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:
Search and click to pin securities to the top
Page 3 of 55
78468R663
Shares:178.2K
Value:$16.3M
% of Portfolio:0.5% ($16.3M/$3.2B)
025072604
Shares:269.6K
Value:$16.2M
% of Portfolio:0.5% ($16.2M/$3.2B)
JPMORGAN CHASE & CO
Shares:63.8K
Value:$15.6M
% of Portfolio:0.5% ($15.6M/$3.2B)
81369Y605
Shares:311.8K
Value:$15.5M
% of Portfolio:0.5% ($15.5M/$3.2B)
SPDR GOLD TRUST
Shares:51.7K
Value:$14.9M
% of Portfolio:0.5% ($14.9M/$3.2B)
808524797
Shares:526.7K
Value:$14.7M
% of Portfolio:0.5% ($14.7M/$3.2B)
78464A839
Shares:189.1K
Value:$14.6M
% of Portfolio:0.5% ($14.6M/$3.2B)
78463X889
Shares:396.9K
Value:$14.5M
% of Portfolio:0.5% ($14.5M/$3.2B)
Walmart Inc.
Shares:163.1K
Value:$14.3M
% of Portfolio:0.4% ($14.3M/$3.2B)
Alphabet Inc.
Shares:88.0K
Value:$13.8M
% of Portfolio:0.4% ($13.8M/$3.2B)
33738R506
Shares:233.0K
Value:$13.6M
% of Portfolio:0.4% ($13.6M/$3.2B)
Alphabet Inc.
Shares:84.6K
Value:$13.1M
% of Portfolio:0.4% ($13.1M/$3.2B)
AbbVie Inc.
Shares:62.0K
Value:$13.0M
% of Portfolio:0.4% ($13.0M/$3.2B)
Broadcom Inc.
Shares:77.5K
Value:$13.0M
% of Portfolio:0.4% ($13.0M/$3.2B)
464288885
Shares:129.3K
Value:$12.9M
% of Portfolio:0.4% ($12.9M/$3.2B)
922908363
Shares:25.0K
Value:$12.9M
% of Portfolio:0.4% ($12.9M/$3.2B)
46138G649
Shares:64.2K
Value:$12.4M
% of Portfolio:0.4% ($12.4M/$3.2B)
78464A300
Shares:157.4K
Value:$12.3M
% of Portfolio:0.4% ($12.3M/$3.2B)
464287614
Shares:34.0K
Value:$12.3M
% of Portfolio:0.4% ($12.3M/$3.2B)
69344A107
Shares:246.0K
Value:$12.2M
% of Portfolio:0.4% ($12.2M/$3.2B)