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
$2.31 Million 0.08% of portfolio
41,739
Q4 2024 Reduced 27.59%
$0
$2.4 Million 0.08% of portfolio
41,653
Q4 2024 Reduced 40.12%
$0
$2.36 Million 0.08% of portfolio
103,474
Q4 2024 Reduced 47.42%
$0
$2.28 Million 0.08% of portfolio
123,381
Q4 2024 Added 7.37%
$0
$2.3 Million 0.08% of portfolio
88,288
Q4 2024 Added 58.62%
$0
$2.24 Million 0.08% of portfolio
26,653
Q4 2024 Reduced 6.12%
$0
$2.36 Million 0.08% of portfolio
31,496
Q4 2024 Added 1.23%
$0
$2.34 Million 0.08% of portfolio
36,226
Q4 2024 Added 23.55%
$0
$2.27 Million 0.08% of portfolio
79,154
Q4 2024 Added 1.73%
$1.01B
$2.44 Million 0.08% of portfolio
96,268
Q4 2024 Reduced 29.01%
$0
$2.31 Million 0.08% of portfolio
6,717
Q4 2024 Reduced 27.29%
$0
$2.09 Million 0.07% of portfolio
51,402
Q4 2024 New
$0
$2.02 Million 0.07% of portfolio
8,301
Q4 2024 Reduced 4.71%
$0
$2.08 Million 0.07% of portfolio
42,664
Q4 2024 Added 220.93%
$0
$2.12 Million 0.07% of portfolio
32,220
Q4 2024 Reduced 11.5%
$0
$2.06 Million 0.07% of portfolio
32,521
Q4 2024 Reduced 15.67%
$0
$2.04 Million 0.07% of portfolio
47,887
Q4 2024 Reduced 53.57%
$0
$2.18 Million 0.07% of portfolio
35,806
Q4 2024 Added 6.65%
$0
$2.13 Million 0.07% of portfolio
9,041
Q4 2024 Added 31.35%
$0
$1.97 Million 0.07% of portfolio
14,778
Q4 2024 Added 2.19%
$0
$2.17 Million 0.07% of portfolio
19,894
Q4 2024 Added 2.87%
$0
$2.23 Million 0.07% of portfolio
24,659
Q4 2024 Added 0.09%
$0
$2.02 Million 0.07% of portfolio
24,779
Q4 2024 New
$0
$2.01 Million 0.07% of portfolio
7,450
Q4 2024 Added 6.23%
$0
$2.05 Million 0.07% of portfolio
19,850
Q4 2024 Reduced 30.36%
$0
$2.05 Million 0.07% of portfolio
57,027
Q4 2024 Reduced 10.43%
$0
$1.65 Million 0.06% of portfolio
13,363
Q4 2024 Added 9.91%
$0
$1.91 Million 0.06% of portfolio
37,026
Q4 2024 Reduced 5.2%
$0
$1.72 Million 0.06% of portfolio
27,059
Q4 2024 Reduced 33.02%
$0
$1.78 Million 0.06% of portfolio
25,168
Q4 2024 Added 0.57%
$0
$1.86 Million 0.06% of portfolio
39,258
Q4 2024 Added 10.47%
$0
$1.68 Million 0.06% of portfolio
64,876
Q4 2024 Reduced 2.41%
$0
$1.7 Million 0.06% of portfolio
65,100
Q4 2024 Reduced 0.37%
$0
$1.69 Million 0.06% of portfolio
75,307
Q4 2024 Reduced 1.6%
$0
$1.77 Million 0.06% of portfolio
31,908
Q4 2024 Reduced 38.31%
$0
$1.88 Million 0.06% of portfolio
24,158
Q4 2024 Reduced 38.23%
$0
$1.75 Million 0.06% of portfolio
49,972
Q4 2024 Reduced 90.83%
$0
$1.64 Million 0.05% of portfolio
26,700
Q4 2024 Added 7.67%
$0
$1.52 Million 0.05% of portfolio
43,854
Q4 2024 Reduced 20.84%
$0
$1.43 Million 0.05% of portfolio
23,941
Q4 2024 Reduced 7.56%
$0
$1.46 Million 0.05% of portfolio
54,430
Q4 2024 Added 37.92%
$0
$1.59 Million 0.05% of portfolio
35,917
Q4 2024 Added 4.42%
$0
$1.38 Million 0.05% of portfolio
52,620
Q4 2024 Reduced 40.19%
$0
$1.51 Million 0.05% of portfolio
25,141
Q4 2024 Reduced 0.38%
$0
$1.57 Million 0.05% of portfolio
12,400
Q4 2024 Reduced 4.34%
$0
$1.57 Million 0.05% of portfolio
4,686
Q4 2024 Added 3.31%
$0
$1.5 Million 0.05% of portfolio
13,828
Q4 2024 Reduced 56.09%
$0
$1.47 Million 0.05% of portfolio
32,231
Q4 2024 Added 4.89%
$0
$1.62 Million 0.05% of portfolio
27,748
Q4 2024 Reduced 13.28%

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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