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
$2.1B
$1.28 Million 0.03% of portfolio
7,752
Q3 2025 Added 0.1%
$0
$1.14 Million 0.03% of portfolio
6,885
Q3 2025 Added 0.75%
$0
$1.23 Million 0.03% of portfolio
39,518
Q3 2025 Added 24.7%
$0
$1.14 Million 0.03% of portfolio
8,051
Q3 2025 Reduced 1.89%
$0
$1.15 Million 0.03% of portfolio
12,927
Q3 2025 Added 2.48%
$0
$931,000 0.03% of portfolio
3,435
Q3 2025 Added 4.85%
$0
$1 Million 0.03% of portfolio
2,746
Q3 2025 Added 8.75%
$0
$1.25 Million 0.03% of portfolio
3,303
Q3 2025 Added 1.94%
$0
$1.28 Million 0.03% of portfolio
26,977
Q3 2025 Reduced 11.94%
$0
$1.08 Million 0.03% of portfolio
15,797
Q3 2025 Reduced 7.02%
$0
$1.19 Million 0.03% of portfolio
8,377
Q3 2025 Reduced 1.71%
$0
$1.02 Million 0.03% of portfolio
10,746
Q3 2025 Reduced 65.03%
$0
$1.02 Million 0.03% of portfolio
12,227
Q3 2025 Reduced 19.68%
$0
$1.26 Million 0.03% of portfolio
50,051
Q3 2025 Reduced 28.04%
$0
$993,000 0.03% of portfolio
35,784
Q3 2025 Added 21.84%
$0
$1.03 Million 0.03% of portfolio
45,422
Q3 2025 Reduced 0.7%
$0
$1.14 Million 0.03% of portfolio
55,480
Q3 2025 Reduced 10.32%
$0
$1.02 Million 0.03% of portfolio
14,605
Q3 2025 Added 3.02%
$0
$1.19 Million 0.03% of portfolio
26,877
Q3 2025 Reduced 1.0%
$0
$1.24 Million 0.03% of portfolio
51,744
Q3 2025 Reduced 2.26%
$0
$960,000 0.03% of portfolio
38,758
Q3 2025 New
$0
$1.27 Million 0.03% of portfolio
25,809
Q3 2025 Reduced 18.63%
$0
$1.16 Million 0.03% of portfolio
45,073
Q3 2025 Added 248.86%
$0
$1.21 Million 0.03% of portfolio
27,990
Q3 2025 Added 187.99%
$0
$1.03 Million 0.03% of portfolio
14,784
Q3 2025 Reduced 3.62%
$0
$1 Million 0.03% of portfolio
13,644
Q3 2025 Reduced 10.57%
$0
$1.23 Million 0.03% of portfolio
20,113
Q3 2025 Added 0.21%
$0
$1.05 Million 0.03% of portfolio
20,979
Q3 2025 Reduced 6.26%
$0
$998,000 0.03% of portfolio
14,663
Q3 2025 Reduced 42.14%
$0
$1.15 Million 0.03% of portfolio
52,118
Q3 2025 Added 0.62%
$0
$1.08 Million 0.03% of portfolio
42,259
Q3 2025 Added 0.6%
$0
$1.24 Million 0.03% of portfolio
46,347
Q3 2025 Added 0.54%
$0
$1.02 Million 0.03% of portfolio
19,228
Q3 2025 Reduced 2.97%
$0
$1.1 Million 0.03% of portfolio
10,925
Q3 2025 Added 6.2%
$0
$941,000 0.03% of portfolio
11,258
Q3 2025 Added 8.85%
$0
$1.27 Million 0.03% of portfolio
12,575
Q3 2025 Added 15.41%
$0
$996,000 0.03% of portfolio
3,124
Q3 2025 Reduced 36.48%
$0
$1.17 Million 0.03% of portfolio
25,707
Q3 2025 Added 77.72%
$0
$956,000 0.03% of portfolio
37,419
Q3 2025 Added 4.2%
$0
$1.21 Million 0.03% of portfolio
12,198
Q3 2025 Added 20.41%
$0
$1.18 Million 0.03% of portfolio
22,277
Q3 2025 Added 2.97%
$0
$926,000 0.03% of portfolio
2,339
Q3 2025 Added 0.26%
$0
$1.06 Million 0.03% of portfolio
5,153
Q3 2025 Reduced 4.57%
$0
$1.27 Million 0.03% of portfolio
15,897
Q3 2025 Reduced 12.63%
$0
$1.23 Million 0.03% of portfolio
27,742
Q3 2025 Reduced 13.98%
$0
$1.2 Million 0.03% of portfolio
23,011
Q3 2025 Added 2.38%
$0
$923,000 0.03% of portfolio
24,328
Q3 2025 Reduced 0.08%
$0
$883,000 0.02% of portfolio
25,727
Q3 2025 Reduced 20.49%
$0
$610,000 0.02% of portfolio
9,305
Q3 2025 Reduced 0.98%

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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