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 17 of 55
512807108
512807108
Shares:
23461(+0.3%)
Value:
$1.7B(+1.0%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
15422(+2.2%)
Value:
$1.7B(-9.6%)
78468R101
78468R101
Shares:
57469(+8.7%)
Value:
$1.7B(+9.6%)
OCCIDENTAL PETROLEUM CORP /DE/
OXY|674599105
Shares:
33932(+30.8%)
Value:
$1.7B(+30.6%)
98149E303
98149E303
Shares:
27039(+5.9%)
Value:
$1.7B(+26.0%)
CONOCOPHILLIPS
COP|20825C104
Shares:
15922(+57.3%)
Value:
$1.7B(+66.5%)
808524870
808524870
Shares:
62088(-4.3%)
Value:
$1.7B(-0.4%)
92206C409
92206C409
Shares:
21101(-12.7%)
Value:
$1.7B(-11.6%)
90214Q675
90214Q675
Shares:
73946(-1.8%)
Value:
$1.7B(-1.6%)
ONEOK INC /NEW/
OKE|682680103
Shares:
16656(-11.6%)
Value:
$1.7B(-12.6%)
85207H104
85207H104
Shares:
68495(+8.3%)
Value:
$1.6B(+29.3%)
921937835
BND|921937835
Shares:
22288(-37.9%)
Value:
$1.6B(-36.6%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
3284(-6.5%)
Value:
$1.6B(-10.6%)
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ|27829G106
Shares:
192789(-3.4%)
Value:
$1.6B(-12.2%)
33739Q705
33739Q705
Shares:
32268(+24.1%)
Value:
$1.6B(+24.9%)
78463X871
78463X871
Shares:
50464(-2.8%)
Value:
$1.6B(+0.9%)
46137V365
46137V365
Shares:
19836(+11.4%)
Value:
$1.6B(+19.4%)
CME GROUP INC.
CME|12572Q105
Shares:
6020(+1.1%)
Value:
$1.6B(+15.8%)
464288703
464288703
Shares:
26976(-0.3%)
Value:
$1.6B(-6.8%)
46137V175
46137V175
Shares:
34206(-4.7%)
Value:
$1.6B(-10.0%)