Iht Wealth Management, LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ESGR",
  "NVR",
  "GLOB",
  null,
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  null,
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  "A",
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  "BABA",
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  null,
  "VONG",
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  null,
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  null,
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  null,
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  "AIG",
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  "T",
  null,
  "GLTR",
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  "CAT",
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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: 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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Page 20 of 55

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808524771

FNDX|808524771

Shares:58.2K

Value:$1.4M

KINDER MORGAN, INC.

KMI|49456B101

Shares:48.1K

Value:$1.4M

UNITED RENTALS, INC.

URI|911363109

Shares:2.2K

Value:$1.4M

Airbnb, Inc.

ABNB|009066101

Shares:11.4K

Value:$1.4M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:12.4K

Value:$1.4M

COLGATE PALMOLIVE CO

CL|194162103

Shares:14.6K

Value:$1.4M

GILEAD SCIENCES, INC.

GILD|375558103

Shares:12.1K

Value:$1.4M

92189H748

Shares:25.6K

Value:$1.4M

46434V738

Shares:22.2K

Value:$1.4M

Hercules Capital, Inc.

HTGC|427096508

Shares:69.7K

Value:$1.3M

46654Q203

Shares:25.7K

Value:$1.3M

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:2.5K

Value:$1.3M

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:2.6K

Value:$1.3M

Marathon Petroleum Corp

MPC|56585A102

Shares:9.1K

Value:$1.3M

67092P201

Shares:17.0K

Value:$1.3M

78464A755

Shares:23.6K

Value:$1.3M

PAYCHEX INC

PAYX|704326107

Shares:8.5K

Value:$1.3M

Bank First Corp

BFC|06211J100

Shares:13.1K

Value:$1.3M

464288646

Shares:25.0K

Value:$1.3M

46137V340

Shares:17.9K

Value:$1.3M

Instrument	Shares		Other Manager	Value
(FNDXcusip808524771)	58.2K	QoQ -10.31% (-6.7K) YoY +171.10% (-36.7K)	All Managers (Combined)	$1.4M	QoQ -10.57% (-$162.5K) YoY -5.01% (-$72.6K)
Kinder Morgan, Inc.(KMIcusip49456B101)	48.1K	QoQ +27.49% (+10.4K) YoY +25.80% (+9.9K)	All Managers (Combined)	$1.4M	QoQ +32.53% (+$336.2K) YoY +95.38% (+$668.5K)
United Rentals, Inc.(URIcusip911363109)	2.2K	QoQ +10.20% (-202) YoY -14.80% (-379)	All Managers (Combined)	$1.4M	QoQ -1.92% (-$26.8K) YoY -25.94% (-$479.0K)
Airbnb, Inc.(ABNBcusip009066101)	11.4K	QoQ +2.60% (-290) YoY +1.96% (-220)	All Managers (Combined)	$1.4M	QoQ -6.67% (-$97.5K) YoY -26.11% (-$482.1K)
United Parcel Service Inc(UPScusip911312106)	12.4K	QoQ +2.39% (-290) YoY +1.14% (-140)	All Managers (Combined)	$1.4M	QoQ -10.72% (-$163.8K) YoY -25.19% (-$459.0K)
Colgate Palmolive Co(CLcusip194162103)	14.6K	QoQ +0.07% (+11) YoY -6.16% (-956)	All Managers (Combined)	$1.4M	QoQ +2.82% (+$37.4K) YoY -2.65% (-$37.1K)
Gilead Sciences, Inc.(GILDcusip375558103)	12.1K	QoQ +3.32% (+390) YoY -16.10% (-2.3K)	All Managers (Combined)	$1.4M	QoQ +25.30% (+$274.1K) YoY +28.28% (-$299.3K)
(cusip92189H748)✕	25.6K	QoQ +7.69% (+1.8K) YoY NEW(+25.6K)	All Managers (Combined)	$1.4M	QoQ +7.84% (+$98.4K) YoY NEW(+$1.4M)
(cusip46434V738)✕	22.2K	QoQ +9.87% (+2.0K) YoY +40.16% (+6.4K)	All Managers (Combined)	$1.4M	QoQ +23.81% (+$260.3K) YoY +47.38% (+$435.1K)
Hercules Capital, Inc.(HTGCcusip427096508)	69.7K	QoQ +3.42% (-2.3K) YoY +33.13% (+17.3K)	All Managers (Combined)	$1.3M	QoQ -1.10% (-$15.0K) YoY +38.61% (+$372.9K)
(cusip46654Q203)✕	25.7K	QoQ +26.00% (+5.3K) YoY -51.68% (-27.5K)	All Managers (Combined)	$1.3M	QoQ +15.72% (+$181.0K) YoY -53.87% (-$1.6M)
Axon Enterprise, Inc.(AXONcusip05464C101)	2.5K	QoQ -42.86% (-1.9K) YoY -40.71% (-1.7K)	All Managers (Combined)	$1.3M	QoQ -49.42% (-$1.3M) YoY -0.33% (-$4.5K)
Northrop Grumman Corp /De/(NOCcusip666807102)	2.6K	QoQ +1.36% (+35) YoY +19.94% (+432)	All Managers (Combined)	$1.3M	QoQ +10.58% (+$127.3K) YoY +28.27% (+$293.2K)
Marathon Petroleum Corp(MPCcusip56585A102)	9.1K	QoQ +0.11% (+10) YoY -4.53% (-432)	All Managers (Combined)	$1.3M	QoQ +4.86% (+$61.7K) YoY -30.76% (-$590.9K)
(cusip67092P201)✕	17.0K	QoQ -5.10% (-914) YoY -5.46% (-982)	All Managers (Combined)	$1.3M	QoQ -13.46% (-$206.8K) YoY -2.98% (-$40.9K)
(cusip78464A755)✕	23.6K	QoQ -1.90% (-457) YoY -17.17% (-4.9K)	All Managers (Combined)	$1.3M	QoQ -3.21% (-$43.9K) YoY -23.07% (-$395.8K)
Paychex Inc(PAYXcusip704326107)	8.5K	QoQ +3.40% (+281) YoY -4.13% (-368)	All Managers (Combined)	$1.3M	QoQ +13.77% (+$159.5K) YoY +20.43% (-$223.6K)
Bank First Corp(BFCcusip06211J100)	13.1K	QoQ 0.00% (+0) YoY -7.10% (-1.0K)	All Managers (Combined)	$1.3M	QoQ +1.66% (+$21.6K) YoY +7.97% (-$97.2K)
(cusip464288646)✕	25.0K	QoQ +182.54% (+16.2K) YoY +155.55% (+15.2K)	All Managers (Combined)	$1.3M	QoQ +186.19% (+$853.2K) YoY +160.99% (+$809.0K)
(cusip46137V340)✕	17.9K	QoQ NEW(+17.9K) YoY NEW(+17.9K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)