced 5.86%
$94.8B
$1.88 Million 0.06% of portfolio
93,623
Q4 2024 Reduced 50.68%
$10.4B
$1.69 Million 0.06% of portfolio
23,388
Q4 2024 Added 757.02%
$121B
$1.66 Million 0.06% of portfolio
20,771
Q4 2024 Reduced 23.48%
$56.1B
$1.71 Million 0.06% of portfolio
7,288
Q4 2024 Reduced 4.34%
$43.2B
$1.89 Million 0.06% of portfolio
18,835
Q4 2024 Added 2.4%
$34.9B
$1.92 Million 0.06% of portfolio
35,883
Q4 2024 Added 11.53%
$92.1B
$1.92 Million 0.06% of portfolio
5,652
Q4 2024 Reduced 29.9%
$15.4B
$1.91 Million 0.06% of portfolio
15,033
Q4 2024 Added 0.06%
$131B
$1.76 Million 0.06% of portfolio
19,301
Q4 2024 Reduced 24.19%
$205B
$1.83 Million 0.06% of portfolio
3,511
Q4 2024 Reduced 11.49%
$94.2B
$1.76 Million 0.06% of portfolio
8,736
Q4 2024 Reduced 9.57%
$55.7B
$1.46 Million 0.05% of portfolio
11,119
Q4 2024 Reduced 33.72%
$135B
$1.55 Million 0.05% of portfolio
9,560
Q4 2024 Reduced 9.52%
$89.8B
$1.38 Million 0.05% of portfolio
5,957
Q4 2024 Reduced 19.71%
$67.3B
$1.59 Million 0.05% of portfolio
49,408
Q4 2024 Reduced 20.69%
$0
$1.47 Million 0.05% of portfolio
81,916
Q4 2024 Reduced 38.0%
$36.7B
$1.45 Million 0.05% of portfolio
146,504
Q4 2024 Added 2.88%
$2.61B
$1.35 Million 0.05% of portfolio
67,362
Q4 2024 Added 8.87%
$44.3B
$1.56 Million 0.05% of portfolio
4,087
Q4 2024 Reduced 18.99%
$99.8B
$1.53 Million 0.05% of portfolio
18,153
Q4 2024 Reduced 1.15%
$61.3B
$1.59 Million 0.05% of portfolio
13,935
Q4 2024 Reduced 11.68%
$55.6B
$1.36 Million 0.05% of portfolio
8,785
Q4 2024 Reduced 23.01%
$59.7B
$1.61 Million 0.05% of portfolio
6,687
Q4 2024 Reduced 42.25%
$147B
$1.47 Million 0.05% of portfolio
24,289
Q4 2024 Reduced 26.06%
$85.8B
$1.53 Million 0.05% of portfolio
12,110
Q4 2024 Reduced 23.21%
$43.9B
$1.39 Million 0.05% of portfolio
1,979
Q4 2024 Reduced 12.59%
$43.3B
$1.18 Million 0.04% of portfolio
15,043
Q4 2024 Added 0.51%
$9.25B
$1.27 Million 0.04% of portfolio
14,703
Q4 2024 Added 3.24%
$54B
$1.21 Million 0.04% of portfolio
13,146
Q4 2024 Reduced 33.44%
$95B
$1.17 Million 0.04% of portfolio
6,385
Q4 2024 Reduced 24.37%
$6.09B
$1.22 Million 0.04% of portfolio
5,751
Q4 2024 Reduced 2.24%
$935M
$1.3 Million 0.04% of portfolio
13,069
Q4 2024 Reduced 3.68%
$0
$1.07 Million 0.04% of portfolio
129,009
Q4 2024 Reduced 33.12%
$54.9B
$1.15 Million 0.04% of portfolio
5,363
Q4 2024 Added 14.69%
$1.46B
$1.18 Million 0.04% of portfolio
19,590
Q4 2024 Reduced 23.69%
$117B
$1.11 Million 0.04% of portfolio
4,023
Q4 2024 Reduced 20.71%
$75.2B
$1.32 Million 0.04% of portfolio
14,541
Q4 2024 Reduced 31.98%
$51.3B
$1.26 Million 0.04% of portfolio
3,614
Q4 2024 Reduced 49.02%
$14.3B
$1.19 Million 0.04% of portfolio
3,559
Q4 2024 Added 0.57%
$150B
$1.13 Million 0.04% of portfolio
4,933
Q4 2024 Reduced 17.85%
$0
$1.17 Million 0.04% of portfolio
77,793
Q4 2024 Reduced 33.17%
$67.3B
$1.1 Million 0.04% of portfolio
3,900
Q4 2024 Reduced 4.22%
$0
$1.27 Million 0.04% of portfolio
60,357
Q4 2024 Added 9.9%
$5.12B
$1.24 Million 0.04% of portfolio
8,342
Q4 2024 Added 0.41%
$140B
$1.08 Million 0.04% of portfolio
11,728
Q4 2024 Reduced 10.79%
$14.1B
$1.25 Million 0.04% of portfolio
5,237
Q4 2024 Reduced 30.15%
$169B
$1.06 Million 0.04% of portfolio
1,686
Q4 2024 Reduced 17.19%

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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