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", 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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
- Manager Name
- Iht-Wealth-Management
Data Enrichment
58% identified632 identified453 unidentified
Holdings
1,085 positions • $3.2B total value
Manager:
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Page 55 of 55
45254P508
Shares:36.6K
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$3.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 30.0K | YoY NEW(+30.0K) | All Managers (Combined) | $7.5K | 0.0% ($7.5K/$3.2B) | YoY NEW(+$7.5K) | |
| 10.6K | QoQ 0.00% (-0)YoY NEW(+10.6K) | All Managers (Combined) | $6.4K | 0.0% ($6.4K/$3.2B) | YoY NEW(+$6.4K) | |
STEM, INC.(STEMcusip85859N102) | 11.1K | QoQ +0.32% (-36)YoY -5.06% (-589) | All Managers (Combined) | $3.9K | 0.0% ($3.9K/$3.2B) | |
| 14.0K | QoQ 0.00% (-0)YoY NEW(+14.0K) | All Managers (Combined) | $3.6K | 0.0% ($3.6K/$3.2B) | YoY NEW(+$3.6K) | |
(cusip45254P508)✕ | 36.6K | QoQ NEW(+36.6K) YoY NEW(+36.6K) | All Managers (Combined) | $1.5K | 0.0% ($1.5K/$3.2B) | QoQ NEW(+$1.5K) YoY NEW(+$1.5K) |