Iht Wealth Management, LLC Options Holdings

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$666,000
1K
Q3 2025
New holding
GLD
Spdr Gold Trust

ETFs
PUT
$177,000
500
Q3 2025
New holding
SOXL
Direxion Daily Semiconductor B

ETFs
PUT
$153,000
4.4K
Q3 2025
New holding

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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