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,
  "FCX",
  "SGMO",
  null,
  null,
  "CION",
  "BFC",
  "FITB",
  "IBKR",
  null,
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  null,
  null,
  "SCLX",
  null,
  null,
  null,
  "GD",
  null,
  "TSLX",
  "AOD",
  null,
  "GILD",
  "GIS",
  "HON",
  "VXX",
  "HD",
  null,
  "HPQ",
  "BRSP",
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  null,
  "QBTS",
  "RPM",
  null,
  null,
  null,
  "FNV",
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  null,
  "FE",
  null,
  "GERN",
  "UNP",
  "QCOM",
  "GEO",
  "FRO",
  "FSCO",
  null,
  null,
  null,
  "LAMR",
  null,
  "SIL",
  "GEVO",
  null,
  null,
  "ISRG",
  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",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "KGC",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  "ICF",
  "IWS",
  null,
  null,
  null,
  "LIN",
  "PCN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BSGM",
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  null,
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  null,
  "MPC",
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  null,
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  "PWR",
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  null,
  null,
  "MA",
  null,
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  null,
  null,
  "BMI",
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  "MDLZ",
  "MS",
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  "NDAQ",
  "ELF",
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  "FICO",
  null,
  null,
  "FIS",
  null,
  "GE",
  "GPC",
  null,
  null,
  "GLNG",
  "NTRS",
  "NI",
  "HEI",
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  null,
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  "OXY",
  null,
  "SBI",
  "ORLY",
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  "PCAR",
  "ZIM",
  null,
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  "IJR",
  "EFG",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
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  "IRM",
  null,
  null,
  null,
  null,
  "BSM",
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  "IEMG",
  "GSBD",
  "IJK",
  "HTGC",
  null,
  "IVV",
  null,
  null,
  null,
  null,
  null,
  "IYR",
  "UNH",
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  "EFAV",
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
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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,
  null,
  null,
  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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  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  null,
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  null,
  null,
  "TFC",
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  "UL",
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  "VO",
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  null,
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  null,
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  "SUN",
  null,
  null,
  null,
  null,
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  "VCIT",
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  "LYG",
  null,
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  null,
  null,
  null,
  "TOST",
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  null,
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  null,
  "ULTA",
  "IWO",
  "XLB",
  null,
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  null,
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  null,
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  null,
  null,
  "PR",
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VTR",
  null,
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  null,
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  "MGC",
  null,
  "EW",
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  "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",
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  "WM",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "WCN",
  "NCLH",
  "TTC",
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  null,
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  "CAH",
  "AEP",
  null,
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  "SGOL",
  "ACT",
  "ES",
  "ICAD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RACE",
  "PEG",
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  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
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  null,
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  null,
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  "CLF",
  null,
  "IVE",
  null,
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  null,
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  null,
  null,
  "PLUG",
  null,
  null,
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  "HII",
  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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  "VGT",
  null,
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  null,
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  null,
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  "BSV",
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  "VOO",
  null,
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  "WBD",
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  "WBA",
  "WFC",
  "WELL",
  "WTFC",
  "WPM",
  "WMB",
  "WWD",
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "XERS",
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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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  null,
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  null,
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  null,
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  "CVI",
  "TER",
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  null,
  null,
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  "ON",
  null,
  null,
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  null,
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  null,
  "SYY",
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  null,
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  null,
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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,
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  null,
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  null,
  null,
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  "KMB",
  "LULU",
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  null,
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  "BDX",
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  null,
  null,
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  null,
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  "CMG",
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  "CLX",
  "CME",
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  "FIX",
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  "ED",
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  "DVN",
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  null,
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  "DIS",
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  "XOM",
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  "LLY",
  "TSLA",
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  "NFLX",
  "PM",
  "PH",
  null,
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  null,
  null,
  "ANET",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "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 • $3.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 46 of 55

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Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.6K

Value:$271.4K

% of Portfolio:0.0% ($271.4K/$3.2B)

33741X201

Shares:5.6K

Value:$271.1K

% of Portfolio:0.0% ($271.1K/$3.2B)

CompoSecure, Inc.

CMPO|20459V105

Shares:24.8K

Value:$270.1K

% of Portfolio:0.0% ($270.1K/$3.2B)

38747R629

Shares:7.8K

Value:$270.0K

% of Portfolio:0.0% ($270.0K/$3.2B)

TORO CO

TTC|891092108

Shares:3.7K

Value:$269.3K

% of Portfolio:0.0% ($269.3K/$3.2B)

CION Investment Corp

CION|17259U204

Shares:26.0K

Value:$268.9K

% of Portfolio:0.0% ($268.9K/$3.2B)

KINROSS GOLD CORP

KGC|496902404

Shares:21.3K

Value:$268.5K

% of Portfolio:0.0% ($268.5K/$3.2B)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:1.6K

Value:$268.3K

% of Portfolio:0.0% ($268.3K/$3.2B)

AUTOZONE INC

AZO|053332102

Shares:70

Value:$266.9K

% of Portfolio:0.0% ($266.9K/$3.2B)

NIO Inc.

NIO|62914V106

Shares:69.9K

Value:$266.5K

% of Portfolio:0.0% ($266.5K/$3.2B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:3.4K

Value:$265.7K

% of Portfolio:0.0% ($265.7K/$3.2B)

74347B680

Shares:3.3K

Value:$264.6K

% of Portfolio:0.0% ($264.6K/$3.2B)

EVERSOURCE ENERGY

ES|30040W108

Shares:4.3K

Value:$264.4K

% of Portfolio:0.0% ($264.4K/$3.2B)

Amcor plc

AMCR|G0250X107

Shares:27.2K

Value:$263.8K

% of Portfolio:0.0% ($263.8K/$3.2B)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:2.3K

Value:$263.6K

% of Portfolio:0.0% ($263.6K/$3.2B)

78464A359

Shares:3.4K

Value:$262.8K

% of Portfolio:0.0% ($262.8K/$3.2B)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.4K

Value:$262.3K

% of Portfolio:0.0% ($262.3K/$3.2B)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:24.3K

Value:$261.1K

% of Portfolio:0.0% ($261.1K/$3.2B)

Ferrari N.V.

RACE|N3167Y103

Shares:609

Value:$260.5K

% of Portfolio:0.0% ($260.5K/$3.2B)

025072109

Shares:5.5K

Value:$257.5K

% of Portfolio:0.0% ($257.5K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.6K	QoQ 0.00% (+0) YoY -9.95% (-174)	All Managers (Combined)	$271.4K	0.0% ($271.4K/$3.2B)	QoQ +15.80% (+$37.0K) YoY +13.01% (-$31.3K)
(cusip33741X201)✕	5.6K	QoQ +0.01% (+1) YoY NEW(+5.6K)	All Managers (Combined)	$271.1K	0.0% ($271.1K/$3.2B)	QoQ +5.11% (+$13.2K) YoY NEW(+$271.1K)
CompoSecure, Inc.(CMPOcusip20459V105)	24.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$270.1K	0.0% ($270.1K/$3.2B)	QoQ -29.09% (-$110.8K) YoY +50.34% (+$90.4K)
(cusip38747R629)✕	7.8K	QoQ -25.57% (-2.7K) YoY NEW(+7.8K)	All Managers (Combined)	$270.0K	0.0% ($270.0K/$3.2B)	QoQ -14.27% (-$45.0K) YoY NEW(+$270.0K)
TORO CO(TTCcusip891092108)	3.7K	QoQ +12.59% (+414) YoY NEW(+3.7K)	All Managers (Combined)	$269.3K	0.0% ($269.3K/$3.2B)	QoQ +2.28% (+$6.0K) YoY NEW(+$269.3K)
CION Investment Corp(CIONcusip17259U204)	26.0K	QoQ +0.10% (-26) YoY +2.20% (-560)	All Managers (Combined)	$268.9K	0.0% ($268.9K/$3.2B)	QoQ -9.11% (-$27.0K) YoY -3.83% (-$10.7K)
KINROSS GOLD CORP(KGCcusip496902404)	21.3K	QoQ +0.69% (+148) YoY +6.47% (+1.3K)	All Managers (Combined)	$268.5K	0.0% ($268.5K/$3.2B)	QoQ +36.98% (+$72.5K) YoY +119.02% (+$145.9K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	1.6K	QoQ +12.34% (+178) YoY -15.58% (-299)	All Managers (Combined)	$268.3K	0.0% ($268.3K/$3.2B)	QoQ +5.29% (+$13.5K) YoY +25.13% (-$53.9K)
AUTOZONE INC(AZOcusip053332102)	70	QoQ +1.44% (+1) YoY +9.37% (+6)	All Managers (Combined)	$266.9K	0.0% ($266.9K/$3.2B)	QoQ +20.80% (+$46.0K) YoY +32.31% (+$65.2K)
NIO Inc.(NIOcusip62914V106)	69.9K	QoQ +434.41% (+56.9K) YoY +500.06% (+58.3K)	All Managers (Combined)	$266.5K	0.0% ($266.5K/$3.2B)	QoQ +367.00% (+$209.4K) YoY +407.99% (+$214.0K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	3.4K	QoQ +3.39% (+110) YoY +9.85% (-301)	All Managers (Combined)	$265.7K	0.0% ($265.7K/$3.2B)	QoQ +14.42% (+$33.5K) YoY -9.89% (-$29.2K)
(cusip74347B680)✕	3.3K	QoQ -2.05% (-69) YoY -3.35% (-114)	All Managers (Combined)	$264.6K	0.0% ($264.6K/$3.2B)	QoQ -2.07% (-$5.6K) YoY -0.78% (-$2.1K)
EVERSOURCE ENERGY(EScusip30040W108)	4.3K	QoQ -2.49% (-109) YoY +3.70% (+152)	All Managers (Combined)	$264.4K	0.0% ($264.4K/$3.2B)	QoQ +5.44% (-$13.6K) YoY +7.76% (+$19.0K)
Amcor plc(AMCRcusipG0250X107)	27.2K	QoQ +1.02% (+276) YoY +12.83% (+3.1K)	All Managers (Combined)	$263.8K	0.0% ($263.8K/$3.2B)	QoQ +4.13% (+$10.5K) YoY +15.08% (+$34.6K)
LAMAR ADVERTISING CO/NEW(LAMRcusip512816109)	2.3K	QoQ +11.44% (+238) YoY NEW(+2.3K)	All Managers (Combined)	$263.6K	0.0% ($263.6K/$3.2B)	QoQ +4.16% (+$10.5K) YoY NEW(+$263.6K)
(cusip78464A359)✕	3.4K	QoQ -14.27% (-571) YoY -53.95% (-4.0K)	All Managers (Combined)	$262.8K	0.0% ($262.8K/$3.2B)	QoQ -15.67% (-$48.9K) YoY -51.70% (-$281.4K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.4K	QoQ -29.81% (-607) YoY -49.73% (-1.4K)	All Managers (Combined)	$262.3K	0.0% ($262.3K/$3.2B)	QoQ -41.71% (-$187.7K) YoY -66.05% (-$510.4K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	24.3K	QoQ -3.17% (-798) YoY -9.25% (-2.5K)	All Managers (Combined)	$261.1K	0.0% ($261.1K/$3.2B)	QoQ -1.70% (-$4.5K) YoY +11.53% (-$27.0K)
Ferrari N.V.(RACEcusipN3167Y103)	609	QoQ -5.14% (-33) YoY +5.91% (+34)	All Managers (Combined)	$260.5K	0.0% ($260.5K/$3.2B)	QoQ -4.46% (-$12.2K) YoY +3.83% (+$9.6K)
(cusip025072109)✕	5.5K	QoQ +0.30% (+17) YoY NEW(+5.5K)	All Managers (Combined)	$257.5K	0.0% ($257.5K/$3.2B)	QoQ +2.05% (+$5.2K) YoY NEW(+$257.5K)