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",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  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,
  "GASS",
  null,
  "FCX",
  "SGMO",
  null,
  null,
  "CION",
  "BFC",
  "FITB",
  "IBKR",
  null,
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  null,
  null,
  "SCLX",
  null,
  null,
  null,
  "GD",
  null,
  "TSLX",
  "AOD",
  null,
  "GILD",
  "GIS",
  "HON",
  "VXX",
  "HD",
  null,
  "HPQ",
  "BRSP",
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  "QBTS",
  "RPM",
  null,
  null,
  null,
  "FNV",
  "ETW",
  null,
  "FE",
  null,
  "GERN",
  "UNP",
  "QCOM",
  "GEO",
  "FRO",
  "FSCO",
  null,
  null,
  null,
  "LAMR",
  null,
  "SIL",
  "GEVO",
  null,
  null,
  "ISRG",
  null,
  null,
  "HAFN",
  null,
  "HFRO",
  null,
  null,
  null,
  "EMXC",
  "GOF",
  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,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "OOMA",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SA",
  "REKR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  null,
  "BBN",
  "RNP",
  null,
  null,
  "CHI",
  null,
  "SVM",
  null,
  "BOE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "KGC",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  "ICF",
  "IWS",
  null,
  null,
  null,
  "LIN",
  "PCN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BSGM",
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  null,
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  null,
  "MPC",
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  null,
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  "PWR",
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  null,
  null,
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  null,
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  null,
  null,
  "BMI",
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  "ELF",
  "EQIX",
  "EQT",
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  "EVRG",
  "FICO",
  null,
  null,
  "FIS",
  null,
  "GE",
  "GPC",
  null,
  null,
  "GLNG",
  "NTRS",
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  "HEI",
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  null,
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  null,
  "SBI",
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  null,
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  "KKR",
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  "IWD",
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  "OKE",
  null,
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  "VGIT",
  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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  "PEP",
  null,
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  "IRM",
  null,
  null,
  null,
  null,
  "BSM",
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  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  "HTGC",
  null,
  "IVV",
  null,
  null,
  null,
  null,
  null,
  "IYR",
  "UNH",
  "AAPL",
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  "EFAV",
  null,
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  null,
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
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  "MRK",
  null,
  "VZ",
  null,
  null,
  null,
  "LPLA",
  null,
  "AMGN",
  null,
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  "MSTR",
  "PARA",
  null,
  "PPG",
  null,
  "REGN",
  "FNDX",
  null,
  null,
  "ROK",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
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  "SHOP",
  "SLB",
  "SPG",
  "SRE",
  "O",
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  null,
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  null,
  null,
  null,
  null,
  "RITM",
  null,
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  null,
  "BP",
  null,
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  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
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  "CI",
  "TKO",
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  "TGT",
  "TMO",
  "TJX",
  "TDG",
  null,
  null,
  "TFC",
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  "UBER",
  "UL",
  "UNM",
  "UPS",
  "BIV",
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  "VO",
  "NEM",
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  "MET",
  "LINK",
  "IPW",
  "SLQT",
  "SOUN",
  "VV",
  "RCL",
  "VOE",
  "ASTS",
  null,
  "SCHW",
  "MNST",
  "INTZ",
  "PCT",
  "UMBF",
  null,
  "EQX",
  "SUN",
  null,
  null,
  null,
  null,
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  "PRMB",
  null,
  "EFR",
  "NGG",
  null,
  "PALL",
  null,
  null,
  "RCEL",
  null,
  "VIG",
  null,
  null,
  null,
  "LYG",
  null,
  "TTE",
  "TRGP",
  null,
  null,
  null,
  "TOST",
  "TSCO",
  null,
  null,
  null,
  null,
  "ULTA",
  "IWO",
  "XLB",
  null,
  "IWN",
  "IEF",
  null,
  "TSM",
  "LRN",
  "GSK",
  null,
  "OHI",
  null,
  null,
  "PR",
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  "EW",
  "TT",
  "VRSK",
  "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,
  null,
  "CAH",
  "AEP",
  null,
  null,
  "SGOL",
  "ACT",
  "ES",
  "ICAD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  null,
  null,
  null,
  "CLF",
  null,
  "IVE",
  null,
  "PFG",
  "SIRI",
  null,
  "LUV",
  null,
  null,
  "PLUG",
  null,
  null,
  null,
  "HII",
  null,
  "REXR",
  "TPL",
  "ARMK",
  null,
  null,
  null,
  "CEF",
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  "VPL",
  null,
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  null,
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "VOOG",
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  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VRSN",
  "VXRT",
  "V",
  "VKTX",
  "VIRT",
  "VST",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WTFC",
  "WPM",
  "WMB",
  "WWD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "XERS",
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  "XEL",
  "YUM",
  "ZBRA",
  "ZETA",
  "IUSG",
  null,
  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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  "MTZ",
  null,
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  "NSC",
  "KEY",
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  null,
  "JCI",
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  null,
  "MKL",
  "MGM",
  "CVI",
  "TER",
  "SO",
  null,
  null,
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  "ON",
  null,
  null,
  "OKTA",
  "OTIS",
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  "CRM",
  "RBLX",
  null,
  null,
  null,
  "SYY",
  "DIA",
  null,
  "SKWD",
  null,
  "SPOT",
  null,
  null,
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  "DINO",
  "LII",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "HBI",
  null,
  null,
  "IUSV",
  null,
  null,
  "GEV",
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  "MELI",
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  null,
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  null,
  "SPYV",
  null,
  null,
  "GWW",
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  null,
  "PSA",
  null,
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  null,
  null,
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  null,
  null,
  null,
  "KMB",
  "LULU",
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  "BAC",
  null,
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  "BDX",
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  null,
  null,
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  null,
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  "CENX",
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  "CELH",
  "CHE",
  "CVX",
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  "LNG",
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  "CTAS",
  "CSCO",
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  "C",
  "CLX",
  "CME",
  "KO",
  "CCEP",
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  "COHR",
  "COIN",
  "CNS",
  "FIX",
  "CMCSA",
  "CL",
  "COP",
  "CMPO",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
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  "CRDO",
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  "CVS",
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  "CW",
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  "DHR",
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  "DVN",
  "FANG",
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  null,
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  null,
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  "MAR",
  "STT",
  "QQQ",
  null,
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  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "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 32 of 55

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WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:9.7K

Value:$580.9K

33739N108

Shares:11.5K

Value:$579.0K

SCHWAB CHARLES CORP

SCHW|808513105

Shares:7.4K

Value:$575.8K

CAE INC

CAE|124765108

Shares:23.4K

Value:$575.0K

XCEL ENERGY INC

XEL|98389B100

Shares:8.1K

Value:$574.7K

LAS VEGAS SANDS CORP

LVS|517834107

Shares:14.8K

Value:$573.3K

Chewy, Inc.

CHWY|16679L109

Shares:17.6K

Value:$570.9K

Toast, Inc.

TOST|888787108

Shares:17.2K

Value:$570.9K

WINTRUST FINANCIAL CORP

WTFC|97650W108

Shares:5.1K

Value:$568.3K

82889N699

Shares:19.2K

Value:$567.5K

46641Q654

Shares:11.1K

Value:$565.9K

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.2K

Value:$563.8K

33739H101

Shares:22.1K

Value:$562.9K

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:2.3K

Value:$562.6K

808524839

Shares:24.3K

Value:$561.7K

COHERENT CORP.

COHR|19247G107

Shares:8.6K

Value:$561.1K

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:50.1K

Value:$559.7K

808524706

Shares:20.2K

Value:$556.9K

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:8.4K

Value:$547.2K

BADGER METER INC

BMI|056525108

Shares:2.9K

Value:$546.0K

Instrument	Shares		Other Manager	Value
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	9.7K	QoQ -7.45% (-783) YoY -26.17% (-3.4K)	All Managers (Combined)	$580.9K	QoQ +2.18% (-$12.4K) YoY +13.20% (-$67.7K)
(cusip33739N108)✕	11.5K	QoQ +1.26% (+143) YoY -1.49% (-174)	All Managers (Combined)	$579.0K	QoQ +0.09% (+$556) YoY -3.29% (-$19.7K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	7.4K	QoQ -2.10% (-158) YoY -12.26% (-1.0K)	All Managers (Combined)	$575.8K	QoQ +3.54% (-$19.7K) YoY -5.05% (-$30.6K)
CAE INC(CAEcusip124765108)	23.4K	QoQ +1.67% (-385) YoY +6.83% (+1.5K)	All Managers (Combined)	$575.0K	QoQ -1.49% (-$8.7K) YoY +27.28% (+$123.3K)
XCEL ENERGY INC(XELcusip98389B100)	8.1K	QoQ -29.38% (-3.4K) YoY -43.14% (-6.2K)	All Managers (Combined)	$574.7K	QoQ -25.96% (-$201.5K) YoY -25.11% (-$192.8K)
LAS VEGAS SANDS CORP(LVScusip517834107)	14.8K	QoQ +2.86% (-413) YoY +62.98% (+5.7K)	All Managers (Combined)	$573.3K	QoQ -22.63% (-$167.7K) YoY +21.77% (+$102.5K)
Chewy, Inc.(CHWYcusip16679L109)	17.6K	QoQ 0.00% (-0) YoY NEW(+17.6K)	All Managers (Combined)	$570.9K	QoQ -2.92% (-$17.2K) YoY NEW(+$570.9K)
Toast, Inc.(TOSTcusip888787108)	17.2K	QoQ -20.47% (-4.4K) YoY -26.07% (-6.1K)	All Managers (Combined)	$570.9K	QoQ -27.43% (-$215.9K) YoY -1.33% (-$7.7K)
WINTRUST FINANCIAL CORP(WTFCcusip97650W108)	5.1K	QoQ +0.69% (-35) YoY +0.69% (+35)	All Managers (Combined)	$568.3K	QoQ -9.19% (-$57.5K) YoY +8.48% (+$44.4K)
(cusip82889N699)✕	19.2K	QoQ -0.47% (-91) YoY NEW(+19.2K)	All Managers (Combined)	$567.5K	QoQ +5.63% (-$30.3K) YoY NEW(+$567.5K)
(cusip46641Q654)✕	11.1K	QoQ +0.68% (+76) YoY NEW(+11.1K)	All Managers (Combined)	$565.9K	QoQ +0.96% (+$5.4K) YoY NEW(+$565.9K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.2K	QoQ +2.13% (-67) YoY -17.21% (-667)	All Managers (Combined)	$563.8K	QoQ -6.91% (-$41.9K) YoY -9.97% (-$62.4K)
(cusip33739H101)✕	22.1K	QoQ -0.23% (-51) YoY +17.96% (+3.4K)	All Managers (Combined)	$562.9K	QoQ +6.39% (-$33.8K) YoY +26.92% (+$119.4K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	2.3K	QoQ +2.03% (+46) YoY -11.40% (-297)	All Managers (Combined)	$562.6K	QoQ +17.21% (+$82.6K) YoY +4.92% (-$26.4K)
(cusip808524839)✕	24.3K	QoQ -10.14% (-2.7K) YoY +44.02% (-7.4K)	All Managers (Combined)	$561.7K	QoQ -8.31% (-$51.0K) YoY -27.48% (-$212.9K)
COHERENT CORP.(COHRcusip19247G107)	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$561.1K	QoQ NEW(+$561.1K) YoY NEW(+$561.1K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	50.1K	QoQ -4.15% (-2.2K) YoY -17.45% (-10.6K)	All Managers (Combined)	$559.7K	QoQ +14.74% (-$71.9K) YoY -57.49% (-$757.0K)
(cusip808524706)✕	20.2K	QoQ +39.54% (+5.7K) YoY +30.23% (+4.7K)	All Managers (Combined)	$556.9K	QoQ +44.46% (+$171.4K) YoY +42.20% (+$165.3K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	8.4K	QoQ +2.31% (-190) YoY +11.91% (+893)	All Managers (Combined)	$547.2K	QoQ -21.77% (-$152.3K) YoY +9.00% (+$45.2K)
BADGER METER INC(BMIcusip056525108)	2.9K	QoQ -50.09% (-2.9K) YoY -45.80% (-2.4K)	All Managers (Combined)	$546.0K	QoQ -55.24% (-$673.8K) YoY -36.28% (-$311.0K)