Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

Iht Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.99 Billion distributed in 1078 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $115M, Invesco Qqq Trust, Series 1 with a value of $89M, Wisdomtree Floating Rate Treas with a value of $84.1M, Nvidia Corp with a value of $71.5M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $58.8M.

Examining the 13F form we can see an decrease of $447M in the current position value, from $3.44B to 2.99B.

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 $2.99 Billion
ETFs: $1.99 Billion
Technology: $346 Million
Financial Services: $146 Million
Consumer Cyclical: $102 Million
Industrials: $84.2 Million
Communication Services: $84 Million
Healthcare: $74.8 Million
Consumer Defensive: $68.8 Million
Other: $88.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.3B
$3.89 Million 0.13% of portfolio
64,259
Q4 2024 Reduced 5.95%
$0
$3.75 Million 0.13% of portfolio
250,601
Q4 2024 Reduced 19.24%
$0
$3.93 Million 0.13% of portfolio
64,117
Q4 2024 Reduced 17.82%
$136B
$3.79 Million 0.13% of portfolio
52,805
Q4 2024 Added 1.22%
$209B
$3.92 Million 0.13% of portfolio
25,751
Q4 2024 Reduced 20.19%
$0
$3.92 Million 0.13% of portfolio
141,560
Q4 2024 Added 86.75%
$0
$3.8 Million 0.13% of portfolio
112,074
Q4 2024 Added 10.04%
$0
$3.96 Million 0.13% of portfolio
79,003
Q4 2024 Reduced 23.12%
$0
$3.76 Million 0.13% of portfolio
55,460
Q4 2024 Added 311.42%
$225B
$3.58 Million 0.12% of portfolio
10,181
Q4 2024 Reduced 5.35%
$192B
$3.62 Million 0.12% of portfolio
158,891
Q4 2024 Reduced 45.39%
$0
$3.65 Million 0.12% of portfolio
37,796
Q4 2024 Added 24.14%
$179B
$3.6 Million 0.12% of portfolio
9,937
Q4 2024 Reduced 26.57%
$145B
$3.6 Million 0.12% of portfolio
8,489
Q4 2024 Reduced 1.63%
$0
$3.46 Million 0.12% of portfolio
391,935
Q4 2024 Reduced 7.95%
$116B
$3.56 Million 0.12% of portfolio
10,714
Q4 2024 Reduced 8.16%
$227B
$3.52 Million 0.12% of portfolio
15,992
Q4 2024 Reduced 19.35%
$0
$3.7 Million 0.12% of portfolio
41,909
Q4 2024 Reduced 3.16%
$117B
$3.46 Million 0.12% of portfolio
7,111
Q4 2024 Reduced 5.36%
$4.44B
$3.67 Million 0.12% of portfolio
62,699
Q4 2024 Reduced 1.46%
$173B
$3.51 Million 0.12% of portfolio
22,819
Q4 2024 Reduced 25.54%
$295B
$3.72 Million 0.12% of portfolio
11,124
Q4 2024 Reduced 23.49%
$0
$3.48 Million 0.12% of portfolio
116,657
Q4 2024 Reduced 2.32%
$0
$3.6 Million 0.12% of portfolio
28,194
Q4 2024 Reduced 5.89%
$164B
$3.33 Million 0.11% of portfolio
12,783
Q4 2024 Added 0.14%
$0
$3.22 Million 0.11% of portfolio
147,120
Q4 2024 Added 2.86%
$28.1B
$3.23 Million 0.11% of portfolio
29,250
Q4 2024 Added 118.3%
$0
$3.16 Million 0.11% of portfolio
48,614
Q4 2024 Reduced 26.18%
$58.5B
$3.24 Million 0.11% of portfolio
165,612
Q4 2024 Reduced 0.48%
$0
$3.42 Million 0.11% of portfolio
73,659
Q4 2024 Added 11.49%
$0
$3.18 Million 0.11% of portfolio
31,104
Q4 2024 Reduced 3.07%
$0
$3.23 Million 0.11% of portfolio
35,237
Q4 2024 Reduced 46.7%
$0
$3.42 Million 0.11% of portfolio
43,917
Q4 2024 Reduced 12.97%
$90B
$3.33 Million 0.11% of portfolio
11,948
Q4 2024 Reduced 10.31%
$229B
$3.43 Million 0.11% of portfolio
34,505
Q4 2024 Reduced 16.04%
$444B
$3.16 Million 0.11% of portfolio
18,979
Q4 2024 Reduced 12.17%
$0
$3.35 Million 0.11% of portfolio
20,229
Q4 2024 Added 10.92%
$0
$3.37 Million 0.11% of portfolio
12,777
Q4 2024 Reduced 27.92%
$182B
$3.38 Million 0.11% of portfolio
84,401
Q4 2024 Reduced 26.86%
$0
$2.89 Million 0.1% of portfolio
28,984
Q4 2024 Added 7.93%
$47B
$2.85 Million 0.1% of portfolio
52,985
Q4 2024 Reduced 14.21%
$0
$2.86 Million 0.1% of portfolio
71,111
Q4 2024 Reduced 4.3%
$143B
$3.07 Million 0.1% of portfolio
13,601
Q4 2024 Reduced 22.64%
$0
$2.88 Million 0.1% of portfolio
71,838
Q4 2024 Reduced 23.1%
$0
$3.12 Million 0.1% of portfolio
89,923
Q4 2024 Reduced 0.06%
$0
$2.91 Million 0.1% of portfolio
27,351
Q4 2024 Reduced 19.56%
$8.02B
$3.1 Million 0.1% of portfolio
19,734
Q4 2024 Reduced 6.67%
$0
$2.88 Million 0.1% of portfolio
11,357
Q4 2024 Reduced 2.73%
$0
$2.76 Million 0.09% of portfolio
48,700
Q4 2024 Reduced 40.74%

Summary

  • Portfolio
  • No. of Stocks 1,078
  • Current Value $2.99 Billion
  • Prior Value $3.44 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 95 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 694 stocks
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