Iht-Wealth-Management

Filing Details

13F-HR2025-03-31
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% identified
632 identified453 unidentified

Holdings

1,085 positions • $3.2B total value
Manager:
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TJX COMPANIES INC /DE/
Shares:10.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
97717W422
Shares:29.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
Alibaba Group Holding Ltd
Shares:9.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
092528843
Shares:26.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
002205102
Shares:183.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
FIDUS INVESTMENT Corp
Shares:63.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
33740F805
Shares:29.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
47103U852
Shares:28.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
35473P595
Shares:52.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
464287846
Shares:9.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
464287812
Shares:17.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
09290C103
Shares:25.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
46137V746
Shares:13.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
46090A879
Shares:50.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
92206C680
Shares:13.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
WELLS FARGO & COMPANY/MN
Shares:17.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
500767306
Shares:35.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
922908538
Shares:5.1K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
Stride, Inc.
Shares:9.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
921909768
Shares:19.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)