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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
Latest 13F Filing Activity
Iht Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,127 equity positions with a total 13F market value of $4B. The fund increased holdings in Nvidia Corp., Ishares Core, Invesco Nasdaq among other positions. Iht Wealth Management, LLC reduced exposure to SPDR Bloomberg, Ishares TR, Janus Detroit among others.
Top Holdings
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
+3.7%
ELECTRONIC COMPUTERS
+3.0%
SERVICES-PREPACKAGED SOFTWARE
+3.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.5%
MOTOR VEHICLES & PASSENGER CAR BODIES
+2.3%
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
| Associate Investment Analyst | Chicago, IL , United States |
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