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,
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  "CSQ",
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  "DBEF",
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  "CCI",
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  null,
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  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,
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  "SII",
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  null,
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  null,
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  null,
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  "AG",
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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,
  "GERN",
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  null,
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  null,
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  null,
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  "ITW",
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  null,
  "INVZ",
  null,
  "ING",
  null,
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  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  "MUB",
  null,
  "META",
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  null,
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  null,
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  null,
  null,
  null,
  "LUNR",
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  null,
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  null,
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  "IVW",
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  "OOMA",
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  "SA",
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
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  "BBN",
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  null,
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  null,
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  "KNSL",
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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,
  "EEM",
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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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  "NOW",
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  "O",
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  null,
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  null,
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  "UL",
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  "SOUN",
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  null,
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  null,
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  null,
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  null,
  "VWO",
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  "IWV",
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  "VCIT",
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  null,
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  null,
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  null,
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  "LYG",
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  null,
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  "TOST",
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  "ULTA",
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  null,
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  "PR",
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  "MGC",
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  "EW",
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  "R",
  "RYAN",
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  "AON",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "STWD",
  null,
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  "USFD",
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  "AFL",
  "AXON",
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  "SONY",
  "EL",
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  "DOV",
  "WAB",
  "F",
  "WEC",
  "EQR",
  null,
  "DEO",
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  "FTNT",
  "IWP",
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  null,
  "WCN",
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  "CAH",
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  null,
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  "SGOL",
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  "ICAD",
  null,
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  "RACE",
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  "AMZN",
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  null,
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  "CLF",
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  "PLUG",
  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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  "BSV",
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  "VOO",
  null,
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  "WBD",
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  "WBA",
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  "WELL",
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  "WWD",
  null,
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  null,
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  "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,
  null,
  "ANET",
  "APO",
  "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 • $3,201,815.691K total value

1,085 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 34 of 55

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97717X594

Shares:11.8K

Value:$514.3K

69374H105

Shares:10.0K

Value:$513.0K

78468R648

Shares:11.0K

Value:$510.2K

GSK plc

GSK|37733W204

Shares:13.1K

Value:$509.3K

CBRE GLOBAL REAL ESTATE INCOME FUND

IGR|12504G100

Shares:98.4K

Value:$507.9K

78468R788

Shares:11.5K

Value:$507.5K

EQUINIX INC

EQIX|29444U700

Shares:622

Value:$507.0K

GENUINE PARTS CO

GPC|372460105

Shares:4.2K

Value:$506.2K

CyberArk Software Ltd.

CYBR|M2682V108

Shares:1.5K

Value:$506.0K

DOVER Corp

DOV|260003108

Shares:2.9K

Value:$505.0K

Trade Desk, Inc.

TTD|88339J105

Shares:9.1K

Value:$503.7K

CARDINAL HEALTH INC

CAH|14149Y108

Shares:3.7K

Value:$503.6K

Columbia Seligman Premium Technology Growth Fund, Inc.

STK|19842X109

Shares:17.8K

Value:$496.8K

Ollie's Bargain Outlet Holdings, Inc.

OLLI|681116109

Shares:4.3K

Value:$496.6K

92647N535

Shares:9.8K

Value:$496.3K

46138G615

Shares:14.7K

Value:$494.2K

SPROTT INC.

SII|852066208

Shares:11.0K

Value:$493.8K

37954Y715

Shares:17.3K

Value:$493.2K

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:1.6K

Value:$490.1K

Unum Group

UNM|91529Y106

Shares:6.0K

Value:$488.4K

Instrument	Shares		Other Manager	Value
(cusip97717X594)✕	11.8K	QoQ +19.93% (+2.0K) YoY -29.95% (-5.1K)	All Managers (Combined)	$514.3K	QoQ +19.74% (+$84.8K) YoY -33.82% (-$262.9K)
(cusip69374H105)✕	10.0K	QoQ -0.05% (-5) YoY -61.94% (-16.2K)	All Managers (Combined)	$513.0K	QoQ -3.76% (-$20.1K) YoY -58.97% (-$737.3K)
(cusip78468R648)✕	11.0K	QoQ -4.49% (-516) YoY -8.98% (-1.1K)	All Managers (Combined)	$510.2K	QoQ -12.64% (-$73.9K) YoY -12.00% (-$69.6K)
GSK plc(GSKcusip37733W204)	13.1K	QoQ +0.32% (+42) YoY -25.39% (-4.5K)	All Managers (Combined)	$509.3K	QoQ +14.91% (+$66.1K) YoY -32.58% (-$246.1K)
CBRE GLOBAL REAL ESTATE INCOME FUND(IGRcusip12504G100)	98.4K	QoQ +0.14% (+147) YoY -0.46% (-462)	All Managers (Combined)	$507.9K	QoQ +7.43% (+$35.2K) YoY -4.53% (-$24.1K)
(cusip78468R788)✕	11.5K	QoQ -21.77% (-3.2K) YoY +42.90% (+3.4K)	All Managers (Combined)	$507.5K	QoQ -19.92% (-$126.3K) YoY +55.37% (+$180.9K)
EQUINIX INC(EQIXcusip29444U700)	622	QoQ -0.16% (-1) YoY +5.60% (+33)	All Managers (Combined)	$507.0K	QoQ -13.72% (-$80.7K) YoY +4.27% (+$20.8K)
GENUINE PARTS CO(GPCcusip372460105)	4.2K	QoQ +13.40% (+502) YoY -5.53% (-249)	All Managers (Combined)	$506.2K	QoQ +15.73% (+$68.8K) YoY -27.35% (-$190.6K)
CyberArk Software Ltd.(CYBRcusipM2682V108)	1.5K	QoQ -57.93% (-2.1K) YoY -57.39% (-2.0K)	All Managers (Combined)	$506.0K	QoQ -57.32% (-$679.7K) YoY -45.79% (-$427.4K)
DOVER Corp(DOVcusip260003108)	2.9K	QoQ -4.03% (-121) YoY +11.13% (+288)	All Managers (Combined)	$505.0K	QoQ -10.13% (-$57.0K) YoY +10.16% (+$46.6K)
Trade Desk, Inc.(TTDcusip88339J105)	9.1K	QoQ +44.00% (-2.8K) YoY +77.30% (+4.0K)	All Managers (Combined)	$503.7K	QoQ -32.08% (-$237.9K) YoY +12.42% (+$55.7K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	3.7K	QoQ +3.10% (+110) YoY +8.32% (+281)	All Managers (Combined)	$503.6K	QoQ +20.10% (+$84.3K) YoY +33.37% (+$126.0K)
Columbia Seligman Premium Technology Growth Fund, Inc.(STKcusip19842X109)	17.8K	QoQ +21.30% (+3.1K) YoY +85.05% (+8.2K)	All Managers (Combined)	$496.8K	QoQ +6.23% (+$29.1K) YoY +62.46% (+$191.0K)
Ollie's Bargain Outlet Holdings, Inc.(OLLIcusip681116109)	4.3K	QoQ -58.02% (-5.9K) YoY -57.46% (-5.8K)	All Managers (Combined)	$496.6K	QoQ -55.48% (-$619.0K) YoY -37.79% (-$301.7K)
(cusip92647N535)✕	9.8K	QoQ -22.22% (-2.8K) YoY -17.76% (-2.1K)	All Managers (Combined)	$496.3K	QoQ -21.52% (-$136.2K) YoY -16.41% (-$97.5K)
(cusip46138G615)✕	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$494.2K	QoQ NEW(+$494.2K) YoY NEW(+$494.2K)
SPROTT INC.(SIIcusip852066208)	11.0K	QoQ +0.57% (+63) YoY -14.56% (-1.9K)	All Managers (Combined)	$493.8K	QoQ +7.01% (+$32.4K) YoY +3.72% (-$17.7K)
(cusip37954Y715)✕	17.3K	QoQ -14.61% (-3.0K) YoY -0.59% (-103)	All Managers (Combined)	$493.2K	QoQ -23.94% (-$155.3K) YoY -11.06% (-$61.3K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	1.6K	QoQ -3.32% (-56) YoY +9.84% (+146)	All Managers (Combined)	$490.1K	QoQ +5.59% (-$26.0K) YoY +40.20% (+$140.5K)
Unum Group(UNMcusip91529Y106)	6.0K	QoQ +0.99% (+59) YoY +6.48% (+365)	All Managers (Combined)	$488.4K	QoQ +12.66% (+$54.9K) YoY +61.65% (+$186.3K)