Iht-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ESGR",
  "NVR",
  "GLOB",
  null,
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  null,
  "MGEE",
  "NTR",
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  "MCHI",
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  "DNB",
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  null,
  null,
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  "OTTR",
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  null,
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  "A",
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  "BABA",
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  null,
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  "VONG",
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  null,
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  "GDXJ",
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  null,
  null,
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  "AIG",
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  "T",
  null,
  "GLTR",
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  null,
  "AWP",
  null,
  null,
  null,
  "CAT",
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  "AVEM",
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  null,
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  null,
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  "LUNR",
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  "STEM",
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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 49 of 55

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33734Y109

Shares:2.6K

Value:$231.4K

% of Portfolio:0.0% ($231.4K/$3.2B)

LENNOX INTERNATIONAL INC

LII|526107107

Shares:412

Value:$231.2K

% of Portfolio:0.0% ($231.2K/$3.2B)

09290C509

Shares:3.8K

Value:$230.6K

% of Portfolio:0.0% ($230.6K/$3.2B)

Aramark

ARMK|03852U106

Shares:6.7K

Value:$230.1K

% of Portfolio:0.0% ($230.1K/$3.2B)

33733E203

Shares:1.3K

Value:$229.2K

% of Portfolio:0.0% ($229.2K/$3.2B)

46138E784

Shares:11.3K

Value:$227.8K

% of Portfolio:0.0% ($227.8K/$3.2B)

45782C813

Shares:5.7K

Value:$227.6K

% of Portfolio:0.0% ($227.6K/$3.2B)

46137V811

Shares:3.9K

Value:$227.6K

% of Portfolio:0.0% ($227.6K/$3.2B)

74347B698

Shares:3.5K

Value:$227.0K

% of Portfolio:0.0% ($227.0K/$3.2B)

FIRSTENERGY CORP

FE|337932107

Shares:5.6K

Value:$226.3K

% of Portfolio:0.0% ($226.3K/$3.2B)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:1.9K

Value:$226.2K

% of Portfolio:0.0% ($226.2K/$3.2B)

Aon plc

AON|G0403H108

Shares:575

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$3.2B)

464288620

Shares:4.4K

Value:$225.4K

% of Portfolio:0.0% ($225.4K/$3.2B)

HASBRO, INC.

HAS|418056107

Shares:3.7K

Value:$225.3K

% of Portfolio:0.0% ($225.3K/$3.2B)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:1.6K

Value:$223.8K

% of Portfolio:0.0% ($223.8K/$3.2B)

92647N865

Shares:3.3K

Value:$223.6K

% of Portfolio:0.0% ($223.6K/$3.2B)

AVITA Medical, Inc.

RCEL|05380C102

Shares:27.4K

Value:$223.0K

% of Portfolio:0.0% ($223.0K/$3.2B)

46429B655

Shares:4.3K

Value:$221.3K

% of Portfolio:0.0% ($221.3K/$3.2B)

PEMBINA PIPELINE CORP

PBA|706327103

Shares:5.5K

Value:$221.3K

% of Portfolio:0.0% ($221.3K/$3.2B)

46138E198

Shares:3.6K

Value:$221.2K

% of Portfolio:0.0% ($221.2K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734Y109)✕	2.6K	QoQ -2.05% (-54) YoY NEW(+2.6K)	All Managers (Combined)	$231.4K	0.0% ($231.4K/$3.2B)	QoQ -12.69% (-$33.6K) YoY NEW(+$231.4K)
LENNOX INTERNATIONAL INC(LIIcusip526107107)	412	QoQ -9.45% (-43) YoY NEW(+412)	All Managers (Combined)	$231.2K	0.0% ($231.2K/$3.2B)	QoQ -16.63% (-$46.1K) YoY NEW(+$231.2K)
(cusip09290C509)✕	3.8K	QoQ -9.23% (-387) YoY -2.28% (-89)	All Managers (Combined)	$230.6K	0.0% ($230.6K/$3.2B)	QoQ -14.10% (-$37.9K) YoY +3.15% (-$7.1K)
Aramark(ARMKcusip03852U106)	6.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$230.1K	0.0% ($230.1K/$3.2B)	QoQ -7.47% (-$18.6K) YoY +6.14% (+$13.3K)
(cusip33733E203)✕	1.3K	QoQ +0.74% (+10) YoY +3.61% (+47)	All Managers (Combined)	$229.2K	0.0% ($229.2K/$3.2B)	QoQ +3.11% (+$6.9K) YoY +14.58% (+$29.2K)
(cusip46138E784)✕	11.3K	QoQ -7.74% (-948) YoY -9.18% (-1.1K)	All Managers (Combined)	$227.8K	0.0% ($227.8K/$3.2B)	QoQ -6.11% (-$14.8K) YoY -10.46% (-$26.6K)
(cusip45782C813)✕	5.7K	QoQ -6.31% (-382) YoY NEW(+5.7K)	All Managers (Combined)	$227.6K	0.0% ($227.6K/$3.2B)	QoQ -8.54% (-$21.3K) YoY NEW(+$227.6K)
(cusip46137V811)✕	3.9K	QoQ +1.57% (-60) YoY -86.70% (-25.2K)	All Managers (Combined)	$227.6K	0.0% ($227.6K/$3.2B)	QoQ -17.45% (-$48.1K) YoY -86.34% (-$1.4M)
(cusip74347B698)✕	3.5K	QoQ -0.97% (-34) YoY -9.66% (-370)	All Managers (Combined)	$227.0K	0.0% ($227.0K/$3.2B)	QoQ -4.01% (-$9.5K) YoY -7.43% (-$18.2K)
FIRSTENERGY CORP(FEcusip337932107)	5.6K	QoQ -18.55% (-1.3K) YoY -39.22% (-3.6K)	All Managers (Combined)	$226.3K	0.0% ($226.3K/$3.2B)	QoQ -17.25% (-$47.2K) YoY -36.39% (-$129.5K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	1.9K	QoQ +0.72% (-14) YoY +7.56% (-136)	All Managers (Combined)	$226.2K	0.0% ($226.2K/$3.2B)	QoQ -12.25% (-$31.6K) YoY -13.52% (-$35.4K)
Aon plc(AONcusipG0403H108)	575	QoQ -1.03% (-6) YoY NEW(+575)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$3.2B)	QoQ +8.05% (-$16.8K) YoY NEW(+$225.5K)
(cusip464288620)✕	4.4K	QoQ -43.72% (-3.4K) YoY -42.04% (-3.2K)	All Managers (Combined)	$225.4K	0.0% ($225.4K/$3.2B)	QoQ -42.82% (-$168.9K) YoY -41.69% (-$161.2K)
HASBRO, INC.(HAScusip418056107)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$225.3K	0.0% ($225.3K/$3.2B)	QoQ NEW(+$225.3K) YoY NEW(+$225.3K)
CHART INDUSTRIES INC(GTLScusip16115Q308)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$223.8K	0.0% ($223.8K/$3.2B)	QoQ NEW(+$223.8K) YoY NEW(+$223.8K)
(cusip92647N865)✕	3.3K	QoQ -0.85% (-28) YoY -2.79% (-94)	All Managers (Combined)	$223.6K	0.0% ($223.6K/$3.2B)	QoQ +3.95% (-$8.5K) YoY +7.10% (-$14.8K)
AVITA Medical, Inc.(RCELcusip05380C102)	27.4K	QoQ +1.10% (-300) YoY NEW(+27.4K)	All Managers (Combined)	$223.0K	0.0% ($223.0K/$3.2B)	QoQ -35.70% (-$123.8K) YoY NEW(+$223.0K)
(cusip46429B655)✕	4.3K	QoQ -21.19% (-1.2K) YoY -38.29% (-2.7K)	All Managers (Combined)	$221.3K	0.0% ($221.3K/$3.2B)	QoQ -20.93% (-$58.6K) YoY -38.31% (-$137.5K)
PEMBINA PIPELINE CORP(PBAcusip706327103)	5.5K	QoQ -14.44% (-933) YoY -10.96% (-681)	All Managers (Combined)	$221.3K	0.0% ($221.3K/$3.2B)	QoQ -7.31% (-$17.5K) YoY +0.84% (-$1.9K)
(cusip46138E198)✕	3.6K	QoQ +0.11% (+4) YoY -5.53% (-210)	All Managers (Combined)	$221.2K	0.0% ($221.2K/$3.2B)	QoQ +1.61% (+$3.5K) YoY +3.38% (-$7.2K)