Iht Wealth Management, LLC
CIK Number: 0001697490
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 232.81 | -0.22% | 462.04K | +0.32% | 102.53M | 128.71 | 3.20% | Share |
| 2 | USFR | WisdomTree Floa... | 50.40 | +0.01% | 2M | +19.74% | 100.66M | 50.28 | 3.14% | Share |
| 3 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 148.7K | -14.56% | 69.73M | 366.7 | 2.18% | Share |
| 4 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 1.19M | +36.83% | 60.76M | 44.26 | 1.90% | Share |
| 5 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 547.25K | +2.79% | 59.32M | 30.23 | 1.85% | Share |
| 6 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 190.24K | +524.11% | 49.3M | 249.04 | 1.54% | Share |
| 7 | BUFR | First Trust Cbo... | 32.73 | +0.02% | 1.64M | +2.92% | 48.7M | 27.12 | 1.52% | Share |
| 8 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 85.92K | -7.09% | 48.07M | 380.58 | 1.50% | Share |
| 9 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 126.18K | +4.37% | 47.42M | 260.84 | 1.48% | Share |
| 10 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 543.67K | +11.40% | 43.69M | 52.33 | 1.36% | Share |
| 11 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 437.05K | -31.6% | 39.78M | 95.21 | 1.24% | Share |
| 12 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 199.66K | +1.31% | 37.99M | 116.08 | 1.19% | Share |
| 13 | FLRN | SPDR Bloomberg ... | 30.79 | +0.02% | 1.19M | +344.05% | 36.72M | 30.79 | 1.15% | Share |
| 14 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 210.43K | -2.42% | 35.96M | 163.37 | 1.12% | Share |
| 15 | IVV | iShares Core S&... | 648.15 | +0.01% | 63.49K | +0.69% | 35.68M | 386.48 | 1.11% | Share |
| 16 | IWM | iShares Russell... | 228.20 | -1.31% | 162.56K | +3.04% | 32.43M | 205.92 | 1.01% | Share |
| 17 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 467.87K | -45.11% | 30.77M | 49.21 | 0.96% | Share |
| 18 | JAAA | Janus Henderson... | 50.70 | +0.13% | 597.9K | +411.36% | 30.32M | 50.69 | 0.95% | Share |
| 19 | SPAB | SPDR Portfolio ... | 25.55 | -0.31% | 1.12M | -7.46% | 28.64M | 26.46 | 0.89% | Share |
| 20 | OMFL | Invesco Russell... | 59.34 | -0.01% | 518.88K | +10.10% | 27.66M | 51.73 | 0.86% | Share |
| 21 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 30.28K | +67.61% | 25M | 560.08 | 0.78% | Share |
| 22 | XLK | Technology Sele... | 267.74 | -0.21% | 115.65K | -5.56% | 23.91M | 135.03 | 0.75% | Share |
| 23 | BINC | Blackrock Etf T... | 52.95 | -0.05% | 450.43K | +11.99% | 23.59M | 53.04 | 0.74% | Share |
| 24 | YEAR | Ab Ultra Short ... | 50.57 | -0.05% | 453.64K | +995.55% | 22.96M | 50.58 | 0.72% | Share |
| 25 | FTA | First Trust Lar... | 81.40 | -0.36% | 296.3K | -1.64% | 22.73M | 73.8 | 0.71% | Share |
| 26 | META | Meta Platforms,... | 781.96 | +0.24% | 38.48K | -0.03% | 22.18M | 334.05 | 0.69% | Share |
| 27 | SSUS | Day Hagan/Ned D... | 46.49 | -0.06% | 540.87K | -4.26% | 22.02M | 35.32 | 0.69% | Share |
| 28 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 39.7K | +5.30% | 21.1M | 331.99 | 0.66% | Share |
| 29 | HYDB | iShares High Yi... | 47.34 | -0.25% | 441.98K | -14.82% | 20.81M | 47.01 | 0.65% | Share |
| 30 | LQD | iShares iBoxx $... | 109.88 | -0.34% | 186.77K | +14.54% | 20.3M | 110.55 | 0.63% | Share |
| 31 | COWZ | Pacer US Cash C... | 56.69 | -0.39% | 345.61K | +8.63% | 18.93M | 53.09 | 0.59% | Share |
| 32 | TLH | iShares 10-20 Y... | 100.75 | -0.65% | 179.93K | +183.34% | 18.67M | 103.45 | 0.58% | Share |
| 33 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 316.34K | +7.64% | 18.65M | 55.68 | 0.58% | Share |
| 34 | AVUS | Avantis U.S. Eq... | 105.47 | -0.15% | 197.76K | -13.59% | 18.27M | 86.47 | 0.57% | Share |
| 35 | XLV | Health Care Sel... | 133.94 | +0.49% | 123.86K | +3.59% | 18.06M | 127.7 | 0.56% | Share |
| 36 | AIRR | First Trust RBA... | 90.80 | -1.71% | 262.68K | +5.25% | 17.92M | 64.78 | 0.56% | Share |
| 37 | VTI | Vanguard Total ... | 317.25 | -0.13% | 84.88K | +41.15% | 17.4M | 232.18 | 0.54% | Share |
| 38 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 121.36K | +9.61% | 17.04M | 134 | 0.53% | Share |
| 39 | GSST | Goldman Sachs A... | 50.52 | 0.00% | 328.16K | +100.00% | 16.59M | 50.54 | 0.52% | Share |
| 40 | XLI | Industrial Sele... | 151.15 | -0.87% | 125.18K | +12.55% | 16.41M | 114.73 | 0.51% | Share |
| 41 | BIL | SPDR Bloomberg ... | 91.58 | +0.02% | 178.16K | +122.37% | 16.34M | 91.73 | 0.51% | Share |
| 42 | AVEM | Avantis Emergin... | 71.01 | -1.1% | 269.62K | +17.36% | 16.22M | 59.05 | 0.51% | Share |
| 43 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 63.77K | +11.87% | 15.65M | 147.16 | 0.49% | Share |
| 44 | XLF | Financial Selec... | 53.01 | +0.47% | 311.78K | +11.73% | 15.53M | 40.69 | 0.48% | Share |
| 45 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 51.74K | -8.23% | 14.91M | 187.74 | 0.47% | Share |
| 46 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 526.7K | +2.17% | 14.73M | 24.51 | 0.46% | Share |
| 47 | MDYV | SPDR S&P 400 Mi... | 81.80 | -1.1% | 189.11K | -33.26% | 14.57M | 77.06 | 0.46% | Share |
| 48 | SPDW | SPDR Portfolio ... | 41.64 | -0.19% | 396.93K | -39.75% | 14.47M | 33.82 | 0.45% | Share |
| 49 | WMT | Walmart Inc. | 100.84 | -0.15% | 163.06K | +4.93% | 14.33M | 50.46 | 0.45% | Share |
| 50 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 88.02K | +1.07% | 13.75M | 103.66 | 0.43% | Share |
| 51 | RDVY | First Trust Ris... | 65.38 | -0.29% | 232.96K | -1.2% | 13.64M | 49.91 | 0.43% | Share |
| 52 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 84.57K | -1.28% | 13.08M | 86.09 | 0.41% | Share |
| 53 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 62.01K | -1.24% | 12.99M | 125.39 | 0.41% | Share |
| 54 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 77.46K | +23.10% | 12.97M | 83.77 | 0.41% | Share |
| 55 | EFG | iShares MSCI EA... | 111.42 | -0.22% | 129.29K | -19.95% | 12.93M | 101.7 | 0.40% | Share |
| 56 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 25.01K | -3.15% | 12.85M | 383.71 | 0.40% | Share |
| 57 | QQQM | Invesco NASDAQ ... | 238.70 | -0.09% | 64.16K | +120.06% | 12.38M | 174.08 | 0.39% | Share |
| 58 | SLYV | SPDR S&P 600 Sm... | 85.33 | -1.11% | 157.35K | +7.23% | 12.34M | 85.83 | 0.39% | Share |
| 59 | IWF | iShares Russell... | 450.40 | +0.11% | 34.05K | +1.39% | 12.3M | 287.85 | 0.38% | Share |
| 60 | PULS | PGIM Ultra Shor... | 49.70 | -0.01% | 246.01K | -24.64% | 12.23M | 49.55 | 0.38% | Share |
| 61 | AGG | iShares Core U.... | 99.10 | -0.27% | 118.57K | -29.89% | 11.73M | 107.37 | 0.37% | Share |
| 62 | PG | The Procter & G... | 153.70 | -1.1% | 67.69K | +12.55% | 11.53M | 141.68 | 0.36% | Share |
| 63 | V | Visa Inc. | 345.40 | +0.83% | 32.74K | -2.85% | 11.48M | 199.96 | 0.36% | Share |
| 64 | XLP | Consumer Staple... | 81.89 | -0.9% | 139.1K | +14.83% | 11.36M | 74.95 | 0.35% | Share |
| 65 | SPSM | SPDR Portfolio ... | 44.89 | -1.47% | 273.82K | -32.05% | 11.16M | 36.86 | 0.35% | Share |
| 66 | XBIL | The RBB Fund, I... | 50.08 | +0.01% | 221.51K | +12.14% | 11.11M | 50.11 | 0.35% | Share |
| 67 | VUG | Vanguard Growth... | 463.54 | +0.15% | 29.8K | +6.47% | 11.05M | 188.14 | 0.35% | Share |
| 68 | SPMO | Invesco S&P 500... | 118.08 | +0.19% | 119.09K | -6.13% | 11.02M | 95.01 | 0.34% | Share |
| 69 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 62.11K | -5.08% | 10.76M | 141.33 | 0.34% | Share |
| 70 | XYLD | Global X S&P 50... | 39.26 | +0.03% | 268.67K | +37.66% | 10.61M | 39.26 | 0.33% | Share |
| 71 | IUSG | iShares Core S&... | 158.04 | +0.04% | 81.79K | +5.70% | 10.39M | 76.28 | 0.32% | Share |
| 72 | QYLD | Global X NASDAQ... | 16.93 | +0.03% | 612.22K | +39.60% | 10.18M | 17.19 | 0.32% | Share |
| 73 | SDY | SPDR S&P Divide... | 140.47 | -0.75% | 74.03K | -3.87% | 10.04M | 128.71 | 0.31% | Share |
| 74 | HD | The Home Depot,... | 400.32 | -1.68% | 26.72K | +10.06% | 9.79M | 309.27 | 0.31% | Share |
| 75 | COST | Costco Wholesal... | 975.42 | -0.35% | 10.04K | +2.96% | 9.51M | 408.97 | 0.30% | Share |
| 76 | USMV | iShares MSCI US... | 93.24 | -0.35% | 100.15K | -2.43% | 9.38M | 82.34 | 0.29% | Share |
| 77 | MSTR | MicroStrategy I... | 372.94 | -4.35% | 31.62K | +34.71% | 9.12M | 167.19 | 0.28% | Share |
| 78 | OEF | iShares S&P 100... | 320.97 | +0.14% | 33.57K | +3.39K% | 9.09M | 268 | 0.28% | Share |
| 79 | VTV | Vanguard Value ... | 180.44 | -0.2% | 51.36K | +15.22% | 8.87M | 147.45 | 0.28% | Share |
| 80 | XLY | Consumer Discre... | 229.61 | -0.1% | 44.28K | +0.93% | 8.76M | 150.97 | 0.27% | Share |
| 81 | SPHQ | Invesco S&P 500... | 72.51 | -0.6% | 130.8K | +15.92% | 8.68M | 60.69 | 0.27% | Share |
| 82 | DGRW | WisdomTree U.S.... | 87.19 | -0.33% | 101.93K | -0.12% | 8.14M | 56.1 | 0.25% | Share |
| 83 | SDVY | First Trust SMI... | 37.27 | -1.27% | 241.94K | -6.42% | 8.11M | 32.43 | 0.25% | Share |
| 84 | BSV | Vanguard Short-... | 78.63 | -0.12% | 103.36K | +11.27% | 8.09M | 77.61 | 0.25% | Share |
| 85 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 319.3K | +2.21% | 8M | 20.5 | 0.25% | Share |
| 86 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 48.1K | +2.80% | 7.98M | 157.28 | 0.25% | Share |
| 87 | MCD | McDonald's Corp... | 308.84 | +1.24% | 24.07K | -3.08% | 7.52M | 237.97 | 0.23% | Share |
| 88 | ASTS | AST SpaceMobile... | 48.49 | -3.12% | 328.6K | +16.28% | 7.47M | 11.68 | 0.23% | Share |
| 89 | VIG | Vanguard Divide... | 210.08 | +0.06% | 38.09K | -0.62% | 7.39M | 179.55 | 0.23% | Share |
| 90 | FSK | FS KKR Capital ... | 17.63 | -1.5% | 349.63K | +3.52% | 7.32M | 19.85 | 0.23% | Share |
| 91 | XLU | Utilities Selec... | 85.85 | -0.72% | 92.59K | +7.36% | 7.31M | 65.69 | 0.23% | Share |
| 92 | XLC | Communication S... | 111.20 | +0.08% | 75.72K | -14.43% | 7.3M | 63.05 | 0.23% | Share |
| 93 | IJR | iShares Core S&... | 115.17 | -1.4% | 69.48K | +7.08% | 7.25M | 93.14 | 0.23% | Share |
| 94 | EMLP | First Trust Nor... | 38.02 | -0.2% | 191.7K | +3.09K% | 7.19M | 37.43 | 0.22% | Share |
| 95 | DBEF | Xtrackers MSCI ... | 45.66 | +0.32% | 165.24K | +153.78% | 7.16M | 42.35 | 0.22% | Share |
| 96 | MTGP | WisdomTree Mort... | 44.08 | -0.27% | 155.04K | -9.31% | 6.79M | 43.7 | 0.21% | Share |
| 97 | BOXX | Alpha Architect... | 113.21 | -0.01% | 60.41K | +10.65% | 6.75M | 108.32 | 0.21% | Share |
| 98 | FVD | First Trust Val... | 46.02 | -0.56% | 150.13K | -0.54% | 6.69M | 34.31 | 0.21% | Share |
| 99 | PM | Philip Morris I... | 165.25 | -0.38% | 41.9K | +0.99% | 6.65M | 93.71 | 0.21% | Share |
| 100 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 81.28K | +1.46% | 6.64M | 77.17 | 0.21% | Share |
| 101 | SPMD | SPDR Portfolio ... | 55.97 | -1.3% | 127.95K | +2.82% | 6.55M | 40.82 | 0.20% | Share |
| 102 | PLTR | Palantir Techno... | 181.00 | -1.83% | 77K | -0.2% | 6.5M | 27.27 | 0.20% | Share |
| 103 | SLV | iShares Silver ... | 34.51 | -1.4% | 209.02K | +6.12% | 6.48M | 20.93 | 0.20% | Share |
| 104 | CTAS | Cintas Corporat... | 221.28 | -1.7% | 31.47K | -0.16% | 6.47M | 70.82 | 0.20% | Share |
| 105 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 54.19K | -2.07% | 6.44M | 85.02 | 0.20% | Share |
| 106 | PZA | Invesco Nationa... | 22.20 | -0.27% | 277.16K | -1.42% | 6.39M | 23.93 | 0.20% | Share |
| 107 | BA | The Boeing Comp... | 233.18 | -0.08% | 36.78K | +0.04% | 6.27M | 177.83 | 0.20% | Share |
| 108 | EVSD | Eaton Vance Sho... | 51.32 | -0.09% | 121.8K | +100.00% | 6.18M | 50.76 | 0.19% | Share |
| 109 | XMHQ | Invesco S&P Mid... | 102.82 | -1.25% | 67.34K | -8.59% | 6.16M | 80.22 | 0.19% | Share |
| 110 | IEF | iShares 7-10 Ye... | 95.42 | -0.32% | 63.51K | -7.54% | 6.06M | 97.25 | 0.19% | Share |
| 111 | MOAT | VanEck Mornings... | 98.08 | -0.73% | 68.23K | -7.46% | 6M | 78.06 | 0.19% | Share |
| 112 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 11.17K | -5.7% | 5.82M | 474.1 | 0.18% | Share |
| 113 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 6.17K | +19.72% | 5.79M | 471.74 | 0.18% | Share |
| 114 | CVX | Chevron Corpora... | 155.20 | -0.43% | 34.7K | -0.14% | 5.79M | 137.98 | 0.18% | Share |
| 115 | MA | Mastercard Inco... | 583.65 | +0.99% | 10.55K | +0.87% | 5.78M | 310.2 | 0.18% | Share |
| 116 | SMH | VanEck Semicond... | 301.92 | +0.21% | 27.26K | -0.34% | 5.76M | 188.67 | 0.18% | Share |
| 117 | PAVE | Global X U.S. I... | 46.42 | -1.45% | 150.85K | -41.91% | 5.69M | 33.35 | 0.18% | Share |
| 118 | ZROZ | PIMCO 25+ Year ... | 64.94 | -1.2% | 78.93K | -4.72% | 5.65M | 82.42 | 0.18% | Share |
| 119 | XLRE | The Real Estate... | 41.05 | -0.71% | 134.63K | +32.08% | 5.63M | 43.23 | 0.18% | Share |
| 120 | BSJP | Invesco BulletS... | 23.11 | +0.02% | 237.84K | +6.45% | 5.48M | 22.87 | 0.17% | Share |
| 121 | IEFA | iShares Core MS... | 85.61 | -0.04% | 72.41K | -1.94% | 5.48M | 70.45 | 0.17% | Share |
| 122 | FTCS | First Trust Cap... | 92.65 | -0.6% | 60.66K | -1.83% | 5.44M | 70.27 | 0.17% | Share |
| 123 | BSJQ | Invesco BulletS... | 23.40 | -0.04% | 230.86K | +5.75% | 5.35M | 23.2 | 0.17% | Share |
| 124 | SPEM | SPDR Portfolio ... | 44.19 | -1.14% | 134.43K | +2.93% | 5.29M | 36.9 | 0.17% | Share |
| 125 | GTO | Invesco Total R... | 47.09 | -0.17% | 112.46K | +52.68% | 5.28M | 46.76 | 0.16% | Share |
| 126 | VGT | Vanguard Inform... | 704.44 | -0.4% | 9.69K | -2.29% | 5.26M | 321.13 | 0.16% | Share |
| 127 | IBIT | iShares Bitcoin... | 67.03 | -4.02% | 112.13K | +136.05% | 5.25M | 42.81 | 0.16% | Share |
| 128 | CALF | Pacer US Small ... | 42.01 | -0.79% | 139.97K | -3.54% | 5.25M | 45.89 | 0.16% | Share |
| 129 | ABT | Abbott Laborato... | 129.32 | -0.06% | 39.01K | +1.67% | 5.17M | 107.6 | 0.16% | Share |
| 130 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 34.38K | +33.51% | 5.15M | 155.82 | 0.16% | Share |
| 131 | HYFI | Ab Active ETFs ... | 37.55 | -0.33% | 139K | +7.86% | 5.12M | 37.48 | 0.16% | Share |
| 132 | IWD | iShares Russell... | 198.66 | -0.29% | 27.18K | -2.96% | 5.11M | 131.47 | 0.16% | Share |
| 133 | IJH | iShares Core S&... | 63.85 | -1.31% | 86.77K | +1.20% | 5.06M | 49.06 | 0.16% | Share |
| 134 | NOBL | ProShares S&P 5... | 104.33 | -0.96% | 49.48K | +2.41% | 5.06M | 76.64 | 0.16% | Share |
| 135 | BAC | Bank of America... | 47.70 | +0.97% | 118.26K | -3.56% | 4.94M | 29.46 | 0.15% | Share |
| 136 | KO | The Coca-Cola C... | 69.52 | -1.33% | 67.86K | -3.16% | 4.86M | 57.08 | 0.15% | Share |
| 137 | ILCG | iShares Morning... | 101.58 | -0.01% | 59.25K | +0.57% | 4.8M | 52.29 | 0.15% | Share |
| 138 | PANW | Palo Alto Netwo... | 173.55 | -1.87% | 27.92K | +22.34% | 4.76M | 125.59 | 0.15% | Share |
| 139 | TMFC | Motley Fool 100... | 67.64 | +0.25% | 85.45K | +100.00% | 4.75M | 55.62 | 0.15% | Share |
| 140 | VHT | Vanguard Health... | 248.84 | +0.49% | 17.96K | +58.11% | 4.68M | 231.94 | 0.15% | Share |
| 141 | IUSV | iShares Core S&... | 97.89 | -0.13% | 49.52K | -9.29% | 4.57M | 59.93 | 0.14% | Share |
| 142 | XLE | Energy Select S... | 85.55 | -0.11% | 48.18K | -15.16% | 4.5M | 69.57 | 0.14% | Share |
| 143 | UDEC | Innovator S&P 5... | 37.52 | +0.16% | 129.63K | +355.32% | 4.47M | 34.47 | 0.14% | Share |
| 144 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 87.66K | -11.89% | 4.44M | 50.24 | 0.14% | Share |
| 145 | FXL | First Trust Tec... | 159.87 | -0.94% | 32.57K | -0.15% | 4.43M | 99.45 | 0.14% | Share |
| 146 | VEA | Vanguard Develo... | 58.60 | -0.18% | 85.8K | -0.14% | 4.42M | 47.01 | 0.14% | Share |
| 147 | FTCB | First Trust Exc... | 21.11 | -0.21% | 209.94K | +100.00% | 4.41M | 20.99 | 0.14% | Share |
| 148 | CGCP | Capital Group C... | 22.57 | -0.2% | 195.59K | +599.43% | 4.39M | 22.41 | 0.14% | Share |
| 149 | DIS | The Walt Disney... | 116.33 | -0.27% | 44.17K | +16.60% | 4.36M | 113.68 | 0.14% | Share |
| 150 | SPTM | SPDR Portfolio ... | 78.15 | -0.06% | 63.39K | -46.25% | 4.31M | 50.47 | 0.13% | Share |