Iht-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  null,
  null,
  null,
  "ESGR",
  "NVR",
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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 40 of 55

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52468L505

Shares:11.3K

Value:$367.1K

% of Portfolio:0.0% ($367.1K/$3.2B)

Enstar Group LTD

ESGR|G3075P101

Shares:1.1K

Value:$366.3K

% of Portfolio:0.0% ($366.3K/$3.2B)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.8K

Value:$364.6K

% of Portfolio:0.0% ($364.6K/$3.2B)

46138E172

Shares:10.4K

Value:$364.0K

% of Portfolio:0.0% ($364.0K/$3.2B)

Fortinet, Inc.

FTNT|34959E109

Shares:3.8K

Value:$363.2K

% of Portfolio:0.0% ($363.2K/$3.2B)

46137V498

Shares:5.8K

Value:$363.1K

% of Portfolio:0.0% ($363.1K/$3.2B)

46435G433

Shares:8.7K

Value:$362.1K

% of Portfolio:0.0% ($362.1K/$3.2B)

78467V848

Shares:9.0K

Value:$362.1K

% of Portfolio:0.0% ($362.1K/$3.2B)

RxSight, Inc.

RXST|78349D107

Shares:14.3K

Value:$362.0K

% of Portfolio:0.0% ($362.0K/$3.2B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.4K

Value:$361.4K

% of Portfolio:0.0% ($361.4K/$3.2B)

46138E867

Shares:19.9K

Value:$361.3K

% of Portfolio:0.0% ($361.3K/$3.2B)

464287291

Shares:4.7K

Value:$358.5K

% of Portfolio:0.0% ($358.5K/$3.2B)

Viking Therapeutics, Inc.

VKTX|92686J106

Shares:14.8K

Value:$356.2K

% of Portfolio:0.0% ($356.2K/$3.2B)

48817R870

Shares:10.9K

Value:$355.0K

% of Portfolio:0.0% ($355.0K/$3.2B)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:10.6K

Value:$354.6K

% of Portfolio:0.0% ($354.6K/$3.2B)

46432F388

Shares:3.3K

Value:$353.9K

% of Portfolio:0.0% ($353.9K/$3.2B)

37954Y657

Shares:18.5K

Value:$353.0K

% of Portfolio:0.0% ($353.0K/$3.2B)

46137V506

Shares:7.7K

Value:$352.6K

% of Portfolio:0.0% ($352.6K/$3.2B)

464288208

Shares:4.7K

Value:$350.1K

% of Portfolio:0.0% ($350.1K/$3.2B)

46138E511

Shares:30.9K

Value:$347.1K

% of Portfolio:0.0% ($347.1K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip52468L505)✕	11.3K	QoQ -4.13% (-489) YoY NEW(+11.3K)	All Managers (Combined)	$367.1K	0.0% ($367.1K/$3.2B)	QoQ +1.67% (-$6.1K) YoY NEW(+$367.1K)
Enstar Group LTD(ESGRcusipG3075P101)	1.1K	QoQ 0.00% (+0) YoY -15.36% (-200)	All Managers (Combined)	$366.3K	0.0% ($366.3K/$3.2B)	QoQ +3.20% (+$11.4K) YoY -9.47% (-$38.3K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.8K	QoQ -4.77% (-88) YoY -10.00% (-195)	All Managers (Combined)	$364.6K	0.0% ($364.6K/$3.2B)	QoQ +5.97% (-$20.6K) YoY +11.85% (-$38.6K)
(cusip46138E172)✕	10.4K	QoQ -41.45% (-7.4K) YoY NEW(+10.4K)	All Managers (Combined)	$364.0K	0.0% ($364.0K/$3.2B)	QoQ -46.03% (-$310.5K) YoY NEW(+$364.0K)
Fortinet, Inc.(FTNTcusip34959E109)	3.8K	QoQ +7.03% (+248) YoY -29.05% (-1.5K)	All Managers (Combined)	$363.2K	0.0% ($363.2K/$3.2B)	QoQ +9.05% (+$30.1K) YoY -0.02% (-$85)
(cusip46137V498)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$363.1K	0.0% ($363.1K/$3.2B)	QoQ NEW(+$363.1K) YoY NEW(+$363.1K)
(cusip46435G433)✕	8.7K	QoQ -2.11% (-189) YoY -51.90% (-9.4K)	All Managers (Combined)	$362.1K	0.0% ($362.1K/$3.2B)	QoQ -2.14% (-$7.9K) YoY -46.77% (-$318.2K)
(cusip78467V848)✕	9.0K	QoQ -6.92% (-669) YoY +18.20% (+1.4K)	All Managers (Combined)	$362.1K	0.0% ($362.1K/$3.2B)	QoQ -4.80% (-$18.3K) YoY +18.91% (+$57.6K)
RxSight, Inc.(RXSTcusip78349D107)	14.3K	QoQ +9.55% (-1.3K) YoY +18.91% (-2.3K)	All Managers (Combined)	$362.0K	0.0% ($362.0K/$3.2B)	QoQ -19.53% (-$87.9K) YoY -41.78% (-$259.8K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.4K	QoQ +32.08% (+344) YoY -13.92% (-229)	All Managers (Combined)	$361.4K	0.0% ($361.4K/$3.2B)	QoQ +12.19% (+$39.3K) YoY -29.42% (-$150.7K)
(cusip46138E867)✕	19.9K	QoQ +55.19% (+7.1K) YoY +40.59% (+5.7K)	All Managers (Combined)	$361.3K	0.0% ($361.3K/$3.2B)	QoQ +46.80% (+$115.2K) YoY +22.71% (+$66.9K)
(cusip464287291)✕	4.7K	QoQ 0.00% (-0) YoY -37.24% (-2.8K)	All Managers (Combined)	$358.5K	0.0% ($358.5K/$3.2B)	QoQ -10.63% (-$42.6K) YoY -36.46% (-$205.8K)
Viking Therapeutics, Inc.(VKTXcusip92686J106)	14.8K	QoQ +22.47% (-2.7K) YoY NEW(+14.8K)	All Managers (Combined)	$356.2K	0.0% ($356.2K/$3.2B)	QoQ -26.49% (-$128.4K) YoY NEW(+$356.2K)
(cusip48817R870)✕	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$355.0K	0.0% ($355.0K/$3.2B)	QoQ NEW(+$355.0K) YoY NEW(+$355.0K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	10.6K	QoQ -7.89% (-905) YoY -10.72% (-1.3K)	All Managers (Combined)	$354.6K	0.0% ($354.6K/$3.2B)	QoQ -8.00% (-$30.8K) YoY +2.69% (-$9.3K)
(cusip46432F388)✕	3.3K	QoQ -0.21% (-7) YoY -33.98% (-1.7K)	All Managers (Combined)	$353.9K	0.0% ($353.9K/$3.2B)	QoQ +0.76% (-$2.7K) YoY -35.01% (-$190.7K)
(cusip37954Y657)✕	18.5K	QoQ -31.79% (-8.6K) YoY -7.16% (-1.4K)	All Managers (Combined)	$353.0K	0.0% ($353.0K/$3.2B)	QoQ -33.44% (-$177.4K) YoY -12.31% (-$49.6K)
(cusip46137V506)✕	7.7K	QoQ +23.78% (+1.5K) YoY +33.22% (+1.9K)	All Managers (Combined)	$352.6K	0.0% ($352.6K/$3.2B)	QoQ +23.57% (+$67.3K) YoY +43.27% (+$106.5K)
(cusip464288208)✕	4.7K	QoQ -1.27% (-61) YoY -2.43% (-118)	All Managers (Combined)	$350.1K	0.0% ($350.1K/$3.2B)	QoQ -3.95% (-$14.4K) YoY -0.75% (-$2.6K)
(cusip46138E511)✕	30.9K	QoQ -0.74% (-233) YoY -60.67% (-47.7K)	All Managers (Combined)	$347.1K	0.0% ($347.1K/$3.2B)	QoQ -3.41% (-$12.3K) YoY -62.85% (-$587.4K)