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,
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  null,
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  null,
  null,
  "CION",
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  "IBKR",
  null,
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  null,
  null,
  "SCLX",
  null,
  null,
  null,
  "GD",
  null,
  "TSLX",
  "AOD",
  null,
  "GILD",
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  "HON",
  "VXX",
  "HD",
  null,
  "HPQ",
  "BRSP",
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  null,
  "QBTS",
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  null,
  null,
  null,
  "FNV",
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  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",
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  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,
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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,
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  "ELF",
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  "FICO",
  null,
  null,
  "FIS",
  null,
  "GE",
  "GPC",
  null,
  null,
  "GLNG",
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  null,
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  null,
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  null,
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  "KKR",
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  "NOC",
  "OKE",
  null,
  "PAYX",
  "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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  null,
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  null,
  null,
  null,
  null,
  "BSM",
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  "GSBD",
  "IJK",
  "HTGC",
  null,
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  null,
  null,
  null,
  null,
  null,
  "IYR",
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  null,
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  null,
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  "GS",
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  "INTC",
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  null,
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  null,
  null,
  null,
  "LPLA",
  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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  "O",
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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,
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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,
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  null,
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  "SUN",
  null,
  null,
  null,
  null,
  null,
  "VWO",
  null,
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  null,
  null,
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  null,
  "IWV",
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  "VCIT",
  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,
  "LYG",
  null,
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  null,
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  "TOST",
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  null,
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  "ULTA",
  "IWO",
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  null,
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  null,
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  null,
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  "PR",
  null,
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  "ETR",
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  "VTR",
  null,
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  null,
  "DD",
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  "MGC",
  null,
  "EW",
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  "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",
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  null,
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  "CAH",
  "AEP",
  null,
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  "SGOL",
  "ACT",
  "ES",
  "ICAD",
  null,
  null,
  null,
  null,
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  "RACE",
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  "AMZN",
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  null,
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  null,
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  null,
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  "CLF",
  null,
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  null,
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  null,
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  null,
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  "PLUG",
  null,
  null,
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  "HII",
  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,
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  null,
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  null,
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  null,
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  "WBD",
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  "WELL",
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  null,
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  null,
  null,
  null,
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  null,
  null,
  "XERS",
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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,
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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,
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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,
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  "DIS",
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  "LLY",
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  "PM",
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  null,
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  null,
  null,
  "ANET",
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  "MO",
  "XLK",
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  "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 • $3.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 33 of 55

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BERKLEY W R CORP

WRB|084423102

Shares:7.7K

Value:$545.8K

% of Portfolio:0.0% ($545.8K/$3.2B)

Baidu, Inc.

BIDU|056752108

Shares:5.9K

Value:$545.8K

% of Portfolio:0.0% ($545.8K/$3.2B)

85207Q104

Shares:54.7K

Value:$543.4K

% of Portfolio:0.0% ($543.4K/$3.2B)

464287127

Shares:7.0K

Value:$542.6K

% of Portfolio:0.0% ($542.6K/$3.2B)

464287184

Shares:15.1K

Value:$542.6K

% of Portfolio:0.0% ($542.6K/$3.2B)

97717X701

Shares:11.4K

Value:$542.2K

% of Portfolio:0.0% ($542.2K/$3.2B)

464288158

Shares:5.1K

Value:$539.9K

% of Portfolio:0.0% ($539.9K/$3.2B)

Autodesk, Inc.

ADSK|052769106

Shares:2.1K

Value:$539.6K

% of Portfolio:0.0% ($539.6K/$3.2B)

CORNING INC /NY

GLW|219350105

Shares:11.8K

Value:$539.0K

% of Portfolio:0.0% ($539.0K/$3.2B)

78468R721

Shares:12.0K

Value:$538.9K

% of Portfolio:0.0% ($538.9K/$3.2B)

33735B108

Shares:4.9K

Value:$537.3K

% of Portfolio:0.0% ($537.3K/$3.2B)

464288513

Shares:6.8K

Value:$536.8K

% of Portfolio:0.0% ($536.8K/$3.2B)

92189H805

Shares:13.6K

Value:$536.1K

% of Portfolio:0.0% ($536.1K/$3.2B)

33734X192

Shares:5.2K

Value:$533.1K

% of Portfolio:0.0% ($533.1K/$3.2B)

General Motors Co

GM|37045V100

Shares:11.3K

Value:$532.2K

% of Portfolio:0.0% ($532.2K/$3.2B)

301505707

Shares:10.3K

Value:$528.2K

% of Portfolio:0.0% ($528.2K/$3.2B)

FISERV INC

FI|337738108

Shares:2.4K

Value:$526.2K

% of Portfolio:0.0% ($526.2K/$3.2B)

Motorola Solutions, Inc.

MSI|620076307

Shares:1.2K

Value:$523.6K

% of Portfolio:0.0% ($523.6K/$3.2B)

NEWMONT Corp /DE/

NEM|651639106

Shares:10.8K

Value:$522.5K

% of Portfolio:0.0% ($522.5K/$3.2B)

46138E800

Shares:11.8K

Value:$520.9K

% of Portfolio:0.0% ($520.9K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKLEY W R CORP(WRBcusip084423102)	7.7K	QoQ +56.80% (+2.8K) YoY +96.74% (+3.8K)	All Managers (Combined)	$545.8K	0.0% ($545.8K/$3.2B)	QoQ +90.65% (+$259.5K) YoY +58.29% (+$201.0K)
Baidu, Inc.(BIDUcusip056752108)	5.9K	QoQ +89.79% (+2.8K) YoY +34.94% (+1.5K)	All Managers (Combined)	$545.8K	0.0% ($545.8K/$3.2B)	QoQ +107.17% (+$282.4K) YoY +17.96% (+$83.1K)
(cusip85207Q104)✕	54.7K	QoQ +130.50% (+30.9K) YoY -48.34% (-51.2K)	All Managers (Combined)	$543.4K	0.0% ($543.4K/$3.2B)	QoQ +157.73% (+$332.5K) YoY -46.79% (-$477.9K)
(cusip464287127)✕	7.0K	QoQ -2.39% (-172) YoY -8.15% (-624)	All Managers (Combined)	$542.6K	0.0% ($542.6K/$3.2B)	QoQ -7.08% (-$41.4K) YoY -2.08% (-$11.6K)
(cusip464287184)✕	15.1K	QoQ -7.71% (-1.3K) YoY +16.60% (+2.2K)	All Managers (Combined)	$542.6K	0.0% ($542.6K/$3.2B)	QoQ +8.65% (-$43.2K) YoY +73.62% (+$230.1K)
(cusip97717X701)✕	11.4K	QoQ -8.36% (-1.0K) YoY -16.10% (-2.2K)	All Managers (Combined)	$542.2K	0.0% ($542.2K/$3.2B)	QoQ -0.48% (-$2.6K) YoY -17.52% (-$115.2K)
(cusip464288158)✕	5.1K	QoQ +6.94% (+332) YoY NEW(+5.1K)	All Managers (Combined)	$539.9K	0.0% ($539.9K/$3.2B)	QoQ +7.05% (+$35.6K) YoY NEW(+$539.9K)
Autodesk, Inc.(ADSKcusip052769106)	2.1K	QoQ +3.98% (-79) YoY -4.13% (-89)	All Managers (Combined)	$539.6K	0.0% ($539.6K/$3.2B)	QoQ -7.89% (-$46.2K) YoY -3.62% (-$20.3K)
CORNING INC /NY(GLWcusip219350105)	11.8K	QoQ +7.14% (+785) YoY +54.21% (+4.1K)	All Managers (Combined)	$539.0K	0.0% ($539.0K/$3.2B)	QoQ +3.21% (+$16.8K) YoY +114.18% (+$287.3K)
(cusip78468R721)✕	12.0K	QoQ -4.71% (-592) YoY -54.02% (-14.1K)	All Managers (Combined)	$538.9K	0.0% ($538.9K/$3.2B)	QoQ -5.86% (-$33.6K) YoY -55.42% (-$670.0K)
(cusip33735B108)✕	4.9K	QoQ -15.30% (-891) YoY -83.87% (-25.6K)	All Managers (Combined)	$537.3K	0.0% ($537.3K/$3.2B)	QoQ -20.24% (-$136.4K) YoY -84.49% (-$2.9M)
(cusip464288513)✕	6.8K	QoQ -35.51% (-3.7K) YoY -19.46% (-1.6K)	All Managers (Combined)	$536.8K	0.0% ($536.8K/$3.2B)	QoQ -35.31% (-$293.1K) YoY -18.26% (-$119.9K)
(cusip92189H805)✕	13.6K	QoQ NEW(+13.6K) YoY +201.19% (+9.1K)	All Managers (Combined)	$536.1K	0.0% ($536.1K/$3.2B)	QoQ NEW(+$536.1K) YoY +131.80% (+$304.8K)
(cusip33734X192)✕	5.2K	QoQ -10.59% (-618) YoY +1.39% (+72)	All Managers (Combined)	$533.1K	0.0% ($533.1K/$3.2B)	QoQ -23.27% (-$161.7K) YoY +8.43% (+$41.4K)
General Motors Co(GMcusip37045V100)	11.3K	QoQ +28.35% (+2.5K) YoY +2.20% (+244)	All Managers (Combined)	$532.2K	0.0% ($532.2K/$3.2B)	QoQ +13.31% (+$62.5K) YoY +5.98% (+$30.1K)
(cusip301505707)✕	10.3K	QoQ +1.06% (-108) YoY -18.95% (-2.4K)	All Managers (Combined)	$528.2K	0.0% ($528.2K/$3.2B)	QoQ -7.48% (-$42.7K) YoY -28.82% (-$213.9K)
FISERV INC(FIcusip337738108)	2.4K	QoQ +0.88% (+21) YoY +6.00% (+135)	All Managers (Combined)	$526.2K	0.0% ($526.2K/$3.2B)	QoQ +8.41% (+$40.9K) YoY +46.41% (+$166.8K)
Motorola Solutions, Inc.(MSIcusip620076307)	1.2K	QoQ +2.04% (-24) YoY +7.16% (+80)	All Managers (Combined)	$523.6K	0.0% ($523.6K/$3.2B)	QoQ -3.35% (-$18.2K) YoY +32.17% (+$127.5K)
NEWMONT Corp /DE/(NEMcusip651639106)	10.8K	QoQ -67.06% (-22.0K) YoY -80.81% (-45.6K)	All Managers (Combined)	$522.5K	0.0% ($522.5K/$3.2B)	QoQ -57.27% (-$700.5K) YoY -74.15% (-$1.5M)
(cusip46138E800)✕	11.8K	QoQ -31.64% (-5.4K) YoY -79.61% (-45.9K)	All Managers (Combined)	$520.9K	0.0% ($520.9K/$3.2B)	QoQ -23.08% (-$156.3K) YoY -71.81% (-$1.3M)