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",
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  "MCHI",
  "OLLI",
  "DNB",
  "HUM",
  null,
  null,
  "PBA",
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  "MU",
  null,
  "KRG",
  null,
  "FNDF",
  "MPLX",
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  null,
  null,
  "OTTR",
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  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "MAIN",
  null,
  null,
  null,
  "VONG",
  "ALL",
  "FRPT",
  null,
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  null,
  "PXF",
  "VDE",
  null,
  null,
  "AXP",
  null,
  "GDXJ",
  "ATMU",
  null,
  null,
  null,
  "AIG",
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  "BGY",
  "T",
  null,
  "GLTR",
  null,
  null,
  "AWP",
  null,
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  "AVEM",
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  "BDJ",
  "ARCC",
  null,
  null,
  "BIDU",
  "WRB",
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  null,
  "BSX",
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  null,
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  "DBEF",
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  "CCI",
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  null,
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  null,
  null,
  "USA",
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  null,
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  "D",
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  "OPRA",
  "ETY",
  null,
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  "ROKU",
  null,
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  null,
  null,
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  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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  null,
  null,
  null,
  "ICE",
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  null,
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  null,
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  null,
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  "LUNR",
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  null,
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  "SA",
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  null,
  null,
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  "STEM",
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  null,
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  null,
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  null,
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  "EEM",
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  null,
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  null,
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  "USFD",
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  "RACE",
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  "XERS",
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  null,
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  null,
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]

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 37 of 55

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Expedia Group, Inc.

EXPE|30212P303

Shares:2.6K

Value:$431.9K

% of Portfolio:0.0% ($431.9K/$3.2B)

US BANCORP \DE\

USB|902973304

Shares:10.2K

Value:$431.1K

% of Portfolio:0.0% ($431.1K/$3.2B)

46435G474

Shares:16.1K

Value:$430.8K

% of Portfolio:0.0% ($430.8K/$3.2B)

25434V799

Shares:15.4K

Value:$428.2K

% of Portfolio:0.0% ($428.2K/$3.2B)

92189F411

Shares:25.5K

Value:$427.7K

% of Portfolio:0.0% ($427.7K/$3.2B)

464287705

IJJ|464287705

Shares:3.6K

Value:$427.5K

% of Portfolio:0.0% ($427.5K/$3.2B)

37960A552

Shares:15.2K

Value:$425.6K

% of Portfolio:0.0% ($425.6K/$3.2B)

Trane Technologies plc

TT|G8994E103

Shares:1.2K

Value:$420.7K

% of Portfolio:0.0% ($420.7K/$3.2B)

46434V456

Shares:10.6K

Value:$418.8K

% of Portfolio:0.0% ($418.8K/$3.2B)

Credo Technology Group Holding Ltd

CRDO|G25457105

Shares:10.4K

Value:$417.6K

% of Portfolio:0.0% ($417.6K/$3.2B)

NOVO NORDISK A S

NVO|670100205

Shares:6.0K

Value:$416.9K

% of Portfolio:0.0% ($416.9K/$3.2B)

MARKEL GROUP INC.

MKL|570535104

Shares:222

Value:$415.1K

% of Portfolio:0.0% ($415.1K/$3.2B)

46138G847

Shares:39.4K

Value:$414.8K

% of Portfolio:0.0% ($414.8K/$3.2B)

EQUINOR ASA

EQNR|29446M102

Shares:15.6K

Value:$413.5K

% of Portfolio:0.0% ($413.5K/$3.2B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:2.3K

Value:$411.3K

% of Portfolio:0.0% ($411.3K/$3.2B)

BP PLC

BP|055622104

Shares:12.1K

Value:$409.4K

% of Portfolio:0.0% ($409.4K/$3.2B)

922042866

VPL|922042866

Shares:5.6K

Value:$408.8K

% of Portfolio:0.0% ($408.8K/$3.2B)

64135A705

Shares:16.0K

Value:$408.0K

% of Portfolio:0.0% ($408.0K/$3.2B)

33737J802

Shares:7.3K

Value:$406.8K

% of Portfolio:0.0% ($406.8K/$3.2B)

47103U753

Shares:8.3K

Value:$404.7K

% of Portfolio:0.0% ($404.7K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Expedia Group, Inc.(EXPEcusip30212P303)	2.6K	QoQ -29.33% (-1.1K) YoY -36.14% (-1.5K)	All Managers (Combined)	$431.9K	0.0% ($431.9K/$3.2B)	QoQ -36.27% (-$245.8K) YoY -22.10% (-$122.6K)
US BANCORP \DE\(USBcusip902973304)	10.2K	QoQ -1.66% (-173) YoY -17.40% (-2.2K)	All Managers (Combined)	$431.1K	0.0% ($431.1K/$3.2B)	QoQ -13.20% (-$65.6K) YoY -21.99% (-$121.5K)
(cusip46435G474)✕	16.1K	QoQ +8.17% (+1.2K) YoY -10.59% (-1.9K)	All Managers (Combined)	$430.8K	0.0% ($430.8K/$3.2B)	QoQ +8.49% (+$33.8K) YoY -10.82% (-$52.3K)
(cusip25434V799)✕	15.4K	QoQ NEW(+15.4K) YoY NEW(+15.4K)	All Managers (Combined)	$428.2K	0.0% ($428.2K/$3.2B)	QoQ NEW(+$428.2K) YoY NEW(+$428.2K)
(cusip92189F411)✕	25.5K	QoQ +18.91% (+4.1K) YoY +71.30% (+10.6K)	All Managers (Combined)	$427.7K	0.0% ($427.7K/$3.2B)	QoQ +19.84% (+$70.8K) YoY +69.89% (+$176.0K)
(IJJcusip464287705)	3.6K	QoQ -13.91% (-577) YoY -13.37% (-551)	All Managers (Combined)	$427.5K	0.0% ($427.5K/$3.2B)	QoQ -17.51% (-$90.7K) YoY -12.31% (-$60.0K)
(cusip37960A552)✕	15.2K	QoQ +75.14% (+6.5K) YoY NEW(+15.2K)	All Managers (Combined)	$425.6K	0.0% ($425.6K/$3.2B)	QoQ +71.51% (+$177.4K) YoY NEW(+$425.6K)
Trane Technologies plc(TTcusipG8994E103)	1.2K	QoQ +4.26% (-51) YoY +85.99% (+577)	All Managers (Combined)	$420.7K	0.0% ($420.7K/$3.2B)	QoQ -4.87% (-$21.6K) YoY +108.86% (+$219.3K)
(cusip46434V456)✕	10.6K	QoQ -0.48% (-51) YoY -2.37% (-257)	All Managers (Combined)	$418.8K	0.0% ($418.8K/$3.2B)	QoQ +6.40% (-$25.2K) YoY -2.30% (-$9.9K)
Credo Technology Group Holding Ltd(CRDOcusipG25457105)	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$417.6K	0.0% ($417.6K/$3.2B)	QoQ NEW(+$417.6K) YoY NEW(+$417.6K)
NOVO NORDISK A S(NVOcusip670100205)	6.0K	QoQ -16.50% (-1.2K) YoY +6.98% (-392)	All Managers (Combined)	$416.9K	0.0% ($416.9K/$3.2B)	QoQ -32.60% (-$201.7K) YoY -42.15% (-$303.8K)
MARKEL GROUP INC.(MKLcusip570535104)	222	QoQ 0.00% (+0) YoY +0.90% (+2)	All Managers (Combined)	$415.1K	0.0% ($415.1K/$3.2B)	QoQ +8.30% (+$31.8K) YoY +23.99% (+$80.3K)
(cusip46138G847)✕	39.4K	QoQ +18.76% (+6.2K) YoY -25.04% (-13.2K)	All Managers (Combined)	$414.8K	0.0% ($414.8K/$3.2B)	QoQ +8.19% (+$31.4K) YoY -44.16% (-$328.1K)
EQUINOR ASA(EQNRcusip29446M102)	15.6K	QoQ +1.63% (+251) YoY -0.79% (-125)	All Managers (Combined)	$413.5K	0.0% ($413.5K/$3.2B)	QoQ +13.47% (+$49.1K) YoY -2.92% (-$12.4K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	2.3K	QoQ +22.87% (+427) YoY +7.54% (+161)	All Managers (Combined)	$411.3K	0.0% ($411.3K/$3.2B)	QoQ +23.57% (+$78.5K) YoY +29.49% (+$93.7K)
BP PLC(BPcusip055622104)	12.1K	QoQ -4.35% (-552) YoY -0.68% (-84)	All Managers (Combined)	$409.4K	0.0% ($409.4K/$3.2B)	QoQ +9.32% (-$34.9K) YoY -10.94% (-$50.3K)
(VPLcusip922042866)	5.6K	QoQ -40.23% (-3.8K) YoY -40.05% (-3.8K)	All Managers (Combined)	$408.8K	0.0% ($408.8K/$3.2B)	QoQ -39.03% (-$261.8K) YoY -42.86% (-$306.8K)
(cusip64135A705)✕	16.0K	QoQ +3.88% (+597) YoY -22.80% (-4.7K)	All Managers (Combined)	$408.0K	0.0% ($408.0K/$3.2B)	QoQ +0.85% (+$3.5K) YoY -24.15% (-$130.0K)
(cusip33737J802)✕	7.3K	QoQ +1.50% (+108) YoY -71.02% (-17.9K)	All Managers (Combined)	$406.8K	0.0% ($406.8K/$3.2B)	QoQ +1.08% (+$4.4K) YoY -71.63% (-$1.0M)
(cusip47103U753)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$404.7K	0.0% ($404.7K/$3.2B)	QoQ NEW(+$404.7K) YoY NEW(+$404.7K)