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",
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  null,
  "BSX",
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  null,
  null,
  "CSQ",
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  "DBEF",
  null,
  null,
  "CCI",
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  null,
  null,
  null,
  null,
  "USA",
  "DUK",
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  null,
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  "D",
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  "ETJ",
  "OPRA",
  "ETY",
  null,
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  "ROKU",
  null,
  "RXST",
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  null,
  null,
  null,
  null,
  null,
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  "SII",
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  null,
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  "AG",
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  null,
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  null,
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  "GERN",
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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,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  "MUB",
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  null,
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  null,
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  null,
  null,
  null,
  "LUNR",
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  "OIA",
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  "IVW",
  null,
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  "SA",
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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,
  null,
  "STEM",
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  "BBN",
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  null,
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  "KNSL",
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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,
  null,
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  null,
  null,
  "EEM",
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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,
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  null,
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  "XERS",
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  null,
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  null,
  null,
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  "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 • $3.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 41 of 55

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NISOURCE INC.

NI|65473P105

Shares:8.6K

Value:$345.7K

% of Portfolio:0.0% ($345.7K/$3.2B)

NASDAQ, INC.

NDAQ|631103108

Shares:4.5K

Value:$343.4K

% of Portfolio:0.0% ($343.4K/$3.2B)

78464A672

Shares:12.0K

Value:$343.3K

% of Portfolio:0.0% ($343.3K/$3.2B)

FRANCO NEVADA Corp

FNV|351858105

Shares:2.2K

Value:$342.3K

% of Portfolio:0.0% ($342.3K/$3.2B)

87975E602

Shares:9.4K

Value:$342.0K

% of Portfolio:0.0% ($342.0K/$3.2B)

86800U104

Shares:10.0K

Value:$341.5K

% of Portfolio:0.0% ($341.5K/$3.2B)

46137V837

Shares:3.4K

Value:$341.5K

% of Portfolio:0.0% ($341.5K/$3.2B)

HORTON D R INC /DE/

DHI|23331A109

Shares:2.7K

Value:$341.2K

% of Portfolio:0.0% ($341.2K/$3.2B)

Zeta Global Holdings Corp.

ZETA|98956A105

Shares:25.1K

Value:$340.5K

% of Portfolio:0.0% ($340.5K/$3.2B)

CENTURY ALUMINUM CO

CENX|156431108

Shares:18.3K

Value:$340.3K

% of Portfolio:0.0% ($340.3K/$3.2B)

Public Storage

PSA|74460D109

Shares:1.1K

Value:$339.0K

% of Portfolio:0.0% ($339.0K/$3.2B)

M&T BANK CORP

MTB|55261F104

Shares:1.9K

Value:$338.7K

% of Portfolio:0.0% ($338.7K/$3.2B)

464286400

Shares:12.9K

Value:$334.5K

% of Portfolio:0.0% ($334.5K/$3.2B)

HP INC

HPQ|40434L105

Shares:12.1K

Value:$334.0K

% of Portfolio:0.0% ($334.0K/$3.2B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:689

Value:$333.3K

% of Portfolio:0.0% ($333.3K/$3.2B)

Enact Holdings, Inc.

ACT|29249E109

Shares:9.6K

Value:$333.2K

% of Portfolio:0.0% ($333.2K/$3.2B)

003261104

Shares:15.5K

Value:$333.2K

% of Portfolio:0.0% ($333.2K/$3.2B)

CROWN CASTLE INC.

CCI|22822V101

Shares:3.2K

Value:$332.8K

% of Portfolio:0.0% ($332.8K/$3.2B)

067901108

Shares:17.1K

Value:$332.2K

% of Portfolio:0.0% ($332.2K/$3.2B)

14020Y607

Shares:12.8K

Value:$331.7K

% of Portfolio:0.0% ($331.7K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NISOURCE INC.(NIcusip65473P105)	8.6K	QoQ -4.65% (-421) YoY NEW(+8.6K)	All Managers (Combined)	$345.7K	0.0% ($345.7K/$3.2B)	QoQ +3.98% (-$13.3K) YoY NEW(+$345.7K)
NASDAQ, INC.(NDAQcusip631103108)	4.5K	QoQ -13.42% (-702) YoY -1.92% (-89)	All Managers (Combined)	$343.4K	0.0% ($343.4K/$3.2B)	QoQ -15.04% (-$60.8K) YoY +17.90% (-$52.2K)
(cusip78464A672)✕	12.0K	QoQ -12.81% (-1.8K) YoY -94.73% (-216.1K)	All Managers (Combined)	$343.3K	0.0% ($343.3K/$3.2B)	QoQ -10.62% (-$40.8K) YoY -94.65% (-$6.1M)
FRANCO NEVADA Corp(FNVcusip351858105)	2.2K	QoQ +0.09% (+2) YoY -37.19% (-1.3K)	All Managers (Combined)	$342.3K	0.0% ($342.3K/$3.2B)	QoQ +34.11% (+$87.1K) YoY -16.95% (-$69.9K)
(cusip87975E602)✕	9.4K	QoQ -67.11% (-19.2K) YoY NEW(+9.4K)	All Managers (Combined)	$342.0K	0.0% ($342.0K/$3.2B)	QoQ -67.95% (-$725.2K) YoY NEW(+$342.0K)
(cusip86800U104)✕	10.0K	QoQ NEW(+10.0K) YoY +4650.00% (+9.8K)	All Managers (Combined)	$341.5K	0.0% ($341.5K/$3.2B)	QoQ NEW(+$341.5K) YoY +61.02% (+$129.4K)
(cusip46137V837)✕	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$341.5K	0.0% ($341.5K/$3.2B)	QoQ NEW(+$341.5K) YoY NEW(+$341.5K)
HORTON D R INC /DE/(DHIcusip23331A109)	2.7K	QoQ -4.65% (-131) YoY -9.23% (-273)	All Managers (Combined)	$341.2K	0.0% ($341.2K/$3.2B)	QoQ -13.29% (-$52.3K) YoY -29.87% (-$145.4K)
Zeta Global Holdings Corp.(ZETAcusip98956A105)	25.1K	QoQ +2.24% (-552) YoY NEW(+25.1K)	All Managers (Combined)	$340.5K	0.0% ($340.5K/$3.2B)	QoQ -22.93% (-$101.3K) YoY NEW(+$340.5K)
CENTURY ALUMINUM CO(CENXcusip156431108)	18.3K	QoQ NEW(+18.3K) YoY NEW(+18.3K)	All Managers (Combined)	$340.3K	0.0% ($340.3K/$3.2B)	QoQ NEW(+$340.3K) YoY NEW(+$340.3K)
Public Storage(PSAcusip74460D109)	1.1K	QoQ -0.52% (-6) YoY +13.18% (+132)	All Managers (Combined)	$339.0K	0.0% ($339.0K/$3.2B)	QoQ -0.61% (-$2.1K) YoY +16.75% (+$48.6K)
M&T BANK CORP(MTBcusip55261F104)	1.9K	QoQ +0.37% (-7) YoY -2.11% (-41)	All Managers (Combined)	$338.7K	0.0% ($338.7K/$3.2B)	QoQ -4.60% (-$16.3K) YoY +20.25% (-$57.1K)
(cusip464286400)✕	12.9K	QoQ -34.09% (-6.7K) YoY +6.95% (-842)	All Managers (Combined)	$334.5K	0.0% ($334.5K/$3.2B)	QoQ -24.31% (-$107.5K) YoY -14.71% (-$57.7K)
HP INC(HPQcusip40434L105)	12.1K	QoQ -2.21% (-274) YoY +70.46% (+5.0K)	All Managers (Combined)	$334.0K	0.0% ($334.0K/$3.2B)	QoQ -17.08% (-$68.8K) YoY +56.05% (+$120.0K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	689	QoQ -14.83% (-120) YoY -16.07% (-132)	All Managers (Combined)	$333.3K	0.0% ($333.3K/$3.2B)	QoQ -22.59% (-$97.3K) YoY -7.44% (-$26.8K)
Enact Holdings, Inc.(ACTcusip29249E109)	9.6K	QoQ +0.46% (+44) YoY NEW(+9.6K)	All Managers (Combined)	$333.2K	0.0% ($333.2K/$3.2B)	QoQ +7.81% (+$24.2K) YoY NEW(+$333.2K)
(cusip003261104)✕	15.5K	QoQ -18.34% (-3.5K) YoY -32.10% (-7.3K)	All Managers (Combined)	$333.2K	0.0% ($333.2K/$3.2B)	QoQ -11.27% (-$42.3K) YoY -26.30% (-$118.9K)
CROWN CASTLE INC.(CCIcusip22822V101)	3.2K	QoQ +10.06% (+292) YoY +1.65% (+52)	All Managers (Combined)	$332.8K	0.0% ($332.8K/$3.2B)	QoQ +26.42% (+$69.6K) YoY +0.13% (+$436)
(cusip067901108)✕	17.1K	QoQ -61.70% (-27.5K) YoY NEW(+17.1K)	All Managers (Combined)	$332.2K	0.0% ($332.2K/$3.2B)	QoQ -51.96% (-$359.4K) YoY NEW(+$332.2K)
(cusip14020Y607)✕	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$331.7K	0.0% ($331.7K/$3.2B)	QoQ NEW(+$331.7K) YoY NEW(+$331.7K)