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 23 of 55
Shares:8.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
37950E408
Shares:50.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
Shares:129.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
97717W505
Shares:22.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
Shares:206.9K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
46138E842
Shares:13.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
46435U259
Shares:41.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
46138E354
Shares:14.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
524682200
Shares:15.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
97717W604
Shares:33.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 8.7K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | |||
(cusip37950E408)✕ | 50.3K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | ||
Vistra Corp.(VSTcusip92840M102) | 9.5K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | ||
| 1.8K | QoQ +0.93% (-17) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | ||
| 129.2K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | |||
Snowflake Inc.(SNOWcusip833445109) | 7.6K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | ||
(cusip97717W505)✕ | 22.3K | QoQ -0.81% (-183)YoY +3.71% (+799) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | |
| 8.2K | QoQ -1.80% (-151)YoY -9.07% (-819) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | ||
ALBEMARLE CORP(ALBcusip012653101) | 15.2K | QoQ +3.66% (-539)YoY +1.94% (-291) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | |
GOLAR LNG LTD(GLNGcusipG9456A100) | 28.8K | YoY NEW(+28.8K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | YoY NEW(+$1.1M) |
| 206.9K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | |||
(cusip46138E842)✕ | 13.8K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | ||
(cusip46435U259)✕ | 41.8K | QoQ +0.39% (+163)YoY NEW(+41.8K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | YoY NEW(+$1.1M) |
(cusip46138E354)✕ | 14.3K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | ||
(cusip524682200)✕ | 15.3K | QoQ -2.04% (-319)YoY NEW(+15.3K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | YoY NEW(+$1.1M) |
(cusip97717W604)✕ | 33.1K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | ||
| 158.2K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | |||
| 8.5K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | |||
| 9.7K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | |||
| 29.6K | YoY NEW(+29.6K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | YoY NEW(+$1.1M) |