Iht Wealth Management, LLC
CIK:0001697490
Investment Adviser
$6B AUM
1,148 holdings
Chicago, IL, USA
IHT Wealth Management provides financial planning, investment advice, portfolio management, insurance, and more services.
Investment Strategy
Multi-strategies including financial planning, ESG investing, and private equity
Top Buys
N
NVDANvidia Corp+$27.6M
I
IVVISHARES CORE+$27.0M
Q
QQQMINVESCO NASDAQ+$21.7M
S
SPLGSPDR PORTFOLIO+$15.5M
I
IAGGISHARES CORE+$14.4M
Top Sells
F
FLRNSPDR BLOOMBERG-$16.5M
H
HYDBISHARES TR-$13.2M
J
JAAAJANUS DETROIT-$12.3M
G
GSSTGOLDMAN SACHS ETF TR-$8.5M
A
AAPLApple Inc-$8.1M
Top Holdings
U
USFRWISDOMTREE FLOATING+3.0%$109.5M
A
AAPLApple Inc+2.6%$94.5M
N
NVDANvidia Corp+2.4%$86.9M
Q
QQQINVESCO QQQ+2.1%$78.0M
S
SPYVSPDR PORTFOLIO+1.9%$70.1M
Equity Positions (1,127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE FLOATING | 3.01% | $109.5M | 2,176,529 | $50.28 | $50.31 | +$8.8M |
A AAPL | Apple Inc | 2.60% | $94.5M | 460,447 | $128.71 | $205.17 | -$8.1M |
N NVDA | Nvidia Corp | 2.39% | $86.9M | 549,980 | $30.86 | $157.99 | +$27.6M |
Q QQQ | INVESCO QQQ | 2.14% | $78.0M | 141,386 | $366.70 | $551.64 | +$8.3M |
S SPYV | SPDR PORTFOLIO | 1.93% | $70.1M | 1,339,077 | $45.17 | $52.34 | +$9.3M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+3.6%
SERVICES-PREPACKAGED SOFTWARE
+3.2%
ELECTRONIC COMPUTERS
+2.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.3%
PHARMACEUTICAL PREPARATIONS
+1.8%