IHT Wealth Management
Latest statistics and disclosures from IHT Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, QQQ, USFR, NVDA, SPLG, and represent 13.51% of IHT Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: HYDB (+$24M), FTA (+$19M), MDYV (+$18M), SPMO (+$12M), PULS (+$12M), AVEM (+$11M), SLYV (+$11M), AIRR (+$9.5M), SCHD (+$8.5M), OMFL.
- Started 95 new stock positions in Biosig Tech, FTSL, TLRY, USHY, PJUL, HAPI, VIRT, URNM, XSHD, FSIG.
- Reduced shares in these 10 stocks: QQQ (-$48M), AAPL (-$33M), IWM (-$30M), IGEB (-$22M), WTMF (-$17M), LQD (-$16M), NVDA (-$13M), USFR (-$12M), SSUS (-$12M), .
- Sold out of its positions in AES, ARE, AAL, QINT, IPAY, AWI, BAX, BR, CACI, CGCB.
- IHT Wealth Management was a net seller of stock by $-390M.
- IHT Wealth Management has $3.1B in assets under management (AUM), dropping by -12.06%.
- Central Index Key (CIK): 0001697490
Tip: Access up to 7 years of quarterly data
Positions held by IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for IHT Wealth Management
IHT Wealth Management holds 1078 positions in its portfolio as reported in the December 2024 quarterly 13F filing
IHT Wealth Management has 1078 total positions. Only the first 250 positions are shown.
- Sign up to view all of the IHT Wealth Management Dec. 31, 2024 positions
- Download the IHT Wealth Management December 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 3.7 | $115M | -22% | 461k | 250.42 |
|
Invesco Qqq Unit Ser 1 (QQQ) | 2.9 | $89M | -34% | 174k | 511.23 |
|
Wisdomtree Floating Floatng Rat Trea (USFR) | 2.7 | $84M | -12% | 1.7M | 50.32 |
|
NVIDIA Corporation (NVDA) | 2.3 | $72M | -14% | 532k | 134.29 |
|
Spdr Portfolio Portfolio S&p500 (SPLG) | 1.9 | $59M | +7% | 852k | 68.94 |
|
Ishares 20 20 Yr Tr Bd Etf (TLT) | 1.8 | $56M | +6% | 639k | 87.33 |
|
SPDR S&P Tr Unit (SPY) | 1.7 | $54M | -9% | 93k | 586.08 |
|
Microsoft Corporation (MSFT) | 1.6 | $51M | -12% | 121k | 421.50 |
|
First Trust Ft Vest Fd Of Bu (BUFR) | 1.6 | $49M | +4% | 1.6M | 30.47 |
|
Spdr Portfolio Prtflo S&p500 Vl (SPYV) | 1.4 | $45M | -5% | 869k | 51.14 |
|
Amazon (AMZN) | 1.4 | $43M | -18% | 197k | 219.39 |
|
Spdr Portfolio Prtflo S&p500 Gw (SPYG) | 1.4 | $43M | 488k | 87.90 |
|
|
Ishares Msci Msci Usa Qlt Fct (QUAL) | 1.2 | $38M | +3% | 216k | 178.08 |
|
Ishares Core Core S&p500 Etf (IVV) | 1.2 | $37M | -21% | 63k | 588.68 |
|
Ishares Russell Russell 2000 Etf (IWM) | 1.1 | $35M | -45% | 158k | 220.96 |
|
Spdr Portfolio Portfolio Agrgte (SPAB) | 1.0 | $30M | +12% | 1.2M | 24.99 |
|
Sector Technology Technology (XLK) | 0.9 | $29M | -4% | 123k | 232.52 |
|
Invesco Russell Rusl 1000 Dynm (OMFL) | 0.8 | $26M | +23% | 471k | 54.23 |
|
Ishares Tr High Yld Systm B (HYDB) | 0.8 | $24M | NEW | 519k | 47.01 |
|
Strategy Day Day Hagan Ned (SSUS) | 0.8 | $24M | -32% | 565k | 42.07 |
|
First Trust Com Shs (FTA) | 0.7 | $23M | +457% | 301k | 76.46 |
|
Spdr Series S&p 400 Mdcp Val (MDYV) | 0.7 | $23M | +382% | 283k | 80.20 |
|
Meta Platforms Inc Cl A Cl A (META) | 0.7 | $23M | -26% | 39k | 585.51 |
|
Spdr Portfolio Portfolio Devlpd (SPDW) | 0.7 | $23M | -5% | 659k | 34.13 |
|
Avantis U S Us Eqt Etf (AVUS) | 0.7 | $22M | 229k | 96.93 |
|
|
Blackrock Flexible Flexible Income (BINC) | 0.7 | $21M | +6% | 402k | 52.02 |
|
First Trust Rba Indl Etf (AIRR) | 0.6 | $19M | +97% | 250k | 77.04 |
|
Spdr Portfolio Portfolio S&p600 (SPSM) | 0.6 | $18M | +2% | 403k | 44.92 |
|
Pacer Us Us Cash Cows 100 (COWZ) | 0.6 | $18M | +10% | 318k | 56.48 |
|
Ishares Technology U.s. Tech Etf (IYW) | 0.6 | $18M | 111k | 159.52 |
|
|
Vanguard Total Total Stk Mkt (VTI) | 0.6 | $17M | -28% | 60k | 289.81 |
|
Ishares Iboxx Iboxx Inv Cp Etf (LQD) | 0.6 | $17M | -47% | 163k | 106.84 |
|
Berkshire Hathaway Inc Cl B Cl B New (BRK.B) | 0.6 | $17M | -12% | 38k | 453.28 |
|
Alphabet Inc Cl C Cap Stk Cl C (GOOG) | 0.5 | $17M | -25% | 87k | 190.44 |
|
Sector Healthcare Sbi Healthcare (XLV) | 0.5 | $16M | -10% | 120k | 137.57 |
|
Ishares Core Core Us Aggbd Et (AGG) | 0.5 | $16M | -3% | 169k | 96.90 |
|
Alphabet Inc Cl A Cap Stk Cl A (GOOGL) | 0.5 | $16M | -12% | 86k | 189.30 |
|
Pgim Ultra Pgim Ultra Sh Bd (PULS) | 0.5 | $16M | +278% | 326k | 49.55 |
|
Ishares Msci Eafe Grwth Etf (EFG) | 0.5 | $16M | +22% | 162k | 96.83 |
|
Ishares Msci Eafe Value Etf (EFV) | 0.5 | $15M | +28% | 294k | 52.47 |
|
Industrial Select Sbi Int-inds (XLI) | 0.5 | $15M | -23% | 111k | 131.76 |
|
Broadcom (AVGO) | 0.5 | $15M | -11% | 63k | 231.84 |
|
Schwab Us Us Dividend Eq (SCHD) | 0.5 | $14M | +153% | 516k | 27.32 |
|
Wal-Mart Stores (WMT) | 0.5 | $14M | -8% | 155k | 90.35 |
|
Eli Lilly & Co. (LLY) | 0.4 | $14M | -5% | 18k | 771.98 |
|
First Trust Risng Divd Achiv (RDVY) | 0.4 | $14M | -4% | 236k | 59.14 |
|
Vanguard S&p S&p 500 Etf Shs (VOO) | 0.4 | $14M | -18% | 26k | 538.81 |
|
JPMorgan Chase & Co. (JPM) | 0.4 | $14M | -15% | 57k | 239.71 |
|
Spdr Gold Gold Shs (GLD) | 0.4 | $14M | -20% | 56k | 242.13 |
|
Avantis Emerging Avantis Emgmkt (AVEM) | 0.4 | $14M | +364% | 230k | 58.79 |
|
Sector Financial Sbi Int-finl (XLF) | 0.4 | $14M | +7% | 279k | 48.33 |
|
Ishares Russell Rus 1000 Grw Etf (IWF) | 0.4 | $14M | -32% | 34k | 401.58 |
|
Spdr Series S&p 600 Smcp Val (SLYV) | 0.4 | $13M | +465% | 147k | 87.25 |
|
Ishares S&p S&p 500 Val Etf (IVE) | 0.4 | $13M | -4% | 66k | 190.88 |
|
Tesla Motors (TSLA) | 0.4 | $12M | -28% | 31k | 403.85 |
|
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $12M | NEW | 127k | 95.01 |
|
Vanguard Growth Growth Etf (VUG) | 0.4 | $12M | +2% | 28k | 410.43 |
|
Invesco S&p S&p500 Eql Wgt (RSP) | 0.4 | $12M | 65k | 175.23 |
|
|
Abbvie (ABBV) | 0.4 | $11M | -13% | 63k | 177.70 |
|
Ishares S&p Core S&p Us Gwt (IUSG) | 0.3 | $11M | +7% | 77k | 139.35 |
|
Visa Inc Cl A Com Cl A (V) | 0.3 | $11M | -14% | 34k | 316.04 |
|
Global X Us Infr Dev Etf (PAVE) | 0.3 | $11M | -14% | 260k | 40.41 |
|
Spdr Series S&p Divid Etf (SDY) | 0.3 | $10M | 77k | 132.10 |
|
|
Procter & Gamble Company (PG) | 0.3 | $10M | -24% | 60k | 167.65 |
|
Rbb Us Us Trsry 6 Mnth (XBIL) | 0.3 | $9.9M | 198k | 50.04 |
|
|
Consumer Discretionary Sbi Cons Discr (XLY) | 0.3 | $9.8M | 44k | 224.35 |
|
|
Sector Consumer Sbi Cons Stpls (XLP) | 0.3 | $9.5M | +5% | 121k | 78.61 |
|
Home Depot (HD) | 0.3 | $9.4M | -27% | 24k | 388.98 |
|
First Trust Smid Risng Etf (SDVY) | 0.3 | $9.3M | +8% | 259k | 35.85 |
|
Ishares Msci Msci Usa Min Vol (USMV) | 0.3 | $9.1M | -17% | 103k | 88.79 |
|
Costco Wholesale Corporation (COST) | 0.3 | $8.9M | -7% | 9.8k | 916.31 |
|
Schwab Us Us Lcap Gr Etf (SCHG) | 0.3 | $8.7M | +96% | 312k | 27.87 |
|
Harbor Etf Trust Long Term Grower (WINN) | 0.3 | $8.6M | +2% | 317k | 27.21 |
|
Select Sector Communication (XLC) | 0.3 | $8.6M | +3% | 89k | 96.81 |
|
Spdr Portfolio Portfoli S&p1500 (SPTM) | 0.3 | $8.4M | +8% | 118k | 71.43 |
|
Wisdomtree Trust Us Qtly Div Grt (DGRW) | 0.3 | $8.3M | +3% | 102k | 80.93 |
|
Spdr Bloomberg Spdr Blmberg Invst Grade (FLRN) | 0.3 | $8.2M | +53% | 268k | 30.73 |
|
Global X S&p 500 Covered (XYLD) | 0.3 | $8.2M | -9% | 195k | 41.90 |
|
Global X Nasdaq 100 Cover (QYLD) | 0.3 | $8.0M | -10% | 439k | 18.22 |
|
Invesco Exchange S&p500 Quality (SPHQ) | 0.2 | $7.6M | +11% | 113k | 67.03 |
|
Vanguard Value Value Etf (VTV) | 0.2 | $7.5M | -12% | 45k | 169.30 |
|
Vanguard Dividend Div App Etf (VIG) | 0.2 | $7.5M | -23% | 38k | 195.83 |
|
Ishares Core Core S&p Scp Etf (IJR) | 0.2 | $7.5M | -15% | 65k | 115.22 |
|
Wisdomtree Mortgage Mortgage Plus Bd Etf (MTGP) | 0.2 | $7.4M | +17% | 171k | 43.20 |
|
Fs Kkr Capital Corp (FSK) | 0.2 | $7.3M | +17% | 338k | 21.72 |
|
Spdr Bloomberg Bloomberg 1-3 Mo (BIL) | 0.2 | $7.3M | -48% | 80k | 91.43 |
|
Invesco S&p S&p Mdcp Quality (XMHQ) | 0.2 | $7.3M | -4% | 74k | 98.47 |
|
McDonald's Corporation (MCD) | 0.2 | $7.2M | -17% | 25k | 289.89 |
|
Vanguard Short Short Trm Bond (BSV) | 0.2 | $7.2M | -47% | 93k | 77.27 |
|
Vaneck Morningstar Morningstar Wide (MOAT) | 0.2 | $6.8M | +3% | 74k | 92.72 |
|
Spdr Portfolio Portfolio S&p400 (SPMD) | 0.2 | $6.8M | +4% | 124k | 54.69 |
|
Microstrategy Inc Cl A Cl A New (MSTR) | 0.2 | $6.8M | -15% | 24k | 289.62 |
|
Johnson & Johnson (JNJ) | 0.2 | $6.8M | -21% | 47k | 144.62 |
|
Invesco National Natl Amt Muni (PZA) | 0.2 | $6.6M | +5% | 281k | 23.61 |
|
Vaneck Semiconductor Semiconductr Etf (SMH) | 0.2 | $6.6M | -31% | 27k | 242.17 |
|
First Trust SHS (FVD) | 0.2 | $6.6M | -12% | 151k | 43.64 |
|
Select Utilities Sbi Int-utils (XLU) | 0.2 | $6.5M | +14% | 86k | 75.69 |
|
Boeing Company (BA) | 0.2 | $6.5M | -12% | 37k | 177.00 |
|
Pacer U S Pacer Us Small (CALF) | 0.2 | $6.4M | +43% | 145k | 44.01 |
|
Ishares 7-10yr 7-10 Yr Trsy Bd (IEF) | 0.2 | $6.4M | +3% | 69k | 92.45 |
|
Ishares 10-20yr 10-20 Yr Trs Etf (TLH) | 0.2 | $6.3M | +85% | 64k | 99.54 |
|
Spdr Series S&p Biotech (XBI) | 0.2 | $6.3M | -45% | 70k | 90.06 |
|
Vanguard Information Inf Tech Etf (VGT) | 0.2 | $6.2M | -14% | 9.9k | 621.78 |
|
Invesco Nasdaq Nasdaq 100 Etf (QQQM) | 0.2 | $6.1M | +19% | 29k | 210.45 |
|
Ishares Msci Msci Eafe Etf (EFA) | 0.2 | $6.1M | -39% | 80k | 75.61 |
|
Ea Ser Alpha Arch 1-3 (BOXX) | 0.2 | $6.0M | -24% | 55k | 110.28 |
|
UnitedHealth (UNH) | 0.2 | $6.0M | +2% | 12k | 505.87 |
|
Ast Spacemobile Inc Cl A Com Cl A (ASTS) | 0.2 | $6.0M | +9% | 283k | 21.10 |
|
Exxon Mobil Corporation (XOM) | 0.2 | $6.0M | -20% | 55k | 107.57 |
|
Janus Detroit Hendrson Aaa Cl (JAAA) | 0.2 | $5.9M | +128% | 117k | 50.71 |
|
Palantir Technologies Inc Cl A Cl A (PLTR) | 0.2 | $5.8M | -35% | 77k | 75.63 |
|
Cintas Corporation (CTAS) | 0.2 | $5.8M | 32k | 182.70 |
|
|
Pimco 25 25yr+ Zero U S (ZROZ) | 0.2 | $5.7M | -2% | 83k | 68.62 |
|
First Trust Tcw Opportunis (FIXD) | 0.2 | $5.6M | +8% | 131k | 42.97 |
|
Mastercard Inc Cl A Cl A (MA) | 0.2 | $5.5M | -12% | 11k | 526.55 |
|
First Trust Cap Strength Etf (FTCS) | 0.2 | $5.4M | -17% | 62k | 87.82 |
|
Bank of America Corporation (BAC) | 0.2 | $5.4M | -9% | 123k | 43.95 |
|
Ishares Core Core S&p Mcp Etf (IJH) | 0.2 | $5.3M | -26% | 86k | 62.31 |
|
Ishares Morningstar Morningstar Grwt (ILCG) | 0.2 | $5.3M | 59k | 89.60 |
|
|
Ishares Core Core Msci Eafe (IEFA) | 0.2 | $5.2M | -31% | 74k | 70.28 |
|
Ishares Silver Ishares (SLV) | 0.2 | $5.2M | 197k | 26.33 |
|
|
Ishares Russell Rus 1000 Val Etf (IWD) | 0.2 | $5.2M | -11% | 28k | 185.13 |
|
Invesco Bulletshares Bulshs 2025 Hy (BSJP) | 0.2 | $5.2M | -31% | 223k | 23.07 |
|
Invesco Bulletshares Invsco Blsh 26 (BSJQ) | 0.2 | $5.1M | -31% | 218k | 23.27 |
|
Ishares Core Core S&p Us Vlu (IUSV) | 0.2 | $5.1M | +6% | 55k | 92.59 |
|
Chevron Corporation (CVX) | 0.2 | $5.0M | -30% | 35k | 144.84 |
|
Jpmorgan Ultra Shrt Inc (JPST) | 0.2 | $5.0M | -52% | 100k | 50.37 |
|
Spdr Portfolio Portfolio Emg Mk (SPEM) | 0.2 | $5.0M | -33% | 131k | 38.37 |
|
Philip Morris International (PM) | 0.2 | $5.0M | -5% | 42k | 120.35 |
|
Ishares 3-7yr 3 7 Yr Treas Bd (IEI) | 0.2 | $4.9M | +45% | 43k | 115.55 |
|
Sector Energy Energy (XLE) | 0.2 | $4.9M | 57k | 85.66 |
|
|
First Trust Tech Alphadex (FXL) | 0.2 | $4.8M | 33k | 148.55 |
|
|
Ishares Tr Investment Grade (IGEB) | 0.2 | $4.8M | -81% | 109k | 44.36 |
|
Proshares Trust S&p 500 Dv Arist (NOBL) | 0.2 | $4.8M | -4% | 48k | 99.55 |
|
Ab Active Etfs Ince High Yield Etf (HYFI) | 0.2 | $4.8M | +12% | 129k | 36.89 |
|
Vanguard Small Sm Cp Val Etf (VBR) | 0.2 | $4.7M | 24k | 198.18 |
|
|
Netflix (NFLX) | 0.1 | $4.6M | -10% | 5.2k | 891.32 |
|
Servicenow (NOW) | 0.1 | $4.6M | -18% | 4.3k | 1060.12 |
|
Vanguard Financials Financials Etf (VFH) | 0.1 | $4.5M | +44% | 38k | 118.07 |
|
First Trust Com Shs (FTC) | 0.1 | $4.5M | -8% | 33k | 138.25 |
|
Rbb Us Us Treas 3 Mnth (TBIL) | 0.1 | $4.4M | -32% | 88k | 49.86 |
|
Coca-Cola Company (KO) | 0.1 | $4.4M | -21% | 70k | 62.26 |
|
Abbott Laboratories (ABT) | 0.1 | $4.3M | -17% | 38k | 113.11 |
|
Franklin Ftse Franklin India (FLIN) | 0.1 | $4.3M | +17% | 115k | 37.90 |
|
Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $4.3M | -10% | 51k | 84.97 |
|
Pfizer (PFE) | 0.1 | $4.3M | -10% | 160k | 26.53 |
|
Walt Disney Company (DIS) | 0.1 | $4.2M | -3% | 38k | 111.35 |
|
Palo Alto Networks (PANW) | 0.1 | $4.2M | +59% | 23k | 181.96 |
|
Select Sector Rl Est Sel Sec (XLRE) | 0.1 | $4.1M | -17% | 102k | 40.67 |
|
Spdr Dow Ut Ser 1 (DIA) | 0.1 | $4.1M | 9.7k | 425.50 |
|
|
Ishares S&p S&p 500 Grwt Etf (IVW) | 0.1 | $4.1M | +12% | 41k | 101.53 |
|
Vanguard Ftse Ftse Dev Mkt Etf (VEA) | 0.1 | $4.1M | -4% | 86k | 47.82 |
|
Ishares Core Core High Dv Etf (HDV) | 0.1 | $4.1M | +3% | 36k | 112.26 |
|
Vanguard Municipal Tax Exempt Bd (VTEB) | 0.1 | $4.0M | -23% | 79k | 50.13 |
|
Ishares Core Core Div Grwth (DGRO) | 0.1 | $3.9M | -17% | 64k | 61.34 |
|
Schwab Us Us Mid-cap Etf (SCHM) | 0.1 | $3.9M | +86% | 142k | 27.71 |
|
American Century Diversified Mu (TAXF) | 0.1 | $3.9M | +2% | 78k | 50.14 |
|
Pepsi (PEP) | 0.1 | $3.9M | -20% | 26k | 152.06 |
|
Delta Airlines Com New (DAL) | 0.1 | $3.9M | -5% | 64k | 60.50 |
|
Cisco Systems (CSCO) | 0.1 | $3.9M | -17% | 65k | 59.20 |
|
Vaneck Gold Gold Miners Etf (GDX) | 0.1 | $3.8M | +10% | 112k | 33.91 |
|
Nextera Energy (NEE) | 0.1 | $3.8M | 53k | 71.69 |
|
|
Advanced Micro Devices (AMD) | 0.1 | $3.8M | -8% | 31k | 120.79 |
|
Vanguard World Extended Dur (EDV) | 0.1 | $3.8M | +311% | 56k | 67.72 |
|
Eaton Vance Managed Dive Com (ETY) | 0.1 | $3.7M | -19% | 251k | 14.95 |
|
salesforce (CRM) | 0.1 | $3.7M | -23% | 11k | 334.34 |
|
Ishares Russell Rus Mid Cap Etf (IWR) | 0.1 | $3.7M | -3% | 42k | 88.40 |
|
Goldman Sachs (GS) | 0.1 | $3.7M | -21% | 6.5k | 572.61 |
|
Main Street Capital Corporation (MAIN) | 0.1 | $3.7M | 63k | 58.58 |
|
|
Avantis U S Us Sml Cp Valu (AVUV) | 0.1 | $3.6M | +24% | 38k | 96.53 |
|
At&t (T) | 0.1 | $3.6M | -45% | 159k | 22.77 |
|
Caterpillar (CAT) | 0.1 | $3.6M | -26% | 9.9k | 362.76 |
|
Vanguard High High Div Yld (VYM) | 0.1 | $3.6M | -5% | 28k | 127.59 |
|
Deere & Company (DE) | 0.1 | $3.6M | 8.5k | 423.72 |
|
|
Accenture Plc Ireland Cl A Shs Class A (ACN) | 0.1 | $3.6M | -5% | 10k | 351.80 |
|
Eaton (ETN) | 0.1 | $3.6M | -8% | 11k | 331.86 |
|
International Business Machines (IBM) | 0.1 | $3.5M | -19% | 16k | 219.82 |
|
Qualcomm (QCOM) | 0.1 | $3.5M | -25% | 23k | 153.62 |
|
Spdr Portfolio Portfolio Short (SPSB) | 0.1 | $3.5M | -2% | 117k | 29.86 |
|
DNP Select Income Fund (DNP) | 0.1 | $3.5M | -7% | 392k | 8.82 |
|
Lockheed Martin Corporation (LMT) | 0.1 | $3.5M | -5% | 7.1k | 485.91 |
|
Merck & Co (MRK) | 0.1 | $3.4M | -16% | 35k | 99.48 |
|
Invesco Total Total Return Etf (GTO) | 0.1 | $3.4M | +11% | 74k | 46.40 |
|
Ishares U S U.s. Fin Svc Etf (IYG) | 0.1 | $3.4M | -12% | 44k | 77.81 |
|
Verizon Communications (VZ) | 0.1 | $3.4M | -26% | 84k | 39.99 |
|
Vanguard Mid Mid Cap Etf (VO) | 0.1 | $3.4M | -27% | 13k | 264.13 |
|
SPDR S&P Aerospace Def (XAR) | 0.1 | $3.4M | +10% | 20k | 165.82 |
|
Marriott Intl Inc New Cl A Cl A (MAR) | 0.1 | $3.3M | -10% | 12k | 278.95 |
|
Amgen (AMGN) | 0.1 | $3.3M | 13k | 260.64 |
|
|
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) | 0.1 | $3.3M | -25% | 114k | 29.24 |
|
J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $3.3M | 41k | 81.03 |
|
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $3.2M | 166k | 19.59 |
|
|
Arista Networks | 0.1 | $3.2M | +118% | 29k | 110.53 |
|
Ishares Mbs Mbs Etf (MBB) | 0.1 | $3.2M | -46% | 35k | 91.68 |
|
Ares Capital Corporation (ARCC) | 0.1 | $3.2M | +2% | 147k | 21.89 |
|
Ishares Expanded Expnd Tec Sc Etf (IGM) | 0.1 | $3.2M | -3% | 31k | 102.09 |
|
Dimensional Us Us Small Cap Etf (DFAS) | 0.1 | $3.2M | -26% | 49k | 65.08 |
|
Oracle Corporation (ORCL) | 0.1 | $3.2M | -12% | 19k | 166.64 |
|
Ishares Currency Hdg Msci Eafe (HEFA) | 0.1 | $3.1M | 90k | 34.75 |
|
|
Ryder System (R) | 0.1 | $3.1M | -6% | 20k | 156.86 |
|
Honeywell International (HON) | 0.1 | $3.1M | -22% | 14k | 225.89 |
|
Ishares National National Mun Etf (MUB) | 0.1 | $2.9M | -19% | 27k | 106.55 |
|
American Century Stoxx Us Qlty (QGRO) | 0.1 | $2.9M | +7% | 29k | 99.70 |
|
Vanguard Health Health Car Etf (VHT) | 0.1 | $2.9M | -2% | 11k | 253.70 |
|
Invesco Dorsey Dwa Healthcare (PTH) | 0.1 | $2.9M | -23% | 72k | 40.04 |
|
First Trust SHS (FDL) | 0.1 | $2.9M | -4% | 71k | 40.26 |
|
Dominion Resources (D) | 0.1 | $2.9M | -14% | 53k | 53.86 |
|
Schwab Intermediate Intrm Trm Tres (SCHR) | 0.1 | $2.8M | +3% | 117k | 24.29 |
|
Schwab Us Us Brd Mkt Etf (SCHB) | 0.1 | $2.8M | +79% | 125k | 22.70 |
|
Invesco S&p S&p Smcp Vlu Mnt (XSVM) | 0.1 | $2.8M | 51k | 54.48 |
|
|
Invesco Aerospace Aerospace Defn (PPA) | 0.1 | $2.8M | -3% | 24k | 114.73 |
|
First Trust Pfd Secs Inc Etf (FPE) | 0.1 | $2.8M | 157k | 17.70 |
|
|
Raytheon Technologies Corp (RTX) | 0.1 | $2.8M | -15% | 24k | 115.72 |
|
Ark Innovation Innovation Etf (ARKK) | 0.1 | $2.8M | -40% | 49k | 56.77 |
|
Ishares Core Core Msci Emkt (IEMG) | 0.1 | $2.7M | -35% | 52k | 52.22 |
|
Schwab Us Us Sml Cap Etf (SCHA) | 0.1 | $2.7M | 105k | 25.86 |
|
|
X Trackers Xtrack Msci Eafe (DBEF) | 0.1 | $2.7M | -43% | 65k | 41.40 |
|
Axon Enterprise (AXON) | 0.1 | $2.6M | 4.4k | 594.32 |
|
|
Us Foods Hldg Corp call (USFD) | 0.1 | $2.6M | 39k | 67.46 |
|
|
Blackrock Etf Trust Ii Ishares High Yie (SHYM) | 0.1 | $2.6M | +22% | 116k | 22.66 |
|
Texas Instruments Incorporated (TXN) | 0.1 | $2.6M | -20% | 14k | 187.51 |
|
Vanguard Small Small Cp Etf (VB) | 0.1 | $2.6M | -37% | 11k | 240.28 |
|
Illinois Tool Works (ITW) | 0.1 | $2.6M | -9% | 10k | 253.55 |
|
Vanguard Total Total Bnd Mrkt (BND) | 0.1 | $2.6M | -32% | 36k | 71.91 |
|
Two Roads Ldrshs Alpfact (LSAF) | 0.1 | $2.6M | -4% | 63k | 40.52 |
|
Ishares 1-3yr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.5M | -40% | 31k | 81.98 |
|
Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $2.5M | NEW | 72k | 35.26 |
|
Lowe's Companies (LOW) | 0.1 | $2.5M | -16% | 10k | 246.79 |
|
Ishares Bitcoin SHS (IBIT) | 0.1 | $2.5M | -37% | 48k | 53.05 |
|
Union Pacific Corporation (UNP) | 0.1 | $2.5M | -33% | 11k | 228.04 |
|
Tko Group Cl A (TKO) | 0.1 | $2.5M | -50% | 18k | 142.11 |
|
Evergy (EVRG) | 0.1 | $2.5M | +307% | 40k | 61.55 |
|
Ishares Core Core S&p Ttl Stk (ITOT) | 0.1 | $2.5M | -7% | 19k | 128.62 |
|
Altria (MO) | 0.1 | $2.5M | +12% | 47k | 52.29 |
|
Vaneck Merk Gold Trust (OUNZ) | 0.1 | $2.4M | -29% | 96k | 25.30 |
|
Jpmorgan Equity Premium (JEPI) | 0.1 | $2.4M | -40% | 42k | 57.53 |
|
Proshares Tr Bitcoin Strate (BITO) | 0.1 | $2.4M | -47% | 104k | 22.78 |
|
Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $2.3M | +23% | 36k | 64.52 |
|
Bank Montreal Medium Microsectors Fa (FNGD) | 0.1 | $2.3M | NEW | 171k | 13.66 |
|
Ishares Msci Msci Emrg Chn (EMXC) | 0.1 | $2.3M | -27% | 42k | 55.45 |
|
First Trust Buywrit Incm Etf (FTHI) | 0.1 | $2.3M | +6% | 99k | 23.27 |
|
Vanguard Mega Mega Grwth Ind (MGK) | 0.1 | $2.3M | -27% | 6.7k | 343.41 |
|
Schwab Us Us Lcap Va Etf (SCHV) | 0.1 | $2.3M | +58% | 88k | 26.07 |
|
Ishares Gold Ishares New (IAU) | 0.1 | $2.3M | -23% | 46k | 49.51 |
|
Spdr Index Msci Eafe Strtgc (QEFA) | 0.1 | $2.3M | 32k | 72.51 |
|
|
Schwab Intl Eqty Etf (SCHF) | 0.1 | $2.3M | +7% | 123k | 18.50 |
|
Vaneck Fallen Fallen Angel Hg (ANGL) | 0.1 | $2.3M | 79k | 28.67 |
|
|
Fidelity Covington High Divid Etf (FDVV) | 0.1 | $2.3M | 45k | 49.94 |
|
|
Sector Materials Sbi Materials (XLB) | 0.1 | $2.2M | -6% | 27k | 84.14 |
|
Crowdstrike Holdings Inc Cl A Cl A (CRWD) | 0.1 | $2.2M | -44% | 6.6k | 342.16 |
|
Past Filings by IHT Wealth Management
SEC 13F filings are viewable for IHT Wealth Management going back to 2016
- IHT Wealth Management 2024 Q4 filed Feb. 14, 2025
- IHT Wealth Management 2024 Q3 filed Nov. 14, 2024
- IHT Wealth Management 2024 Q2 filed Aug. 14, 2024
- IHT Wealth Management 2024 Q1 filed May 15, 2024
- IHT Wealth Management 2023 Q4 filed Feb. 14, 2024
- IHT Wealth Management 2023 Q3 filed Nov. 14, 2023
- IHT Wealth Management 2023 Q2 filed Aug. 15, 2023
- IHT Wealth Management 2023 Q1 filed May 15, 2023
- IHT Wealth Management 2022 Q4 filed Feb. 15, 2023
- IHT Wealth Management 2022 Q3 filed Nov. 22, 2022
- IHT Wealth Management 2022 Q2 filed Aug. 15, 2022
- IHT Wealth Management 2022 Q1 filed May 16, 2022
- IHT Wealth Management 2021 Q4 filed Feb. 14, 2022
- IHT Wealth Management 2021 Q3 filed Nov. 15, 2021
- IHT Wealth Management 2021 Q2 filed Aug. 16, 2021
- IHT Wealth Management 2021 Q1 filed May 18, 2021