
Iht Wealth Management, LLC
CIK Number: 0001697490
3.2B
Market Value
1,028
# of Holdings
15 months
Avg. Holding Period
32.85%
Win Rate
31.55%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | AAPL | Apple Inc. | 202.99 | -0.14% | 460.57K | -22.15% | 115.34M | 128.41 | 3.72% |
2 | QQQ | Invesco QQQ Tru... | 529.14 | +0.35% | 174.05K | -34.86% | 88.98M | 366.7 | 2.87% |
3 | USFR | WisdomTree Floa... | 50.35 | +0.03% | 1.67M | -12.35% | 84.05M | 50.27 | 2.71% |
4 | NVDA | NVIDIA Corporat... | 141.94 | +0.51% | 532.41K | -14.9% | 71.5M | 28.05 | 2.31% |
5 | SPLG | SPDR Portfolio ... | 70.14 | +0.02% | 852.44K | +7.91% | 58.77M | 49.21 | 1.90% |
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- Up to 30 years financial history
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