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
$3.13 Million 0.09% of portfolio
12,067
Q3 2025 Added 1.75%
$0
$2.9 Million 0.08% of portfolio
19,931
Q3 2025 Added 7.78%
$0
$2.78 Million 0.08% of portfolio
33,551
Q3 2025 Added 14.15%
$0
$2.97 Million 0.08% of portfolio
7,383
Q3 2025 Reduced 7.87%
$0
$3.02 Million 0.08% of portfolio
68,666
Q3 2025 Added 270.37%
$0
$2.81 Million 0.08% of portfolio
36,953
Q3 2025 Added 4.01%
$0
$2.93 Million 0.08% of portfolio
123,537
Q3 2025 Added 10.5%
$0
$2.79 Million 0.08% of portfolio
72,687
Q3 2025 Reduced 21.43%
$0
$2.99 Million 0.08% of portfolio
57,215
Q3 2025 Added 81.26%
$0
$2.82 Million 0.08% of portfolio
49,619
Q3 2025 Added 205.03%
$0
$2.62 Million 0.07% of portfolio
26,329
Q3 2025 Reduced 4.67%
$0
$2.62 Million 0.07% of portfolio
114,063
Q3 2025 Added 3.69%
$0
$2.5 Million 0.07% of portfolio
32,608
Q3 2025 Reduced 0.51%
$0
$2.55 Million 0.07% of portfolio
23,969
Q3 2025 Reduced 9.55%
$0
$2.56 Million 0.07% of portfolio
9,352
Q3 2025 Added 26.14%
$0
$2.41 Million 0.07% of portfolio
82,757
Q3 2025 Reduced 1.15%
$0
$2.62 Million 0.07% of portfolio
8,517
Q3 2025 Reduced 0.9%
$0
$2.47 Million 0.07% of portfolio
50,175
Q3 2025 Added 6.37%
$0
$2.4 Million 0.07% of portfolio
61,208
Q3 2025 Reduced 23.49%
$0
$2.45 Million 0.07% of portfolio
22,183
Q3 2025 Added 4.19%
$0
$2.75 Million 0.07% of portfolio
62,519
Q3 2025 New
$0
$2.76 Million 0.07% of portfolio
62,982
Q3 2025 Reduced 54.34%
$0
$2.4 Million 0.07% of portfolio
32,067
Q2 2025 Added 1.81%
$0
$2.41 Million 0.07% of portfolio
82,263
Q3 2025 Added 1.19%
$0
$2.51 Million 0.07% of portfolio
22,151
Q3 2025 Added 31.87%
$230M
$2.18 Million 0.06% of portfolio
19,060
Q3 2025 Added 2.43%
$0
$2.07 Million 0.06% of portfolio
49,110
Q3 2025 Reduced 23.7%
$0
$2.36 Million 0.06% of portfolio
42,406
Q3 2025 Reduced 0.49%
$0
$2.03 Million 0.06% of portfolio
13,919
Q3 2025 Reduced 10.29%
$0
$2.37 Million 0.06% of portfolio
25,027
Q3 2025 New
$0
$2.17 Million 0.06% of portfolio
40,201
Q3 2025 Added 1.13%
$0
$2.15 Million 0.06% of portfolio
77,143
Q3 2025 Reduced 9.3%
$0
$2.07 Million 0.06% of portfolio
6,946
Q3 2025 Reduced 7.51%
$0
$2.16 Million 0.06% of portfolio
7,704
Q3 2025 Reduced 0.8%
$0
$2.34 Million 0.06% of portfolio
46,925
Q3 2025 Reduced 2.48%
$0
$2.31 Million 0.06% of portfolio
17,095
Q3 2025 Added 34.19%
$0
$2.24 Million 0.06% of portfolio
26,450
Q3 2025 Added 2.56%
$0
$2.11 Million 0.06% of portfolio
39,376
Q3 2025 Reduced 0.51%
$0
$2.35 Million 0.06% of portfolio
46,015
Q3 2025 Added 22.98%
$0
$2.33 Million 0.06% of portfolio
40,509
Q3 2025 Added 32.27%
$0
$2.26 Million 0.06% of portfolio
23,932
Q3 2025 Added 3.53%
$0
$2.09 Million 0.06% of portfolio
22,458
Q3 2025 Reduced 2.59%
$0
$2.17 Million 0.06% of portfolio
19,625
Q3 2025 Added 181.73%
$0
$2.32 Million 0.06% of portfolio
77,935
Q3 2025 Reduced 1.19%
$0
$2.29 Million 0.06% of portfolio
31,214
Q3 2025 Reduced 2.09%
$0
$2 Million 0.05% of portfolio
29,769
Q3 2025 Added 506.66%
$0
$1.76 Million 0.05% of portfolio
15,951
Q3 2025 Reduced 2.4%
$0
$1.94 Million 0.05% of portfolio
29,110
Q3 2025 Added 5.64%
$0
$1.95 Million 0.05% of portfolio
46,425
Q3 2025 Added 13.15%

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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