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",
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  null,
  null,
  null,
  null,
  null,
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  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",
  "PAGP",
  "EBAY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SII",
  "EQNR",
  "EOG",
  null,
  null,
  null,
  null,
  "EXPE",
  null,
  null,
  null,
  null,
  null,
  "AG",
  null,
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  null,
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  "IBKR",
  null,
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  null,
  null,
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  null,
  null,
  null,
  "GD",
  null,
  "TSLX",
  "AOD",
  null,
  "GILD",
  "GIS",
  "HON",
  "VXX",
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  null,
  "HPQ",
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  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  null,
  "QBTS",
  "RPM",
  null,
  null,
  null,
  "FNV",
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  null,
  "FE",
  null,
  "GERN",
  "UNP",
  "QCOM",
  "GEO",
  "FRO",
  "FSCO",
  null,
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  null,
  "LAMR",
  null,
  "SIL",
  "GEVO",
  null,
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  "HAFN",
  null,
  "HFRO",
  null,
  null,
  null,
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  null,
  "HWM",
  "ITW",
  null,
  "AMAT",
  null,
  "INVZ",
  null,
  "ING",
  null,
  "EMR",
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LUNR",
  null,
  "OIA",
  "HEFA",
  null,
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  null,
  null,
  null,
  "IVW",
  null,
  null,
  "OOMA",
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  "IJH",
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  null,
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  null,
  "SA",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  null,
  "BBN",
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  null,
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  "CHI",
  null,
  "SVM",
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  "BOE",
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  null,
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  null,
  null,
  "KNSL",
  "KGC",
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  null,
  null,
  null,
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  "LHX",
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  null,
  null,
  null,
  "LIN",
  "PCN",
  null,
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  null,
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  null,
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  null,
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  "FIS",
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  "GPC",
  null,
  null,
  "GLNG",
  "NTRS",
  "NI",
  "HEI",
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  null,
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  "IWD",
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  "ORCL",
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  "OKE",
  null,
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  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
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  null,
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  null,
  null,
  null,
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  "BSM",
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  "IJK",
  "HTGC",
  null,
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  null,
  null,
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  "IYR",
  "UNH",
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  null,
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  null,
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  "INTC",
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  "PLTR",
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
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  "SHOP",
  "SLB",
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  "O",
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  null,
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  null,
  null,
  null,
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  "RITM",
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  "BP",
  null,
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  null,
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  null,
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  null,
  null,
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  "IBM",
  null,
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  "TMO",
  "TJX",
  "TDG",
  null,
  null,
  "TFC",
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  "UBER",
  "UL",
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  "VO",
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  "SLQT",
  "SOUN",
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  "RCL",
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  null,
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  null,
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  "SUN",
  null,
  null,
  null,
  null,
  null,
  "VWO",
  null,
  null,
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  null,
  null,
  "IWV",
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  null,
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  null,
  "VCIT",
  null,
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  null,
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  null,
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  null,
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  "RCEL",
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  "VIG",
  null,
  null,
  null,
  "LYG",
  null,
  "TTE",
  "TRGP",
  null,
  null,
  null,
  "TOST",
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  null,
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  "ULTA",
  "IWO",
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  null,
  "IWN",
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  null,
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  "PR",
  null,
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  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
  null,
  "VYM",
  null,
  "DD",
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  "MGC",
  null,
  "EW",
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  "R",
  "RYAN",
  "RGLD",
  "UGI",
  "ATO",
  "ADSK",
  "AON",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "STWD",
  null,
  null,
  "USFD",
  "ALB",
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "EL",
  "SDY",
  "FI",
  "DRI",
  "DOV",
  "WAB",
  "F",
  "WEC",
  "EQR",
  null,
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "WCN",
  "NCLH",
  "TTC",
  "MSD",
  null,
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  "CAH",
  "AEP",
  null,
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  "SGOL",
  "ACT",
  "ES",
  "ICAD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "NIO",
  null,
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  null,
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  "CLF",
  null,
  "IVE",
  null,
  "PFG",
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  null,
  "LUV",
  null,
  null,
  "PLUG",
  null,
  null,
  null,
  "HII",
  null,
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  "TPL",
  "ARMK",
  null,
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  null,
  "CEF",
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
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  null,
  null,
  "VGT",
  null,
  "USB",
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  null,
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  null,
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  "VBR",
  "VOT",
  "BSV",
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  "VB",
  "VOO",
  null,
  "VTV",
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  "V",
  "VKTX",
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  "VST",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WTFC",
  "WPM",
  "WMB",
  "WWD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  "XERS",
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  "ZETA",
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  null,
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  "GRMN",
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  null,
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  null,
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  null,
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  null,
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  "CVI",
  "TER",
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  null,
  null,
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  "ON",
  null,
  null,
  "OKTA",
  "OTIS",
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  "CRM",
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  null,
  null,
  null,
  "SYY",
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  null,
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  null,
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  null,
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  "DINO",
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  null,
  null,
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  null,
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  null,
  null,
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  "MELI",
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  null,
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  null,
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  null,
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  "GWW",
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  null,
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  null,
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  null,
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  null,
  null,
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  "KMB",
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  null,
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  "BDX",
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  null,
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  "CSCO",
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  "CLX",
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  "KO",
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  "COIN",
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  "FIX",
  "CMCSA",
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  "ED",
  "COST",
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  null,
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  "MDY",
  "DIS",
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  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "ANET",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 • $3,201,815.691K total value

1,085 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 31 of 55

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46435G425

ESGU|46435G425

Shares:5.2K

Value:$629.3K

921932505

VOOG|921932505

Shares:1.9K

Value:$628.2K

464288687

Shares:20.3K

Value:$624.9K

46138G631

Shares:21.5K

Value:$622.9K

46138E149

Shares:14.3K

Value:$616.9K

14020G101

Shares:18.0K

Value:$616.4K

25434V831

Shares:18.6K

Value:$616.0K

92189H730

Shares:18.7K

Value:$613.6K

CASEYS GENERAL STORES INC

CASY|147528103

Shares:1.4K

Value:$613.4K

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:73.3K

Value:$602.5K

Booking Holdings Inc.

BKNG|09857L108

Shares:127

Value:$601.4K

33734K109

Shares:5.9K

Value:$599.6K

METLIFE INC

MET|59156R108

Shares:7.4K

Value:$595.9K

337344105

Shares:4.9K

Value:$595.4K

W. P. Carey Inc.

WPC|92936U109

Shares:9.4K

Value:$591.7K

46137V142

Shares:9.2K

Value:$590.7K

EOG RESOURCES INC

EOG|26875P101

Shares:4.6K

Value:$590.1K

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:7.3K

Value:$588.4K

Sunoco LP

SUN|86765K109

Shares:10.1K

Value:$585.8K

53656F623

Shares:14.4K

Value:$585.0K

Instrument	Shares		Other Manager	Value
(ESGUcusip46435G425)	5.2K	QoQ +13.77% (+625) YoY +23.99% (+999)	All Managers (Combined)	$629.3K	QoQ +7.68% (+$44.9K) YoY +31.50% (+$150.7K)
(VOOGcusip921932505)	1.9K	QoQ +1.13% (-21) YoY +7.09% (+124)	All Managers (Combined)	$628.2K	QoQ -7.29% (-$49.4K) YoY +17.92% (+$95.5K)
(cusip464288687)✕	20.3K	QoQ +3.48% (+685) YoY -30.95% (-9.1K)	All Managers (Combined)	$624.9K	QoQ +1.14% (+$7.1K) YoY -34.17% (-$324.4K)
(cusip46138G631)✕	21.5K	QoQ +0.17% (-38) YoY -24.12% (-6.8K)	All Managers (Combined)	$622.9K	QoQ -5.88% (-$39.0K) YoY -23.86% (-$195.2K)
(cusip46138E149)✕	14.3K	QoQ -11.85% (-1.9K) YoY +15.06% (+1.9K)	All Managers (Combined)	$616.9K	QoQ -13.86% (-$99.3K) YoY +13.85% (+$75.1K)
(cusip14020G101)✕	18.0K	QoQ +79.98% (+8.0K) YoY NEW(+18.0K)	All Managers (Combined)	$616.4K	QoQ +65.85% (+$244.7K) YoY NEW(+$616.4K)
(cusip25434V831)✕	18.6K	QoQ +22.78% (+3.5K) YoY +16.84% (+2.7K)	All Managers (Combined)	$616.0K	QoQ +20.42% (+$104.5K) YoY +22.50% (+$113.2K)
(cusip92189H730)✕	18.7K	QoQ -6.66% (-1.3K) YoY +6.47% (+1.1K)	All Managers (Combined)	$613.6K	QoQ -11.21% (-$77.5K) YoY +2.35% (+$14.1K)
CASEYS GENERAL STORES INC(CASYcusip147528103)	1.4K	QoQ +6.00% (+80) YoY +21.18% (+247)	All Managers (Combined)	$613.4K	QoQ +16.16% (+$85.4K) YoY +65.20% (+$242.1K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	73.3K	QoQ NEW(+73.3K) YoY +733.00% (+64.5K)	All Managers (Combined)	$602.5K	QoQ NEW(+$602.5K) YoY +201.07% (+$402.4K)
Booking Holdings Inc.(BKNGcusip09857L108)	127	QoQ -1.55% (-2) YoY -13.01% (-19)	All Managers (Combined)	$601.4K	QoQ -6.16% (-$39.5K) YoY +13.54% (-$71.7K)
(cusip33734K109)✕	5.9K	QoQ +0.18% (-11) YoY -1.66% (-99)	All Managers (Combined)	$599.6K	QoQ -1.56% (-$9.5K) YoY +1.53% (-$9.1K)
METLIFE INC(METcusip59156R108)	7.4K	QoQ +7.59% (+524) YoY +4.62% (+328)	All Managers (Combined)	$595.9K	QoQ +5.50% (+$31.1K) YoY +13.34% (+$70.2K)
(cusip337344105)✕	4.9K	QoQ -2.84% (-144) YoY NEW(+4.9K)	All Managers (Combined)	$595.4K	QoQ -5.97% (-$37.8K) YoY NEW(+$595.4K)
W. P. Carey Inc.(WPCcusip92936U109)	9.4K	QoQ +22.75% (+1.7K) YoY +5.24% (+467)	All Managers (Combined)	$591.7K	QoQ +42.20% (+$175.6K) YoY +17.68% (+$88.9K)
(cusip46137V142)✕	9.2K	QoQ -5.19% (-502) YoY +18.12% (+1.4K)	All Managers (Combined)	$590.7K	QoQ -7.03% (-$44.7K) YoY +14.49% (+$74.8K)
EOG RESOURCES INC(EOGcusip26875P101)	4.6K	QoQ +8.38% (+356) YoY +22.98% (+860)	All Managers (Combined)	$590.1K	QoQ +13.39% (+$69.7K) YoY +23.37% (+$111.8K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	7.3K	QoQ +5.35% (+371) YoY -25.89% (-2.5K)	All Managers (Combined)	$588.4K	QoQ +8.73% (+$47.3K) YoY -34.22% (-$306.2K)
Sunoco LP(SUNcusip86765K109)	10.1K	QoQ +0.14% (+15) YoY +11.73% (+1.1K)	All Managers (Combined)	$585.8K	QoQ +13.03% (+$67.6K) YoY +7.60% (+$41.4K)
(cusip53656F623)✕	14.4K	QoQ +11.14% (+1.4K) YoY -2.11% (-311)	All Managers (Combined)	$585.0K	QoQ +18.64% (+$91.9K) YoY +22.20% (-$106.3K)