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:
Search and click to pin securities to the top
Page 24 of 55
Shares:77.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
003261203
Shares:30.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
72201R833
Shares:10.2K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.2B)
78464A862
Shares:5.1K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.2B)
92204A801
Shares:5.4K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.2B)
78467V608
Shares:24.7K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.2B)
Shares:144.4K
Value:$999.2K
% of Portfolio:0.0% ($999.2K/$3.2B)
464287788
Shares:8.7K
Value:$987.2K
% of Portfolio:0.0% ($987.2K/$3.2B)
46137V787
Shares:15.6K
Value:$986.6K
% of Portfolio:0.0% ($986.6K/$3.2B)
30151E806
Shares:46.2K
Value:$986.3K
% of Portfolio:0.0% ($986.3K/$3.2B)
46434V613
Shares:21.3K
Value:$980.3K
% of Portfolio:0.0% ($980.3K/$3.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 77.1K | QoQ -0.89% (-696)YoY -0.88% (-685) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | ||
(cusip003261203)✕ | 30.8K | YoY NEW(+30.8K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | YoY NEW(+$1.1M) |
| 5.1K | QoQ +3.87% (-191)YoY +0.27% (-14) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$3.2B) | ||
ECOLAB INC.(ECLcusip278865100) | 4.1K | QoQ -1.12% (-47) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.2B) | |
| 3.2K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.2B) | |||
(cusip72201R833)✕ | 10.2K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.2B) | ||
(cusip78464A862)✕ | 5.1K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.2B) | ||
(cusip92204A801)✕ | 5.4K | QoQ +0.35% (+19)YoY +0.39% (-21) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.2B) | |
(cusip78467V608)✕ | 24.7K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.2B) | ||
INTUIT INC.(INTUcusip461202103) | 1.6K | QoQ -2.37% (-40)YoY +3.65% (-58) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.2B) | |
S&P Global Inc.(SPGIcusip78409V104) | 2.0K | QoQ -5.48% (-115)YoY -1.49% (-30) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.2B) | |
| 19.9K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.2B) | |||
| 144.4K | YoY NEW(+144.4K) | All Managers (Combined) | $999.2K | 0.0% ($999.2K/$3.2B) | YoY NEW(+$999.2K) | |
ASTRAZENECA PLC(AZNcusip046353108) | 13.5K | QoQ +1.99% (+264)YoY -3.53% (-496) | All Managers (Combined) | $993.6K | 0.0% ($993.6K/$3.2B) | |
(cusip464287788)✕ | 8.7K | All Managers (Combined) | $987.2K | 0.0% ($987.2K/$3.2B) | ||
(cusip46137V787)✕ | 15.6K | All Managers (Combined) | $986.6K | 0.0% ($986.6K/$3.2B) | ||
(cusip30151E806)✕ | 46.2K | All Managers (Combined) | $986.3K | 0.0% ($986.3K/$3.2B) | ||
GE Vernova Inc.(GEVcusip36828A101) | 3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $985.6K | 0.0% ($985.6K/$3.2B) | YoY NEW(+$985.6K) |
| 26.0K | All Managers (Combined) | $984.6K | 0.0% ($984.6K/$3.2B) | |||
(cusip46434V613)✕ | 21.3K | All Managers (Combined) | $980.3K | 0.0% ($980.3K/$3.2B) |