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 8 of 55
81369Y506
Shares:48.2K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$3.2B)
45782C532
Shares:129.6K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$3.2B)
46641Q837
Shares:87.7K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$3.2B)
33734X176
Shares:32.6K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$3.2B)
33738D788
Shares:209.9K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$3.2B)
14020Y102
Shares:195.6K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$3.2B)
78464A805
Shares:63.4K
Value:$4.3M
% of Portfolio:0.1% ($4.3M/$3.2B)
46435G102
Shares:51.3K
Value:$4.3M
% of Portfolio:0.1% ($4.3M/$3.2B)
464288661
Shares:35.8K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$3.2B)
33735K108
Shares:32.2K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$3.2B)
45782C425
Shares:128.8K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$3.2B)
46429B663
Shares:34.6K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$3.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 18.0K | All Managers (Combined) | $4.7M | 0.1% ($4.7M/$3.2B) | |||
| 49.5K | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$3.2B) | |||
(cusip81369Y506)✕ | 48.2K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$3.2B) | ||
(cusip45782C532)✕ | 129.6K | YoY NEW(+129.6K) | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$3.2B) | YoY NEW(+$4.5M) |
(cusip46641Q837)✕ | 87.7K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$3.2B) | ||
(cusip33734X176)✕ | 32.6K | QoQ -0.15% (-50) | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$3.2B) | |
| 85.8K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$3.2B) | |||
(cusip33738D788)✕ | 209.9K | QoQ NEW(+209.9K) YoY NEW(+209.9K) | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$3.2B) | QoQ NEW(+$4.4M) YoY NEW(+$4.4M) |
(cusip14020Y102)✕ | 195.6K | YoY NEW(+195.6K) | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$3.2B) | YoY NEW(+$4.4M) |
Walt Disney Co(DIScusip254687106) | 44.2K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$3.2B) | ||
(cusip78464A805)✕ | 63.4K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$3.2B) | ||
ServiceNow, Inc.(NOWcusip81762P102) | 5.4K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$3.2B) | ||
(cusip46435G102)✕ | 51.3K | QoQ +0.75% (-385)YoY NEW(+51.3K) | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$3.2B) | YoY NEW(+$4.3M) |
(cusip464288661)✕ | 35.8K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.2B) | ||
(cusip33735K108)✕ | 32.2K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.2B) | ||
(cusip45782C425)✕ | 128.8K | QoQ NEW(+128.8K) YoY NEW(+128.8K) | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.2B) | QoQ NEW(+$4.2M) YoY NEW(+$4.2M) |
(cusip46429B663)✕ | 34.6K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.2B) | ||
| 22.5K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.2B) | |||
| 7.6K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.2B) | |||
PFIZER INC(PFEcusip717081103) | 164.1K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.2B) |