IHT Wealth Management
Latest statistics and disclosures from IHT Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, QQQ, SPY, SPLG, USFR, and represent 13.80% of IHT Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$19M), SPTL (+$11M), OUNZ (+$11M), FTLS (+$9.0M), ZROZ (+$6.6M), QQQ, BIL, XLV, AIRR, TLT.
- Started 94 new stock positions in GBIL, LTHM, FRDM, TFLO, PAYC, CF, QQQJ, MMC, BSX, Ab Active Etfs.
- Reduced shares in these 10 stocks: JPST (-$19M), ULST (-$16M), Invesco Exchng Traded Fd Tr purbeta us agg, SPBO, XLU, CCOR, NVDA, USFR, IJR, PFIG.
- Sold out of its positions in APO, TEAM, RCEL, BCE, BRK.A, BLMN, Cbre Gbl Real Estate, CDW, Canadian Pacific Railway, CNS.
- IHT Wealth Management was a net buyer of stock by $72M.
- IHT Wealth Management has $1.9B in assets under management (AUM), dropping by 9.60%.
- 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 969 positions in its portfolio as reported in the June 2023 quarterly 13F filing
IHT Wealth Management has 969 total positions. Only the first 250 positions are shown.
- Sign up to view all of the IHT Wealth Management June 30, 2023 positions
- Download the IHT Wealth Management June 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.0 | $78M | -2% | 399k | 193.97 |
|
Invesco Qqq Unit Ser 1 (QQQ) | 3.0 | $57M | +7% | 155k | 369.42 |
|
SPDR S&P Tr Unit (SPY) | 2.5 | $48M | -3% | 107k | 443.28 |
|
Spdr Portfolio Portfolio S&p500 (SPLG) | 2.3 | $45M | +6% | 864k | 52.11 |
|
Wisdomtree Floating Floatng Rat Trea (USFR) | 2.0 | $38M | -6% | 750k | 50.32 |
|
Microsoft Corporation (MSFT) | 1.7 | $33M | +4% | 97k | 340.54 |
|
Spdr Portfolio Portfolio Devlpd (SPDW) | 1.6 | $31M | +5% | 941k | 32.54 |
|
Eli Lilly & Co. (LLY) | 1.5 | $29M | +205% | 61k | 468.98 |
|
Amazon (AMZN) | 1.4 | $27M | -3% | 204k | 130.36 |
|
Spdr Portfolio Prtflo S&p500 Vl (SPYV) | 1.4 | $26M | 605k | 43.20 |
|
|
Spdr Portfolio Prtflo S&p500 Gw (SPYG) | 1.4 | $26M | 427k | 61.01 |
|
|
Ishares Core Core S&p500 Etf (IVV) | 1.3 | $26M | 57k | 445.71 |
|
|
Spdr Corp Portfolio Crport (SPBO) | 1.3 | $24M | -11% | 840k | 28.88 |
|
Franklin Us Us Treasury Bond (FLGV) | 1.3 | $24M | -4% | 1.2M | 20.77 |
|
Sector Technology Technology (XLK) | 1.2 | $23M | 135k | 173.86 |
|
|
NVIDIA Corporation (NVDA) | 1.2 | $23M | -11% | 53k | 423.02 |
|
ISHARES 20 Plus 20 Yr Tr Bd Etf (TLT) | 1.0 | $18M | +19% | 179k | 102.94 |
|
Spdr Portfolio Portfolio S&p600 (SPSM) | 0.9 | $18M | +10% | 460k | 38.84 |
|
Ishares Russell Russell 2000 Etf (IWM) | 0.9 | $17M | +8% | 92k | 187.27 |
|
Spdr Series S&p Divid Etf (SDY) | 0.9 | $17M | +2% | 134k | 122.58 |
|
Spdr Portfolio Portfolio Agrgte (SPAB) | 0.8 | $16M | +7% | 633k | 25.37 |
|
Sector Healthcare Sbi Healthcare (XLV) | 0.8 | $15M | +26% | 112k | 132.73 |
|
Spdr Portfolio Portfolio S&p400 (SPMD) | 0.8 | $15M | 320k | 45.89 |
|
|
Strategy Day Day Hagan Ned (SSUS) | 0.7 | $14M | +21% | 395k | 35.51 |
|
Vanguard Total Total Stk Mkt (VTI) | 0.7 | $13M | +6% | 60k | 220.28 |
|
Spdr Portfolio Spdr Ser Tr (SPTL) | 0.6 | $12M | +1696% | 399k | 29.90 |
|
Ishares Core Core Us Aggbd Et (AGG) | 0.6 | $12M | +6% | 120k | 97.95 |
|
Vaneck Merk Gold Trust (OUNZ) | 0.6 | $12M | +2366% | 622k | 18.60 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $11M | 33k | 341.01 |
|
|
Schwab Us Us Dividend Eq (SCHD) | 0.6 | $11M | +18% | 154k | 72.62 |
|
Ishares Iboxx Iboxx Inv Cp Etf (LQD) | 0.6 | $11M | +4% | 100k | 108.14 |
|
First Trust Risng Divd Achiv (RDVY) | 0.6 | $11M | 225k | 47.10 |
|
|
First Trust SHS (FVD) | 0.5 | $10M | -5% | 253k | 40.09 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $10M | -2% | 84k | 119.70 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $9.8M | 81k | 120.97 |
|
|
Tesla Motors (TSLA) | 0.5 | $9.5M | +8% | 36k | 261.77 |
|
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.5 | $9.0M | NEW | 171k | 52.79 |
|
Meta Platforms Cl A (META) | 0.5 | $9.0M | 31k | 286.98 |
|
|
Procter & Gamble Company (PG) | 0.5 | $8.8M | +7% | 58k | 151.74 |
|
Vanguard S&p S&p 500 Etf Shs (VOO) | 0.5 | $8.7M | -7% | 21k | 407.28 |
|
Spdr Gold Gold Shs (GLD) | 0.5 | $8.7M | +33% | 49k | 178.27 |
|
Sector Energy Energy (XLE) | 0.4 | $8.2M | -12% | 101k | 81.17 |
|
JPMorgan Chase & Co. (JPM) | 0.4 | $8.1M | +6% | 56k | 145.44 |
|
Ishares Msci Msci Usa Min Vol (USMV) | 0.4 | $8.0M | -6% | 108k | 74.33 |
|
Wal-Mart Stores (WMT) | 0.4 | $7.5M | +10% | 48k | 157.18 |
|
Invesco S&p S&p500 Eql Wgt (RSP) | 0.4 | $7.4M | -7% | 50k | 149.64 |
|
Sector Consumer Sbi Cons Stpls (XLP) | 0.4 | $7.4M | -14% | 99k | 74.17 |
|
Johnson & Johnson (JNJ) | 0.4 | $7.4M | -2% | 45k | 165.52 |
|
Vanguard Growth Growth Etf (VUG) | 0.4 | $7.3M | 26k | 282.96 |
|
|
Sector Financial Sbi Int-finl (XLF) | 0.4 | $7.3M | -5% | 216k | 33.71 |
|
McDonald's Corporation (MCD) | 0.4 | $7.2M | 24k | 298.42 |
|
|
Avantis U S Us Sml Cp Valu (AVUV) | 0.4 | $7.0M | -10% | 91k | 77.61 |
|
Home Depot (HD) | 0.4 | $7.0M | +12% | 23k | 310.64 |
|
Boeing Company (BA) | 0.4 | $7.0M | -5% | 33k | 211.16 |
|
Abbvie (ABBV) | 0.4 | $6.8M | 51k | 134.73 |
|
|
Exxon Mobil Corporation (XOM) | 0.3 | $6.7M | -2% | 62k | 107.25 |
|
Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.3 | $6.6M | NEW | 72k | 92.03 |
|
Ishares S&p Core S&p Us Gwt (IUSG) | 0.3 | $6.6M | 67k | 97.64 |
|
|
Select Sector Communication (XLC) | 0.3 | $6.3M | 97k | 65.08 |
|
|
Wisdomtree Trust Us Qtly Div Grt (DGRW) | 0.3 | $6.3M | -5% | 95k | 66.66 |
|
Spdr Series S&p Biotech (XBI) | 0.3 | $6.1M | 73k | 83.20 |
|
|
Visa Com Cl A (V) | 0.3 | $6.0M | +2% | 25k | 237.48 |
|
Spdr Portfolio Portfoli S&p1500 (SPTM) | 0.3 | $6.0M | +8% | 111k | 54.44 |
|
Schwab Us Us Lcap Gr Etf (SCHG) | 0.3 | $6.0M | +2% | 80k | 74.95 |
|
Spdr Bloomberg Bloomberg Sht Te (SJNK) | 0.3 | $6.0M | +4% | 241k | 24.70 |
|
Ishares Core Core S&p Scp Etf (IJR) | 0.3 | $5.9M | -27% | 59k | 99.65 |
|
Proshares Trust S&p 500 Dv Arist (NOBL) | 0.3 | $5.8M | +4% | 62k | 94.28 |
|
Ishares Core Core S&p Us Vlu (IUSV) | 0.3 | $5.8M | -7% | 74k | 78.26 |
|
Invesco Exchange Ftse Rafi Dev (PXF) | 0.3 | $5.7M | +13% | 128k | 44.96 |
|
DNP Select Income Fund (DNP) | 0.3 | $5.6M | +5% | 534k | 10.48 |
|
Vanguard Short Short Trm Bond (BSV) | 0.3 | $5.5M | +7% | 73k | 75.57 |
|
Select Utilities Sbi Int-utils (XLU) | 0.3 | $5.5M | -35% | 85k | 65.44 |
|
Spdr Nuveen Nuveen Brc Munic (TFI) | 0.3 | $5.5M | 120k | 46.16 |
|
|
Intel Corporation (INTC) | 0.3 | $5.5M | +3% | 165k | 33.44 |
|
Sector Industrial Sbi Int-inds (XLI) | 0.3 | $5.5M | +2% | 51k | 107.32 |
|
Vanguard Ftse Ftse Dev Mkt Etf (VEA) | 0.3 | $5.4M | -16% | 118k | 46.18 |
|
Broadcom (AVGO) | 0.3 | $5.3M | +8% | 6.2k | 867.35 |
|
Global X Us Infr Dev Etf (PAVE) | 0.3 | $5.3M | -2% | 169k | 31.43 |
|
Spdr Russell Russell Yield (ONEY) | 0.3 | $5.2M | 55k | 95.29 |
|
|
Consumer Discretionary Sbi Cons Discr (XLY) | 0.3 | $5.1M | -11% | 30k | 169.81 |
|
Costco Wholesale Corporation (COST) | 0.3 | $5.1M | +9% | 9.4k | 538.40 |
|
Pepsi (PEP) | 0.3 | $5.1M | +8% | 27k | 185.22 |
|
Ishares Russell Rus 1000 Val Etf (IWD) | 0.3 | $4.9M | 31k | 157.83 |
|
|
Spdr Portfolio Portfolio Short (SPSB) | 0.3 | $4.9M | 167k | 29.44 |
|
|
Pacer Us Us Cash Cows 100 (COWZ) | 0.3 | $4.9M | +31% | 102k | 47.87 |
|
Chevron Corporation (CVX) | 0.3 | $4.8M | +15% | 31k | 157.35 |
|
Spdr Portfolio Portfolio Emg Mk (SPEM) | 0.2 | $4.7M | +3% | 136k | 34.38 |
|
First Trust Cap Strength Etf (FTCS) | 0.2 | $4.6M | -2% | 62k | 75.08 |
|
First Trust SHS (QTEC) | 0.2 | $4.6M | +2% | 32k | 147.16 |
|
Vanguard Information Inf Tech Etf (VGT) | 0.2 | $4.5M | -2% | 10k | 442.15 |
|
First Trust Com Shs (FTC) | 0.2 | $4.5M | -5% | 44k | 101.29 |
|
Highland Income Highland Income (HFRO) | 0.2 | $4.4M | 489k | 9.03 |
|
|
UnitedHealth (UNH) | 0.2 | $4.4M | +19% | 9.1k | 480.63 |
|
Spdr Bloomberg Bloomberg 1-3 Mo (BIL) | 0.2 | $4.3M | +318% | 47k | 91.82 |
|
Global X Global X Uranium (URA) | 0.2 | $4.2M | +4% | 196k | 21.70 |
|
Mastercard Cl A (MA) | 0.2 | $4.2M | 11k | 393.31 |
|
|
Ishares Russell Rus 1000 Grw Etf (IWF) | 0.2 | $4.2M | +9% | 15k | 275.18 |
|
Coca-Cola Company (KO) | 0.2 | $4.1M | -7% | 68k | 60.22 |
|
Ishares Silver Ishares (SLV) | 0.2 | $4.1M | +4% | 194k | 20.89 |
|
Vanguard Small Sm Cp Val Etf (VBR) | 0.2 | $4.0M | -7% | 24k | 165.40 |
|
Ishares Core Core Msci Emkt (IEMG) | 0.2 | $4.0M | +12% | 82k | 49.29 |
|
Ishares Core Core S&p Mcp Etf (IJH) | 0.2 | $4.0M | 15k | 261.49 |
|
|
Walt Disney Company (DIS) | 0.2 | $3.9M | -2% | 44k | 89.28 |
|
First Trust Com Shs (FTA) | 0.2 | $3.9M | -5% | 59k | 66.68 |
|
Vaneck Gold Gold Miners Etf (GDX) | 0.2 | $3.9M | +78% | 129k | 30.11 |
|
Cintas Corporation (CTAS) | 0.2 | $3.9M | 7.8k | 497.08 |
|
|
Sector Materials Sbi Materials (XLB) | 0.2 | $3.8M | -21% | 46k | 82.87 |
|
Ishares Morningstar Morningstar Grwt (ILCG) | 0.2 | $3.8M | -19% | 60k | 62.34 |
|
Vanguard Value Value Etf (VTV) | 0.2 | $3.7M | -10% | 26k | 142.10 |
|
Fs Kkr Capital Corp (FSK) | 0.2 | $3.7M | +12% | 194k | 19.18 |
|
Cisco Systems (CSCO) | 0.2 | $3.7M | +46% | 72k | 51.74 |
|
Nextera Energy (NEE) | 0.2 | $3.7M | +29% | 50k | 74.20 |
|
Invesco Bulletshares Bulshs 2025 Hy (BSJP) | 0.2 | $3.6M | -3% | 159k | 22.55 |
|
Invesco Bulletshares Invsco Blsh 26 (BSJQ) | 0.2 | $3.6M | 156k | 22.80 |
|
|
Ishares Core Core Msci Eafe (IEFA) | 0.2 | $3.5M | +159% | 52k | 67.50 |
|
Bank of America Corporation (BAC) | 0.2 | $3.5M | +102% | 121k | 28.69 |
|
Vanguard High High Div Yld (VYM) | 0.2 | $3.4M | 33k | 106.07 |
|
|
Merck & Co (MRK) | 0.2 | $3.4M | +13% | 30k | 115.39 |
|
Ishares Core Core High Dv Etf (HDV) | 0.2 | $3.2M | 32k | 100.79 |
|
|
Delta Airlines Com New (DAL) | 0.2 | $3.2M | -6% | 66k | 47.54 |
|
Qualcomm (QCOM) | 0.2 | $3.2M | +19% | 27k | 119.04 |
|
Abbott Laboratories (ABT) | 0.2 | $3.1M | +14% | 29k | 109.02 |
|
Verizon Communications (VZ) | 0.2 | $3.1M | -5% | 84k | 37.19 |
|
Honeywell International (HON) | 0.2 | $3.1M | 15k | 207.50 |
|
|
First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.2 | $3.0M | NEW | 56k | 54.06 |
|
Ishares Russell Rus Mid Cap Etf (IWR) | 0.2 | $3.0M | +25% | 41k | 73.03 |
|
Vanguard Dividend Div App Etf (VIG) | 0.2 | $3.0M | -20% | 18k | 162.43 |
|
Select Sector Rl Est Sel Sec (XLRE) | 0.2 | $2.9M | +4% | 78k | 37.69 |
|
Ishares Msci Msci Usa Qlt Fct (QUAL) | 0.2 | $2.9M | +5% | 22k | 134.87 |
|
Schwab Us Us Lcap Va Etf (SCHV) | 0.2 | $2.9M | 43k | 67.09 |
|
|
Vanguard Mid Mid Cap Etf (VO) | 0.1 | $2.9M | +4% | 13k | 220.17 |
|
Texas Instruments Incorporated (TXN) | 0.1 | $2.9M | 16k | 180.02 |
|
|
American Century Diversified Mu (TAXF) | 0.1 | $2.8M | 57k | 50.00 |
|
|
Adobe Systems Incorporated (ADBE) | 0.1 | $2.8M | +64% | 5.8k | 488.99 |
|
Deere & Company (DE) | 0.1 | $2.8M | +75% | 7.0k | 405.21 |
|
Lockheed Martin Corporation (LMT) | 0.1 | $2.8M | +5% | 6.1k | 460.35 |
|
Pfizer (PFE) | 0.1 | $2.8M | 77k | 36.68 |
|
|
Advanced Micro Devices (AMD) | 0.1 | $2.8M | +14% | 25k | 113.91 |
|
Invesco Golden Global Drgn Cn (PGJ) | 0.1 | $2.7M | +3% | 102k | 26.63 |
|
Schwab Us Us Brd Mkt Etf (SCHB) | 0.1 | $2.7M | -14% | 52k | 51.70 |
|
Vaneck Semiconductor Semiconductr Etf (SMH) | 0.1 | $2.7M | +93% | 17k | 152.25 |
|
Lowe's Companies (LOW) | 0.1 | $2.6M | +58% | 12k | 225.70 |
|
Ishares Core Core S&p Ttl Stk (ITOT) | 0.1 | $2.6M | -33% | 27k | 97.84 |
|
First Trust Pfd Secs Inc Etf (FPE) | 0.1 | $2.6M | +7% | 164k | 15.97 |
|
First Trust First Tr Enh New (FTSM) | 0.1 | $2.6M | +10% | 44k | 59.41 |
|
Wisdomtree Trust Itl Hdg Qtly Div (IHDG) | 0.1 | $2.6M | +41% | 65k | 40.17 |
|
First Trust Com Shs (FNX) | 0.1 | $2.6M | +418% | 27k | 96.32 |
|
First Trust Tech Alphadex (FXL) | 0.1 | $2.6M | -39% | 22k | 115.04 |
|
Caterpillar (CAT) | 0.1 | $2.5M | +19% | 10k | 246.06 |
|
Amgen (AMGN) | 0.1 | $2.5M | +25% | 11k | 222.01 |
|
Ishares Technology U.s. Tech Etf (IYW) | 0.1 | $2.5M | 23k | 108.87 |
|
|
Invesco S&p S&p Smcp Vlu Mnt (XSVM) | 0.1 | $2.5M | +5% | 54k | 46.44 |
|
Ares Capital Corporation (ARCC) | 0.1 | $2.5M | 132k | 18.79 |
|
|
Marriott Intl Cl A (MAR) | 0.1 | $2.5M | -7% | 14k | 183.69 |
|
CVS Caremark Corporation (CVS) | 0.1 | $2.4M | +69% | 35k | 69.13 |
|
Vaneck Morningstar Morningstar Wide (MOAT) | 0.1 | $2.4M | -9% | 31k | 79.79 |
|
Dow (DOW) | 0.1 | $2.4M | 46k | 53.26 |
|
|
Ishares Msci Msci Eafe Etf (EFA) | 0.1 | $2.4M | +47% | 34k | 72.50 |
|
Fidelity Covington High Divid Etf (FDVV) | 0.1 | $2.4M | 61k | 39.74 |
|
|
Main Street Capital Corporation (MAIN) | 0.1 | $2.4M | 61k | 40.03 |
|
|
Invesco High Hig Yld Eq Div (PEY) | 0.1 | $2.4M | +4% | 126k | 19.22 |
|
Schwab Us Us Tips Etf (SCHP) | 0.1 | $2.4M | 46k | 52.43 |
|
|
Spdr Index Msci Eafe Strtgc (QEFA) | 0.1 | $2.4M | 34k | 69.92 |
|
|
At&t (T) | 0.1 | $2.4M | -7% | 149k | 15.95 |
|
Netflix (NFLX) | 0.1 | $2.3M | -26% | 5.3k | 440.49 |
|
Ishares 1-3yr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.3M | +6% | 29k | 81.08 |
|
Invesco Nasdaq Nasdaq 100 Etf (QQQM) | 0.1 | $2.3M | +16% | 15k | 151.98 |
|
Vanguard Health Health Car Etf (VHT) | 0.1 | $2.3M | -32% | 9.4k | 244.82 |
|
Union Pacific Corporation (UNP) | 0.1 | $2.3M | +8% | 11k | 204.62 |
|
Invesco Exchange S&p 500 Low Vol (SPLV) | 0.1 | $2.3M | -5% | 37k | 62.81 |
|
Invesco S&p S&p Mdcp Quality (XMHQ) | 0.1 | $2.2M | +31% | 28k | 80.71 |
|
Ishares Expanded Expnd Tec Sc Etf (IGM) | 0.1 | $2.2M | 5.6k | 392.87 |
|
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $2.2M | +7% | 174k | 12.70 |
|
Schwab Us Us Mid-cap Etf (SCHM) | 0.1 | $2.2M | -2% | 31k | 71.03 |
|
Ford Motor Company (F) | 0.1 | $2.2M | -5% | 146k | 15.13 |
|
Invesco Aerospace Aerospace Defn (PPA) | 0.1 | $2.2M | 26k | 84.47 |
|
|
Global X Lithium Btry Etf (LIT) | 0.1 | $2.2M | 33k | 65.02 |
|
|
Eaton Vance Managed Dive Com (ETY) | 0.1 | $2.2M | +15% | 173k | 12.46 |
|
Invesco China China Technlgy (CQQQ) | 0.1 | $2.1M | 54k | 39.66 |
|
|
Ark Innovation Innovation Etf (ARKK) | 0.1 | $2.1M | +16% | 48k | 44.14 |
|
Invesco Exchange Traded Fd T Dwa Indls Mumt (PRN) | 0.1 | $2.1M | NEW | 20k | 105.23 |
|
Vanguard Russell Vng Rus1000grw (VONG) | 0.1 | $2.1M | -5% | 30k | 70.76 |
|
Vanguard Small Small Cp Etf (VB) | 0.1 | $2.1M | -7% | 11k | 198.90 |
|
Goldman Sachs (GS) | 0.1 | $2.1M | +28% | 6.4k | 322.55 |
|
Vanguard Municipal Tax Exempt Bd (VTEB) | 0.1 | $2.1M | +5% | 41k | 50.22 |
|
First Trust Nas Cledg Green (QCLN) | 0.1 | $2.0M | 40k | 51.16 |
|
|
Starbucks Corporation (SBUX) | 0.1 | $2.0M | 21k | 99.06 |
|
|
Invesco Dwa Dwa Healthcare (PTH) | 0.1 | $2.0M | 17k | 121.78 |
|
|
Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $2.0M | 78k | 25.01 |
|
|
Ishares S&p S&p 500 Grwt Etf (IVW) | 0.1 | $2.0M | +5% | 28k | 70.48 |
|
Ryder System (R) | 0.1 | $2.0M | 23k | 84.79 |
|
|
Us Foods Hldg Corp call (USFD) | 0.1 | $1.9M | 44k | 44.00 |
|
|
International Business Machines (IBM) | 0.1 | $1.9M | 15k | 133.81 |
|
|
Two Roads Leadershares Dy (DYLD) | 0.1 | $1.9M | 86k | 22.40 |
|
|
Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | 3.7k | 521.72 |
|
|
Ishares Core Core Div Grwth (DGRO) | 0.1 | $1.9M | -8% | 37k | 51.53 |
|
Proshares Tr Bitcoin Strate (BITO) | 0.1 | $1.9M | 113k | 16.98 |
|
|
Schwab Us Us Sml Cap Etf (SCHA) | 0.1 | $1.9M | 44k | 43.80 |
|
|
United Rentals (URI) | 0.1 | $1.9M | +77% | 4.3k | 445.37 |
|
Servicenow (NOW) | 0.1 | $1.9M | +31% | 3.3k | 561.97 |
|
Ishares Msci Msci Eafe Min Vl (EFAV) | 0.1 | $1.9M | +6% | 28k | 67.50 |
|
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.1 | $1.8M | NEW | 74k | 25.04 |
|
United Parcel CL B (UPS) | 0.1 | $1.8M | +5% | 10k | 179.26 |
|
Norfolk Southern (NSC) | 0.1 | $1.8M | +7% | 7.9k | 226.77 |
|
Target Corporation (TGT) | 0.1 | $1.8M | -2% | 14k | 131.90 |
|
Ishares 1-5 Year Ishs 1-5yr Invs (IGSB) | 0.1 | $1.8M | +10% | 36k | 50.17 |
|
Vanguard Total Total Bnd Mrkt (BND) | 0.1 | $1.8M | +102% | 24k | 72.69 |
|
SPDR S&P S&p Intl Smlcp (GWX) | 0.1 | $1.8M | -10% | 58k | 30.51 |
|
Ishares National National Mun Etf (MUB) | 0.1 | $1.7M | -5% | 16k | 106.73 |
|
Freeport Mcmoran CL B (FCX) | 0.1 | $1.7M | +152% | 43k | 40.00 |
|
Southern Company (SO) | 0.1 | $1.7M | -6% | 24k | 70.25 |
|
Airbnb Com Cl A (ABNB) | 0.1 | $1.7M | 13k | 128.16 |
|
|
Ishares S&p S&p 500 Val Etf (IVE) | 0.1 | $1.7M | +16% | 11k | 161.19 |
|
Spdr Series S&p Metals Mng (XME) | 0.1 | $1.7M | -8% | 33k | 50.82 |
|
Proshares 30 Inflatn Expectns (RINF) | 0.1 | $1.7M | 52k | 32.56 |
|
|
salesforce (CRM) | 0.1 | $1.7M | 7.9k | 211.25 |
|
|
Ishares U S U.s. Med Dvc Etf (IHI) | 0.1 | $1.7M | -6% | 30k | 56.46 |
|
Raytheon Technologies Corp (RTX) | 0.1 | $1.7M | +4% | 17k | 97.96 |
|
Invesco Multi Agriculture Fd (DBA) | 0.1 | $1.7M | -4% | 79k | 21.07 |
|
Altria (MO) | 0.1 | $1.7M | 37k | 45.30 |
|
|
Vaneck Fallen Fallen Angel Hg (ANGL) | 0.1 | $1.7M | +2% | 60k | 27.77 |
|
Vanguard Real Real Estate Etf (VNQ) | 0.1 | $1.7M | -5% | 20k | 83.56 |
|
Louisiana-Pacific Corporation (LPX) | 0.1 | $1.7M | -3% | 22k | 74.98 |
|
Comcast Corp Cl A (CMCSA) | 0.1 | $1.7M | +19% | 40k | 41.55 |
|
Devon Energy Corporation (DVN) | 0.1 | $1.6M | +6% | 34k | 48.34 |
|
American Century Stoxx Us Qlty (QGRO) | 0.1 | $1.6M | +367% | 24k | 69.11 |
|
Invesco Exchange S&p 500 Hb Etf (SPHB) | 0.1 | $1.6M | -4% | 21k | 76.39 |
|
Invesco Dwa Dwa Technology (PTF) | 0.1 | $1.6M | +7% | 11k | 147.22 |
|
Palo Alto Networks (PANW) | 0.1 | $1.6M | 6.2k | 255.51 |
|
|
Spdr Dow Ut Ser 1 (DIA) | 0.1 | $1.6M | -40% | 4.6k | 343.85 |
|
Ishares Mortgage Mortge Rel Etf (REM) | 0.1 | $1.6M | -3% | 67k | 23.60 |
|
First Trust SHS (FDL) | 0.1 | $1.6M | +62% | 46k | 34.01 |
|
Lam Research Corporation (LRCX) | 0.1 | $1.6M | 2.4k | 642.87 |
|
|
Dimensional Us Us Core Equity 2 (DFAC) | 0.1 | $1.6M | -7% | 57k | 27.15 |
|
Bristol Myers Squibb (BMY) | 0.1 | $1.5M | -11% | 24k | 63.95 |
|
Ishares Gold Ishares New (IAU) | 0.1 | $1.5M | -7% | 42k | 36.39 |
|
Spdr Series S&P 400 MDCP GRW (MDYG) | 0.1 | $1.5M | 21k | 71.65 |
|
|
Illinois Tool Works (ITW) | 0.1 | $1.5M | +85% | 6.1k | 250.16 |
|
Duke Energy Com New (DUK) | 0.1 | $1.5M | +3% | 17k | 89.74 |
|
Wisdomtree U S Us Smallcap Divd (DES) | 0.1 | $1.5M | -14% | 53k | 28.79 |
|
Dimensional Us Us Small Cap Etf (DFAS) | 0.1 | $1.5M | +298% | 28k | 54.80 |
|
American Intl Com New (AIG) | 0.1 | $1.5M | 26k | 57.54 |
|
|
Vanguard Financials Financials Etf (VFH) | 0.1 | $1.5M | -30% | 19k | 81.24 |
|
Spdw Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $1.5M | NEW | 69k | 21.91 |
|
Shopify Cl A (SHOP) | 0.1 | $1.5M | +28% | 23k | 64.60 |
|
SPDR S&P S&p Regl Bkg (KRE) | 0.1 | $1.5M | +89% | 37k | 40.83 |
|
Ishares Cohen Cohen Steer Reit (ICF) | 0.1 | $1.5M | -8% | 27k | 55.57 |
|
CSX Corporation (CSX) | 0.1 | $1.5M | +3% | 43k | 34.10 |
|
Spdr Series S&p Semicndctr (XSD) | 0.1 | $1.5M | 6.7k | 221.28 |
|
|
Vanguard Mid Mcap Vl Idxvip (VOE) | 0.1 | $1.5M | 11k | 138.38 |
|
Past Filings by IHT Wealth Management
SEC 13F filings are viewable for IHT Wealth Management going back to 2016
- 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
- IHT Wealth Management 2020 Q4 filed Feb. 17, 2021
- IHT Wealth Management 2020 Q3 filed Nov. 19, 2020
- IHT Wealth Management 2020 Q2 filed Aug. 14, 2020
- IHT Wealth Management 2020 Q1 filed May 13, 2020
- IHT Wealth Management 2019 Q4 filed Feb. 18, 2020
- IHT Wealth Management 2019 Q3 filed Nov. 15, 2019