Iht-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  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: iht-wealth-management
Manager Name: Iht-Wealth-Management

Data Enrichment

58% identified

632 identified453 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,085 positions • $3.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 27 of 55

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Marvell Technology, Inc.

MRVL|573874104

Shares:13.3K

Value:$817.7K

% of Portfolio:0.0% ($817.7K/$3.2B)

464288281

Shares:9.0K

Value:$817.4K

% of Portfolio:0.0% ($817.4K/$3.2B)

37954Y459

Shares:54.1K

Value:$816.9K

% of Portfolio:0.0% ($816.9K/$3.2B)

46435G219

Shares:18.1K

Value:$816.1K

% of Portfolio:0.0% ($816.1K/$3.2B)

921946794

VYMI|921946794

Shares:11.1K

Value:$815.5K

% of Portfolio:0.0% ($815.5K/$3.2B)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:4.5K

Value:$814.8K

% of Portfolio:0.0% ($814.8K/$3.2B)

WELLTOWER INC.

WELL|95040Q104

Shares:5.2K

Value:$799.7K

% of Portfolio:0.0% ($799.7K/$3.2B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:805

Value:$795.3K

% of Portfolio:0.0% ($795.3K/$3.2B)

UMB FINANCIAL CORP

UMBF|902788108

Shares:7.8K

Value:$793.1K

% of Portfolio:0.0% ($793.1K/$3.2B)

ENBRIDGE INC

ENB|29250N105

Shares:17.9K

Value:$791.8K

% of Portfolio:0.0% ($791.8K/$3.2B)

ALLSTATE CORP

ALL|020002101

Shares:3.8K

Value:$791.1K

% of Portfolio:0.0% ($791.1K/$3.2B)

BlackRock Science & Technology Trust

BST|09258G104

Shares:24.0K

Value:$790.5K

% of Portfolio:0.0% ($790.5K/$3.2B)

KLA CORP

KLAC|482480100

Shares:1.2K

Value:$788.6K

% of Portfolio:0.0% ($788.6K/$3.2B)

MORGAN STANLEY

MS|617446448

Shares:6.7K

Value:$787.0K

% of Portfolio:0.0% ($787.0K/$3.2B)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:27.7K

Value:$786.6K

% of Portfolio:0.0% ($786.6K/$3.2B)

EXELON CORP

EXC|30161N101

Shares:17.0K

Value:$784.5K

% of Portfolio:0.0% ($784.5K/$3.2B)

97717X578

Shares:25.3K

Value:$783.0K

% of Portfolio:0.0% ($783.0K/$3.2B)

922908553

VNQ|922908553

Shares:8.6K

Value:$782.3K

% of Portfolio:0.0% ($782.3K/$3.2B)

CVS HEALTH Corp

CVS|126650100

Shares:11.5K

Value:$782.2K

% of Portfolio:0.0% ($782.2K/$3.2B)

464287622

IWB|464287622

Shares:2.5K

Value:$781.8K

% of Portfolio:0.0% ($781.8K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Marvell Technology, Inc.(MRVLcusip573874104)	13.3K	QoQ +18.82% (-2.1K) YoY +4.73% (-600)	All Managers (Combined)	$817.7K	0.0% ($817.7K/$3.2B)	QoQ -33.75% (-$416.7K) YoY -9.01% (-$81.0K)
(cusip464288281)✕	9.0K	QoQ -32.35% (-4.3K) YoY -24.08% (-2.9K)	All Managers (Combined)	$817.4K	0.0% ($817.4K/$3.2B)	QoQ -31.18% (-$370.4K) YoY -23.31% (-$248.4K)
(cusip37954Y459)✕	54.1K	QoQ -4.24% (-2.4K) YoY -19.21% (-12.9K)	All Managers (Combined)	$816.9K	0.0% ($816.9K/$3.2B)	QoQ -11.51% (-$106.3K) YoY -27.85% (-$315.5K)
(cusip46435G219)✕	18.1K	QoQ -83.28% (-90.3K) YoY NEW(+18.1K)	All Managers (Combined)	$816.1K	0.0% ($816.1K/$3.2B)	QoQ -83.03% (-$4.0M) YoY NEW(+$816.1K)
(VYMIcusip921946794)	11.1K	QoQ -3.02% (-345) YoY -7.71% (-925)	All Managers (Combined)	$815.5K	0.0% ($815.5K/$3.2B)	QoQ +5.27% (-$40.9K) YoY -1.15% (-$9.5K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$814.8K	0.0% ($814.8K/$3.2B)	QoQ NEW(+$814.8K) YoY NEW(+$814.8K)
WELLTOWER INC.(WELLcusip95040Q104)	5.2K	QoQ +2.57% (+131) YoY +3.55% (+179)	All Managers (Combined)	$799.7K	0.0% ($799.7K/$3.2B)	QoQ +24.69% (+$158.4K) YoY +69.76% (+$328.6K)
W.W. GRAINGER, INC.(GWWcusip384802104)	805	QoQ -2.54% (-21) YoY +1.13% (-9)	All Managers (Combined)	$795.3K	0.0% ($795.3K/$3.2B)	QoQ -8.65% (-$75.4K) YoY -1.78% (-$14.5K)
UMB FINANCIAL CORP(UMBFcusip902788108)	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$793.1K	0.0% ($793.1K/$3.2B)	QoQ NEW(+$793.1K) YoY NEW(+$793.1K)
ENBRIDGE INC(ENBcusip29250N105)	17.9K	QoQ +14.28% (+2.2K) YoY +13.22% (+2.1K)	All Managers (Combined)	$791.8K	0.0% ($791.8K/$3.2B)	QoQ +19.34% (+$128.4K) YoY +38.66% (+$220.8K)
ALLSTATE CORP(ALLcusip020002101)	3.8K	QoQ +1.43% (+54) YoY -4.52% (-181)	All Managers (Combined)	$791.1K	0.0% ($791.1K/$3.2B)	QoQ +8.96% (+$65.1K) YoY +14.29% (-$98.9K)
BlackRock Science & Technology Trust(BSTcusip09258G104)	24.0K	QoQ -0.82% (-200) YoY +27.40% (+5.2K)	All Managers (Combined)	$790.5K	0.0% ($790.5K/$3.2B)	QoQ -10.51% (-$92.9K) YoY +13.84% (+$96.1K)
KLA CORP(KLACcusip482480100)	1.2K	QoQ -14.70% (-200) YoY +18.85% (+184)	All Managers (Combined)	$788.6K	0.0% ($788.6K/$3.2B)	QoQ -7.96% (-$68.2K) YoY +15.71% (+$107.1K)
MORGAN STANLEY(MScusip617446448)	6.7K	QoQ +1.24% (-83) YoY -16.84% (-1.4K)	All Managers (Combined)	$787.0K	0.0% ($787.0K/$3.2B)	QoQ -6.02% (-$50.5K) YoY +3.04% (-$23.2K)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	27.7K	QoQ 0.00% (+0) YoY -16.02% (-5.3K)	All Managers (Combined)	$786.6K	0.0% ($786.6K/$3.2B)	QoQ +19.57% (+$128.7K) YoY +17.29% (-$116.0K)
EXELON CORP(EXCcusip30161N101)	17.0K	QoQ -4.42% (-788) YoY +28.52% (+3.8K)	All Managers (Combined)	$784.5K	0.0% ($784.5K/$3.2B)	QoQ +17.00% (-$114.0K) YoY +57.63% (+$286.9K)
(cusip97717X578)✕	25.3K	QoQ -11.82% (-3.4K) YoY -17.84% (-5.5K)	All Managers (Combined)	$783.0K	0.0% ($783.0K/$3.2B)	QoQ -10.40% (-$90.9K) YoY -13.63% (-$123.6K)
(VNQcusip922908553)	8.6K	QoQ -20.57% (-2.2K) YoY -30.62% (-3.8K)	All Managers (Combined)	$782.3K	0.0% ($782.3K/$3.2B)	QoQ -19.27% (-$186.8K) YoY -27.37% (-$294.9K)
CVS HEALTH Corp(CVScusip126650100)	11.5K	QoQ -9.40% (-1.2K) YoY -69.60% (-26.4K)	All Managers (Combined)	$782.2K	0.0% ($782.2K/$3.2B)	QoQ +36.71% (-$210.0K) YoY -74.18% (-$2.2M)
(IWBcusip464287622)	2.5K	QoQ -3.19% (-84) YoY -45.08% (-2.1K)	All Managers (Combined)	$781.8K	0.0% ($781.8K/$3.2B)	QoQ -7.83% (-$66.4K) YoY -41.53% (-$555.3K)