IHT Wealth Management

Latest statistics and disclosures from IHT Wealth Management's latest quarterly 13F-HR filing:

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Positions held by IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IHT Wealth Management

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.

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
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Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $1.9M +41% 57k 33.45
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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
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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
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $1.8M +45% 38k 46.93
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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
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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
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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
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Global X Nasdaq 100 Cover (QYLD) 0.1 $1.7M +81% 101k 16.77
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Global X Lithium Btry Etf (LIT) 0.1 $1.7M -8% 31k 55.17
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Invesco Multi Agriculture Fd (DBA) 0.1 $1.7M 79k 21.41
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United Rentals (URI) 0.1 $1.7M -11% 3.8k 444.56
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $1.7M NEW 33k 50.49
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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
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Ford Motor Company (F) 0.1 $1.7M -8% 134k 12.42
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Spdr Spdr Blmberg Invst Grade Spdr Blmberg Invst Grade (FLRN) 0.1 $1.7M +18% 54k 30.72
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Dimensional Us Us Targeted Vlu (DFAT) 0.1 $1.7M +29% 36k 45.69
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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
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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
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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
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Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 0.1 $1.6M NEW 39k 41.35
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Sixth Street 83012a 10 9 (TSLX) 0.1 $1.6M +2% 78k 20.44
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Eaton Vance Risk Managed Diversified (ETJ) 0.1 $1.6M +22% 207k 7.68
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Proshares Tr Bitcoin Strate (BITO) 0.1 $1.6M 114k 13.81
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Invesco Exchange S&p500 Quality (SPHQ) 0.1 $1.6M +42% 31k 50.04
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Lam Research Corporation (LRCX) 0.1 $1.6M +2% 2.5k 626.74
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American Intl Com New (AIG) 0.1 $1.6M 26k 60.60
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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
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Global X Cybrscurty Etf (BUG) 0.1 $1.5M +9% 64k 24.29
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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

View all past filings