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, SPLG, SPY, and represent 13.49% of IHT Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: USFR (+$16M), MDYV (+$7.6M), DES (+$6.9M), XYLD (+$6.3M), OMFL (+$6.1M), BUFR (+$5.0M), SSUS, AIRR, XLY, PSCD.
- Started 80 new stock positions in PINS, NEM, DFCF, WFHY, CENT, FCG, RIVN, SPTI, No Cusip, SPGP.
- Reduced shares in these 10 stocks: OUNZ (-$6.9M), SPTL (-$6.0M), SPY, ZROZ, FLGV, FTLS, XLF, DNP, XLP, IHDG.
- Sold out of its positions in Activision Blizzard, A, Ampio Pharmaceuticals, Appharvest, ABR, AVT, CHI, CHW, SYLD, CNI.
- IHT Wealth Management was a net buyer of stock by $126M.
- IHT Wealth Management has $2.0B in assets under management (AUM), dropping by 2.72%.
- Central Index Key (CIK): 0001697490
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IHT Wealth Management holds 968 positions in its portfolio as reported in the September 2023 quarterly 13F filing
IHT Wealth Management has 968 total positions. Only the first 250 positions are shown.
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- Download the IHT Wealth Management September 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 3.5 | $70M | 407k | 171.21 |
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Invesco Qqq Unit Ser 1 (QQQ) | 2.9 | $56M | 157k | 358.27 |
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Wisdomtree Floating Floatng Rat Trea (USFR) | 2.7 | $54M | +41% | 1.1M | 50.32 |
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Spdr Portfolio Portfolio S&p500 (SPLG) | 2.3 | $46M | +4% | 906k | 50.26 |
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SPDR S&P Tr Unit (SPY) | 2.1 | $41M | -10% | 96k | 427.48 |
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Microsoft Corporation (MSFT) | 1.7 | $34M | +12% | 109k | 315.79 |
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Eli Lilly & Co. (LLY) | 1.6 | $32M | -2% | 59k | 537.14 |
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Spdr Portfolio Portfolio Devlpd (SPDW) | 1.6 | $31M | +4% | 987k | 31.01 |
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Spdr Portfolio Prtflo S&p500 Gw (SPYG) | 1.4 | $29M | +12% | 481k | 59.28 |
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Spdr Portfolio Prtflo S&p500 Vl (SPYV) | 1.4 | $28M | +10% | 668k | 41.26 |
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Amazon (AMZN) | 1.3 | $26M | 203k | 127.13 |
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Ishares Core Core S&p500 Etf (IVV) | 1.3 | $25M | 58k | 429.43 |
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Sector Technology Technology (XLK) | 1.2 | $25M | +11% | 150k | 163.93 |
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NVIDIA Corporation (NVDA) | 1.2 | $24M | +3% | 55k | 435.00 |
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Spdr Corp Portfolio Crport (SPBO) | 1.1 | $21M | -7% | 773k | 27.58 |
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Ishares 20 20 Yr Tr Bd Etf (TLT) | 1.0 | $21M | +29% | 231k | 88.69 |
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Franklin Us Us Treasury Bond (FLGV) | 1.0 | $19M | -18% | 952k | 19.98 |
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Strategy Day Day Hagan Ned (SSUS) | 0.9 | $19M | +37% | 541k | 34.12 |
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Spdr Portfolio Portfolio Agrgte (SPAB) | 0.8 | $17M | +8% | 689k | 24.34 |
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Spdr Portfolio Portfolio S&p600 (SPSM) | 0.8 | $17M | -2% | 447k | 36.90 |
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Ishares Russell Russell 2000 Etf (IWM) | 0.8 | $16M | -2% | 90k | 176.74 |
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Spdr Series S&p Divid Etf (SDY) | 0.8 | $16M | 135k | 115.01 |
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Vanguard Total Total Stk Mkt (VTI) | 0.8 | $15M | +17% | 70k | 212.41 |
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Sector Healthcare Sbi Healthcare (XLV) | 0.7 | $14M | 112k | 128.74 |
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Spdr Portfolio Portfolio S&p400 (SPMD) | 0.7 | $13M | -8% | 294k | 43.79 |
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Ishares Core Core Us Aggbd Et (AGG) | 0.6 | $13M | +11% | 134k | 94.04 |
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Schwab Us Us Dividend Eq (SCHD) | 0.6 | $12M | +13% | 174k | 70.76 |
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Berkshire Hathaway Cl B New (BRK.B) | 0.6 | $12M | +6% | 35k | 350.29 |
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Ishares Iboxx Iboxx Inv Cp Etf (LQD) | 0.6 | $12M | +14% | 114k | 102.02 |
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First Trust Risng Divd Achiv (RDVY) | 0.6 | $11M | +8% | 244k | 45.95 |
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Alphabet Cap Stk Cl C (GOOG) | 0.5 | $11M | 82k | 131.85 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $11M | 83k | 130.86 |
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Consumer Discretionary Sbi Cons Discr (XLY) | 0.5 | $9.7M | +100% | 61k | 160.98 |
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Meta Platforms Cl A (META) | 0.5 | $9.4M | 31k | 300.24 |
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First Trust SHS (FVD) | 0.5 | $9.3M | 250k | 37.39 |
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Vanguard S&p S&p 500 Etf Shs (VOO) | 0.5 | $9.2M | +9% | 23k | 392.71 |
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Tesla Motors (TSLA) | 0.5 | $9.1M | 36k | 250.20 |
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Spdr Gold Gold Shs (GLD) | 0.4 | $8.8M | +5% | 51k | 171.45 |
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Procter & Gamble Company (PG) | 0.4 | $8.7M | +2% | 59k | 145.86 |
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Spdr Series S&p 400 Mdcp Val (MDYV) | 0.4 | $8.6M | +763% | 133k | 64.86 |
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JPMorgan Chase & Co. (JPM) | 0.4 | $8.6M | +5% | 59k | 145.02 |
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Wisdomtree U S Us Smallcap Divd (DES) | 0.4 | $8.4M | +465% | 297k | 28.20 |
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Sector Energy Energy (XLE) | 0.4 | $8.3M | -8% | 92k | 90.39 |
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Invesco S&p S&p500 Eql Wgt (RSP) | 0.4 | $8.0M | +13% | 56k | 141.69 |
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First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.4 | $7.9M | +172% | 153k | 51.52 |
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Abbvie (ABBV) | 0.4 | $7.8M | +4% | 53k | 149.06 |
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Wal-Mart Stores (WMT) | 0.4 | $7.8M | +2% | 49k | 159.93 |
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Exxon Mobil Corporation (XOM) | 0.4 | $7.6M | +3% | 65k | 117.57 |
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Schwab Us Us Lcap Gr Etf (SCHG) | 0.4 | $7.4M | +27% | 102k | 72.72 |
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Avantis U S Us Sml Cp Valu (AVUV) | 0.4 | $7.4M | +4% | 95k | 77.95 |
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Global X S&p 500 Covered (XYLD) | 0.4 | $7.3M | +586% | 189k | 38.89 |
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Home Depot (HD) | 0.4 | $7.2M | +5% | 24k | 302.15 |
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Johnson & Johnson (JNJ) | 0.4 | $7.1M | +3% | 46k | 155.75 |
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Ishares Msci Msci Usa Min Vol (USMV) | 0.4 | $7.0M | -10% | 96k | 72.38 |
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Vanguard Growth Growth Etf (VUG) | 0.4 | $7.0M | 26k | 272.31 |
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.3 | $6.8M | +278% | 278k | 24.49 |
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Boeing Company (BA) | 0.3 | $6.6M | +4% | 35k | 191.68 |
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McDonald's Corporation (MCD) | 0.3 | $6.5M | +2% | 25k | 263.44 |
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Invesco Russell Rusl 1000 Dynm (OMFL) | 0.3 | $6.5M | +1477% | 141k | 45.84 |
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Pacer Us Us Cash Cows 100 (COWZ) | 0.3 | $6.4M | +26% | 129k | 49.43 |
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Ishares S&p Core S&p Us Gwt (IUSG) | 0.3 | $6.3M | 67k | 94.83 |
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Spdr Portfolio Portfoli S&p1500 (SPTM) | 0.3 | $6.3M | +7% | 119k | 52.49 |
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Spdr Bloomberg Bloomberg Sht Te (SJNK) | 0.3 | $6.3M | +6% | 256k | 24.46 |
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Select Sector Communication (XLC) | 0.3 | $6.2M | -2% | 95k | 65.57 |
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Invesco Exchange Ftse Rafi Dev (PXF) | 0.3 | $6.0M | +8% | 138k | 43.53 |
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Wisdomtree Trust Us Qtly Div Grt (DGRW) | 0.3 | $6.0M | 95k | 63.49 |
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.3 | $5.9M | -34% | 111k | 53.15 |
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Select Utilities Sbi Int-utils (XLU) | 0.3 | $5.9M | +17% | 100k | 58.93 |
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Intel Corporation (INTC) | 0.3 | $5.8M | 164k | 35.55 |
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Chevron Corporation (CVX) | 0.3 | $5.8M | +13% | 35k | 168.60 |
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Ishares Russell Rus 1000 Grw Etf (IWF) | 0.3 | $5.8M | +41% | 22k | 265.99 |
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Vanguard Short Short Trm Bond (BSV) | 0.3 | $5.8M | +4% | 77k | 75.17 |
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Visa Com Cl A (V) | 0.3 | $5.7M | -2% | 25k | 230.03 |
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Spdr Bloomberg Bloomberg 1-3 Mo (BIL) | 0.3 | $5.7M | +31% | 62k | 91.82 |
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Spdr Portfolio Portfolio Short (SPSB) | 0.3 | $5.7M | +15% | 193k | 29.32 |
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Vaneck Gold Gold Miners Etf (GDX) | 0.3 | $5.6M | +60% | 207k | 26.91 |
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Proshares Trust S&p 500 Dv Arist (NOBL) | 0.3 | $5.5M | 62k | 88.55 |
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Ishares Core Core S&p Scp Etf (IJR) | 0.3 | $5.5M | 58k | 94.33 |
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Global X Us Infr Dev Etf (PAVE) | 0.3 | $5.4M | +5% | 178k | 30.38 |
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Spdr Nuveen Nuveen Brc Munic (TFI) | 0.3 | $5.4M | +2% | 123k | 43.70 |
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Broadcom (AVGO) | 0.3 | $5.4M | +5% | 6.5k | 830.69 |
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Sector Industrial Sbi Int-inds (XLI) | 0.3 | $5.3M | +2% | 52k | 101.38 |
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Ishares Core Core S&p Us Vlu (IUSV) | 0.3 | $5.3M | -3% | 71k | 74.62 |
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Costco Wholesale Corporation (COST) | 0.3 | $5.3M | 9.4k | 564.96 |
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Global X Global X Uranium (URA) | 0.3 | $5.3M | 195k | 27.04 |
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Spdr Russell Russell Yield (ONEY) | 0.3 | $5.3M | +5% | 58k | 91.42 |
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Invesco S&p S&p Mdcp Quality (XMHQ) | 0.3 | $5.2M | +133% | 64k | 80.54 |
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Spdr Series S&p Biotech (XBI) | 0.3 | $5.0M | -6% | 68k | 73.02 |
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First Trust SHS (QTEC) | 0.2 | $4.9M | +7% | 34k | 145.27 |
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Pepsi (PEP) | 0.2 | $4.9M | +5% | 29k | 169.44 |
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Vanguard Ftse Ftse Dev Mkt Etf (VEA) | 0.2 | $4.9M | -5% | 111k | 43.72 |
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Ishares Russell Rus 1000 Val Etf (IWD) | 0.2 | $4.8M | 32k | 151.82 |
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UnitedHealth (UNH) | 0.2 | $4.8M | +4% | 9.6k | 504.25 |
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Sector Consumer Sbi Cons Stpls (XLP) | 0.2 | $4.7M | -30% | 69k | 68.81 |
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Invesco Exch Traded Fd Tr Ii S&p Smlcp Disc (PSCD) | 0.2 | $4.7M | NEW | 55k | 84.96 |
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Spdr Portfolio Portfolio Emg Mk (SPEM) | 0.2 | $4.6M | 138k | 33.57 |
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First Trust Cap Strength Etf (FTCS) | 0.2 | $4.6M | 62k | 73.63 |
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Ishares Core Core Msci Emkt (IEMG) | 0.2 | $4.5M | +15% | 95k | 47.59 |
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Sector Financial Sbi Int-finl (XLF) | 0.2 | $4.5M | -37% | 135k | 33.17 |
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Spdr Portfolio Spdr Ser Tr (SPTL) | 0.2 | $4.4M | -57% | 170k | 26.15 |
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Ishares Msci Msci Eafe Etf (EFA) | 0.2 | $4.3M | +86% | 63k | 68.92 |
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Mastercard Cl A (MA) | 0.2 | $4.3M | 11k | 395.92 |
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Fs Kkr Capital Corp (FSK) | 0.2 | $4.3M | +12% | 218k | 19.69 |
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Vanguard Small Sm Cp Val Etf (VBR) | 0.2 | $4.3M | +9% | 27k | 159.49 |
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Vaneck Merk Gold Trust (OUNZ) | 0.2 | $4.2M | -62% | 235k | 17.89 |
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Ishares Silver Ishares (SLV) | 0.2 | $4.1M | +2% | 200k | 20.34 |
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Highland Income Highland Income (HFRO) | 0.2 | $4.0M | +2% | 499k | 8.04 |
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Vanguard Information Inf Tech Etf (VGT) | 0.2 | $4.0M | -7% | 9.5k | 414.90 |
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Ishares Core Core Msci Eafe (IEFA) | 0.2 | $4.0M | +19% | 61k | 64.35 |
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First Trust Com Shs (FTC) | 0.2 | $3.9M | -8% | 41k | 96.76 |
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Coca-Cola Company (KO) | 0.2 | $3.8M | 68k | 55.98 |
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Cisco Systems (CSCO) | 0.2 | $3.7M | -2% | 70k | 53.76 |
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Cintas Corporation (CTAS) | 0.2 | $3.7M | 7.8k | 481.01 |
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Ishares Morningstar Morningstar Grwt (ILCG) | 0.2 | $3.7M | 61k | 59.65 |
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Ishares Core Core S&p Mcp Etf (IJH) | 0.2 | $3.6M | -6% | 14k | 249.35 |
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First Trust Com Shs (FTA) | 0.2 | $3.6M | -5% | 55k | 64.78 |
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Vanguard Value Value Etf (VTV) | 0.2 | $3.5M | -2% | 26k | 137.93 |
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Sector Materials Sbi Materials (XLB) | 0.2 | $3.4M | -4% | 44k | 78.55 |
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Vaneck Morningstar Morningstar Wide (MOAT) | 0.2 | $3.4M | +46% | 45k | 75.84 |
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Walt Disney Company (DIS) | 0.2 | $3.4M | -4% | 42k | 81.05 |
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Invesco Bulletshares Bulshs 2025 Hy (BSJP) | 0.2 | $3.4M | -4% | 151k | 22.48 |
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Invesco Bulletshares Invsco Blsh 26 (BSJQ) | 0.2 | $3.4M | -4% | 148k | 22.63 |
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Avantis U S Us Eqt Etf (AVUS) | 0.2 | $3.3M | +443% | 46k | 73.26 |
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Amgen (AMGN) | 0.2 | $3.3M | +9% | 12k | 268.77 |
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Ishares Core Core High Dv Etf (HDV) | 0.2 | $3.3M | +5% | 33k | 98.89 |
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Bank of America Corporation (BAC) | 0.2 | $3.3M | 120k | 27.38 |
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Merck & Co (MRK) | 0.2 | $3.2M | +5% | 31k | 102.95 |
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First Trust Com Shs (FNX) | 0.2 | $3.2M | +29% | 35k | 92.10 |
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Abbott Laboratories (ABT) | 0.2 | $3.2M | +13% | 33k | 96.85 |
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Ishares 1-3yr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.2M | +35% | 39k | 80.97 |
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Schwab Us Us Lcap Va Etf (SCHV) | 0.2 | $3.1M | +13% | 49k | 64.46 |
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Franklin Templeton Etf Tr Franklin India (FLIN) | 0.2 | $3.1M | +1193% | 99k | 31.66 |
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Verizon Communications (VZ) | 0.2 | $3.1M | +14% | 96k | 32.41 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $3.1M | +3% | 6.0k | 510.05 |
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Invesco Golden Global Drgn Cn (PGJ) | 0.2 | $3.0M | +8% | 111k | 27.06 |
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Ishares Msci Msci Usa Qlt Fct (QUAL) | 0.2 | $3.0M | +4% | 23k | 131.79 |
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Vanguard Dividend Div App Etf (VIG) | 0.2 | $3.0M | +4% | 19k | 155.38 |
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Deere & Company (DE) | 0.2 | $3.0M | +12% | 7.9k | 377.37 |
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Ishares Russell Rus Mid Cap Etf (IWR) | 0.1 | $3.0M | +3% | 43k | 69.25 |
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First Trust First Tr Enh New (FTSM) | 0.1 | $2.9M | +12% | 50k | 59.42 |
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Invesco Nasdaq Nasdaq 100 Etf (QQQM) | 0.1 | $2.9M | +30% | 20k | 147.41 |
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Caterpillar (CAT) | 0.1 | $2.9M | +4% | 11k | 272.95 |
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DNP Select Income Fund (DNP) | 0.1 | $2.9M | -43% | 304k | 9.52 |
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Honeywell International (HON) | 0.1 | $2.9M | +4% | 16k | 184.75 |
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American Century Diversified Mu (TAXF) | 0.1 | $2.9M | +4% | 60k | 47.95 |
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Qualcomm (QCOM) | 0.1 | $2.9M | -2% | 26k | 111.07 |
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CVS Caremark Corporation (CVS) | 0.1 | $2.8M | +14% | 40k | 69.82 |
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Pfizer (PFE) | 0.1 | $2.8M | +10% | 84k | 33.17 |
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Vanguard High High Div Yld (VYM) | 0.1 | $2.8M | -17% | 27k | 103.32 |
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First Trust Pfd Secs Inc Etf (FPE) | 0.1 | $2.7M | +4% | 171k | 15.97 |
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Invesco High Hig Yld Eq Div (PEY) | 0.1 | $2.7M | +10% | 140k | 19.19 |
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Lowe's Companies (LOW) | 0.1 | $2.7M | +10% | 13k | 207.83 |
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Servicenow (NOW) | 0.1 | $2.7M | +44% | 4.8k | 559.00 |
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Vaneck Semiconductor Semiconductr Etf (SMH) | 0.1 | $2.6M | +4% | 18k | 144.98 |
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Lockheed Martin Corporation (LMT) | 0.1 | $2.6M | +5% | 6.4k | 409.00 |
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Ares Capital Corporation (ARCC) | 0.1 | $2.6M | 135k | 19.47 |
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At&t (T) | 0.1 | $2.6M | +16% | 173k | 15.02 |
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Marriott Intl Cl A (MAR) | 0.1 | $2.6M | -2% | 13k | 196.55 |
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Schwab Us Us Brd Mkt Etf (SCHB) | 0.1 | $2.6M | 52k | 49.85 |
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Target Corporation (TGT) | 0.1 | $2.6M | +72% | 23k | 110.57 |
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Ishares National National Mun Etf (MUB) | 0.1 | $2.6M | +55% | 25k | 102.54 |
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Vanguard Mid Mid Cap Etf (VO) | 0.1 | $2.6M | -5% | 12k | 208.25 |
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Netflix (NFLX) | 0.1 | $2.6M | +27% | 6.8k | 377.70 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $2.5M | +4% | 181k | 14.03 |
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Texas Instruments Incorporated (TXN) | 0.1 | $2.5M | 16k | 159.00 |
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Main Street Capital Corporation (MAIN) | 0.1 | $2.5M | 61k | 40.63 |
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First Trust Tech Alphadex (FXL) | 0.1 | $2.4M | 22k | 111.15 |
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Delta Airlines Com New (DAL) | 0.1 | $2.4M | 66k | 37.00 |
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Ryder System (R) | 0.1 | $2.4M | -2% | 23k | 106.95 |
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Eaton Vance Managed Dive Com (ETY) | 0.1 | $2.4M | +20% | 208k | 11.54 |
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Advanced Micro Devices (AMD) | 0.1 | $2.4M | -4% | 23k | 102.83 |
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Albemarle Corporation (ALB) | 0.1 | $2.4M | +356% | 14k | 170.03 |
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Schwab Us Us Tips Etf (SCHP) | 0.1 | $2.3M | 46k | 50.49 |
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Ishares Core Core S&p Ttl Stk (ITOT) | 0.1 | $2.3M | -8% | 25k | 94.19 |
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Nextera Energy (NEE) | 0.1 | $2.3M | -19% | 40k | 57.29 |
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Vanguard Municipal Tax Exempt Bd (VTEB) | 0.1 | $2.3M | +17% | 48k | 48.10 |
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Union Pacific Corporation (UNP) | 0.1 | $2.3M | 11k | 203.65 |
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Thermo Fisher Scientific (TMO) | 0.1 | $2.3M | +21% | 4.5k | 506.07 |
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Spdr Index Msci Eafe Strtgc (QEFA) | 0.1 | $2.3M | 34k | 67.04 |
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Invesco S&p S&p Smcp Vlu Mnt (XSVM) | 0.1 | $2.3M | -12% | 47k | 48.15 |
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Vanguard Health Health Car Etf (VHT) | 0.1 | $2.2M | 9.4k | 235.09 |
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Goldman Sachs (GS) | 0.1 | $2.2M | +6% | 6.8k | 323.56 |
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Fidelity Covington High Divid Etf (FDVV) | 0.1 | $2.2M | -8% | 56k | 38.59 |
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Select Sector Rl Est Sel Sec (XLRE) | 0.1 | $2.2M | -17% | 64k | 34.07 |
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Invesco Aerospace Aerospace Defn (PPA) | 0.1 | $2.1M | +4% | 27k | 79.80 |
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Vaneck Fallen Fallen Angel Hg (ANGL) | 0.1 | $2.1M | +30% | 78k | 27.06 |
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American Century Stoxx Us Qlty (QGRO) | 0.1 | $2.1M | +30% | 31k | 67.39 |
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International Business Machines (IBM) | 0.1 | $2.1M | +3% | 15k | 140.31 |
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Invesco China China Technlgy (CQQQ) | 0.1 | $2.1M | +7% | 58k | 36.20 |
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Ishares Expanded Expnd Tec Sc Etf (IGM) | 0.1 | $2.1M | -3% | 5.4k | 382.18 |
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Ishares Core Core Div Grwth (DGRO) | 0.1 | $2.1M | +11% | 42k | 49.53 |
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Schwab Us Us Mid-cap Etf (SCHM) | 0.1 | $2.1M | 31k | 67.68 |
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Vanguard World Extended Dur (EDV) | 0.1 | $2.0M | NEW | 29k | 70.03 |
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Raytheon Technologies Corp (RTX) | 0.1 | $2.0M | +66% | 28k | 71.97 |
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Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $2.0M | +9% | 86k | 23.82 |
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Vanguard Russell Vng Rus1000grw (VONG) | 0.1 | $2.0M | -2% | 29k | 68.44 |
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First Trust Smid Risng Etf (SDVY) | 0.1 | $2.0M | +99% | 71k | 28.23 |
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General Dynamics Corporation (GD) | 0.1 | $2.0M | +113% | 8.9k | 220.99 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $2.0M | +10% | 44k | 44.34 |
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AFLAC Incorporated (AFL) | 0.1 | $1.9M | +67% | 25k | 76.75 |
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Ishares Technology U.s. Tech Etf (IYW) | 0.1 | $1.9M | -19% | 19k | 104.92 |
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Ark Innovation Innovation Etf (ARKK) | 0.1 | $1.9M | 48k | 39.67 |
|
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Vanguard Small Small Cp Etf (VB) | 0.1 | $1.9M | -4% | 10k | 189.08 |
|
Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $1.9M | +41% | 57k | 33.45 |
|
Phillips 66 (PSX) | 0.1 | $1.9M | +10% | 16k | 120.15 |
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Starbucks Corporation (SBUX) | 0.1 | $1.9M | 20k | 91.28 |
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Dimensional Us Us Small Cap Etf (DFAS) | 0.1 | $1.8M | +27% | 35k | 52.49 |
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Automatic Data Processing (ADP) | 0.1 | $1.8M | +15% | 7.6k | 240.57 |
|
Schwab Us Us Sml Cap Etf (SCHA) | 0.1 | $1.8M | 44k | 41.42 |
|
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Ishares Mbs Mbs Etf (MBB) | 0.1 | $1.8M | +63% | 20k | 88.80 |
|
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.8M | +45% | 38k | 46.93 |
|
Airbnb Com Cl A (ABNB) | 0.1 | $1.8M | 13k | 137.20 |
|
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Ishares Msci Msci Eafe Min Vl (EFAV) | 0.1 | $1.8M | 27k | 65.22 |
|
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United Parcel CL B (UPS) | 0.1 | $1.7M | +11% | 11k | 155.86 |
|
Dow (DOW) | 0.1 | $1.7M | -26% | 34k | 51.56 |
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First Trust Nas Cledg Green (QCLN) | 0.1 | $1.7M | 41k | 42.63 |
|
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Us Foods Hldg Corp call (USFD) | 0.1 | $1.7M | 43k | 39.70 |
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Spdr Dow Ut Ser 1 (DIA) | 0.1 | $1.7M | +11% | 5.1k | 334.98 |
|
Vanguard Total Total Bnd Mrkt (BND) | 0.1 | $1.7M | 25k | 69.78 |
|
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Proshares 30 Inflatn Expectns (RINF) | 0.1 | $1.7M | -2% | 50k | 33.93 |
|
Global X Nasdaq 100 Cover (QYLD) | 0.1 | $1.7M | +81% | 101k | 16.77 |
|
Global X Lithium Btry Etf (LIT) | 0.1 | $1.7M | -8% | 31k | 55.17 |
|
Invesco Multi Agriculture Fd (DBA) | 0.1 | $1.7M | 79k | 21.41 |
|
|
United Rentals (URI) | 0.1 | $1.7M | -11% | 3.8k | 444.56 |
|
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.1 | $1.7M | NEW | 33k | 50.49 |
|
Dimensional Us Us Core Equity 2 (DFAC) | 0.1 | $1.7M | +11% | 64k | 26.20 |
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Ishares S&p S&p 500 Grwt Etf (IVW) | 0.1 | $1.7M | -12% | 24k | 68.42 |
|
Ford Motor Company (F) | 0.1 | $1.7M | -8% | 134k | 12.42 |
|
Spdr Spdr Blmberg Invst Grade Spdr Blmberg Invst Grade (FLRN) | 0.1 | $1.7M | +18% | 54k | 30.72 |
|
Dimensional Us Us Targeted Vlu (DFAT) | 0.1 | $1.7M | +29% | 36k | 45.69 |
|
First Trust SHS (FDL) | 0.1 | $1.6M | +6% | 49k | 33.44 |
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salesforce (CRM) | 0.1 | $1.6M | 8.1k | 202.79 |
|
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SPDR S&P S&p Intl Smlcp (GWX) | 0.1 | $1.6M | -2% | 56k | 29.14 |
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Spdr Series S&p Metals Mng (XME) | 0.1 | $1.6M | -6% | 31k | 52.50 |
|
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $1.6M | +25% | 57k | 28.72 |
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Two Roads Leadershares Dy (DYLD) | 0.1 | $1.6M | -13% | 74k | 21.79 |
|
Southern Company (SO) | 0.1 | $1.6M | +3% | 25k | 64.73 |
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Invesco Exchange S&p 500 Low Vol (SPLV) | 0.1 | $1.6M | -25% | 27k | 58.79 |
|
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.1 | $1.6M | NEW | 39k | 41.35 |
|
Sixth Street 83012a 10 9 (TSLX) | 0.1 | $1.6M | +2% | 78k | 20.44 |
|
Eaton Vance Risk Managed Diversified (ETJ) | 0.1 | $1.6M | +22% | 207k | 7.68 |
|
Proshares Tr Bitcoin Strate (BITO) | 0.1 | $1.6M | 114k | 13.81 |
|
|
Invesco Exchange S&p500 Quality (SPHQ) | 0.1 | $1.6M | +42% | 31k | 50.04 |
|
Lam Research Corporation (LRCX) | 0.1 | $1.6M | +2% | 2.5k | 626.74 |
|
American Intl Com New (AIG) | 0.1 | $1.6M | 26k | 60.60 |
|
|
Bristol Myers Squibb (BMY) | 0.1 | $1.6M | +11% | 27k | 58.04 |
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Ishares S&p S&p 500 Val Etf (IVE) | 0.1 | $1.5M | -3% | 10k | 153.84 |
|
Global X Cybrscurty Etf (BUG) | 0.1 | $1.5M | +9% | 64k | 24.29 |
|
Duke Energy Com New (DUK) | 0.1 | $1.5M | +3% | 18k | 88.26 |
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Palo Alto Networks (PANW) | 0.1 | $1.5M | +3% | 6.5k | 234.45 |
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Past Filings by IHT Wealth Management
SEC 13F filings are viewable for IHT Wealth Management going back to 2016
- 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
- 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