Iht-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ESGR",
  "NVR",
  "GLOB",
  null,
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  null,
  "MGEE",
  "NTR",
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  "MCHI",
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  "DNB",
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  null,
  null,
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  null,
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  "A",
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  null,
  "VONG",
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  null,
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  null,
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  null,
  "AIG",
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  "T",
  null,
  "GLTR",
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  null,
  "AWP",
  null,
  null,
  null,
  "CAT",
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  "AVEM",
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  null,
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  null,
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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 28 of 55

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78468R739

Shares:16.3K

Value:$775.3K

% of Portfolio:0.0% ($775.3K/$3.2B)

Roblox Corp

RBLX|771049103

Shares:13.2K

Value:$771.8K

% of Portfolio:0.0% ($771.8K/$3.2B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$771.0K

% of Portfolio:0.0% ($771.0K/$3.2B)

337345102

Shares:4.4K

Value:$769.1K

% of Portfolio:0.0% ($769.1K/$3.2B)

336920103

Shares:6.8K

Value:$763.5K

% of Portfolio:0.0% ($763.5K/$3.2B)

46435U853

Shares:20.7K

Value:$760.7K

% of Portfolio:0.0% ($760.7K/$3.2B)

92204A108

Shares:2.3K

Value:$758.9K

% of Portfolio:0.0% ($758.9K/$3.2B)

78464A821

Shares:9.5K

Value:$758.3K

% of Portfolio:0.0% ($758.3K/$3.2B)

33740U885

Shares:18.4K

Value:$754.3K

% of Portfolio:0.0% ($754.3K/$3.2B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.5K

Value:$747.3K

% of Portfolio:0.0% ($747.3K/$3.2B)

92647N766

Shares:8.8K

Value:$742.2K

% of Portfolio:0.0% ($742.2K/$3.2B)

46138J775

Shares:9.0K

Value:$737.2K

% of Portfolio:0.0% ($737.2K/$3.2B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:10.5K

Value:$736.9K

% of Portfolio:0.0% ($736.9K/$3.2B)

ASML HOLDING NV

ASML|N07059210

Shares:1.1K

Value:$735.8K

% of Portfolio:0.0% ($735.8K/$3.2B)

46434V860

Shares:14.5K

Value:$732.6K

% of Portfolio:0.0% ($732.6K/$3.2B)

316188309

Shares:16.0K

Value:$732.5K

% of Portfolio:0.0% ($732.5K/$3.2B)

74347G440

Shares:40.0K

Value:$732.3K

% of Portfolio:0.0% ($732.3K/$3.2B)

46435G326

Shares:10.1K

Value:$725.2K

% of Portfolio:0.0% ($725.2K/$3.2B)

808524680

Shares:22.1K

Value:$723.5K

% of Portfolio:0.0% ($723.5K/$3.2B)

92204A876

Shares:4.2K

Value:$717.1K

% of Portfolio:0.0% ($717.1K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R739)✕	16.3K	QoQ +1.83% (+293) YoY -68.76% (-35.9K)	All Managers (Combined)	$775.3K	0.0% ($775.3K/$3.2B)	QoQ +2.27% (+$17.3K) YoY -68.65% (-$1.7M)
Roblox Corp(RBLXcusip771049103)	13.2K	QoQ +20.60% (+2.3K) YoY +5.69% (+713)	All Managers (Combined)	$771.8K	0.0% ($771.8K/$3.2B)	QoQ +21.50% (+$136.6K) YoY +61.36% (+$293.5K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY -50.00% (-1)	All Managers (Combined)	$771.0K	0.0% ($771.0K/$3.2B)	QoQ +13.22% (+$90.1K) YoY -39.23% (-$497.9K)
(cusip337345102)✕	4.4K	QoQ -2.72% (-124) YoY -18.36% (-997)	All Managers (Combined)	$769.1K	0.0% ($769.1K/$3.2B)	QoQ -10.32% (-$88.6K) YoY -25.69% (-$265.9K)
(cusip336920103)✕	6.8K	QoQ -1.47% (-102) YoY -3.09% (-218)	All Managers (Combined)	$763.5K	0.0% ($763.5K/$3.2B)	QoQ -7.86% (-$65.2K) YoY +2.35% (-$17.6K)
(cusip46435U853)✕	20.7K	QoQ +47.64% (+6.7K) YoY NEW(+20.7K)	All Managers (Combined)	$760.7K	0.0% ($760.7K/$3.2B)	QoQ +47.72% (+$245.8K) YoY NEW(+$760.7K)
(cusip92204A108)✕	2.3K	QoQ -0.63% (-15) YoY -19.81% (-576)	All Managers (Combined)	$758.9K	0.0% ($758.9K/$3.2B)	QoQ -13.82% (-$121.8K) YoY -17.83% (-$164.7K)
(cusip78464A821)✕	9.5K	QoQ -0.62% (-60) YoY -73.44% (-26.4K)	All Managers (Combined)	$758.3K	0.0% ($758.3K/$3.2B)	QoQ -9.12% (-$76.2K) YoY -75.82% (-$2.4M)
(cusip33740U885)✕	18.4K	QoQ -3.76% (-722) YoY NEW(+18.4K)	All Managers (Combined)	$754.3K	0.0% ($754.3K/$3.2B)	QoQ -4.69% (-$37.2K) YoY NEW(+$754.3K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.5K	QoQ -13.56% (-242) YoY -27.09% (-573)	All Managers (Combined)	$747.3K	0.0% ($747.3K/$3.2B)	QoQ +4.02% (-$28.9K) YoY -15.46% (-$136.7K)
(cusip92647N766)✕	8.8K	QoQ -10.23% (-1.0K) YoY -17.17% (-1.8K)	All Managers (Combined)	$742.2K	0.0% ($742.2K/$3.2B)	QoQ -10.76% (-$89.6K) YoY -14.06% (-$121.5K)
(cusip46138J775)✕	9.0K	QoQ -7.89% (-769) YoY +22.57% (+1.7K)	All Managers (Combined)	$737.2K	0.0% ($737.2K/$3.2B)	QoQ -6.90% (-$54.6K) YoY +28.26% (+$162.5K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	10.5K	QoQ -16.28% (-2.0K) YoY -32.57% (-5.1K)	All Managers (Combined)	$736.9K	0.0% ($736.9K/$3.2B)	QoQ -18.77% (-$170.3K) YoY -46.31% (-$635.6K)
ASML HOLDING NV(ASMLcusipN07059210)	1.1K	QoQ -2.71% (-31) YoY +8.71% (-89)	All Managers (Combined)	$735.8K	0.0% ($735.8K/$3.2B)	QoQ -6.95% (-$55.0K) YoY -25.71% (-$254.7K)
(cusip46434V860)✕	14.5K	QoQ -8.16% (-1.3K) YoY -48.57% (-13.7K)	All Managers (Combined)	$732.6K	0.0% ($732.6K/$3.2B)	QoQ -7.81% (-$62.1K) YoY -48.61% (-$693.0K)
(cusip316188309)✕	16.0K	QoQ +2.26% (+356) YoY NEW(+16.0K)	All Managers (Combined)	$732.5K	0.0% ($732.5K/$3.2B)	QoQ +4.04% (+$28.5K) YoY NEW(+$732.5K)
(cusip74347G440)✕	40.0K	QoQ -61.36% (-63.5K) YoY -58.85% (-57.2K)	All Managers (Combined)	$732.3K	0.0% ($732.3K/$3.2B)	QoQ -68.93% (-$1.6M) YoY -76.66% (-$2.4M)
(cusip46435G326)✕	10.1K	QoQ 0.00% (+0) YoY -15.73% (-1.9K)	All Managers (Combined)	$725.2K	0.0% ($725.2K/$3.2B)	QoQ +11.50% (+$74.8K) YoY -9.76% (-$78.4K)
(cusip808524680)✕	22.1K	QoQ +116.72% (+11.9K) YoY +156.31% (+13.5K)	All Managers (Combined)	$723.5K	0.0% ($723.5K/$3.2B)	QoQ +125.89% (+$403.2K) YoY +148.94% (+$432.9K)
(cusip92204A876)✕	4.2K	QoQ +1.99% (+82) YoY -18.18% (-933)	All Managers (Combined)	$717.1K	0.0% ($717.1K/$3.2B)	QoQ +6.64% (+$44.7K) YoY -1.96% (-$14.4K)