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 15 of 55
Shares:61.9K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.2B)
97717W844
Shares:58.9K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.2B)
46435U861
Shares:43.2K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.2B)
464287754
Shares:15.6K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.2B)
78468R770
Shares:18.6K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.2B)
78464A201
Shares:24.0K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.2B)
46654Q609
Shares:26.3K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.2B)
37954Y871
Shares:84.1K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.2B)
464288638
Shares:36.6K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 30.2K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$3.2B) | |||
| 61.9K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$3.2B) | |||
(cusip97717W844)✕ | 58.9K | YoY +0.03% (-19) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$3.2B) | |
(cusip46435U861)✕ | 43.2K | YoY NEW(+43.2K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$3.2B) | YoY NEW(+$2.1M) |
| 18.5K | QoQ -0.05% (-11)YoY -0.31% (-58) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$3.2B) | ||
| 103.7K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$3.2B) | |||
(cusip464287754)✕ | 15.6K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.2B) | ||
| 8.9K | QoQ +1.31% (+115)YoY +4.60% (+390) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.2B) | ||
(cusip78468R770)✕ | 18.6K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.2B) | ||
| 26.0K | QoQ +3.49% (+879)YoY +3.18% (+804) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.2B) | ||
BlackRock, Inc.(BLKcusip09247X101) | 2.1K | QoQ -0.70% (-15)YoY -2.39% (-52) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.2B) | |
| 23.1K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.2B) | |||
(cusip78464A201)✕ | 24.0K | QoQ -2.83% (-699)YoY +0.76% (-182) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.2B) | |
| 5.7K | QoQ +0.47% (+27) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.2B) | ||
| 9.8K | QoQ +1.95% (-188)YoY +6.34% (+586) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.2B) | ||
| 6.4K | QoQ -1.71% (-112)YoY -5.24% (-355) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$3.2B) | ||
(cusip46654Q609)✕ | 26.3K | YoY NEW(+26.3K) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.2B) | YoY NEW(+$1.9M) |
(cusip37954Y871)✕ | 84.1K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.2B) | ||
(cusip464288638)✕ | 36.6K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.2B) | ||
| 70.9K | YoY NEW(+70.9K) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$3.2B) | YoY NEW(+$1.9M) |