Iht Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001697490
- Manager Name
- Iht Wealth Management, LLC
Data Enrichment
58% identified632 identified453 unidentified
Holdings
1,085 positions
Manager:
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Page 41 of 55
78464A672
Shares:
12012(-12.8%)
Value:
$343.3M(-10.6%)
87975E602
Shares:
9409(-67.1%)
Value:
$342.0M(-68.0%)
86800U104
Shares:
9975
Value:
$341.5M
46137V837
Shares:
3416
Value:
$341.5M
464286400
Shares:
12941(-34.1%)
Value:
$334.5M(-24.3%)
003261104
Shares:
15524(-18.3%)
Value:
$333.2M(-11.3%)
067901108
Shares:
17089(-61.7%)
Value:
$332.2M(-52.0%)
14020Y607
Shares:
12754
Value:
$331.7M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Nisource Inc.(NIcusip65473P105) | 8.6K | QoQ -4.65% (-421)YoY NEW(+8.6K) | All Managers (Combined) | $345.7K | YoY NEW(+$345.7K) |
Nasdaq, Inc.(NDAQcusip631103108) | 4.5K | YoY -1.92% (-89) | All Managers (Combined) | $343.4K | |
(cusip78464A672)✕ | 12.0K | All Managers (Combined) | $343.3K | ||
2.2K | QoQ +0.09% (+2) | All Managers (Combined) | $342.3K | ||
(cusip87975E602)✕ | 9.4K | YoY NEW(+9.4K) | All Managers (Combined) | $342.0K | YoY NEW(+$342.0K) |
(cusip86800U104)✕ | 10.0K | QoQ NEW(+10.0K) | All Managers (Combined) | $341.5K | QoQ NEW(+$341.5K) |
(cusip46137V837)✕ | 3.4K | QoQ NEW(+3.4K) YoY NEW(+3.4K) | All Managers (Combined) | $341.5K | QoQ NEW(+$341.5K) YoY NEW(+$341.5K) |
2.7K | QoQ -4.65% (-131)YoY -9.23% (-273) | All Managers (Combined) | $341.2K | ||
25.1K | QoQ +2.24% (-552)YoY NEW(+25.1K) | All Managers (Combined) | $340.5K | YoY NEW(+$340.5K) | |
18.3K | QoQ NEW(+18.3K) YoY NEW(+18.3K) | All Managers (Combined) | $340.3K | QoQ NEW(+$340.3K) YoY NEW(+$340.3K) | |
Public Storage(PSAcusip74460D109) | 1.1K | QoQ -0.52% (-6) | All Managers (Combined) | $339.0K | |
M&T Bank Corp(MTBcusip55261F104) | 1.9K | QoQ +0.37% (-7)YoY -2.11% (-41) | All Managers (Combined) | $338.7K | |
(cusip464286400)✕ | 12.9K | All Managers (Combined) | $334.5K | ||
12.1K | All Managers (Combined) | $334.0K | |||
689 | All Managers (Combined) | $333.3K | |||
9.6K | QoQ +0.46% (+44)YoY NEW(+9.6K) | All Managers (Combined) | $333.2K | YoY NEW(+$333.2K) | |
(cusip003261104)✕ | 15.5K | All Managers (Combined) | $333.2K | ||
3.2K | YoY +1.65% (+52) | All Managers (Combined) | $332.8K | ||
(cusip067901108)✕ | 17.1K | YoY NEW(+17.1K) | All Managers (Combined) | $332.2K | YoY NEW(+$332.2K) |
(cusip14020Y607)✕ | 12.8K | QoQ NEW(+12.8K) YoY NEW(+12.8K) | All Managers (Combined) | $331.7K | QoQ NEW(+$331.7K) YoY NEW(+$331.7K) |