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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AT&T INC.

T|00206R102

145285(-8.6%)

Value:

$4.1B(+13.6%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

16461(+2.9%)

Value:

$4.1B(+16.4%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

88661(+5.0%)

Value:

$4.0B(+19.1%)

72201R585

151216(+441.0%)

Value:

$4.0B(+449.9%)

922907746

VTEB|922907746

80244(+1.6%)

Value:

$4.0B(+0.5%)

CISCO SYSTEMS, INC.

CSCO|17275R102

64097(-1.6%)

Value:

$4.0B(+2.6%)

35473P769

106576(-6.9%)

Value:

$3.9B(-9.5%)

ALTRIA GROUP, INC.

MO|02209S103

64924(+37.1%)

Value:

$3.9B(+57.4%)

NEXTERA ENERGY INC

NEE|65339F101

54637(+3.5%)

Value:

$3.9B(+2.3%)

AMGEN INC

AMGN|031162100

12351(-3.4%)

Value:

$3.8B(+15.5%)

92189F106

GDX|92189F106

83658(-25.4%)

Value:

$3.8B(+1.2%)

CATERPILLAR INC

CAT|149123101

11636(+17.1%)

Value:

$3.8B(+6.4%)

45782C821

109770(+702.1%)

Value:

$3.8B(+690.3%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

10659(+62.6%)

Value:

$3.8B(+67.9%)

464287309

IVW|464287309

40173(-1.0%)

Value:

$3.7B(-9.5%)

Salesforce, Inc.

CRM|79466L302

13883(+24.8%)

Value:

$3.7B(+0.3%)

921946406

VYM|921946406

28766(+2.0%)

Value:

$3.7B(+3.1%)

46434V621

DGRO|46434V621

59855(-6.6%)

Value:

$3.7B(-6.0%)

45782C375

102699

Value:

$3.7B

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

8538(-12.2%)

Value:

$3.6B(-13.3%)

Instrument	Shares		Other Manager	Value
At&T Inc.(Tcusip00206R102)	145.3K	QoQ -8.56% (-13.6K) YoY -14.04% (-23.7K)	All Managers (Combined)	$4.1M	QoQ +13.56% (-$490.6K) YoY +38.10% (-$1.1M)
International Business Machines Corp(IBMcusip459200101)	16.5K	QoQ +2.93% (+469) YoY +6.45% (+998)	All Managers (Combined)	$4.1M	QoQ +16.43% (+$577.9K) YoY +38.62% (+$1.1M)
Verizon Communications Inc(VZcusip92343V104)	88.7K	QoQ +5.04% (+4.3K) YoY +4.37% (+3.7K)	All Managers (Combined)	$4.0M	QoQ +19.14% (+$646.2K) YoY +12.83% (+$457.3K)
(cusip72201R585)✕	151.2K	QoQ +440.98% (+123.3K) YoY NEW(+151.2K)	All Managers (Combined)	$4.0M	QoQ +449.95% (+$3.3M) YoY NEW(+$4.0M)
(VTEBcusip922907746)	80.2K	QoQ +1.57% (+1.2K) YoY +11.30% (+8.1K)	All Managers (Combined)	$4.0M	QoQ +0.51% (+$20.4K) YoY +9.12% (+$332.8K)
Cisco Systems, Inc.(CSCOcusip17275R102)	64.1K	QoQ -1.56% (-1.0K) YoY -2.61% (-1.7K)	All Managers (Combined)	$4.0M	QoQ +2.60% (-$100.5K) YoY +20.40% (-$670.2K)
(cusip35473P769)✕	106.6K	QoQ -6.88% (-7.9K) YoY -25.53% (-36.5K)	All Managers (Combined)	$3.9M	QoQ -9.49% (-$411.8K) YoY -25.55% (-$1.3M)
Altria Group, Inc.(MOcusip02209S103)	64.9K	QoQ +37.14% (+17.6K) YoY +78.66% (+28.6K)	All Managers (Combined)	$3.9M	QoQ +57.42% (+$1.4M) YoY +145.83% (+$2.3M)
Nextera Energy Inc(NEEcusip65339F101)	54.6K	QoQ +3.46% (+1.8K) YoY +21.77% (+9.8K)	All Managers (Combined)	$3.9M	QoQ +2.31% (+$87.4K) YoY +35.06% (+$1.0M)
Amgen Inc(AMGNcusip031162100)	12.4K	QoQ -3.37% (-432) YoY +8.12% (+928)	All Managers (Combined)	$3.8M	QoQ +15.48% (-$515.8K) YoY +18.47% (+$599.9K)
(GDXcusip92189F106)	83.7K	QoQ -25.35% (-28.4K) YoY -66.65% (-167.2K)	All Managers (Combined)	$3.8M	QoQ +1.19% (-$45.3K) YoY -51.51% (-$4.1M)
Caterpillar Inc(CATcusip149123101)	11.6K	QoQ +17.09% (+1.7K) YoY +11.79% (+1.2K)	All Managers (Combined)	$3.8M	QoQ +6.44% (+$232.4K) YoY +0.61% (+$23.3K)
(cusip45782C821)✕	109.8K	QoQ +702.11% (+96.1K) YoY NEW(+109.8K)	All Managers (Combined)	$3.8M	QoQ +690.25% (+$3.3M) YoY NEW(+$3.8M)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	10.7K	QoQ +62.63% (+4.1K) YoY +116.64% (+5.7K)	All Managers (Combined)	$3.8M	QoQ +67.87% (+$1.5M) YoY +138.67% (+$2.2M)
(IVWcusip464287309)	40.2K	QoQ -1.01% (-412) YoY +69.77% (+16.5K)	All Managers (Combined)	$3.7M	QoQ -9.49% (-$391.3K) YoY +86.65% (+$1.7M)
Salesforce, Inc.(CRMcusip79466L302)	13.9K	QoQ +24.80% (+2.8K) YoY +49.98% (+4.6K)	All Managers (Combined)	$3.7M	QoQ +0.25% (+$9.3K) YoY +33.75% (+$940.9K)
(VYMcusip921946406)	28.8K	QoQ +2.02% (+572) YoY +19.05% (+4.6K)	All Managers (Combined)	$3.7M	QoQ +3.12% (+$112.4K) YoY +26.90% (+$786.4K)
(DGROcusip46434V621)	59.9K	QoQ -6.64% (-4.3K) YoY +33.21% (+14.9K)	All Managers (Combined)	$3.7M	QoQ -6.00% (-$236.2K) YoY +41.70% (+$1.1M)
(cusip45782C375)✕	102.7K	QoQ NEW(+102.7K) YoY NEW(+102.7K)	All Managers (Combined)	$3.7M	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
Spdr Dow Jones Industrial Average Etf Trust(DIAcusip78467X109)	8.5K	QoQ -12.16% (-1.2K) YoY +0.08% (+7)	All Managers (Combined)	$3.6M	QoQ -13.33% (-$551.5K) YoY +5.64% (+$191.5K)