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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$1.05 Million 0.03% of portfolio
2,844
Q3 2025 Added 8.38%
$5.24B
$928,000 0.03% of portfolio
7,845
Q1 2025 New
$68.7B
$921,000 0.03% of portfolio
11,027
Q3 2025 Reduced 9.5%
$37.1B
$963,000 0.03% of portfolio
4,806
Q3 2025 Added 5.14%
$0
$993,000 0.03% of portfolio
35,784
Q3 2025 Added 21.84%
$0
$967,000 0.03% of portfolio
102,231
Q3 2025 Reduced 2.2%
$84B
$1.12 Million 0.03% of portfolio
5,840
Q3 2025 Reduced 8.41%
$0
$1.15 Million 0.03% of portfolio
126,609
Q3 2025 Reduced 0.79%
$77.2B
$941,000 0.03% of portfolio
4,429
Q3 2025 Reduced 0.09%
$3.24B
$1.28 Million 0.03% of portfolio
22,304
Q3 2025 Reduced 7.05%
$53.8B
$1.14 Million 0.03% of portfolio
4,870
Q3 2025 Added 2.29%
$71.5B
$1.11 Million 0.03% of portfolio
1,417
Q3 2025 Added 134.6%
$0
$1.03 Million 0.03% of portfolio
45,422
Q3 2025 Reduced 0.7%
$68.9B
$964,000 0.03% of portfolio
4,092
Q3 2025 Added 7.54%
$0
$1.16 Million 0.03% of portfolio
7,673
Q3 2025 Added 0.55%
$0
$1.14 Million 0.03% of portfolio
55,480
Q3 2025 Reduced 10.32%
$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
$1.23 Million 0.03% of portfolio
192,918
Q3 2025 Added 0.11%
$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%
$29.6B
$1.28 Million 0.03% of portfolio
3,844
Q3 2025 Added 14.54%
$0
$1.27 Million 0.03% of portfolio
12,575
Q3 2025 Added 15.41%
$114B
$1.19 Million 0.03% of portfolio
10,404
Q3 2025 Added 1.5%
$159B
$966,000 0.03% of portfolio
1,985
Q3 2025 Reduced 0.65%
$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
$1.02 Million 0.03% of portfolio
27,688
Q4 2024 Reduced 19.48%
$27.1B
$1.01 Million 0.03% of portfolio
1,839
Q3 2025 Reduced 0.27%
$70.1B
$1.09 Million 0.03% of portfolio
6,374
Q3 2025 Added 1.74%
$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%

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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email