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
$37.3B
$2.63 Million 0.09% of portfolio
4,426
Q4 2024 Reduced 0.49%
$0
$2.63 Million 0.09% of portfolio
115,868
Q4 2024 Added 22.78%
$0
$2.78 Million 0.09% of portfolio
157,022
Q4 2024 Reduced 0.11%
$80.2B
$2.61 Million 0.09% of portfolio
10,291
Q4 2024 Reduced 10.0%
$0
$2.79 Million 0.09% of portfolio
24,315
Q4 2024 Reduced 3.37%
$0
$2.79 Million 0.09% of portfolio
51,232
Q4 2024 Added 1.44%
$0
$2.81 Million 0.09% of portfolio
52,381
Q4 2024 Reduced 35.19%
$192B
$2.76 Million 0.09% of portfolio
23,893
Q4 2024 Reduced 15.15%
$0
$2.84 Million 0.09% of portfolio
116,861
Q4 2024 Added 3.74%
$0
$2.84 Million 0.09% of portfolio
125,033
Q4 2024 Added 79.64%
$0
$2.72 Million 0.09% of portfolio
105,135
Q4 2024 Added 0.28%
$177B
$2.72 Million 0.09% of portfolio
13,981
Q4 2024 Reduced 20.65%
$0
$2.57 Million 0.09% of portfolio
63,349
Q4 2024 Reduced 4.35%
$15.8B
$2.63 Million 0.09% of portfolio
38,962
Q4 2024 Reduced 1.32%
$0
$2.61 Million 0.09% of portfolio
10,879
Q4 2024 Reduced 37.38%
$0
$2.58 Million 0.09% of portfolio
35,909
Q4 2024 Reduced 32.92%
$98.7B
$2.48 Million 0.08% of portfolio
47,339
Q4 2024 Added 12.63%
$0
$2.53 Million 0.08% of portfolio
71,832
Q4 2024 New
$81.7B
$2.24 Million 0.08% of portfolio
6,554
Q4 2024 Reduced 44.49%
$15.7B
$2.48 Million 0.08% of portfolio
40,276
Q4 2024 Added 307.9%
$0
$2.26 Million 0.08% of portfolio
45,216
Q4 2024 Reduced 0.37%
$0
$2.31 Million 0.08% of portfolio
99,364
Q4 2024 Added 6.16%
$0
$2.54 Million 0.08% of portfolio
30,958
Q4 2024 Reduced 40.57%
$0
$2.48 Million 0.08% of portfolio
19,261
Q4 2024 Reduced 7.56%
$46B
$2.29 Million 0.08% of portfolio
46,179
Q4 2024 Reduced 23.53%
$0
$2.31 Million 0.08% of portfolio
41,739
Q4 2024 Reduced 27.59%
$0
$2.4 Million 0.08% of portfolio
41,653
Q4 2024 Reduced 40.12%
$152B
$2.53 Million 0.08% of portfolio
10,234
Q4 2024 Reduced 16.34%
$0
$2.36 Million 0.08% of portfolio
103,474
Q4 2024 Reduced 47.42%
$0
$2.28 Million 0.08% of portfolio
123,381
Q4 2024 Added 7.37%
$0
$2.3 Million 0.08% of portfolio
88,288
Q4 2024 Added 58.62%
$0
$2.24 Million 0.08% of portfolio
26,653
Q4 2024 Reduced 6.12%
$0
$2.36 Million 0.08% of portfolio
31,496
Q4 2024 Added 1.23%
$151B
$2.51 Million 0.08% of portfolio
10,989
Q4 2024 Reduced 33.95%
$0
$2.34 Million 0.08% of portfolio
36,226
Q4 2024 Added 23.55%
$0
$2.27 Million 0.08% of portfolio
79,154
Q4 2024 Added 1.73%
$1.01B
$2.44 Million 0.08% of portfolio
96,268
Q4 2024 Reduced 29.01%
$0
$2.31 Million 0.08% of portfolio
6,717
Q4 2024 Reduced 27.29%
$83.2B
$1.98 Million 0.07% of portfolio
15,320
Q4 2024 Reduced 37.75%
$203B
$2.1 Million 0.07% of portfolio
4,729
Q4 2024 Reduced 3.63%
$0
$2.09 Million 0.07% of portfolio
51,402
Q4 2024 New
$60.6B
$1.95 Million 0.07% of portfolio
26,764
Q4 2024 Reduced 4.0%
$142B
$2.19 Million 0.07% of portfolio
2,133
Q4 2024 Reduced 4.26%
$81.6B
$2.17 Million 0.07% of portfolio
9,633
Q4 2024 Reduced 29.53%
$89.2B
$2.07 Million 0.07% of portfolio
19,256
Q4 2024 Reduced 13.62%
$0
$2.02 Million 0.07% of portfolio
8,301
Q4 2024 Reduced 4.71%
$0
$2.08 Million 0.07% of portfolio
42,664
Q4 2024 Added 220.93%
$0
$2.12 Million 0.07% of portfolio
32,220
Q4 2024 Reduced 11.5%
$0
$2.06 Million 0.07% of portfolio
32,521
Q4 2024 Reduced 15.67%

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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