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
$0
$1.75 Million 0.06% of portfolio
49,972
Q4 2024 Reduced 90.83%
$55.7B
$1.46 Million 0.05% of portfolio
11,119
Q4 2024 Reduced 33.72%
$135B
$1.55 Million 0.05% of portfolio
9,560
Q4 2024 Reduced 9.52%
$0
$1.64 Million 0.05% of portfolio
26,700
Q4 2024 Added 7.67%
$89.8B
$1.38 Million 0.05% of portfolio
5,957
Q4 2024 Reduced 19.71%
$156B
$1.51 Million 0.05% of portfolio
40,169
Q4 2024 Reduced 37.27%
$67.3B
$1.59 Million 0.05% of portfolio
49,408
Q4 2024 Reduced 20.69%
$0
$1.52 Million 0.05% of portfolio
43,854
Q4 2024 Reduced 20.84%
$0
$1.47 Million 0.05% of portfolio
81,916
Q4 2024 Reduced 38.0%
$0
$1.43 Million 0.05% of portfolio
23,941
Q4 2024 Reduced 7.56%
$36.7B
$1.45 Million 0.05% of portfolio
146,504
Q4 2024 Added 2.88%
$0
$1.46 Million 0.05% of portfolio
54,430
Q4 2024 Added 37.92%
$2.61B
$1.35 Million 0.05% of portfolio
67,362
Q4 2024 Added 8.87%
$0
$1.59 Million 0.05% of portfolio
35,917
Q4 2024 Added 4.42%
$0
$1.38 Million 0.05% of portfolio
52,620
Q4 2024 Reduced 40.19%
$0
$1.51 Million 0.05% of portfolio
25,141
Q4 2024 Reduced 0.38%
$0
$1.57 Million 0.05% of portfolio
4,686
Q4 2024 Added 3.31%
$0
$1.5 Million 0.05% of portfolio
13,828
Q4 2024 Reduced 56.09%
$0
$1.47 Million 0.05% of portfolio
32,231
Q4 2024 Added 4.89%
$0
$1.62 Million 0.05% of portfolio
27,748
Q4 2024 Reduced 13.28%
$0
$1.37 Million 0.05% of portfolio
31,120
Q4 2024 Added 27.12%
$44.3B
$1.56 Million 0.05% of portfolio
4,087
Q4 2024 Reduced 18.99%
$99.8B
$1.53 Million 0.05% of portfolio
18,153
Q4 2024 Reduced 1.15%
$0
$1.54 Million 0.05% of portfolio
17,893
Q4 2024 Reduced 15.42%
$61.3B
$1.59 Million 0.05% of portfolio
13,935
Q4 2024 Reduced 11.68%
$0
$1.54 Million 0.05% of portfolio
64,892
Q4 2024 Added 181.89%
$0
$1.45 Million 0.05% of portfolio
62,390
Q4 2024 Added 111.63%
$55.6B
$1.36 Million 0.05% of portfolio
8,785
Q4 2024 Reduced 23.01%
$0
$1.53 Million 0.05% of portfolio
52,874
Q4 2024 Reduced 13.77%
$0
$1.61 Million 0.05% of portfolio
51,939
Q4 2024 Reduced 39.12%
$0
$1.36 Million 0.05% of portfolio
24,026
Q4 2024 Reduced 8.86%
$59.7B
$1.61 Million 0.05% of portfolio
6,687
Q4 2024 Reduced 42.25%
$0
$1.43 Million 0.05% of portfolio
42,504
Q4 2024 Reduced 4.5%
$0
$1.54 Million 0.05% of portfolio
38,277
Q4 2024 Reduced 5.26%
$147B
$1.47 Million 0.05% of portfolio
24,289
Q4 2024 Reduced 26.06%
$85.8B
$1.53 Million 0.05% of portfolio
12,110
Q4 2024 Reduced 23.21%
$43.9B
$1.39 Million 0.05% of portfolio
1,979
Q4 2024 Reduced 12.59%
$0
$1.63 Million 0.05% of portfolio
5,815
Q4 2024 Added 0.52%
$1.42B
$1.29 Million 0.04% of portfolio
11,767
Q4 2024 Reduced 63.29%
$3.98B
$1.21 Million 0.04% of portfolio
48,230
Q4 2024 Reduced 3.2%
$43.3B
$1.18 Million 0.04% of portfolio
15,043
Q4 2024 Added 0.51%
$9.25B
$1.27 Million 0.04% of portfolio
14,703
Q4 2024 Added 3.24%
$54B
$1.21 Million 0.04% of portfolio
13,146
Q4 2024 Reduced 33.44%
$95B
$1.17 Million 0.04% of portfolio
6,385
Q4 2024 Reduced 24.37%
$6.09B
$1.22 Million 0.04% of portfolio
5,751
Q4 2024 Reduced 2.24%
$935M
$1.3 Million 0.04% of portfolio
13,069
Q4 2024 Reduced 3.68%
$0
$1.07 Million 0.04% of portfolio
129,009
Q4 2024 Reduced 33.12%
$54.9B
$1.15 Million 0.04% of portfolio
5,363
Q4 2024 Added 14.69%
$1.46B
$1.18 Million 0.04% of portfolio
19,590
Q4 2024 Reduced 23.69%

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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email