Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

Iht Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.68 Billion distributed in 1170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $116M, Wisdomtree Floating Rate Treas with a value of $102M, Nvidia Corp with a value of $99.1M, Tesla, Inc. with a value of $86.8M, and Invesco Qqq Trust, Series 1 with a value of $84.1M.

Examining the 13F form we can see an increase of $244M in the current position value, from $3.44B to 3.68B.

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 $3.68 Billion
ETFs: $2.39 Billion
Technology: $424 Million
Consumer Cyclical: $184 Million
Financial Services: $168 Million
Communication Services: $119 Million
Industrials: $112 Million
Healthcare: $94.2 Million
Consumer Defensive: $77.9 Million
Other: $103 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.8 Million 0.32% of portfolio
117,846
Q3 2025 Reduced 2.0%
$0
$11.9 Million 0.32% of portfolio
357,550
Q3 2025 Added 10.29%
$0
$11.9 Million 0.32% of portfolio
162,735
Q3 2025 Added 9.67%
$24.1B
$11.6 Million 0.32% of portfolio
274,544
Q3 2025 Added 12.54%
$0
$11.6 Million 0.31% of portfolio
130,416
Q3 2025 Reduced 0.18%
$0
$11.5 Million 0.31% of portfolio
96,939
Q3 2025 Added 2.47%
$0
$11 Million 0.3% of portfolio
344,551
Q3 2025 Reduced 16.44%
$0
$10.9 Million 0.3% of portfolio
70,394
Q3 2025 Added 205.2%
$0
$11.1 Million 0.3% of portfolio
58,465
Q3 2025 Reduced 1.21%
$0
$10.9 Million 0.3% of portfolio
77,798
Q3 2025 Reduced 3.21%
$0
$9.89 Million 0.27% of portfolio
91,020
Q3 2025 Reduced 39.6%
$0
$9.73 Million 0.26% of portfolio
191,608
Q3 2025 Reduced 46.07%
$0
$9.7 Million 0.26% of portfolio
40,486
Q3 2025 Reduced 0.37%
$0
$9.13 Million 0.25% of portfolio
34,317
Q3 2025 Reduced 21.15%
$0
$9.39 Million 0.25% of portfolio
105,517
Q3 2025 Reduced 0.09%
$0
$8.89 Million 0.24% of portfolio
325,489
Q3 2025 Reduced 36.92%
$0
$8.74 Million 0.24% of portfolio
197,759
Q3 2025 Reduced 0.43%
$0
$8.8 Million 0.24% of portfolio
100,916
Q3 2025 Added 0.53%
$0
$8.33 Million 0.23% of portfolio
25,530
Q3 2025 Added 3.62%
$0
$8.07 Million 0.22% of portfolio
102,293
Q3 2025 Added 0.29%
$0
$7.75 Million 0.21% of portfolio
203,878
Q3 2025 Reduced 4.5%
$0
$7.57 Million 0.21% of portfolio
72,096
Q3 2025 Added 3.92%
$0
$7.76 Million 0.21% of portfolio
335,939
Q3 2025 Added 6.82%
$0
$7.71 Million 0.21% of portfolio
173,128
Q3 2025 Added 2.02%
$0
$7.39 Million 0.2% of portfolio
155,229
Q3 2025 Added 3.26%
$0
$7.12 Million 0.19% of portfolio
62,493
Q3 2025 Reduced 52.78%
$0
$7.11 Million 0.19% of portfolio
148,530
Q3 2025 Reduced 7.79%
$0
$7.02 Million 0.19% of portfolio
122,828
Q3 2025 Reduced 0.99%
$0
$6.69 Million 0.18% of portfolio
174,806
Q3 2025 Reduced 7.85%
$0
$6.46 Million 0.18% of portfolio
135,985
Q3 2025 Added 3.99%
$0
$6.52 Million 0.18% of portfolio
74,666
Q3 2025 Reduced 10.76%
$65.3B
$6.11 Million 0.17% of portfolio
84,001
Q3 2025 Added 24.06%
$0
$6.23 Million 0.17% of portfolio
34,187
Q3 2025 Reduced 3.13%
$0
$6.16 Million 0.17% of portfolio
102,740
Q3 2025 Added 15.51%
$0
$6.4 Million 0.17% of portfolio
138,329
Q3 2025 Reduced 3.32%
$0
$6.17 Million 0.17% of portfolio
50,927
Q3 2025 Reduced 57.97%
$0
$6.31 Million 0.17% of portfolio
269,734
Q3 2025 Added 14.16%
$0
$6.33 Million 0.17% of portfolio
274,547
Q3 2025 Added 12.67%
$0
$6.11 Million 0.17% of portfolio
112,786
Q3 2025 Added 8.58%
$0
$6.31 Million 0.17% of portfolio
134,869
Q3 2025 Added 1.17%
$0
$6.28 Million 0.17% of portfolio
26,741
Q3 2025 Added 11.3%
$0
$6.31 Million 0.17% of portfolio
8,447
Q3 2025 Reduced 7.82%
$0
$5.92 Million 0.16% of portfolio
61,416
Q3 2025 Reduced 1.25%
$0
$5.82 Million 0.16% of portfolio
256,189
Q3 2025 Added 9.91%
$0
$6.04 Million 0.16% of portfolio
85,649
Q3 2025 Reduced 0.98%
$0
$5.66 Million 0.15% of portfolio
122,445
Q3 2025 Added 12.86%
$0
$5.57 Million 0.15% of portfolio
109,836
Q3 2025 Reduced 30.92%
$0
$5.41 Million 0.15% of portfolio
26,597
Q3 2025 Added 4.0%
$0
$5.44 Million 0.15% of portfolio
67,452
Q3 2025 Added 17.76%

Summary

  • Portfolio
  • No. of Stocks 1,170
  • Current Value $3.68 Billion
  • Prior Value $3.44 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 94 stocks
  • Additional Purchases 554 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 463 stocks
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