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",
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  "MCHI",
  "OLLI",
  "DNB",
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  null,
  null,
  "PBA",
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  null,
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  null,
  "FNDF",
  "MPLX",
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  null,
  null,
  "OTTR",
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  "ABT",
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  null,
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "MAIN",
  null,
  null,
  null,
  "VONG",
  "ALL",
  "FRPT",
  null,
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  null,
  "PXF",
  "VDE",
  null,
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  "AXP",
  null,
  "GDXJ",
  "ATMU",
  null,
  null,
  null,
  "AIG",
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  "BGY",
  "T",
  null,
  "GLTR",
  null,
  null,
  "AWP",
  null,
  null,
  null,
  "CAT",
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  "AVEM",
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  null,
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  "BSX",
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  "DBEF",
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  "CCI",
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  "D",
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  null,
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  null,
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  null,
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  "LUNR",
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  "STEM",
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  null,
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  "XERS",
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  null,
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]

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: iht-wealth-management
Manager Name: Iht-Wealth-Management

Data Enrichment

58% identified

632 identified453 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,085 positions • $3.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 55

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ELI LILLY & Co

LLY|532457108

Shares:30.3K

Value:$25.0M

% of Portfolio:0.8% ($25.0M/$3.2B)

81369Y803

XLK|81369Y803

Shares:115.7K

Value:$23.9M

% of Portfolio:0.7% ($23.9M/$3.2B)

092528603

Shares:450.4K

Value:$23.6M

% of Portfolio:0.7% ($23.6M/$3.2B)

00039J103

Shares:453.6K

Value:$23.0M

% of Portfolio:0.7% ($23.0M/$3.2B)

33735J101

Shares:296.3K

Value:$22.7M

% of Portfolio:0.7% ($22.7M/$3.2B)

Meta Platforms, Inc.

META|30303M102

Shares:38.5K

Value:$22.2M

% of Portfolio:0.7% ($22.2M/$3.2B)

86280R803

Shares:540.9K

Value:$22.0M

% of Portfolio:0.7% ($22.0M/$3.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:39.7K

Value:$21.1M

% of Portfolio:0.7% ($21.1M/$3.2B)

46435G250

Shares:442.0K

Value:$20.8M

% of Portfolio:0.7% ($20.8M/$3.2B)

464287242

Shares:186.8K

Value:$20.3M

% of Portfolio:0.6% ($20.3M/$3.2B)

69374H881

Shares:345.6K

Value:$18.9M

% of Portfolio:0.6% ($18.9M/$3.2B)

464288653

Shares:179.9K

Value:$18.7M

% of Portfolio:0.6% ($18.7M/$3.2B)

464288877

Shares:316.3K

Value:$18.6M

% of Portfolio:0.6% ($18.6M/$3.2B)

025072885

Shares:197.8K

Value:$18.3M

% of Portfolio:0.6% ($18.3M/$3.2B)

81369Y209

Shares:123.9K

Value:$18.1M

% of Portfolio:0.6% ($18.1M/$3.2B)

33738R704

Shares:262.7K

Value:$17.9M

% of Portfolio:0.6% ($17.9M/$3.2B)

922908769

VTI|922908769

Shares:62.5K

Value:$17.2M

% of Portfolio:0.5% ($17.2M/$3.2B)

464287721

Shares:121.4K

Value:$17.0M

% of Portfolio:0.5% ($17.0M/$3.2B)

381430230

Shares:328.2K

Value:$16.6M

% of Portfolio:0.5% ($16.6M/$3.2B)

81369Y704

Shares:125.2K

Value:$16.4M

% of Portfolio:0.5% ($16.4M/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELI LILLY & Co(LLYcusip532457108)	30.3K	QoQ +67.60% (+12.2K) YoY -48.04% (-28.0K)	All Managers (Combined)	$25.0M	0.8% ($25.0M/$3.2B)	QoQ +79.29% (+$11.1M) YoY -44.84% (-$20.3M)
(XLKcusip81369Y803)	115.7K	QoQ -5.55% (-6.8K) YoY -6.49% (-8.0K)	All Managers (Combined)	$23.9M	0.7% ($23.9M/$3.2B)	QoQ -16.04% (-$4.6M) YoY -7.20% (-$1.9M)
(cusip092528603)✕	450.4K	QoQ +11.98% (+48.2K) YoY +1222.95% (+416.4K)	All Managers (Combined)	$23.6M	0.7% ($23.6M/$3.2B)	QoQ +12.76% (+$2.7M) YoY +1220.93% (+$21.8M)
(cusip00039J103)✕	453.6K	QoQ +995.55% (+412.2K) YoY +2104.25% (+433.1K)	All Managers (Combined)	$23.0M	0.7% ($23.0M/$3.2B)	QoQ +1001.22% (+$20.9M) YoY +2108.19% (+$21.9M)
(cusip33735J101)✕	296.3K	QoQ -1.64% (-5.0K) YoY +419.83% (+239.3K)	All Managers (Combined)	$22.7M	0.7% ($22.7M/$3.2B)	QoQ -1.31% (-$301.9K) YoY +422.14% (+$18.4M)
Meta Platforms, Inc.(METAcusip30303M102)	38.5K	QoQ -0.03% (-12) YoY +24.84% (+7.7K)	All Managers (Combined)	$22.2M	0.7% ($22.2M/$3.2B)	QoQ -1.56% (-$353.3K) YoY +48.22% (+$7.2M)
(cusip86280R803)✕	540.9K	QoQ -4.26% (-24.1K) YoY -3.87% (-21.8K)	All Managers (Combined)	$22.0M	0.7% ($22.0M/$3.2B)	QoQ -7.35% (-$1.7M) YoY +1.76% (-$382.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	39.7K	QoQ +5.30% (+2.0K) YoY +35.92% (+10.5K)	All Managers (Combined)	$21.1M	0.7% ($21.1M/$3.2B)	QoQ +23.50% (+$4.0M) YoY +71.82% (+$8.8M)
(cusip46435G250)✕	442.0K	QoQ -14.81% (-76.9K) YoY NEW(+442.0K)	All Managers (Combined)	$20.8M	0.7% ($20.8M/$3.2B)	QoQ -14.67% (-$3.6M) YoY NEW(+$20.8M)
(cusip464287242)✕	186.8K	QoQ +14.54% (+23.7K) YoY +38.59% (+52.0K)	All Managers (Combined)	$20.3M	0.6% ($20.3M/$3.2B)	QoQ +16.52% (+$2.9M) YoY +38.29% (+$5.6M)
(cusip69374H881)✕	345.6K	QoQ +8.62% (+27.4K) YoY +104.04% (+176.2K)	All Managers (Combined)	$18.9M	0.6% ($18.9M/$3.2B)	QoQ +5.31% (+$955.8K) YoY +92.28% (+$9.1M)
(cusip464288653)✕	179.9K	QoQ +183.34% (+116.4K) YoY NEW(+179.9K)	All Managers (Combined)	$18.7M	0.6% ($18.7M/$3.2B)	QoQ +195.33% (+$12.3M) YoY NEW(+$18.7M)
(cusip464288877)✕	316.3K	QoQ +7.64% (+22.5K) YoY +1222.27% (+292.4K)	All Managers (Combined)	$18.6M	0.6% ($18.6M/$3.2B)	QoQ +20.91% (+$3.2M) YoY +1332.64% (+$17.3M)
(cusip025072885)✕	197.8K	QoQ -13.58% (-31.1K) YoY +3.45% (+6.6K)	All Managers (Combined)	$18.3M	0.6% ($18.3M/$3.2B)	QoQ -17.64% (-$3.9M) YoY +6.77% (+$1.2M)
(cusip81369Y209)✕	123.9K	QoQ +3.59% (+4.3K) YoY +34.38% (+31.7K)	All Managers (Combined)	$18.1M	0.6% ($18.1M/$3.2B)	QoQ +9.77% (+$1.6M) YoY +32.61% (+$4.4M)
(cusip33738R704)✕	262.7K	QoQ +5.25% (-13.1K) YoY +90.07% (+124.5K)	All Managers (Combined)	$17.9M	0.6% ($17.9M/$3.2B)	QoQ -6.80% (-$1.3M) YoY +92.56% (+$8.6M)
(VTIcusip922908769)	62.5K	QoQ +3.86% (-2.3K) YoY +8.59% (+4.9K)	All Managers (Combined)	$17.2M	0.5% ($17.2M/$3.2B)	QoQ -1.49% (-$261.1K) YoY +14.84% (+$2.2M)
(cusip464287721)✕	121.4K	QoQ +9.61% (-10.6K) YoY +310.31% (+91.8K)	All Managers (Combined)	$17.0M	0.5% ($17.0M/$3.2B)	QoQ -3.49% (-$617.6K) YoY +326.66% (+$13.0M)
(cusip381430230)✕	328.2K	QoQ NEW(+328.2K) YoY NEW(+328.2K)	All Managers (Combined)	$16.6M	0.5% ($16.6M/$3.2B)	QoQ NEW(+$16.6M) YoY NEW(+$16.6M)
(cusip81369Y704)✕	125.2K	QoQ +12.55% (+14.0K) YoY +65.68% (+49.6K)	All Managers (Combined)	$16.4M	0.5% ($16.4M/$3.2B)	QoQ +11.96% (+$1.8M) YoY +72.40% (+$6.9M)