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
$0
$16.3 Million 0.44% of portfolio
177,851
Q3 2025 Reduced 5.49%
$0
$15.4 Million 0.42% of portfolio
32,934
Q3 2025 Added 2.82%
$0
$15.3 Million 0.42% of portfolio
78,031
Q3 2025 Reduced 43.48%
$0
$15.6 Million 0.42% of portfolio
32,446
Q3 2025 Added 4.03%
$0
$15.1 Million 0.41% of portfolio
24,693
Q3 2025 Added 1.15%
$0
$14.9 Million 0.41% of portfolio
291,470
Q3 2025 Added 3.22%
$0
$15.1 Million 0.41% of portfolio
180,997
Q3 2025 Reduced 7.78%
$0
$14.7 Million 0.4% of portfolio
89,607
Q3 2025 Added 3.43%
$0
$14.1 Million 0.38% of portfolio
75,448
Q3 2025 Added 5.75%
$414B
$14.1 Million 0.38% of portfolio
60,756
Q3 2025 Added 1.2%
$0
$13.3 Million 0.36% of portfolio
174,644
Q3 2025 Added 5.41%
$0
$12.9 Million 0.35% of portfolio
108,930
Q3 2025 Added 3.52%
$342B
$12.9 Million 0.35% of portfolio
70,836
Q3 2025 Reduced 7.19%
$0
$12.5 Million 0.34% of portfolio
475,345
Q3 2025 Added 9.33%
$11.9B
$12.1 Million 0.33% of portfolio
157,768
Q3 2025 Added 452.85%
$0
$12.1 Million 0.33% of portfolio
261,333
Q3 2025 Added 3.83%
$346B
$11.9 Million 0.32% of portfolio
77,660
Q3 2025 Added 4.08%
$0
$11.9 Million 0.32% of portfolio
357,550
Q3 2025 Added 10.29%
$0
$11.9 Million 0.32% of portfolio
162,735
Q3 2025 Added 9.67%
$24.1B
$11.6 Million 0.32% of portfolio
274,544
Q3 2025 Added 12.54%
$0
$11.6 Million 0.31% of portfolio
130,416
Q3 2025 Reduced 0.18%
$0
$11.5 Million 0.31% of portfolio
96,939
Q3 2025 Added 2.47%
$533B
$11.4 Million 0.31% of portfolio
33,338
Q3 2025 Added 0.05%
$0
$11 Million 0.3% of portfolio
344,551
Q3 2025 Reduced 16.44%
$0
$10.9 Million 0.3% of portfolio
70,394
Q3 2025 Added 205.2%
$0
$11.1 Million 0.3% of portfolio
58,465
Q3 2025 Reduced 1.21%
$0
$10.9 Million 0.3% of portfolio
77,798
Q3 2025 Reduced 3.21%
$367B
$10.8 Million 0.29% of portfolio
26,576
Q3 2025 Reduced 4.91%
$0
$9.89 Million 0.27% of portfolio
91,020
Q3 2025 Reduced 39.6%
$1.87B
$9.85 Million 0.27% of portfolio
30,569
Q3 2025 Added 6.33%
$522B
$9.61 Million 0.26% of portfolio
51,807
Q3 2025 Added 8.97%
$404B
$9.43 Million 0.26% of portfolio
10,192
Q3 2025 Reduced 0.06%
$0
$9.73 Million 0.26% of portfolio
191,608
Q3 2025 Reduced 46.07%
$0
$9.7 Million 0.26% of portfolio
40,486
Q3 2025 Reduced 0.37%
$0
$9.13 Million 0.25% of portfolio
34,317
Q3 2025 Reduced 21.15%
$0
$9.39 Million 0.25% of portfolio
105,517
Q3 2025 Reduced 0.09%
$0
$8.89 Million 0.24% of portfolio
325,489
Q3 2025 Reduced 36.92%
$0
$8.81 Million 0.24% of portfolio
92,604
Q3 2025 Reduced 6.9%
$0
$8.74 Million 0.24% of portfolio
197,759
Q3 2025 Reduced 0.43%
$0
$8.8 Million 0.24% of portfolio
100,916
Q3 2025 Added 0.53%
$0
$8.33 Million 0.23% of portfolio
25,530
Q3 2025 Added 3.62%
$224B
$8 Million 0.22% of portfolio
26,337
Q3 2025 Added 5.21%
$0
$8.07 Million 0.22% of portfolio
102,293
Q3 2025 Added 0.29%
$114B
$7.88 Million 0.21% of portfolio
36,499
Q3 2025 Reduced 9.37%
$0
$7.75 Million 0.21% of portfolio
203,878
Q3 2025 Reduced 4.5%
$0
$7.57 Million 0.21% of portfolio
72,096
Q3 2025 Added 3.92%
$0
$7.76 Million 0.21% of portfolio
335,939
Q3 2025 Added 6.82%
$49.1B
$7.78 Million 0.21% of portfolio
6,492
Q3 2025 Added 0.2%
$0
$7.71 Million 0.21% of portfolio
173,128
Q3 2025 Added 2.02%

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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