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
$7.39 Million 0.2% of portfolio
155,229
Q3 2025 Added 3.26%
$0
$7.12 Million 0.19% of portfolio
62,493
Q3 2025 Reduced 52.78%
$237B
$6.87 Million 0.19% of portfolio
42,342
Q3 2025 Added 1.84%
$0
$7.11 Million 0.19% of portfolio
148,530
Q3 2025 Reduced 7.79%
$0
$7.02 Million 0.19% of portfolio
122,828
Q3 2025 Reduced 0.99%
$0
$6.69 Million 0.18% of portfolio
174,806
Q3 2025 Reduced 7.85%
$0
$6.46 Million 0.18% of portfolio
135,985
Q3 2025 Added 3.99%
$0
$6.52 Million 0.18% of portfolio
74,666
Q3 2025 Reduced 10.76%
$413B
$6.09 Million 0.17% of portfolio
117,991
Q3 2025 Reduced 2.84%
$19B
$6.43 Million 0.17% of portfolio
31,319
Q3 2025 Reduced 0.63%
$65.3B
$6.11 Million 0.17% of portfolio
84,001
Q3 2025 Added 24.06%
$61.4B
$6.23 Million 0.17% of portfolio
30,614
Q3 2025 Added 7.97%
$0
$6.23 Million 0.17% of portfolio
34,187
Q3 2025 Reduced 3.13%
$0
$6.16 Million 0.17% of portfolio
102,740
Q3 2025 Added 15.51%
$0
$6.41 Million 0.17% of portfolio
403,270
Q3 2025 Added 12.85%
$490B
$6.22 Million 0.17% of portfolio
55,122
Q3 2025 Added 0.75%
$265B
$6.15 Million 0.17% of portfolio
7,722
Q3 2025 Added 0.19%
$0
$6.17 Million 0.17% of portfolio
50,927
Q3 2025 Reduced 57.97%
$0
$6.31 Million 0.17% of portfolio
269,734
Q3 2025 Added 14.16%
$0
$6.33 Million 0.17% of portfolio
274,547
Q3 2025 Added 12.67%
$512B
$6.15 Million 0.17% of portfolio
10,811
Q3 2025 Added 1.29%
$593B
$6.33 Million 0.17% of portfolio
22,516
Q3 2025 Reduced 4.56%
$0
$6.11 Million 0.17% of portfolio
112,786
Q3 2025 Added 8.58%
$0
$6.31 Million 0.17% of portfolio
134,869
Q3 2025 Added 1.17%
$0
$6.28 Million 0.17% of portfolio
26,741
Q3 2025 Added 11.3%
$0
$6.31 Million 0.17% of portfolio
8,447
Q3 2025 Reduced 7.82%
$0
$5.92 Million 0.16% of portfolio
61,416
Q3 2025 Reduced 1.25%
$0
$5.82 Million 0.16% of portfolio
256,189
Q3 2025 Added 9.91%
$0
$6.04 Million 0.16% of portfolio
85,649
Q3 2025 Reduced 0.98%
$303B
$5.46 Million 0.15% of portfolio
35,145
Q3 2025 Added 4.74%
$0
$5.45 Million 0.15% of portfolio
365,145
Q3 2025 Added 3.69%
$0
$5.66 Million 0.15% of portfolio
122,445
Q3 2025 Added 12.86%
$0
$5.57 Million 0.15% of portfolio
109,836
Q3 2025 Reduced 30.92%
$0
$5.41 Million 0.15% of portfolio
26,597
Q3 2025 Added 4.0%
$115B
$5.49 Million 0.15% of portfolio
11,193
Q3 2025 Added 6.92%
$0
$5.44 Million 0.15% of portfolio
67,452
Q3 2025 Added 17.76%
$388B
$5.01 Million 0.14% of portfolio
30,954
Q3 2025 Reduced 4.78%
$228B
$5.18 Million 0.14% of portfolio
38,708
Q3 2025 Reduced 0.78%
$306B
$5.13 Million 0.14% of portfolio
77,322
Q3 2025 Added 7.89%
$0
$5.3 Million 0.14% of portfolio
43,930
Q3 2025 Reduced 1.48%
$0
$5.32 Million 0.14% of portfolio
56,791
Q3 2025 Reduced 3.23%
$0
$5.32 Million 0.14% of portfolio
31,689
Q3 2025 Reduced 2.01%
$0
$5.32 Million 0.14% of portfolio
53,203
Q3 2025 Added 134.63%
$0
$5.09 Million 0.14% of portfolio
49,382
Q3 2025 Reduced 0.59%
$0
$5 Million 0.14% of portfolio
118,646
Q3 2025 Added 1.0%
$291B
$4.7 Million 0.13% of portfolio
9,856
Q3 2025 Reduced 17.59%
$266B
$4.82 Million 0.13% of portfolio
17,077
Q3 2025 Added 2.67%
$0
$4.72 Million 0.13% of portfolio
33,134
Q3 2025 Added 38.83%
$204B
$4.61 Million 0.13% of portfolio
32,813
Q3 2025 Reduced 9.15%

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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