Iht Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,085 positions • $3,201,815.691K total value

1,085 positions

Manager:

SEC FilingSEC DataHachi Filing

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46137V563

74434(+57.6%)

Value:

$1.6B(+59.2%)

MICRON TECHNOLOGY INC

MU|595112103

18251(+0.5%)

Value:

$1.6B(+3.8%)

LINDE PLC

LIN|G54950103

3377(-1.5%)

Value:

$1.6B(+9.5%)

46137V464

13549(+1.4%)

Value:

$1.5B(-6.6%)

TARGET CORP

TGT|87612E106

14753(-3.4%)

Value:

$1.5B(-25.4%)

464287564

ICF|464287564

24963(-0.7%)

Value:

$1.5B(+1.4%)

78468R606

65300(+47.8%)

Value:

$1.5B(+47.5%)

First Trust Intermediate Duration Preferred & Income Fund

FPF|33718W103

81916(+0.0%)

Value:

$1.5B(+2.2%)

90214Q691

37515(-2.0%)

Value:

$1.5B(-2.3%)

HEICO CORP

HEI|422806109

5600(+6.9%)

Value:

$1.5B(+20.2%)

COMCAST CORP

CMCSA|20030N101

40497(+0.8%)

Value:

$1.5B(-0.9%)

464287481

IWP|464287481

12699(+2.4%)

Value:

$1.5B(-5.1%)

abrdn Gold ETF Trust

SGOL|00326A104

50001(+3.7%)

Value:

$1.5B(+23.4%)

ROCKWELL AUTOMATION, INC

ROK|773903109

5756(+130.2%)

Value:

$1.5B(+108.2%)

45782C102

54962(+24.3%)

Value:

$1.5B(+17.3%)

CSX CORP

CSX|126408103

50050(+1.3%)

Value:

$1.5B(-7.7%)

IRON MOUNTAIN INC

IRM|46284V101

17089(+64.0%)

Value:

$1.5B(+34.2%)

464288810

24388(-12.1%)

Value:

$1.5B(-9.3%)

KKR & Co. Inc.

KKR|48251W104

12611(-8.2%)

Value:

$1.5B(-28.2%)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

13332(+1.4%)

Value:

$1.5B(+20.1%)

Instrument	Shares		Other Manager	Value
(cusip46137V563)✕	74.4K	QoQ +57.64% (+27.2K) YoY +37.36% (+20.2K)	All Managers (Combined)	$1.6M	QoQ +59.20% (+$594.3K) YoY +42.81% (+$479.1K)
Micron Technology Inc(MUcusip595112103)	18.3K	QoQ +0.53% (+98) YoY +29.39% (-4.1K)	All Managers (Combined)	$1.6M	QoQ +3.79% (+$58.0K) YoY -4.63% (-$77.1K)
Linde Plc(LINcusipG54950103)	3.4K	QoQ -1.51% (-52) YoY +1.99% (+66)	All Managers (Combined)	$1.6M	QoQ +9.50% (-$136.4K) YoY +2.26% (+$34.8K)
(cusip46137V464)✕	13.5K	QoQ +1.39% (-186) YoY +116.57% (+7.3K)	All Managers (Combined)	$1.5M	QoQ -6.62% (-$109.4K) YoY +114.50% (+$822.8K)
Target Corp(TGTcusip87612E106)	14.8K	QoQ -3.36% (-514) YoY -1.80% (-271)	All Managers (Combined)	$1.5M	QoQ -25.39% (-$524.1K) YoY -42.17% (-$1.1M)
(ICFcusip464287564)	25.0K	QoQ -0.70% (-178) YoY -3.84% (-998)	All Managers (Combined)	$1.5M	QoQ +1.39% (-$21.1K) YoY +2.54% (-$38.1K)
(cusip78468R606)✕	65.3K	QoQ +47.77% (+21.1K) YoY NEW(+65.3K)	All Managers (Combined)	$1.5M	QoQ +47.46% (+$492.2K) YoY NEW(+$1.5M)
First Trust Intermediate Duration Preferred & Income Fund(FPFcusip33718W103)	81.9K	QoQ 0.00% (+0) YoY -1.74% (-1.5K)	All Managers (Combined)	$1.5M	QoQ +2.16% (+$31.9K) YoY +0.83% (-$12.4K)
(cusip90214Q691)✕	37.5K	QoQ -1.99% (-762) YoY -49.07% (-36.2K)	All Managers (Combined)	$1.5M	QoQ -2.26% (-$34.9K) YoY -47.38% (-$1.4M)
Heico Corp(HEIcusip422806109)	5.6K	QoQ +6.93% (+363) YoY +3.13% (+170)	All Managers (Combined)	$1.5M	QoQ +20.17% (+$251.2K) YoY +44.26% (+$459.1K)
Comcast Corp(CMCSAcusip20030N101)	40.5K	QoQ +0.81% (-328) YoY +2.77% (-1.1K)	All Managers (Combined)	$1.5M	QoQ -0.92% (-$13.9K) YoY -12.55% (-$214.6K)
(IWPcusip464287481)	12.7K	QoQ +2.41% (-299) YoY -49.90% (-12.7K)	All Managers (Combined)	$1.5M	QoQ -5.07% (-$79.7K) YoY -48.43% (-$1.4M)
Abrdn Gold Etf Trust(SGOLcusip00326A104)	50.0K	QoQ +3.67% (+1.8K) YoY +0.30% (+151)	All Managers (Combined)	$1.5M	QoQ +23.41% (+$282.9K) YoY +40.82% (+$432.2K)
Rockwell Automation, Inc(ROKcusip773903109)	5.8K	QoQ +130.24% (+3.3K) YoY +66.93% (+2.3K)	All Managers (Combined)	$1.5M	QoQ +108.15% (+$772.7K) YoY +48.03% (+$482.6K)
(cusip45782C102)✕	55.0K	QoQ +24.33% (+10.8K) YoY +58.71% (+20.3K)	All Managers (Combined)	$1.5M	QoQ +17.29% (+$218.5K) YoY +54.86% (+$525.2K)
Csx Corp(CSXcusip126408103)	50.0K	QoQ +1.29% (-642) YoY +13.43% (-5.9K)	All Managers (Combined)	$1.5M	QoQ -7.66% (-$122.2K) YoY -9.98% (-$163.4K)
Iron Mountain Inc(IRMcusip46284V101)	17.1K	QoQ +63.98% (+6.7K) YoY +84.22% (+7.8K)	All Managers (Combined)	$1.5M	QoQ +34.23% (+$375.0K) YoY +97.63% (+$726.4K)
(cusip464288810)✕	24.4K	QoQ -12.10% (-3.4K) YoY -30.61% (-10.8K)	All Managers (Combined)	$1.5M	QoQ -9.33% (-$151.2K) YoY -28.72% (-$591.6K)
Kkr & Co. Inc.(KKRcusip48251W104)	12.6K	QoQ -8.15% (-1.1K) YoY -1.36% (-175)	All Managers (Combined)	$1.5M	QoQ -28.20% (-$572.8K) YoY +13.37% (-$172.0K)
American Electric Power Co Inc(AEPcusip025537101)	13.3K	QoQ +1.41% (+186) YoY +78.66% (+5.9K)	All Managers (Combined)	$1.5M	QoQ +20.15% (+$244.3K) YoY +126.74% (+$814.3K)