Iht-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, "ESGR", "NVR", "GLOB", null, "GDX", null, "MGEE", "NTR", "FTAI", "MOS", "MCHI", "OLLI", "DNB", "HUM", null, null, "PBA", "ARM", "SNOW", "MU", null, "KRG", null, "FNDF", "MPLX", "ACN", null, null, "OTTR", "MMM", "ABNB", "ABT", "ABBV", null, "ADBE", "OBDC", "A", "APD", "BABA", "MAIN", null, null, null, "VONG", "ALL", "FRPT", null, "GOOGL", null, "PXF", "VDE", null, null, "AXP", null, "GDXJ", "ATMU", null, null, null, "AIG", "ASML", "BGY", "T", null, "GLTR", null, null, "AWP", null, null, null, "CAT", "AVDE", "AVGO", "APP", "LOW", null, null, "AVEM", "AIT", "CP.TO", "BDJ", "ARCC", null, null, "BIDU", "WRB", "BST", null, "BSX", "HRB", null, null, "CSQ", null, null, null, null, null, null, null, null, "DBEF", null, null, "CCI", "COF", "CMI", null, null, null, null, "USA", "DUK", "PECO", null, "ISD", "D", "JPI", "NAD", "ETJ", "OPRA", "ETY", null, "PTY", "ROKU", null, "RXST", 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 1,085
- Total Value
- 3201815691
- Accession Number
- 0001104659-25-049059
- Form Type
- 13F-HR
- Manager Name
- Iht-Wealth-Management
Data Enrichment
58% identified632 identified453 unidentified
Holdings
1,085 positions • $3.2B total value
Manager:
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Page 11 of 55
78464A631
Shares:19.6K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.2B)
336917109
Shares:72.6K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.2B)
464288588
Shares:32.9K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.2B)
33739E108
Shares:174.6K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.2B)
025072877
Shares:34.0K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$3.2B)
25460G286
Shares:308.5K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.2B)
78464A144
Shares:97.6K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.2B)
Shares:11.9K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.2B)
25434V500
Shares:46.5K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.2B)
316092709
Shares:40.5K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 56.3K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.2B) | |||
DEERE & CO(DEcusip244199105) | 6.8K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.2B) | ||
(cusip78464A631)✕ | 19.6K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.2B) | ||
(cusip336917109)✕ | 72.6K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.2B) | ||
(cusip464288588)✕ | 32.9K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.2B) | ||
| 23.3K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.2B) | |||
(cusip33739E108)✕ | 174.6K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.2B) | ||
(cusip025072877)✕ | 34.0K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$3.2B) | ||
(cusip25460G286)✕ | 308.5K | QoQ NEW(+308.5K) YoY NEW(+308.5K) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.2B) | QoQ NEW(+$2.9M) YoY NEW(+$2.9M) |
| 155.3K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.2B) | |||
| 19.6K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.2B) | |||
| 65.9K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.2B) | |||
| 43.3K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.2B) | |||
(cusip78464A144)✕ | 97.6K | QoQ NEW(+97.6K) YoY NEW(+97.6K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.2B) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) |
| 11.9K | QoQ -0.77% (-92) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.2B) | ||
| 26.6K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.2B) | |||
| 38.1K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.2B) | |||
(cusip25434V500)✕ | 46.5K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.2B) | ||
(cusip316092709)✕ | 40.5K | QoQ NEW(+40.5K) YoY NEW(+40.5K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.2B) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) |
ORACLE CORP(ORCLcusip68389X105) | 19.7K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.2B) |