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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.11 Million 0.3% of portfolio
102,644
Q4 2024 Reduced 17.18%
$0
$8.71 Million 0.29% of portfolio
312,398
Q4 2024 Added 96.3%
$0
$8.57 Million 0.29% of portfolio
88,490
Q4 2024 Added 3.56%
$0
$8.24 Million 0.28% of portfolio
268,303
Q4 2024 Added 53.01%
$0
$8.42 Million 0.28% of portfolio
117,932
Q4 2024 Added 8.53%
$0
$8.26 Million 0.28% of portfolio
102,055
Q4 2024 Added 3.63%
$0
$7.99 Million 0.27% of portfolio
438,542
Q4 2024 Reduced 10.47%
$0
$8.18 Million 0.27% of portfolio
195,162
Q4 2024 Reduced 9.89%
$0
$8.08 Million 0.27% of portfolio
316,807
Q4 2024 Added 2.11%
$0
$7.56 Million 0.25% of portfolio
112,837
Q4 2024 Added 11.42%
$0
$7.48 Million 0.25% of portfolio
64,886
Q4 2024 Reduced 15.37%
$0
$7.33 Million 0.25% of portfolio
80,120
Q4 2024 Reduced 48.97%
$0
$7.55 Million 0.25% of portfolio
44,574
Q4 2024 Reduced 12.92%
$0
$7.38 Million 0.25% of portfolio
170,946
Q4 2024 Added 17.9%
$0
$7.25 Million 0.24% of portfolio
73,673
Q4 2024 Reduced 4.89%
$0
$7.18 Million 0.24% of portfolio
92,888
Q4 2024 Reduced 47.37%
$0
$6.98 Million 0.23% of portfolio
38,326
Q4 2024 Reduced 23.35%
$0
$6.59 Million 0.22% of portfolio
150,945
Q4 2024 Reduced 12.75%
$0
$6.64 Million 0.22% of portfolio
281,168
Q4 2024 Added 5.27%
$0
$6.53 Million 0.22% of portfolio
86,243
Q4 2024 Added 14.3%
$0
$6.62 Million 0.22% of portfolio
27,353
Q4 2024 Reduced 31.24%
$0
$6.14 Million 0.21% of portfolio
29,155
Q4 2024 Added 19.38%
$0
$6.32 Million 0.21% of portfolio
63,503
Q4 2024 Added 85.51%
$0
$6.35 Million 0.21% of portfolio
68,686
Q4 2024 Added 3.31%
$0
$6.39 Million 0.21% of portfolio
145,106
Q4 2024 Added 43.31%
$0
$6.26 Million 0.21% of portfolio
69,463
Q4 2024 Reduced 45.68%
$0
$6.33 Million 0.21% of portfolio
73,729
Q4 2024 Added 3.09%
$0
$6.17 Million 0.21% of portfolio
9,920
Q4 2024 Reduced 14.49%
$0
$6.06 Million 0.2% of portfolio
80,113
Q4 2024 Reduced 39.24%
$0
$5.93 Million 0.2% of portfolio
116,925
Q4 2024 Added 128.61%
$0
$5.64 Million 0.19% of portfolio
131,182
Q4 2024 Added 8.94%
$0
$5.68 Million 0.19% of portfolio
82,844
Q4 2024 Reduced 2.05%
$0
$5.43 Million 0.18% of portfolio
61,792
Q4 2024 Reduced 17.77%
$0
$5.34 Million 0.18% of portfolio
85,743
Q4 2024 Reduced 26.83%
$0
$5.15 Million 0.17% of portfolio
223,434
Q4 2024 Reduced 31.23%
$0
$5.08 Million 0.17% of portfolio
218,301
Q4 2024 Reduced 31.6%
$0
$5.19 Million 0.17% of portfolio
73,843
Q4 2024 Reduced 31.24%
$0
$5.06 Million 0.17% of portfolio
54,585
Q4 2024 Added 6.31%
$0
$5.18 Million 0.17% of portfolio
28,005
Q4 2024 Reduced 11.38%
$14.9B
$5.19 Million 0.17% of portfolio
196,967
Q4 2024 Added 1.38%
$0
$5.01 Million 0.17% of portfolio
99,498
Q4 2024 Reduced 52.61%
$0
$5.01 Million 0.17% of portfolio
130,603
Q4 2024 Reduced 33.86%
$0
$4.85 Million 0.16% of portfolio
32,617
Q4 2024 Reduced 0.72%
$0
$4.92 Million 0.16% of portfolio
42,574
Q4 2024 Added 45.61%
$0
$4.81 Million 0.16% of portfolio
108,450
Q4 2024 Reduced 81.97%
$0
$4.81 Million 0.16% of portfolio
48,315
Q4 2024 Reduced 4.73%
$0
$4.86 Million 0.16% of portfolio
56,793
Q4 2024 Added 1.9%
$0
$4.69 Million 0.16% of portfolio
23,657
Q4 2024 Reduced 0.4%
$0
$4.47 Million 0.15% of portfolio
32,478
Q4 2024 Reduced 8.62%

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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