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 13 of 55
464287457
Shares:30.1K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
78463X434
Shares:31.5K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
90214Q774
Shares:62.8K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
46137V480
Shares:48.5K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.2B)
92189F700
Shares:35.4K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.2B)
464289438
Shares:11.2K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.2B)
78464A474
Shares:78.3K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.2B)
33739Q200
Shares:47.5K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
808524854
Shares:93.9K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
808524409
Shares:86.9K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 9.3K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | |||
(cusip464287457)✕ | 30.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | ||
(cusip78463X434)✕ | 31.5K | QoQ 0.00% (+0) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | |
(cusip90214Q774)✕ | 62.8K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | ||
| 13.7K | QoQ -2.03% (-285)YoY -4.51% (-647) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | ||
(cusip46137V480)✕ | 48.5K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | ||
| 244.7K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | |||
SOUTHERN CO(SOcusip842587107) | 26.2K | QoQ +2.63% (+673)YoY +3.70% (+934) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | |
(cusip92189F700)✕ | 35.4K | QoQ -2.28% (-829)YoY NEW(+35.4K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | YoY NEW(+$2.4M) |
| 10.2K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | |||
FORD MOTOR CO(Fcusip345370860) | 238.5K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | ||
| 102.0K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | |||
(cusip464289438)✕ | 11.2K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | ||
(cusip78464A474)✕ | 78.3K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | ||
| 42.5K | QoQ +1.73% (+726)YoY -0.37% (-158) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | ||
(cusip33739Q200)✕ | 47.5K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | ||
(cusip808524854)✕ | 93.9K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | ||
(cusip808524409)✕ | 86.9K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | ||
| 8.5K | QoQ +0.39% (+33)YoY +2.16% (-179) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | ||
| 9.9K | QoQ -3.62% (-371)YoY -6.83% (-724) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) |