Iht Wealth Management, LLC

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: 0001697490
Manager Name: Iht Wealth Management, LLC

Data Enrichment

58% identified

632 identified453 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,085 positions • $3,201,815.691K total value

1,085 positions

Manager:

SEC FilingSEC DataHachi Filing

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92204A504

VHT|92204A504

17956(+58.1%)

Value:

$4.7B(+62.5%)

464287663

IUSV|464287663

49516(-9.3%)

Value:

$4.6B(-9.6%)

81369Y506

48184(-15.2%)

Value:

$4.5B(-7.4%)

45782C532

129629(+355.3%)

Value:

$4.5B(+347.7%)

46641Q837

87664(-11.9%)

Value:

$4.4B(-11.4%)

33734X176

32567(-0.1%)

Value:

$4.4B(-8.6%)

921943858

VEA|921943858

85800(-0.1%)

Value:

$4.4B(+7.6%)

33738D788

209937

Value:

$4.4B

14020Y102

195595(+599.4%)

Value:

$4.4B(+607.3%)

Walt Disney Co

DIS|254687106

44170(+16.6%)

Value:

$4.4B(+3.4%)

78464A805

63391(-46.2%)

Value:

$4.3B(-48.8%)

ServiceNow, Inc.

NOW|81762P102

5413(+24.8%)

Value:

$4.3B(-6.2%)

46435G102

51287(+0.8%)

Value:

$4.3B(-0.8%)

464288661

35779(-16.0%)

Value:

$4.2B(-14.1%)

33735K108

32164(-1.0%)

Value:

$4.2B(-5.9%)

45782C425

128821

Value:

$4.2B

46429B663

34587(-4.2%)

Value:

$4.2B(+3.4%)

922908611

VBR|922908611

22478(-5.0%)

Value:

$4.2B(-10.7%)

GOLDMAN SACHS GROUP INC

GS|38141G104

7647(+18.6%)

Value:

$4.2B(+13.1%)

PFIZER INC

PFE|717081103

164121(+2.3%)

Value:

$4.2B(-2.3%)

Instrument	Shares		Other Manager	Value
(VHTcusip92204A504)	18.0K	QoQ +58.10% (+6.6K) YoY +40.31% (+5.2K)	All Managers (Combined)	$4.7M	QoQ +62.54% (+$1.8M) YoY +35.28% (+$1.2M)
(IUSVcusip464287663)	49.5K	QoQ -9.28% (-5.1K) YoY -7.18% (-3.8K)	All Managers (Combined)	$4.6M	QoQ -9.58% (-$484.3K) YoY -5.28% (-$254.9K)
(cusip81369Y506)✕	48.2K	QoQ -15.15% (-8.6K) YoY -14.38% (-8.1K)	All Managers (Combined)	$4.5M	QoQ -7.44% (-$362.2K) YoY -15.25% (-$810.3K)
(cusip45782C532)✕	129.6K	QoQ +355.31% (+101.2K) YoY NEW(+129.6K)	All Managers (Combined)	$4.5M	QoQ +347.66% (+$3.5M) YoY NEW(+$4.5M)
(cusip46641Q837)✕	87.7K	QoQ -11.89% (-11.8K) YoY -25.62% (-30.2K)	All Managers (Combined)	$4.4M	QoQ -11.43% (-$573.3K) YoY -25.35% (-$1.5M)
(cusip33734X176)✕	32.6K	QoQ -0.15% (-50) YoY -5.73% (-2.0K)	All Managers (Combined)	$4.4M	QoQ -8.55% (-$414.3K) YoY -4.86% (-$226.8K)
(VEAcusip921943858)	85.8K	QoQ -0.14% (-122) YoY -3.42% (-3.0K)	All Managers (Combined)	$4.4M	QoQ +7.58% (-$311.7K) YoY -0.82% (-$36.9K)
(cusip33738D788)✕	209.9K	QoQ NEW(+209.9K) YoY NEW(+209.9K)	All Managers (Combined)	$4.4M	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
(cusip14020Y102)✕	195.6K	QoQ +599.42% (+167.6K) YoY NEW(+195.6K)	All Managers (Combined)	$4.4M	QoQ +607.31% (+$3.8M) YoY NEW(+$4.4M)
Walt Disney Co(DIScusip254687106)	44.2K	QoQ +16.59% (+6.3K) YoY +8.73% (-3.5K)	All Managers (Combined)	$4.4M	QoQ +3.38% (+$142.7K) YoY -12.26% (-$609.6K)
(cusip78464A805)✕	63.4K	QoQ -46.24% (-54.5K) YoY -43.77% (-49.4K)	All Managers (Combined)	$4.3M	QoQ -48.82% (-$4.1M) YoY -40.38% (-$2.9M)
Servicenow, Inc.(NOWcusip81762P102)	5.4K	QoQ +24.83% (-1.1K) YoY +47.77% (+1.8K)	All Managers (Combined)	$4.3M	QoQ -6.23% (-$286.8K) YoY +54.32% (+$1.5M)
(cusip46435G102)✕	51.3K	QoQ +0.75% (-385) YoY NEW(+51.3K)	All Managers (Combined)	$4.3M	QoQ -0.85% (-$37.1K) YoY NEW(+$4.3M)
(cusip464288661)✕	35.8K	QoQ -15.96% (-6.8K) YoY +828.36% (+31.9K)	All Managers (Combined)	$4.2M	QoQ -14.08% (-$692.7K) YoY +847.04% (+$3.8M)
(cusip33735K108)✕	32.2K	QoQ -0.96% (-314) YoY -14.42% (-5.4K)	All Managers (Combined)	$4.2M	QoQ -5.87% (-$263.8K) YoY -8.78% (-$407.0K)
(cusip45782C425)✕	128.8K	QoQ NEW(+128.8K) YoY NEW(+128.8K)	All Managers (Combined)	$4.2M	QoQ NEW(+$4.2M) YoY NEW(+$4.2M)
(cusip46429B663)✕	34.6K	QoQ -4.18% (-1.5K) YoY +4.26% (+1.4K)	All Managers (Combined)	$4.2M	QoQ +3.37% (-$136.8K) YoY +14.58% (+$533.4K)
(VBRcusip922908611)	22.5K	QoQ -4.98% (-1.2K) YoY -5.87% (-1.4K)	All Managers (Combined)	$4.2M	QoQ -10.68% (-$500.9K) YoY -8.61% (-$394.8K)
Goldman Sachs Group Inc(GScusip38141G104)	7.6K	QoQ +18.55% (+1.2K) YoY -5.12% (-413)	All Managers (Combined)	$4.2M	QoQ +13.10% (+$484.0K) YoY +24.08% (-$810.9K)
Pfizer Inc(PFEcusip717081103)	164.1K	QoQ +2.33% (-3.7K) YoY +26.59% (+34.5K)	All Managers (Combined)	$4.2M	QoQ -2.28% (-$97.0K) YoY +15.57% (+$560.3K)