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
$14B
$280,000 0.01% of portfolio
1,712
Q3 2025 Reduced 0.35%
$39.2B
$320,000 0.01% of portfolio
1,913
Q3 2025 Reduced 13.87%
$330M
$321,000 0.01% of portfolio
18,037
Q3 2025 Added 10.26%
$9.92B
$230,000 0.01% of portfolio
4,002
Q3 2025 New
$15.3B
$206,000 0.01% of portfolio
2,464
Q3 2025 Added 5.52%
$15.4B
$452,000 0.01% of portfolio
5,823
Q3 2025 Reduced 0.14%
$0
$342,000 0.01% of portfolio
4,727
Q3 2025 Reduced 0.96%
$0
$531,000 0.01% of portfolio
35,560
Q3 2025 Added 25.18%
$0
$215,000 0.01% of portfolio
9,841
Q3 2025 New
$0
$537,000 0.01% of portfolio
10,864
Q3 2025 Added 22.25%
$0
$205,000 0.01% of portfolio
963
Q3 2025 Added 5.13%
$0
$378,000 0.01% of portfolio
1,277
Q3 2025 Reduced 13.42%
$0
$265,000 0.01% of portfolio
877
Q2 2025 New
$0
$370,000 0.01% of portfolio
7,885
Q3 2025 New
$31.2B
$299,000 0.01% of portfolio
4,278
Q3 2025 Added 2.22%
$0
$525,000 0.01% of portfolio
10,299
Q2 2025 Added 5.1%
$3.05B
$409,000 0.01% of portfolio
16,028
Q3 2025 Added 3.22%
$2.44B
$246,000 0.01% of portfolio
5,805
Q3 2025 Reduced 0.85%
$43.4B
$286,000 0.01% of portfolio
1,632
Q3 2025 Added 7.09%
$0
$299,000 0.01% of portfolio
5,362
Q3 2025 New
$0
$495,000 0.01% of portfolio
6,238
Q3 2025 Added 2.63%
$0
$321,000 0.01% of portfolio
6,541
Q3 2025 Reduced 0.44%
$0
$328,000 0.01% of portfolio
8,239
Q3 2025 Added 5.51%
$0
$273,000 0.01% of portfolio
6,184
Q3 2025 Added 4.16%
$0
$507,000 0.01% of portfolio
11,024
Q3 2025 Added 3.38%
$0
$520,000 0.01% of portfolio
10,328
Q3 2025 Reduced 9.2%
$0
$370,000 0.01% of portfolio
11,008
Q3 2025 Reduced 2.41%
$55.6B
$220,000 0.01% of portfolio
1,505
Q3 2025 Reduced 12.6%
$42.8B
$296,000 0.01% of portfolio
988
Q3 2025 Added 38.96%
$21.1B
$213,000 0.01% of portfolio
2,588
Q3 2025 Reduced 2.82%
$12.6B
$216,000 0.01% of portfolio
26,430
Q3 2025 Reduced 1.24%
$41.3B
$241,000 0.01% of portfolio
2,674
Q3 2025 Reduced 2.52%
$1.16B
$219,000 0.01% of portfolio
9,450
Q3 2025 Reduced 2.58%
$81.8B
$440,000 0.01% of portfolio
4,005
Q3 2025 Added 27.02%
$7.39B
$419,000 0.01% of portfolio
17,047
Q3 2025 Reduced 12.21%
$37.2B
$536,000 0.01% of portfolio
2,178
Q3 2025 Added 0.6%
$2.55B
$269,000 0.01% of portfolio
4,701
Q3 2025 Added 7.08%
$123B
$313,000 0.01% of portfolio
449
Q3 2025 Reduced 20.11%
$1.92B
$363,000 0.01% of portfolio
26,832
Q3 2025 Added 1.69%
$76.2B
$247,000 0.01% of portfolio
511
Q3 2025 Added 8.72%
$51.8B
$269,000 0.01% of portfolio
1,185
Q3 2025 Reduced 0.67%
$1.07B
$519,000 0.01% of portfolio
17,439
Q3 2025 Added 1.86%
A2 Z Cust2 Mate Solutions Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 24.7%
The Alger ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 155.17%
Algmoa Steel
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 16.67%
Amplify Tr
-
$0 0.0% of portfolio
-
Q3 2025 New
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.26%
Annaly Capital Management Inc New
-
$0 0.0% of portfolio
-
Q3 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

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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