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:
Search and click to pin securities to the top
Page 14 of 55
Shares:26.4K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
33740U729
Shares:96.7K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
464288273
Shares:34.5K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
92189F437
Shares:78.1K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
33734X846
Shares:35.7K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.2B)
33738R308
Shares:102.1K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.2B)
316092840
Shares:44.7K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.2B)
025072562
Shares:53.4K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.2B)
Shares:98.6K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.2B)
46138G698
Shares:21.7K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.2B)
921078101
Shares:71.4K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 18.8K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | |||
| 26.4K | QoQ -1.49% (-400)YoY -1.44% (-387) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | ||
(cusip33740U729)✕ | 96.7K | YoY NEW(+96.7K) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | YoY NEW(+$2.3M) |
(cusip464288273)✕ | 34.5K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | ||
(cusip92189F437)✕ | 78.1K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | ||
(cusip33734X846)✕ | 35.7K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | ||
(cusip33738R308)✕ | 102.1K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | ||
(cusip316092840)✕ | 44.7K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | ||
| 14.5K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | |||
(cusip025072562)✕ | 53.4K | YoY NEW(+53.4K) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | YoY NEW(+$2.2M) |
| 98.6K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | |||
Eaton Corp plc(ETNcusipG29183103) | 8.1K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | ||
INTEL CORP(INTCcusip458140100) | 96.4K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | ||
| 7.0K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | |||
| 8.6K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | |||
(cusip46138G698)✕ | 21.7K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | ||
(cusip921078101)✕ | 71.4K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.2B) | ||
| 8.4K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$3.2B) | |||
Duke Energy CORP(DUKcusip26441C204) | 17.6K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$3.2B) | ||
| 37.2K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$3.2B) |