Iht Wealth Management, LLC
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
- CIK
- 0001697490
- Manager Name
- Iht Wealth Management, LLC
Data Enrichment
58% identified632 identified453 unidentified
Holdings
1,085 positions
Manager:
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Page 16 of 55
46434V407
Shares:
44765(-6.5%)
Value:
$1.9B(-6.7%)
46641Q332
Shares:
33359(-19.9%)
Value:
$1.9B(-20.6%)
41151J406
Shares:
76437(-75.9%)
Value:
$1.9B(-78.3%)
33739P103
Shares:
28882(-10.4%)
Value:
$1.9B(-12.7%)
92189F601
Shares:
24679(-0.4%)
Value:
$1.8B(-10.3%)
33733E302
Shares:
8009(-3.5%)
Value:
$1.8B(-11.8%)
74347W353
Shares:
37197
Value:
$1.7B
45783Y673
Shares:
54451(-17.3%)
Value:
$1.7B(-20.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46434V407)✕ | 44.8K | All Managers (Combined) | $1.9M | ||
(cusip46641Q332)✕ | 33.4K | All Managers (Combined) | $1.9M | ||
(cusip41151J406)✕ | 76.4K | YoY NEW(+76.4K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |
(cusip33739P103)✕ | 28.9K | All Managers (Combined) | $1.9M | ||
Medtronic Plc(MDTcusipG5960L103) | 20.6K | All Managers (Combined) | $1.9M | ||
Starbucks Corp(SBUXcusip855244109) | 18.9K | QoQ -2.10% (-406)YoY -2.82% (-550) | All Managers (Combined) | $1.8M | |
Realty Income Corp(Ocusip756109104) | 31.4K | All Managers (Combined) | $1.8M | ||
(cusip92189F601)✕ | 24.7K | QoQ -0.40% (-100)YoY NEW(+24.7K) | All Managers (Combined) | $1.8M | YoY NEW(+$1.8M) |
19.8K | YoY NEW(+19.8K) | All Managers (Combined) | $1.8M | YoY NEW(+$1.8M) | |
12.6K | All Managers (Combined) | $1.8M | |||
16.5K | All Managers (Combined) | $1.8M | |||
Adobe Inc.(ADBEcusip00724F101) | 4.7K | QoQ -1.50% (-71)YoY +5.00% (-222) | All Managers (Combined) | $1.8M | |
10.8K | All Managers (Combined) | $1.8M | |||
(cusip33733E302)✕ | 8.0K | QoQ -3.51% (-292)YoY -5.99% (-511) | All Managers (Combined) | $1.8M | |
Citigroup Inc(Ccusip172967424) | 24.9K | All Managers (Combined) | $1.8M | ||
6.6K | All Managers (Combined) | $1.7M | |||
(cusip74347W353)✕ | 37.2K | QoQ NEW(+37.2K) YoY NEW(+37.2K) | All Managers (Combined) | $1.7M | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
(cusip45783Y673)✕ | 54.5K | YoY NEW(+54.5K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
7.2K | QoQ -0.69% (-51)YoY -5.12% (-391) | All Managers (Combined) | $1.7M | ||
Phillips 66(PSXcusip718546104) | 13.8K | All Managers (Combined) | $1.7M |