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:
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Page 30 of 55
46138G706
Shares:22.0K
Value:$669.1K
% of Portfolio:0.0% ($669.1K/$3.2B)
922042775
Shares:10.9K
Value:$662.8K
% of Portfolio:0.0% ($662.8K/$3.2B)
Shell plc
Shares:9.0K
Value:$662.7K
% of Portfolio:0.0% ($662.7K/$3.2B)
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:3.2K
Value:$661.5K
% of Portfolio:0.0% ($661.5K/$3.2B)
37954Y434
Shares:83.0K
Value:$659.9K
% of Portfolio:0.0% ($659.9K/$3.2B)
CARRIER GLOBAL Corp
Shares:10.4K
Value:$657.2K
% of Portfolio:0.0% ($657.2K/$3.2B)
464288307
Shares:9.2K
Value:$654.6K
% of Portfolio:0.0% ($654.6K/$3.2B)
33740U703
Shares:26.2K
Value:$653.3K
% of Portfolio:0.0% ($653.3K/$3.2B)
TRUIST FINANCIAL CORP
Shares:15.8K
Value:$651.0K
% of Portfolio:0.0% ($651.0K/$3.2B)
Skyward Specialty Insurance Group, Inc.
Shares:12.3K
Value:$650.6K
% of Portfolio:0.0% ($650.6K/$3.2B)
MERCADOLIBRE INC
Shares:333
Value:$649.6K
% of Portfolio:0.0% ($649.6K/$3.2B)
BHP Group Ltd
Shares:13.4K
Value:$648.5K
% of Portfolio:0.0% ($648.5K/$3.2B)
464287523
Shares:3.4K
Value:$648.3K
% of Portfolio:0.0% ($648.3K/$3.2B)
KROGER CO
Shares:9.5K
Value:$644.3K
% of Portfolio:0.0% ($644.3K/$3.2B)
92204A306
Shares:5.0K
Value:$644.2K
% of Portfolio:0.0% ($644.2K/$3.2B)
922042858
Shares:14.2K
Value:$641.9K
% of Portfolio:0.0% ($641.9K/$3.2B)
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:7.8K
Value:$641.0K
% of Portfolio:0.0% ($641.0K/$3.2B)
78433H303
Shares:13.3K
Value:$639.2K
% of Portfolio:0.0% ($639.2K/$3.2B)
922042742
Shares:5.5K
Value:$637.9K
% of Portfolio:0.0% ($637.9K/$3.2B)
00214Q302
Shares:30.5K
Value:$633.0K
% of Portfolio:0.0% ($633.0K/$3.2B)