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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97717X594
Shares:11.8K
Value:$514.3K
% of Portfolio:0.0% ($514.3K/$3.2B)
69374H105
Shares:10.0K
Value:$513.0K
% of Portfolio:0.0% ($513.0K/$3.2B)
78468R648
Shares:11.0K
Value:$510.2K
% of Portfolio:0.0% ($510.2K/$3.2B)
GSK plc
Shares:13.1K
Value:$509.3K
% of Portfolio:0.0% ($509.3K/$3.2B)
CBRE GLOBAL REAL ESTATE INCOME FUND
Shares:98.4K
Value:$507.9K
% of Portfolio:0.0% ($507.9K/$3.2B)
78468R788
Shares:11.5K
Value:$507.5K
% of Portfolio:0.0% ($507.5K/$3.2B)
EQUINIX INC
Shares:622
Value:$507.0K
% of Portfolio:0.0% ($507.0K/$3.2B)
GENUINE PARTS CO
Shares:4.2K
Value:$506.2K
% of Portfolio:0.0% ($506.2K/$3.2B)
CyberArk Software Ltd.
Shares:1.5K
Value:$506.0K
% of Portfolio:0.0% ($506.0K/$3.2B)
DOVER Corp
Shares:2.9K
Value:$505.0K
% of Portfolio:0.0% ($505.0K/$3.2B)
Trade Desk, Inc.
Shares:9.1K
Value:$503.7K
% of Portfolio:0.0% ($503.7K/$3.2B)
CARDINAL HEALTH INC
Shares:3.7K
Value:$503.6K
% of Portfolio:0.0% ($503.6K/$3.2B)
Columbia Seligman Premium Technology Growth Fund, Inc.
Shares:17.8K
Value:$496.8K
% of Portfolio:0.0% ($496.8K/$3.2B)
Ollie's Bargain Outlet Holdings, Inc.
Shares:4.3K
Value:$496.6K
% of Portfolio:0.0% ($496.6K/$3.2B)
92647N535
Shares:9.8K
Value:$496.3K
% of Portfolio:0.0% ($496.3K/$3.2B)
46138G615
Shares:14.7K
Value:$494.2K
% of Portfolio:0.0% ($494.2K/$3.2B)
SPROTT INC.
Shares:11.0K
Value:$493.8K
% of Portfolio:0.0% ($493.8K/$3.2B)
37954Y715
Shares:17.3K
Value:$493.2K
% of Portfolio:0.0% ($493.2K/$3.2B)
Verisk Analytics, Inc.
Shares:1.6K
Value:$490.1K
% of Portfolio:0.0% ($490.1K/$3.2B)
Unum Group
Shares:6.0K
Value:$488.4K
% of Portfolio:0.0% ($488.4K/$3.2B)