Iht Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001697490
Manager Name
Iht Wealth Management, LLC
Data Enrichment
58% identified
632 identified453 unidentified

Holdings

1,085 positions
Manager:
SEC
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Page 15 of 55
ROKU, INC
ROKU|77543R102
Shares:
30233(+2.4%)
Value:
$2.1B(-3.0%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
61945(+2.4%)
Value:
$2.1B(+11.5%)
97717W844
97717W844
Shares:
58911(+3.3%)
Value:
$2.1B(+2.4%)
46435U861
46435U861
Shares:
43180(+10.0%)
Value:
$2.1B(+12.6%)
AFLAC INC
AFL|001055102
Shares:
18467(-0.1%)
Value:
$2.1B(+7.4%)
808524805
SCHF|808524805
Shares:
103697(-15.9%)
Value:
$2.1B(-10.1%)
464287754
464287754
Shares:
15626(+5.7%)
Value:
$2.0B(+3.9%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
8851(+1.3%)
Value:
$2.0B(+16.2%)
78468R770
78468R770
Shares:
18628(-6.4%)
Value:
$2.0B(-6.0%)
46429B689
EFAV|46429B689
Shares:
26047(+3.5%)
Value:
$2.0B(+14.0%)
BlackRock, Inc.
BLK|09247X101
Shares:
2118(-0.7%)
Value:
$2.0B(-8.4%)
81369Y100
XLB|81369Y100
Shares:
23147(-13.2%)
Value:
$2.0B(-11.3%)
78464A201
78464A201
Shares:
23960(-2.8%)
Value:
$2.0B(-10.7%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
5679(+0.5%)
Value:
$2.0B(+3.2%)
Constellation Energy Corp
CEG|21037T109
Shares:
9821(+1.9%)
Value:
$2.0B(-8.1%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
6419(-1.7%)
Value:
$2.0B(+2.6%)
46654Q609
46654Q609
Shares:
26268(-35.1%)
Value:
$1.9B(-40.9%)
37954Y871
37954Y871
Shares:
84101(+54.5%)
Value:
$1.9B(+32.2%)
464288638
464288638
Shares:
36629(-1.1%)
Value:
$1.9B(+0.9%)
MOSAIC CO
MOS|61945C103
Shares:
70948(+395.9%)
Value:
$1.9B(+444.9%)