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
$4.34 Million 0.15% of portfolio
114,460
Q4 2024 Added 17.01%
$0
$4.54 Million 0.15% of portfolio
38,415
Q4 2024 Added 44.25%
$0
$4.05 Million 0.14% of portfolio
36,098
Q4 2024 Added 3.29%
$0
$4.12 Million 0.14% of portfolio
40,585
Q4 2024 Added 12.31%
$0
$4.33 Million 0.14% of portfolio
50,902
Q4 2024 Reduced 10.25%
$0
$4.15 Million 0.14% of portfolio
101,932
Q4 2024 Reduced 17.96%
$0
$4.14 Million 0.14% of portfolio
9,721
Q4 2024 Reduced 0.92%
$0
$4.11 Million 0.14% of portfolio
85,922
Q4 2024 Reduced 4.09%
$0
$3.92 Million 0.13% of portfolio
78,197
Q4 2024 Added 2.03%
$0
$3.93 Million 0.13% of portfolio
64,117
Q4 2024 Reduced 17.82%
$0
$3.92 Million 0.13% of portfolio
141,560
Q4 2024 Added 86.75%
$0
$3.8 Million 0.13% of portfolio
112,074
Q4 2024 Added 10.04%
$0
$3.96 Million 0.13% of portfolio
79,003
Q4 2024 Reduced 23.12%
$0
$3.76 Million 0.13% of portfolio
55,460
Q4 2024 Added 311.42%
$0
$3.65 Million 0.12% of portfolio
37,796
Q4 2024 Added 24.14%
$0
$3.7 Million 0.12% of portfolio
41,909
Q4 2024 Reduced 3.16%
$0
$3.6 Million 0.12% of portfolio
28,194
Q4 2024 Reduced 5.89%
$0
$3.16 Million 0.11% of portfolio
48,614
Q4 2024 Reduced 26.18%
$0
$3.42 Million 0.11% of portfolio
73,659
Q4 2024 Added 11.49%
$0
$3.18 Million 0.11% of portfolio
31,104
Q4 2024 Reduced 3.07%
$0
$3.23 Million 0.11% of portfolio
35,237
Q4 2024 Reduced 46.7%
$0
$3.42 Million 0.11% of portfolio
43,917
Q4 2024 Reduced 12.97%
$0
$3.35 Million 0.11% of portfolio
20,229
Q4 2024 Added 10.92%
$0
$3.37 Million 0.11% of portfolio
12,777
Q4 2024 Reduced 27.92%
$0
$2.89 Million 0.1% of portfolio
28,984
Q4 2024 Added 7.93%
$0
$2.86 Million 0.1% of portfolio
71,111
Q4 2024 Reduced 4.3%
$0
$2.88 Million 0.1% of portfolio
71,838
Q4 2024 Reduced 23.1%
$0
$3.12 Million 0.1% of portfolio
89,923
Q4 2024 Reduced 0.06%
$0
$2.91 Million 0.1% of portfolio
27,351
Q4 2024 Reduced 19.56%
$0
$2.88 Million 0.1% of portfolio
11,357
Q4 2024 Reduced 2.73%
$0
$2.76 Million 0.09% of portfolio
48,700
Q4 2024 Reduced 40.74%
$0
$2.63 Million 0.09% of portfolio
115,868
Q4 2024 Added 22.78%
$0
$2.78 Million 0.09% of portfolio
157,022
Q4 2024 Reduced 0.11%
$0
$2.79 Million 0.09% of portfolio
24,315
Q4 2024 Reduced 3.37%
$0
$2.79 Million 0.09% of portfolio
51,232
Q4 2024 Added 1.44%
$0
$2.81 Million 0.09% of portfolio
52,381
Q4 2024 Reduced 35.19%
$0
$2.84 Million 0.09% of portfolio
116,861
Q4 2024 Added 3.74%
$0
$2.84 Million 0.09% of portfolio
125,033
Q4 2024 Added 79.64%
$0
$2.72 Million 0.09% of portfolio
105,135
Q4 2024 Added 0.28%
$0
$2.57 Million 0.09% of portfolio
63,349
Q4 2024 Reduced 4.35%
$0
$2.61 Million 0.09% of portfolio
10,879
Q4 2024 Reduced 37.38%
$0
$2.58 Million 0.09% of portfolio
35,909
Q4 2024 Reduced 32.92%
$0
$2.7 Million 0.09% of portfolio
65,112
Q4 2024 Reduced 43.75%
$0
$2.53 Million 0.08% of portfolio
71,832
Q4 2024 New
$0
$2.26 Million 0.08% of portfolio
45,216
Q4 2024 Reduced 0.37%
$0
$2.31 Million 0.08% of portfolio
99,364
Q4 2024 Added 6.16%
$0
$2.54 Million 0.08% of portfolio
30,958
Q4 2024 Reduced 40.57%
$0
$2.48 Million 0.08% of portfolio
19,261
Q4 2024 Reduced 7.56%
$46B
$2.29 Million 0.08% of portfolio
46,179
Q4 2024 Reduced 23.53%

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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