IHT Wealth Management
Latest statistics and disclosures from IHT Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, ABBV, IVV, SPYG, and represent 15.44% of IHT Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XLB (+$11M), LMBS (+$8.3M), VOO, FTCS, SPHQ, XXII, BCSF, SPY, DGRW, SPAB.
- Started 121 new stock positions in ETY, FIXD, RADA, NPA, PEZ, SCHF, HALO, PWR, PRU, TRV.
- Reduced shares in these 10 stocks: NVAX (-$13M), XT (-$6.8M), USMV, Vareit, Inc reits, Immunomedics, ABBV, MDYG, XLP, SPYG, XMLV.
- Sold out of its positions in AIKI, WRB, BTI, DDOG, DSL, ERF, EB, FATE, FXH, FTSD.
- IHT Wealth Management was a net buyer of stock by $70M.
- IHT Wealth Management has $1.2B in assets under management (AUM), dropping by 20.79%.
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Portfolio Holdings for IHT Wealth Management
Companies in the IHT Wealth Management portfolio as of the December 2020 quarterly 13F filing
IHT Wealth Management has 743 total positions. Only the first 250 positions are shown.
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- Download the IHT Wealth Management December 2020 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.0 | $48M | 360k | 132.69 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $46M | +4% | 122k | 373.88 | |
Abbvie (ABBV) | 2.7 | $32M | -8% | 299k | 107.15 | |
Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $31M | -2% | 84k | 375.39 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.4 | $29M | -5% | 526k | 55.29 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.3 | $28M | 89k | 313.74 | ||
Abbott Laboratories (ABT) | 2.1 | $25M | 226k | 109.49 | ||
Amazon (AMZN) | 1.9 | $23M | +4% | 7.1k | 3256.95 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.4 | $17M | +4% | 480k | 34.39 | |
Microsoft Corporation (MSFT) | 1.3 | $16M | +6% | 72k | 222.42 | |
Ishares Tr Msci Usa Min Vol (USMV) | 1.1 | $13M | -22% | 187k | 67.88 | |
Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $13M | +2% | 107k | 118.19 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 1.0 | $12M | +1422% | 169k | 72.39 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.9 | $11M | +3% | 327k | 33.75 | |
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Spdr Series S&P 400 MDCP GRW (MDYG) | 0.9 | $11M | -19% | 157k | 69.33 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $9.6M | +24% | 91k | 105.93 | |
First Trust Fst Low Oppt Eft (LMBS) | 0.8 | $9.1M | +1024% | 176k | 51.47 | |
Select Sector Spdr Tr Technology (XLK) | 0.7 | $8.9M | +7% | 69k | 130.03 | |
Bain Cap Specialty Fin Com Stk (BCSF) | 0.7 | $8.6M | +38% | 705k | 12.13 | |
First Tr Value Line Divid In SHS (FVD) | 0.7 | $8.4M | +7% | 240k | 35.07 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $8.4M | 43k | 194.64 | ||
Ishares Tr Core S&p Us Gwt (IUSG) | 0.7 | $8.3M | -4% | 94k | 88.69 | |
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.7 | $8.1M | +57% | 121k | 67.50 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $7.9M | -4% | 91k | 86.22 | |
Spdr Gold Tr Gold Shs (GLD) | 0.6 | $7.4M | +13% | 41k | 178.35 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.6 | $7.1M | 161k | 43.96 | ||
Wisdomtree Trust Us Qtly Div Grt (DGRW) | 0.6 | $7.1M | +41% | 131k | 53.96 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $7.0M | +2% | 4.0k | 1751.95 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $6.8M | +4% | 3.9k | 1752.65 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $6.5M | 29k | 229.82 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $6.5M | +150% | 19k | 343.69 | |
Tesla Motors (TSLA) | 0.5 | $6.4M | +17% | 9.0k | 705.71 | |
Vanguard Index Fds Growth Etf (VUG) | 0.5 | $6.3M | 25k | 253.32 | ||
Walt Disney Company (DIS) | 0.5 | $6.3M | -2% | 35k | 181.18 | |
Visa Com Cl A (V) | 0.5 | $5.8M | +13% | 27k | 218.73 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $5.7M | +8% | 50k | 113.44 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.5 | $5.7M | -3% | 91k | 62.19 | |
First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.5 | $5.6M | -2% | 58k | 96.64 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $5.4M | +6% | 28k | 196.08 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.4 | $5.4M | 114k | 47.21 | ||
Boeing Company (BA) | 0.4 | $5.3M | +9% | 25k | 214.06 | |
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.4 | $5.3M | 38k | 138.07 | ||
NVIDIA Corporation (NVDA) | 0.4 | $5.3M | -2% | 10k | 522.15 | |
Spdr Portfolio Portfolio S&p600 (SPSM) | 0.4 | $5.2M | +8% | 145k | 35.80 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $5.2M | -3% | 56k | 91.90 | |
Facebook Cl A (FB) | 0.4 | $4.8M | 18k | 273.15 | ||
Highland Income Highland Income (HFRO) | 0.4 | $4.8M | 462k | 10.28 | ||
IDEXX Laboratories (IDXX) | 0.4 | $4.7M | 9.5k | 499.89 | ||
JPMorgan Chase & Co. (JPM) | 0.4 | $4.6M | +16% | 36k | 127.06 | |
Honeywell International (HON) | 0.4 | $4.5M | +5% | 21k | 212.71 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $4.4M | +2% | 32k | 136.74 | |
Verizon Communications (VZ) | 0.4 | $4.4M | +10% | 74k | 58.75 | |
Proshares Trust S&p 500 Dv Arist (NOBL) | 0.4 | $4.3M | +6% | 54k | 79.88 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $4.3M | 58k | 73.41 | ||
At&t (T) | 0.4 | $4.2M | 147k | 28.76 | ||
Johnson & Johnson (JNJ) | 0.4 | $4.2M | +13% | 27k | 157.38 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $4.2M | -5% | 16k | 261.18 | |
Vanguard World Fds Health Car Etf (VHT) | 0.3 | $4.1M | -2% | 18k | 223.73 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $4.1M | +13% | 18k | 232.73 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $4.1M | +9% | 32k | 127.53 | |
Home Depot (HD) | 0.3 | $4.0M | +9% | 15k | 265.61 | |
First Tr Exchange Traded Tech Alphadex (FXL) | 0.3 | $4.0M | 36k | 111.81 | ||
Ishares Core Msci Emkt (IEMG) | 0.3 | $4.0M | +5% | 64k | 62.04 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $3.9M | +7% | 24k | 160.77 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.9M | 16k | 241.12 | ||
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.3 | $3.8M | +32% | 54k | 70.24 | |
Ishares Silver Tr Ishares (SLV) | 0.3 | $3.8M | -4% | 155k | 24.57 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.7M | 16k | 231.87 | ||
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $3.6M | +8% | 28k | 127.66 | |
Ishares Tr Core High Dv Etf (HDV) | 0.3 | $3.6M | -10% | 41k | 87.67 | |
DNP Select Income Fund (DNP) | 0.3 | $3.6M | -16% | 349k | 10.26 | |
Pfizer (PFE) | 0.3 | $3.5M | +7% | 96k | 36.81 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $3.5M | -32% | 52k | 67.45 | |
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.3 | $3.5M | +2% | 57k | 62.00 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $3.4M | 9.7k | 353.80 | ||
Wal-Mart Stores (WMT) | 0.3 | $3.4M | +4% | 24k | 144.15 | |
Procter & Gamble Company (PG) | 0.3 | $3.4M | +4% | 25k | 139.14 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $3.4M | +4% | 29k | 116.21 | |
Ishares Tr Mortge Rel Etf (REM) | 0.3 | $3.4M | +2% | 106k | 31.86 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $3.4M | +4% | 38k | 88.20 | |
Spdr Portfolio Portfolio S&p400 (SPMD) | 0.3 | $3.4M | -3% | 84k | 40.40 | |
Ishares Tr MRNGSTR LG-CP GR (JKE) | 0.3 | $3.4M | +37% | 12k | 289.85 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $3.3M | +10% | 165k | 20.19 | |
22nd Centy (XXII) | 0.3 | $3.3M | +378% | 57k | 57.24 | |
McDonald's Corporation (MCD) | 0.3 | $3.2M | +8% | 15k | 214.57 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $3.2M | +3% | 51k | 62.70 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.3 | $3.1M | 249k | 12.53 | ||
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.3 | $3.1M | -10% | 51k | 60.05 | |
Spdr Portfolio Portfolio Agrgte (SPAB) | 0.3 | $3.1M | +171% | 100k | 30.79 | |
Fidelity Covington High Divid Etf (FDVV) | 0.3 | $3.1M | +2% | 95k | 32.10 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $3.0M | 14k | 212.24 | ||
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $3.0M | +7% | 22k | 138.13 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $3.0M | +2% | 8.3k | 356.93 | |
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $2.9M | NEW | 70k | 42.11 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.9M | +27% | 40k | 72.95 | |
Coca-Cola Company (KO) | 0.2 | $2.9M | +3% | 53k | 54.84 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.9M | +8% | 21k | 141.17 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.9M | -3% | 51k | 56.23 | |
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) | 0.2 | $2.9M | +42% | 53k | 54.24 | |
Vanguard World Fds Financials Etf (VFH) | 0.2 | $2.8M | -3% | 39k | 72.84 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $2.8M | +87% | 23k | 124.50 | |
Qualcomm (QCOM) | 0.2 | $2.8M | +21% | 19k | 152.34 | |
Cintas Corporation (CTAS) | 0.2 | $2.8M | 7.9k | 353.42 | ||
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $2.8M | +4% | 41k | 68.34 | |
Pepsi (PEP) | 0.2 | $2.8M | +22% | 19k | 148.33 | |
Legg Mason Clrbrg Gwt Etf (CACG) | 0.2 | $2.8M | -9% | 63k | 44.03 | |
Nuveen Preferred And equity (JPI) | 0.2 | $2.8M | -8% | 112k | 24.61 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $2.7M | +23% | 31k | 88.56 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.7M | +6% | 39k | 69.10 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.7M | 19k | 142.21 | ||
Invesco S&p S&p Smcp Vlu Mnt (XSVM) | 0.2 | $2.7M | +151% | 67k | 39.68 | |
General Electric Company (GE) | 0.2 | $2.7M | +8% | 247k | 10.80 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $2.6M | +259% | 31k | 85.07 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $2.6M | +70% | 70k | 36.56 | |
Blackrock Muniyield Quality Fund (MQY) | 0.2 | $2.5M | 152k | 16.50 | ||
Texas Instruments Incorporated (TXN) | 0.2 | $2.4M | 15k | 164.12 | ||
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.3M | +8% | 42k | 55.16 | |
Strategy Day Hagan Ned (SSUS) | 0.2 | $2.3M | +9% | 80k | 29.24 | |
Spdr Index Msci Eafe Strtgc (QEFA) | 0.2 | $2.3M | 33k | 69.88 | ||
Costco Wholesale Corporation (COST) | 0.2 | $2.3M | 6.1k | 376.74 | ||
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.2 | $2.3M | +10% | 64k | 36.02 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $2.3M | +2% | 78k | 29.48 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 0.2 | $2.3M | 148k | 15.37 | ||
Delta Air Lines Inc Del Com New (DAL) | 0.2 | $2.2M | 56k | 40.20 | ||
Ishares Expanded Expnd Tec Sc Etf (IGM) | 0.2 | $2.2M | -2% | 6.4k | 349.91 | |
Bank of America Corporation (BAC) | 0.2 | $2.2M | -32% | 72k | 30.31 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $2.2M | 32k | 68.56 | ||
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.2M | +53% | 51k | 42.17 | |
Select Sector Spdr Tr Communication (XLC) | 0.2 | $2.1M | +3% | 32k | 67.48 | |
Eli Lilly & Co. (LLY) | 0.2 | $2.1M | 13k | 168.85 | ||
Ishares S&p S&p 500 Grwt Etf (IVW) | 0.2 | $2.0M | +278% | 31k | 63.83 | |
Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.9M | +3% | 16k | 118.98 | |
Paypal Holdings (PYPL) | 0.2 | $1.9M | +9% | 8.3k | 234.21 | |
Merck & Co (MRK) | 0.2 | $1.9M | -7% | 24k | 81.81 | |
Tyson Foods Cl A (TSN) | 0.2 | $1.9M | -5% | 29k | 64.44 | |
Chevron Corporation (CVX) | 0.2 | $1.9M | +17% | 22k | 84.47 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $1.9M | +279% | 73k | 26.02 | |
MGM Resorts International. (MGM) | 0.2 | $1.9M | 60k | 31.50 | ||
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $1.9M | 41k | 46.09 | ||
UnitedHealth (UNH) | 0.2 | $1.9M | +16% | 5.3k | 350.65 | |
Lockheed Martin Corporation (LMT) | 0.2 | $1.8M | +8% | 5.2k | 355.08 | |
First Trust Consumr Discre (FXD) | 0.2 | $1.8M | +2% | 36k | 50.88 | |
Invesco Exchange S&p Midcp Low (XMLV) | 0.1 | $1.8M | -41% | 37k | 48.13 | |
Netflix (NFLX) | 0.1 | $1.8M | +46% | 3.3k | 540.71 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $1.8M | +19% | 15k | 117.19 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $1.8M | +4% | 5.5k | 327.30 | |
Ares Capital Corporation (ARCC) | 0.1 | $1.8M | -10% | 106k | 16.89 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $1.8M | +7% | 65k | 27.24 | |
Main Street Capital Corporation (MAIN) | 0.1 | $1.8M | 55k | 32.26 | ||
Marriott Intl Cl A (MAR) | 0.1 | $1.8M | NEW | 13k | 131.93 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $1.8M | 117k | 15.10 | ||
Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $1.8M | +118% | 33k | 53.87 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.7M | 14k | 128.00 | ||
Spdr Series S&p Pharmac (XPH) | 0.1 | $1.7M | +11% | 22k | 78.27 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.7M | 45k | 37.90 | ||
Ishares Tr Mbs Etf (MBB) | 0.1 | $1.7M | +14% | 16k | 110.14 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $1.7M | +11% | 61k | 28.24 | |
Invesco Dwa Dwa Healthcare (PTH) | 0.1 | $1.7M | +7% | 11k | 160.05 | |
Nextera Energy (NEE) | 0.1 | $1.7M | +333% | 22k | 77.14 | |
Bloomin Brands (BLMN) | 0.1 | $1.7M | 86k | 19.42 | ||
Sea Sponsored Ads (SE) | 0.1 | $1.7M | 8.3k | 199.08 | ||
Cisco Systems (CSCO) | 0.1 | $1.6M | +2% | 37k | 44.76 | |
Thermo Fisher Scientific (TMO) | 0.1 | $1.6M | +6% | 3.5k | 465.62 | |
Match | 0.1 | $1.6M | 11k | 151.16 | ||
Amgen (AMGN) | 0.1 | $1.6M | +9% | 7.0k | 229.91 | |
Broadcom (AVGO) | 0.1 | $1.6M | +6% | 3.6k | 437.92 | |
Starbucks Corporation (SBUX) | 0.1 | $1.6M | +4% | 15k | 107.01 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $1.5M | +18% | 17k | 92.86 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.5M | -17% | 16k | 97.12 | |
Exxon Mobil Corporation (XOM) | 0.1 | $1.5M | +37% | 37k | 41.21 | |
American Intl Com New (AIG) | 0.1 | $1.5M | 39k | 37.87 | ||
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.5M | +3% | 5.5k | 267.64 | |
Intel Corporation (INTC) | 0.1 | $1.5M | +6% | 29k | 49.84 | |
Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $1.5M | +7% | 31k | 46.43 | |
Us Foods Hldg Corp call (USFD) | 0.1 | $1.4M | 44k | 33.32 | ||
Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $1.4M | +20% | 9.4k | 153.14 | |
Align Technology (ALGN) | 0.1 | $1.4M | NEW | 2.7k | 534.20 | |
Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $1.4M | +2% | 54k | 26.59 | |
Invesco Bulletshares Bulshs 2023 Hy (BSJN) | 0.1 | $1.4M | 56k | 25.39 | ||
Ishares Russell Rus 1000 Etf (IWB) | 0.1 | $1.4M | 6.7k | 211.91 | ||
salesforce (CRM) | 0.1 | $1.4M | +21% | 6.4k | 222.61 | |
Pimco Dynamic Cr Income Com Shs (PCI) | 0.1 | $1.4M | +33% | 66k | 21.20 | |
Eaton Vance Risk Managed Diversified (ETJ) | 0.1 | $1.4M | 135k | 10.37 | ||
Invesco Bulletshares Bulshs 2021 Hy (BSJL) | 0.1 | $1.4M | 60k | 23.10 | ||
Invesco Dwa Dwa Technology (PTF) | 0.1 | $1.4M | +9% | 9.9k | 140.70 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | +10% | 26k | 52.40 | |
Docusign (DOCU) | 0.1 | $1.4M | +9% | 6.2k | 222.24 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.4M | +4% | 22k | 62.01 | |
Blackrock Ltd Duration Inc T Com Shs (BLW) | 0.1 | $1.4M | 87k | 15.91 | ||
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.1 | $1.4M | 13k | 102.78 | ||
Blackrock Txbl SHS (BBN) | 0.1 | $1.4M | -3% | 51k | 26.97 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.4M | -4% | 12k | 118.96 | |
Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $1.4M | -14% | 21k | 66.28 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.4M | -5% | 6.4k | 211.98 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.4M | +5% | 8.5k | 161.31 | |
Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $1.4M | +115% | 40k | 33.90 | |
Twilio Cl A (TWLO) | 0.1 | $1.3M | +2% | 4.0k | 338.61 | |
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.1 | $1.3M | +4% | 11k | 119.91 | |
Roku Com Cl A (ROKU) | 0.1 | $1.3M | 3.9k | 332.06 | ||
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.3M | -2% | 6.7k | 194.64 | |
Ryder System (R) | 0.1 | $1.3M | NEW | 21k | 61.77 | |
First Tr Inter Duration Pfd & Income (FPF) | 0.1 | $1.3M | -30% | 54k | 24.05 | |
CVS Caremark Corporation (CVS) | 0.1 | $1.3M | +8% | 19k | 68.27 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.3M | +15% | 6.2k | 206.83 | |
Wisdomtree Emerging Em Ex St-owned (XSOE) | 0.1 | $1.3M | -20% | 27k | 47.49 | |
SPDR S&P Aerospace Def (XAR) | 0.1 | $1.3M | 11k | 114.77 | ||
Altria (MO) | 0.1 | $1.3M | +6% | 31k | 40.99 | |
Norfolk Southern (NSC) | 0.1 | $1.2M | +85% | 5.2k | 237.53 | |
Invesco Dynamic Dynmc Lrg Gwth (PWB) | 0.1 | $1.2M | -23% | 18k | 67.58 | |
Xeris Pharmaceuticals (XERS) | 0.1 | $1.2M | +21% | 251k | 4.92 | |
CSX Corporation (CSX) | 0.1 | $1.2M | +10% | 13k | 90.73 | |
Union Pacific Corporation (UNP) | 0.1 | $1.2M | +12% | 5.8k | 208.28 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.2M | +91% | 5.1k | 236.40 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.1 | $1.2M | +3% | 88k | 13.60 | |
SPDR S&P Comp Software (XSW) | 0.1 | $1.2M | +1613% | 34k | 34.91 | |
Medtronic SHS (MDT) | 0.1 | $1.2M | +11% | 10k | 117.12 | |
Zoom Video Communications In Cl A (ZM) | 0.1 | $1.2M | 3.4k | 337.32 | ||
Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | -21% | 2.3k | 500.22 | |
Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $1.1M | 9.5k | 120.16 | ||
Goldman Sachs (GS) | 0.1 | $1.1M | +78% | 4.3k | 263.67 | |
Ishares U S Us Industrials (IYJ) | 0.1 | $1.1M | +100% | 12k | 97.14 | |
First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.1 | $1.1M | 15k | 73.46 | ||
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.1M | 13k | 84.91 | ||
Prologis (PLD) | 0.1 | $1.1M | 11k | 99.66 | ||
Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | +31% | 12k | 91.59 | |
First Trust Com Shs (FTA) | 0.1 | $1.1M | +48% | 20k | 54.94 | |
Ishares Agency Agency Bond Etf (AGZ) | 0.1 | $1.1M | +14% | 9.0k | 119.56 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | +49% | 21k | 51.69 | |
Southern Company (SO) | 0.1 | $1.1M | +7% | 17k | 61.46 | |
Lowe's Companies (LOW) | 0.1 | $1.1M | +2% | 6.6k | 160.48 | |
Ishares Russell Russell 3000 Etf (IWV) | 0.1 | $1.1M | -3% | 4.7k | 223.57 | |
Lam Research Corporation (LRCX) | 0.1 | $1.1M | 2.2k | 472.38 | ||
Proshares Large Large Cap Cre (CSM) | 0.1 | $1.0M | 12k | 84.39 | ||
Ishares Core Core Msci Euro (IEUR) | 0.1 | $1.0M | 20k | 51.30 | ||
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $1.0M | 34k | 30.72 | ||
Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $1.0M | 39k | 26.61 | ||
Spdr Series S&p 600 Sml Cap (SLY) | 0.1 | $1.0M | +143% | 13k | 79.53 | |
Sherwin-Williams Company (SHW) | 0.1 | $1.0M | 1.4k | 734.58 | ||
Nike CL B (NKE) | 0.1 | $1.0M | +7% | 7.2k | 141.53 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $1.0M | NEW | 19k | 54.75 | |
Invesco S&p S&p Smlcp Low (XSLV) | 0.1 | $1.0M | 20k | 52.04 | ||
Goldman Sachs Activebeta Us Lg (GSLC) | 0.1 | $1.0M | 13k | 75.66 | ||
Invitae (NVTA) | 0.1 | $1.0M | +3% | 24k | 41.82 | |
Target Corporation (TGT) | 0.1 | $1000k | 5.7k | 176.52 | ||
Caterpillar (CAT) | 0.1 | $991k | +19% | 5.4k | 182.10 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $989k | +60% | 12k | 86.01 | |
Ford Motor Company (F) | 0.1 | $974k | 111k | 8.79 | ||
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $973k | +11% | 19k | 50.78 | |
Ishares Tr Core Msci Intl (IDEV) | 0.1 | $973k | -8% | 16k | 61.63 | |
Wisdomtree Yield Yield Enhancd Us (AGGY) | 0.1 | $959k | +42% | 18k | 53.68 |
Past Filings by IHT Wealth Management
SEC 13F filings are viewable for IHT Wealth Management going back to 2016
- 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
- IHT Wealth Management 2019 Q2 filed Aug. 12, 2019
- IHT Wealth Management 2019 Q1 filed May 16, 2019
- IHT Wealth Management 2018 Q4 filed Feb. 15, 2019
- IHT Wealth Management 2018 Q3 filed Nov. 14, 2018
- IHT Wealth Management 2018 Q2 filed Aug. 13, 2018
- IHT Wealth Management 2018 Q1 filed May 15, 2018
- IHT Wealth Management 2017 Q4 filed Feb. 14, 2018
- IHT Wealth Management 2017 Q3 filed Nov. 14, 2017
- IHT Wealth Management 2017 Q2 restated filed Aug. 15, 2017
- IHT Wealth Management 2017 Q2 filed Aug. 14, 2017