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 51 of 55
85208P303
Shares:
6629(-26.0%)
Value:
$215.0M(-40.5%)
37954Y152
Shares:
12526(-49.2%)
Value:
$213.4M(-62.4%)
33738D309
Shares:
4649(-2.0%)
Value:
$212.2M(-3.2%)
46641Q167
Shares:
3334(-24.3%)
Value:
$210.5M(-24.5%)
464287390
Shares:
8932
Value:
$210.3M
032108664
Shares:
2928(-5.8%)
Value:
$210.2M(-9.2%)
78468R622
Shares:
2204(-4.5%)
Value:
$210.1M(-4.7%)
33738D408
Shares:
5115
Value:
$209.9M
72201R775
Shares:
2268(+0.1%)
Value:
$209.7M(+2.4%)
808524862
Shares:
8488(+0.7%)
Value:
$206.6M(+1.8%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip85208P303)✕ | 6.6K | YoY NEW(+6.6K) | All Managers (Combined) | $215.0K | YoY NEW(+$215.0K) |
| 3.4K | All Managers (Combined) | $213.5K | |||
(cusip37954Y152)✕ | 12.5K | All Managers (Combined) | $213.4K | ||
| 3.5K | QoQ +8.14% (-260)YoY -6.54% (-242) | All Managers (Combined) | $213.1K | ||
| 154 | QoQ -5.52% (-9)YoY NEW(+154) | All Managers (Combined) | $213.0K | YoY NEW(+$213.0K) | |
(cusip33738D309)✕ | 4.6K | QoQ -1.96% (-93)YoY NEW(+4.6K) | All Managers (Combined) | $212.2K | YoY NEW(+$212.2K) |
| 573 | QoQ NEW(+573) YoY NEW(+573) | All Managers (Combined) | $211.2K | QoQ NEW(+$211.2K) YoY NEW(+$211.2K) | |
| 2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $211.1K | YoY NEW(+$211.1K) | |
(cusip46641Q167)✕ | 3.3K | All Managers (Combined) | $210.5K | ||
(cusip464287390)✕ | 8.9K | QoQ NEW(+8.9K) YoY NEW(+8.9K) | All Managers (Combined) | $210.3K | QoQ NEW(+$210.3K) YoY NEW(+$210.3K) |
Ugi Corp /Pa/(UGIcusip902681105) | 6.4K | QoQ NEW(+6.4K) YoY NEW(+6.4K) | All Managers (Combined) | $210.3K | QoQ NEW(+$210.3K) YoY NEW(+$210.3K) |
(cusip032108664)✕ | 2.9K | QoQ -5.82% (-181)YoY NEW(+2.9K) | All Managers (Combined) | $210.2K | YoY NEW(+$210.2K) |
(cusip78468R622)✕ | 2.2K | All Managers (Combined) | $210.1K | ||
(cusip33738D408)✕ | 5.1K | QoQ NEW(+5.1K) | All Managers (Combined) | $209.9K | QoQ NEW(+$209.9K) |
(cusip72201R775)✕ | 2.3K | QoQ +0.13% (+3)YoY NEW(+2.3K) | All Managers (Combined) | $209.7K | YoY NEW(+$209.7K) |
| 3.0K | QoQ NEW(+3.0K) | All Managers (Combined) | $209.6K | QoQ NEW(+$209.6K) | |
Otter Tail Corp(OTTRcusip689648103) | 2.6K | QoQ NEW(+2.6K) YoY NEW(+2.6K) | All Managers (Combined) | $208.5K | QoQ NEW(+$208.5K) YoY NEW(+$208.5K) |
| 3.4K | QoQ -9.18% (-339)YoY NEW(+3.4K) | All Managers (Combined) | $208.4K | YoY NEW(+$208.4K) | |
| 1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $206.6K | QoQ NEW(+$206.6K) YoY NEW(+$206.6K) | |
(cusip808524862)✕ | 8.5K | All Managers (Combined) | $206.6K |