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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WILLIAMS COMPANIES, INC.
Shares:9.7K
Value:$580.9K
% of Portfolio:0.0% ($580.9K/$3.2B)
33739N108
Shares:11.5K
Value:$579.0K
% of Portfolio:0.0% ($579.0K/$3.2B)
SCHWAB CHARLES CORP
Shares:7.4K
Value:$575.8K
% of Portfolio:0.0% ($575.8K/$3.2B)
CAE INC
Shares:23.4K
Value:$575.0K
% of Portfolio:0.0% ($575.0K/$3.2B)
XCEL ENERGY INC
Shares:8.1K
Value:$574.7K
% of Portfolio:0.0% ($574.7K/$3.2B)
LAS VEGAS SANDS CORP
Shares:14.8K
Value:$573.3K
% of Portfolio:0.0% ($573.3K/$3.2B)
Chewy, Inc.
Shares:17.6K
Value:$570.9K
% of Portfolio:0.0% ($570.9K/$3.2B)
Toast, Inc.
Shares:17.2K
Value:$570.9K
% of Portfolio:0.0% ($570.9K/$3.2B)
WINTRUST FINANCIAL CORP
Shares:5.1K
Value:$568.3K
% of Portfolio:0.0% ($568.3K/$3.2B)
82889N699
Shares:19.2K
Value:$567.5K
% of Portfolio:0.0% ($567.5K/$3.2B)
46641Q654
Shares:11.1K
Value:$565.9K
% of Portfolio:0.0% ($565.9K/$3.2B)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:3.2K
Value:$563.8K
% of Portfolio:0.0% ($563.8K/$3.2B)
33739H101
Shares:22.1K
Value:$562.9K
% of Portfolio:0.0% ($562.9K/$3.2B)
MARSH & MCLENNAN COMPANIES, INC.
Shares:2.3K
Value:$562.6K
% of Portfolio:0.0% ($562.6K/$3.2B)
808524839
Shares:24.3K
Value:$561.7K
% of Portfolio:0.0% ($561.7K/$3.2B)
COHERENT CORP.
Shares:8.6K
Value:$561.1K
% of Portfolio:0.0% ($561.1K/$3.2B)
Walgreens Boots Alliance, Inc.
Shares:50.1K
Value:$559.7K
% of Portfolio:0.0% ($559.7K/$3.2B)
808524706
Shares:20.2K
Value:$556.9K
% of Portfolio:0.0% ($556.9K/$3.2B)
PayPal Holdings, Inc.
Shares:8.4K
Value:$547.2K
% of Portfolio:0.0% ($547.2K/$3.2B)
BADGER METER INC
Shares:2.9K
Value:$546.0K
% of Portfolio:0.0% ($546.0K/$3.2B)