Iht Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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, LLC
Data Enrichment
58% identified
632 identified453 unidentified

Holdings

1,085 positions
Manager:
Search and click to pin securities to the top
Page 7 of 55
46432F842
Shares:
72413(-1.9%)
Value:
$5.5B(+5.5%)
33733E104
Shares:
60659(-1.8%)
Value:
$5.4B(+0.2%)
46138J635
Shares:
230864(+5.8%)
Value:
$5.4B(+5.4%)
78463X509
Shares:
134428(+2.9%)
Value:
$5.3B(+5.6%)
46090A804
Shares:
112460(+52.7%)
Value:
$5.3B(+54.4%)
92204A702
Shares:
9693(-2.3%)
Value:
$5.3B(-14.8%)
46438F101
Shares:
112134(+136.1%)
Value:
$5.2B(+108.3%)
69374H857
Shares:
139969(-3.5%)
Value:
$5.2B(-17.8%)
ABBOTT LABORATORIES
Shares:
39011(+1.7%)
Value:
$5.2B(+19.2%)
PEPSICO INC
Shares:
34381(+33.5%)
Value:
$5.1B(+31.5%)
00039J608
Shares:
139001(+7.8%)
Value:
$5.1B(+7.7%)
464287598
Shares:
27176(-3.0%)
Value:
$5.1B(-1.4%)
464287507
Shares:
86772(+1.2%)
Value:
$5.1B(-5.2%)
74348A467
Shares:
49477(+2.4%)
Value:
$5.1B(+5.1%)
BANK OF AMERICA CORP /DE/
Shares:
118263(-3.6%)
Value:
$4.9B(-8.4%)
Eaton Vance Tax-Managed Diversified Equity Income Fund
Shares:
343039(+36.9%)
Value:
$4.9B(+30.6%)
COCA COLA CO
Shares:
67859(-3.1%)
Value:
$4.9B(+11.4%)
464287119
Shares:
59248(+0.6%)
Value:
$4.8B(-9.1%)
Palo Alto Networks Inc
Shares:
27919(+22.3%)
Value:
$4.8B(+14.7%)
74933W601
Shares:
85448
Value:
$4.8B