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
$117B
$1.11 Million 0.04% of portfolio
4,023
Q4 2024 Reduced 20.71%
$75.2B
$1.32 Million 0.04% of portfolio
14,541
Q4 2024 Reduced 31.98%
$51.3B
$1.26 Million 0.04% of portfolio
3,614
Q4 2024 Reduced 49.02%
$14.3B
$1.19 Million 0.04% of portfolio
3,559
Q4 2024 Added 0.57%
$150B
$1.13 Million 0.04% of portfolio
4,933
Q4 2024 Reduced 17.85%
$0
$1.28 Million 0.04% of portfolio
20,131
Q4 2024 Reduced 7.04%
$0
$1.17 Million 0.04% of portfolio
77,793
Q4 2024 Reduced 33.17%
$0
$1.13 Million 0.04% of portfolio
52,675
Q4 2024 Added 0.05%
$67.3B
$1.1 Million 0.04% of portfolio
3,900
Q4 2024 Reduced 4.22%
$0
$1.27 Million 0.04% of portfolio
60,357
Q4 2024 Added 9.9%
$0
$1.31 Million 0.04% of portfolio
26,004
Q4 2024 Added 19.41%
$0
$1.11 Million 0.04% of portfolio
53,239
Q4 2024 Added 11.71%
$5.12B
$1.24 Million 0.04% of portfolio
8,342
Q4 2024 Added 0.41%
$140B
$1.08 Million 0.04% of portfolio
11,728
Q4 2024 Reduced 10.79%
$14.1B
$1.25 Million 0.04% of portfolio
5,237
Q4 2024 Reduced 30.15%
$0
$1.26 Million 0.04% of portfolio
44,204
Q4 2024 Reduced 33.72%
$199B
$1.08 Million 0.04% of portfolio
2,067
Q4 2024 Reduced 14.83%
$0
$1.26 Million 0.04% of portfolio
50,104
Q4 2024 Reduced 34.18%
$0
$1.31 Million 0.04% of portfolio
67,301
Q4 2024 Reduced 32.89%
$0
$1.31 Million 0.04% of portfolio
67,013
Q4 2024 Reduced 32.78%
$0
$1.12 Million 0.04% of portfolio
12,307
Q4 2024 Reduced 23.15%
$0
$1.05 Million 0.04% of portfolio
15,068
Q4 2024 Reduced 12.99%
$0
$1.34 Million 0.04% of portfolio
13,176
Q4 2024 Reduced 2.54%
$26.7B
$1.1 Million 0.04% of portfolio
10,421
Q4 2024 Reduced 13.88%
$0
$1.09 Million 0.04% of portfolio
20,247
Q4 2024 Reduced 40.13%
$0
$1.22 Million 0.04% of portfolio
45,692
Q4 2024 Added 53.55%
$0
$1.19 Million 0.04% of portfolio
13,339
Q4 2024 Reduced 28.27%
$0
$1.11 Million 0.04% of portfolio
51,993
Q4 2024 Added 4.6%
$0
$1.33 Million 0.04% of portfolio
14,608
Q4 2024 Reduced 15.23%
$0
$1.23 Million 0.04% of portfolio
9,076
Q4 2024 Reduced 3.92%
$0
$1.1 Million 0.04% of portfolio
8,360
Q4 2024 Reduced 13.24%
$0
$1.1 Million 0.04% of portfolio
5,126
Q4 2024 Reduced 30.01%
$0
$1.06 Million 0.04% of portfolio
41,603
Q4 2024 New
$0
$1.08 Million 0.04% of portfolio
7,555
Q4 2024 Reduced 0.3%
$0
$1.11 Million 0.04% of portfolio
16,900
Q4 2024 Reduced 0.43%
$0
$1.15 Million 0.04% of portfolio
20,416
Q4 2024 Reduced 19.65%
$0
$1.17 Million 0.04% of portfolio
15,578
Q4 2024 Reduced 33.15%
$73.8B
$1.27 Million 0.04% of portfolio
9,090
Q4 2024 Reduced 14.89%
$74.7B
$1.23 Million 0.04% of portfolio
11,176
Q4 2024 Reduced 20.07%
$33.4B
$1.22 Million 0.04% of portfolio
32,859
Q4 2024 Added 88.63%
$70.8B
$1.2 Million 0.04% of portfolio
2,563
Q4 2024 Reduced 2.29%
$45.3B
$1.28 Million 0.04% of portfolio
25,951
Q4 2024 Reduced 25.49%
$6.21B
$1.12 Million 0.04% of portfolio
10,167
Q4 2024 Added 3.08%
$84.1B
$1.16 Million 0.04% of portfolio
1,818
Q4 2024 Added 6.63%
$53.6B
$1.16 Million 0.04% of portfolio
8,258
Q4 2024 Reduced 17.89%
$0
$1.12 Million 0.04% of portfolio
11,132
Q4 2024 Added 259.21%
$0
$1.14 Million 0.04% of portfolio
21,959
Q4 2024 Reduced 46.07%
$0
$1.2 Million 0.04% of portfolio
36,009
Q4 2024 Reduced 47.58%
$0
$1.24 Million 0.04% of portfolio
48,974
Q4 2024 Reduced 50.11%

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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