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,
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  "IBKR",
  null,
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  null,
  null,
  "SCLX",
  null,
  null,
  null,
  "GD",
  null,
  "TSLX",
  "AOD",
  null,
  "GILD",
  "GIS",
  "HON",
  "VXX",
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  null,
  "HPQ",
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  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",
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  "FRO",
  "FSCO",
  null,
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  null,
  "LAMR",
  null,
  "SIL",
  "GEVO",
  null,
  null,
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  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",
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  null,
  null,
  null,
  null,
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  null,
  null,
  "KNSL",
  "KGC",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
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  null,
  null,
  null,
  "LIN",
  "PCN",
  null,
  null,
  null,
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  null,
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  null,
  null,
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  "BSGM",
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  null,
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  null,
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  null,
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  null,
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  "EQIX",
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  null,
  null,
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  "GPC",
  null,
  null,
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  "HEI",
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  null,
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  null,
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  "OKE",
  null,
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  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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  "IJK",
  "HTGC",
  null,
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  null,
  null,
  null,
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  null,
  "IYR",
  "UNH",
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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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  "FNDX",
  null,
  null,
  "ROK",
  null,
  null,
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  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
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  "SLB",
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  "O",
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  null,
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  null,
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  "BP",
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
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  "CI",
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  "TJX",
  "TDG",
  null,
  null,
  "TFC",
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  "UL",
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  "VO",
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  "SOUN",
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  null,
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  null,
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  "SUN",
  null,
  null,
  null,
  null,
  null,
  "VWO",
  null,
  null,
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  null,
  null,
  "IWV",
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  null,
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  null,
  "VCIT",
  null,
  "PRMB",
  null,
  "EFR",
  "NGG",
  null,
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  null,
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  "RCEL",
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  "VIG",
  null,
  null,
  null,
  "LYG",
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  "TRGP",
  null,
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  "TOST",
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  null,
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  "ULTA",
  "IWO",
  "XLB",
  null,
  "IWN",
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  null,
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  "PR",
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  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
  null,
  "VYM",
  null,
  "DD",
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  "MGC",
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  "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",
  "TTC",
  "MSD",
  null,
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  "CAH",
  "AEP",
  null,
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  "SGOL",
  "ACT",
  "ES",
  "ICAD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "NIO",
  null,
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  null,
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  "CLF",
  null,
  "IVE",
  null,
  "PFG",
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  null,
  "LUV",
  null,
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  "PLUG",
  null,
  null,
  null,
  "HII",
  null,
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  "TPL",
  "ARMK",
  null,
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  null,
  "CEF",
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  "VPL",
  null,
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  "VGT",
  null,
  "USB",
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  "VFH",
  "VEA",
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  null,
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  "VYMI",
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  null,
  "VXUS",
  "VOOG",
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  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
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  "VXRT",
  "V",
  "VKTX",
  "VIRT",
  "VST",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WTFC",
  "WPM",
  "WMB",
  "WWD",
  null,
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  null,
  null,
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  null,
  null,
  "XERS",
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  "ZETA",
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  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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  "CVI",
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  null,
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  "ON",
  null,
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  "OKTA",
  "OTIS",
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  null,
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  "SYY",
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  null,
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  "DINO",
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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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  "KMB",
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  null,
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  null,
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  "KO",
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  "COIN",
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  "ED",
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  null,
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  "DIS",
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  "LLY",
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  "PLD",
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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 35 of 55

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46429B267

Shares:21.2K

Value:$488.4K

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:1.0K

Value:$485.6K

QUANTA SERVICES, INC.

PWR|74762E102

Shares:1.9K

Value:$484.4K

Otis Worldwide Corp

OTIS|68902V107

Shares:4.7K

Value:$484.1K

78464A367

Shares:21.4K

Value:$482.5K

Apollo Global Management, Inc.

APO|03769M106

Shares:3.5K

Value:$480.7K

NATIONAL GRID PLC

NGG|636274409

Shares:7.3K

Value:$480.0K

GARMIN LTD

GRMN|H2906T109

Shares:2.2K

Value:$478.1K

YUM BRANDS INC

YUM|988498101

Shares:3.0K

Value:$475.8K

TERADYNE, INC

TER|880770102

Shares:5.8K

Value:$475.7K

Globant S.A.

GLOB|L44385109

Shares:4.0K

Value:$472.5K

46429B598

Shares:9.1K

Value:$469.8K

464287234

EEM|464287234

Shares:10.7K

Value:$469.2K

46432F396

MTUM|46432F396

Shares:2.3K

Value:$468.3K

Woodward, Inc.

WWD|980745103

Shares:2.4K

Value:$465.9K

CONSOLIDATED EDISON INC

ED|209115104

Shares:4.2K

Value:$464.8K

37954Y384

Shares:14.4K

Value:$464.5K

464288224

Shares:40.6K

Value:$463.3K

abrdn Palladium ETF Trust

PALL|003262102

Shares:5.1K

Value:$463.0K

Nutrien Ltd.

NTR|67077M108

Shares:9.3K

Value:$461.7K

Instrument	Shares		Other Manager	Value
(cusip46429B267)✕	21.2K	QoQ -25.73% (-7.4K) YoY -2.66% (-581)	All Managers (Combined)	$488.4K	QoQ -25.72% (-$169.1K) YoY -1.74% (-$8.7K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	1.0K	QoQ -11.66% (-132) YoY +23.76% (+192)	All Managers (Combined)	$485.6K	QoQ -7.81% (-$41.2K) YoY +14.53% (+$61.6K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	1.9K	QoQ +9.16% (-160) YoY -4.07% (-81)	All Managers (Combined)	$484.4K	QoQ -12.17% (-$67.1K) YoY -6.11% (-$31.6K)
Otis Worldwide Corp(OTIScusip68902V107)	4.7K	QoQ -1.57% (-75) YoY +15.06% (+614)	All Managers (Combined)	$484.1K	QoQ +9.68% (-$42.8K) YoY +19.61% (+$79.4K)
(cusip78464A367)✕	21.4K	QoQ -0.55% (-119) YoY +44.29% (+6.6K)	All Managers (Combined)	$482.5K	QoQ +0.97% (-$4.6K) YoY +40.13% (+$138.2K)
Apollo Global Management, Inc.(APOcusip03769M106)	3.5K	QoQ -14.92% (-616) YoY +11.07% (+350)	All Managers (Combined)	$480.7K	QoQ -29.45% (-$200.7K) YoY +35.26% (+$125.3K)
NATIONAL GRID PLC(NGGcusip636274409)	7.3K	QoQ +3.78% (+267) YoY -5.70% (-443)	All Managers (Combined)	$480.0K	QoQ +14.59% (+$61.2K) YoY -9.31% (-$49.3K)
GARMIN LTD(GRMNcusipH2906T109)	2.2K	QoQ +0.09% (+2) YoY -3.67% (-84)	All Managers (Combined)	$478.1K	QoQ +5.33% (+$24.2K) YoY +40.49% (-$137.8K)
YUM BRANDS INC(YUMcusip988498101)	3.0K	QoQ -7.09% (-231) YoY -8.30% (-274)	All Managers (Combined)	$475.8K	QoQ +8.97% (-$39.2K) YoY +4.06% (-$18.6K)
TERADYNE, INC(TERcusip880770102)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$475.7K	QoQ NEW(+$475.7K) YoY NEW(+$475.7K)
Globant S.A.(GLOBcusipL44385109)	4.0K	QoQ +6.58% (-248) YoY +14.29% (-502)	All Managers (Combined)	$472.5K	QoQ -41.48% (-$335.0K) YoY -33.36% (-$236.6K)
(cusip46429B598)✕	9.1K	QoQ +4.32% (+378) YoY +50.60% (+3.1K)	All Managers (Combined)	$469.8K	QoQ +2.02% (+$9.3K) YoY +50.29% (+$157.2K)
(EEMcusip464287234)	10.7K	QoQ -51.24% (-11.3K) YoY -37.43% (-6.4K)	All Managers (Combined)	$469.2K	QoQ -49.05% (-$451.7K) YoY -33.44% (-$235.8K)
(MTUMcusip46432F396)	2.3K	QoQ -4.49% (-109) YoY -10.95% (-285)	All Managers (Combined)	$468.3K	QoQ -6.72% (-$33.8K) YoY -3.95% (-$19.3K)
Woodward, Inc.(WWDcusip980745103)	2.4K	QoQ 0.00% (+0) YoY -7.01% (-179)	All Managers (Combined)	$465.9K	QoQ +18.06% (+$71.3K) YoY +18.54% (-$72.9K)
CONSOLIDATED EDISON INC(EDcusip209115104)	4.2K	QoQ -45.83% (-3.6K) YoY -47.93% (-3.9K)	All Managers (Combined)	$464.8K	QoQ -32.86% (-$227.6K) YoY -36.59% (-$268.3K)
(cusip37954Y384)✕	14.4K	QoQ -15.38% (-2.6K) YoY -73.91% (-40.7K)	All Managers (Combined)	$464.5K	QoQ -14.72% (-$80.2K) YoY -71.64% (-$1.2M)
(cusip464288224)✕	40.6K	QoQ +70.49% (+16.8K) YoY +14.74% (-5.2K)	All Managers (Combined)	$463.3K	QoQ +71.10% (+$192.5K) YoY -6.26% (-$31.0K)
abrdn Palladium ETF Trust(PALLcusip003262102)	5.1K	QoQ +106.83% (+2.6K) YoY NEW(+5.1K)	All Managers (Combined)	$463.0K	QoQ +124.24% (+$256.5K) YoY NEW(+$463.0K)
Nutrien Ltd.(NTRcusip67077M108)	9.3K	QoQ -20.63% (-2.4K) YoY NEW(+9.3K)	All Managers (Combined)	$461.7K	QoQ -11.65% (-$60.9K) YoY NEW(+$461.7K)