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:
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Page 18 of 55
46137V563
Shares:74.4K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.2B)
46137V464
Shares:13.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
78468R606
Shares:65.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
Shares:81.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
90214Q691
Shares:37.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
45782C102
Shares:55.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
464288810
Shares:24.4K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46137V563)✕ | 74.4K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.2B) | ||
| 18.3K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.2B) | |||
| 3.4K | QoQ -1.51% (-52)YoY +1.99% (+66) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$3.2B) | ||
(cusip46137V464)✕ | 13.5K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | ||
TARGET CORP(TGTcusip87612E106) | 14.8K | QoQ -3.36% (-514)YoY -1.80% (-271) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | |
| 25.0K | QoQ -0.70% (-178)YoY -3.84% (-998) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | ||
(cusip78468R606)✕ | 65.3K | YoY NEW(+65.3K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | YoY NEW(+$1.5M) |
| 81.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | ||
(cusip90214Q691)✕ | 37.5K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | ||
HEICO CORP(HEIcusip422806109) | 5.6K | QoQ +6.93% (+363)YoY +3.13% (+170) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | |
COMCAST CORP(CMCSAcusip20030N101) | 40.5K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | ||
| 12.7K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | |||
| 50.0K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | |||
| 5.8K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | |||
(cusip45782C102)✕ | 55.0K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | ||
| 50.0K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | |||
| 17.1K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | |||
(cusip464288810)✕ | 24.4K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | ||
KKR & Co. Inc.(KKRcusip48251W104) | 12.6K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) | ||
| 13.3K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.2B) |