Iht Wealth Management, LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
  null,
  null,
  null,
  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: 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 21 of 55

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TJX COMPANIES INC /DE/

TJX|872540109

Shares:10.6K

Value:$1.3M

97717W422

Shares:29.8K

Value:$1.3M

Alibaba Group Holding Ltd

BABA|01609W102

Shares:9.8K

Value:$1.3M

092528843

Shares:26.2K

Value:$1.3M

002205102

Shares:183.4K

Value:$1.3M

FIDUS INVESTMENT Corp

FDUS|316500107

Shares:63.2K

Value:$1.3M

33740F805

Shares:29.1K

Value:$1.3M

47103U852

Shares:28.1K

Value:$1.3M

35473P595

Shares:52.8K

Value:$1.3M

464287846

Shares:9.3K

Value:$1.3M

464287812

Shares:17.7K

Value:$1.3M

09290C103

Shares:25.9K

Value:$1.3M

46137V746

Shares:13.1K

Value:$1.3M

46090A879

Shares:50.1K

Value:$1.3M

92206C680

VONG|92206C680

Shares:13.5K

Value:$1.3M

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:17.4K

Value:$1.2M

500767306

Shares:35.8K

Value:$1.2M

922908538

VOT|922908538

Shares:5.1K

Value:$1.2M

Stride, Inc.

LRN|86333M108

Shares:9.8K

Value:$1.2M

921909768

VXUS|921909768

Shares:19.9K

Value:$1.2M

Instrument	Shares		Other Manager	Value
Tjx Companies Inc /De/(TJXcusip872540109)	10.6K	QoQ +9.03% (+881) YoY +5.87% (+590)	All Managers (Combined)	$1.3M	QoQ +10.48% (+$123.5K) YoY +27.79% (+$283.1K)
(cusip97717W422)✕	29.8K	QoQ +34.85% (+7.7K) YoY +204.59% (+20.0K)	All Managers (Combined)	$1.3M	QoQ +30.20% (+$301.9K) YoY +205.64% (+$875.5K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	9.8K	QoQ +5.68% (+529) YoY -21.90% (-2.8K)	All Managers (Combined)	$1.3M	QoQ +64.80% (+$511.6K) YoY +42.72% (-$389.4K)
(cusip092528843)✕	26.2K	QoQ NEW(+26.2K) YoY NEW(+26.2K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip002205102)✕	183.4K	QoQ +5.05% (+8.8K) YoY NEW(+183.4K)	All Managers (Combined)	$1.3M	QoQ +12.03% (+$139.1K) YoY NEW(+$1.3M)
Fidus Investment Corp(FDUScusip316500107)	63.2K	QoQ +4.68% (+2.8K) YoY +34.32% (+16.1K)	All Managers (Combined)	$1.3M	QoQ +1.54% (+$19.6K) YoY +38.75% (+$359.8K)
(cusip33740F805)✕	29.1K	QoQ -77.80% (-102.1K) YoY -76.11% (-92.8K)	All Managers (Combined)	$1.3M	QoQ -77.36% (-$4.4M) YoY -75.98% (-$4.0M)
(cusip47103U852)✕	28.1K	QoQ -9.64% (-3.0K) YoY NEW(+28.1K)	All Managers (Combined)	$1.3M	QoQ -7.56% (-$104.0K) YoY NEW(+$1.3M)
(cusip35473P595)✕	52.8K	QoQ +38.18% (+14.6K) YoY +144.95% (+31.2K)	All Managers (Combined)	$1.3M	QoQ +37.07% (+$343.4K) YoY +140.70% (+$742.3K)
(cusip464287846)✕	9.3K	QoQ +23.34% (+1.8K) YoY +13.45% (+1.1K)	All Managers (Combined)	$1.3M	QoQ +17.32% (+$187.3K) YoY +20.55% (+$216.3K)
(cusip464287812)✕	17.7K	QoQ +4.63% (+784) YoY +4.89% (+826)	All Managers (Combined)	$1.3M	QoQ +14.18% (+$157.2K) YoY +11.01% (+$125.6K)
(cusip09290C103)✕	25.9K	QoQ +35.14% (+6.7K) YoY NEW(+25.9K)	All Managers (Combined)	$1.3M	QoQ +28.57% (+$280.8K) YoY NEW(+$1.3M)
(cusip46137V746)✕	13.1K	QoQ -0.56% (-74) YoY -5.31% (-736)	All Managers (Combined)	$1.3M	QoQ -6.13% (-$82.2K) YoY +1.83% (-$22.7K)
(cusip46090A879)✕	50.1K	QoQ +0.04% (-24) YoY +68.50% (+20.4K)	All Managers (Combined)	$1.3M	QoQ -0.09% (-$1.2K) YoY +68.44% (+$510.8K)
(VONGcusip92206C680)	13.5K	QoQ -31.88% (-6.3K) YoY -37.93% (-8.3K)	All Managers (Combined)	$1.3M	QoQ -38.82% (-$796.0K) YoY -33.55% (-$633.4K)
Wells Fargo & Company/Mn(WFCcusip949746101)	17.4K	QoQ +7.05% (+1.1K) YoY -16.52% (-3.4K)	All Managers (Combined)	$1.2M	QoQ +9.41% (+$107.5K) YoY +3.39% (-$41.0K)
(cusip500767306)✕	35.8K	QoQ +32.82% (+8.8K) YoY +203.34% (+24.0K)	All Managers (Combined)	$1.2M	QoQ +58.58% (+$461.5K) YoY +303.42% (+$939.5K)
(VOTcusip922908538)	5.1K	QoQ +5.71% (+274) YoY -8.92% (-497)	All Managers (Combined)	$1.2M	QoQ +1.91% (+$23.3K) YoY -5.51% (-$72.4K)
Stride, Inc.(LRNcusip86333M108)	9.8K	QoQ +1.17% (+113) YoY NEW(+9.8K)	All Managers (Combined)	$1.2M	QoQ +23.14% (+$232.0K) YoY NEW(+$1.2M)
(VXUScusip921909768)	19.9K	QoQ -3.46% (-713) YoY -0.70% (-141)	All Managers (Combined)	$1.2M	QoQ +1.72% (-$20.9K) YoY +2.25% (-$27.2K)