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
$172B
$3.68 Million 0.1% of portfolio
83,619
Q3 2025 Reduced 1.97%
$0
$3.46 Million 0.09% of portfolio
30,281
Q3 2025 Added 0.67%
$0
$3.22 Million 0.09% of portfolio
64,007
Q3 2025 Reduced 6.77%
$0
$3.47 Million 0.09% of portfolio
44,036
Q3 2025 Added 19.02%
$255B
$3.46 Million 0.09% of portfolio
10,424
Q3 2025 Added 0.6%
$144B
$3.49 Million 0.09% of portfolio
7,625
Q3 2025 Added 4.54%
$0
$3.43 Million 0.09% of portfolio
16,597
Q3 2025 Added 1.17%
$92.7B
$3.26 Million 0.09% of portfolio
12,533
Q3 2025 Reduced 0.96%
$8.26B
$3.27 Million 0.09% of portfolio
17,321
Q3 2025 Reduced 8.73%
$0
$3.46 Million 0.09% of portfolio
116,842
Q3 2025 Reduced 0.09%
$1.46T
$3.19 Million 0.09% of portfolio
11,419
Q3 2025 Added 1.47%
$0
$3.3 Million 0.09% of portfolio
180,989
Q3 2025 Added 2.34%
$0
$3.17 Million 0.09% of portfolio
155,372
Q3 2025 Added 1.01%
$0
$3.19 Million 0.09% of portfolio
46,583
Q3 2025 Added 3.62%
$0
$3.25 Million 0.09% of portfolio
87,076
Q3 2025 Reduced 14.98%
$0
$3.17 Million 0.09% of portfolio
44,200
Q3 2025 Added 72.91%
$0
$3.27 Million 0.09% of portfolio
82,467
Q3 2025 Reduced 2.84%
$12B
$3.43 Million 0.09% of portfolio
34,285
Q3 2025 Added 1.24%
$0
$3.45 Million 0.09% of portfolio
34,457
Q3 2025 Added 1.22%
$0
$3.45 Million 0.09% of portfolio
7,446
Q3 2025 Added 9.26%
$237B
$3.16 Million 0.09% of portfolio
13,316
Q3 2025 Reduced 11.92%
$0
$3.36 Million 0.09% of portfolio
25,622
Q3 2025 Reduced 4.11%
$0
$3.13 Million 0.09% of portfolio
12,067
Q3 2025 Added 1.75%
$140B
$3.47 Million 0.09% of portfolio
9,284
Q3 2025 Added 17.21%
$76.5B
$2.95 Million 0.08% of portfolio
17,513
Q3 2025 Added 7.09%
$94.5B
$3.11 Million 0.08% of portfolio
9,112
Q3 2025 Added 1.44%
$132B
$3.02 Million 0.08% of portfolio
14,343
Q3 2025 Reduced 3.66%
$143B
$2.8 Million 0.08% of portfolio
83,492
Q3 2025 Reduced 29.47%
$0
$2.9 Million 0.08% of portfolio
19,931
Q3 2025 Added 7.78%
$0
$2.78 Million 0.08% of portfolio
33,551
Q3 2025 Added 14.15%
$140B
$2.98 Million 0.08% of portfolio
11,864
Q3 2025 Added 11.02%
$268B
$3.01 Million 0.08% of portfolio
18,011
Q3 2025 Added 0.3%
$0
$2.97 Million 0.08% of portfolio
7,383
Q3 2025 Reduced 7.87%
$0
$3.02 Million 0.08% of portfolio
68,666
Q3 2025 Added 270.37%
$111B
$2.89 Million 0.08% of portfolio
8,784
Q3 2025 Reduced 10.39%
$0
$2.81 Million 0.08% of portfolio
36,953
Q3 2025 Added 4.01%
$0
$2.93 Million 0.08% of portfolio
123,537
Q3 2025 Added 10.5%
$0
$2.79 Million 0.08% of portfolio
72,687
Q3 2025 Reduced 21.43%
$0
$2.99 Million 0.08% of portfolio
57,215
Q3 2025 Added 81.26%
$0
$2.82 Million 0.08% of portfolio
49,619
Q3 2025 Added 205.03%
$0
$2.62 Million 0.07% of portfolio
26,329
Q3 2025 Reduced 4.67%
$0
$2.62 Million 0.07% of portfolio
114,063
Q3 2025 Added 3.69%
$45.5B
$2.49 Million 0.07% of portfolio
14,384
Q3 2025 Added 14.99%
$52.1B
$2.6 Million 0.07% of portfolio
217,654
Q3 2025 Reduced 0.7%
$23.2B
$2.64 Million 0.07% of portfolio
6,145
Q3 2025 New
$0
$2.5 Million 0.07% of portfolio
32,608
Q3 2025 Reduced 0.51%
$0
$2.55 Million 0.07% of portfolio
23,969
Q3 2025 Reduced 9.55%
$0
$2.56 Million 0.07% of portfolio
9,352
Q3 2025 Added 26.14%
$0
$2.41 Million 0.07% of portfolio
82,757
Q3 2025 Reduced 1.15%

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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