IHT Wealth Management, LLC

CIK: 0001697490SEC EDGAR →

Portfolio Value

$4.1B

Holdings

1,185

As of

Q4 2025

New Positions

93

Closed Positions

72

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Apple Inc

447,970$121.0M
2.94%
2

WISDOMTREE FLOATING

1,915,280$96.0M
2.33%
3

Nvidia Corp

517,410$96.0M
2.33%
4

Tesla Inc

195,388$87.0M
2.11%
5

INVESCO QQQ

141,120$86.0M
2.09%
6

SPDR PORTFOLIO

1,461,794$83.0M
2.02%
7

ISHARES CORE

102,554$70.0M
1.70%
8

SPDR PORTFOLIO

583,434$62.0M
1.51%
9

Microsoft Corp

122,460$59.0M
1.43%
10

SPDR SERIES TRUST

716,800$57.0M
1.38%

Quarterly Changes

Top Buys

TFI↑ Increased
$55.8M
DYNF↑ Increased
$15.0M
INTS↑ Increased
$11.5M
PLTD↑ Increased
$10.2M
PULS↑ Increased
$9.9M

Top Sells

SPYMCLOSED
$59.4M
SPY↓ Decreased
$14.5M
FTA↓ Decreased
$11.0M
LLY↓ Decreased
$7.8M
XLFI↓ Decreased
$7.7M

New Positions (104)

$7.0M · 369K shares
$6.0M · 278K shares
$6.0M · 98K shares
$5.0M · 144K shares
$4.0M · 63K shares
$3.0M · 34K shares
$2.0M · 43K shares
$2.0M · 55K shares
$1.0M · 45K shares
$1.0M · 47K shares
$1.0M · 32K shares
$1.0M · 42K shares
$1.0M · 87K shares
$1.0M · 140K shares
$1.0M · 25K shares
$1.0M · 14K shares
$1.0M · 63K shares
$1.0M · 8K shares
$1.0M · 90K shares
$1.0M · 12K shares
$1.0M · 85K shares
$1.0M · 35K shares
$1.0M · 48K shares
$1.0M · 12K shares
$1.0M · 77K shares
$0 · 500 shares
$0 · 7K shares
$0 · 6K shares
$0 · 16K shares
$0 · 2K shares
$0 · 11K shares
$0 · 6K shares
$0 · 12K shares
$0 · 32K shares
$0 · 8K shares
$0 · 28K shares
$0 · 17K shares
$0 · 5K shares
$0 · 4K shares
$0 · 39K shares
$0 · 6K shares
$0 · 3K shares
$0 · 22K shares
$0 · 600 shares
$0 · 8K shares
$0 · 1K shares
$0 · 11K shares
$0 · 7K shares
$0 · 16K shares
$0 · 37K shares
$0 · 8K shares
$0 · 200 shares
$0 · 2K shares
$0 · 26K shares
$0 · 12K shares
$0 · 4K shares
$0 · 10K shares
$0 · 13K shares
$0 · 1K shares
$0 · 10K shares
$0 · 3K shares
$0 · 38K shares
$0 · 3K shares
$0 · 13K shares
$0 · 7K shares
$0 · 370 shares
$0 · 12K shares
$0 · 13K shares
$0 · 2K shares
$0 · 2K shares
$0 · 1K shares
$0 · 4K shares
$0 · 8K shares
$0 · 20K shares
$0 · 15K shares
$0 · 5K shares
$0 · 11K shares
$0 · 32K shares
$0 · 1K shares
$0 · 6K shares
$0 · 16K shares
$0 · 2K shares
$0 · 200 shares
$0 · 50K shares
$0 · 26K shares
$0 · 6K shares
$0 · 8K shares
$0 · 1K shares
$0 · 2K shares
$0 · 10K shares
$0 · 11K shares
$0 · 9K shares
$0 · 10K shares
$0 · 3K shares
$0 · 22K shares
$0 · 6K shares
$0 · 2K shares
$0 · 2K shares
$0 · 7K shares
$0 · 14K shares
$0 · 6K shares
$0 · 12K shares
$0 · 30K shares
$0 · 10K shares

Closed Positions (88)

$59.4M · 759K shares
$7.7M · 504K shares
$6.5M · 911K shares
$6.3M · 275K shares
$5.7M · 1.1M shares
$3.1M · 20K shares
$2.4M · 25K shares
$2.0M · 197K shares
$1.8M · 33K shares
$1.4M · 12K shares
$1.2M · 46K shares
$1.2M · 30K shares
$1.0M · 25K shares
$992K · 22K shares
$966K · 28K shares
$948K · 29K shares
$920K · 27K shares
$889K · 4K shares
$888K · 5K shares
$662K · 24K shares
$519K · 34K shares
$489K · 5K shares
$461K · 5K shares
$461K · 5K shares
$421K · 16K shares
$392K · 1K shares
$356K · 10K shares
$346K · 17K shares
$342K · 9K shares
$338K · 8K shares
$331K · 38K shares
$322K · 2K shares
$322K · 18K shares
$313K · 6K shares
$313K · 449 shares
$302K · 6K shares
$301K · 24K shares
$300K · 10K shares
$296K · 988 shares
$296K · 69 shares
$287K · 13K shares
$272K · 10K shares
$270K · 5K shares
$269K · 3K shares
$263K · 2K shares
$260K · 4K shares
$255K · 14K shares
$252K · 108 shares
$252K · 2K shares
$252K · 2K shares
$250K · 3K shares
$250K · 10K shares
$248K · 511 shares
$248K · 14K shares
$246K · 7K shares
$245K · 790 shares
$243K · 9K shares
$241K · 3K shares
$228K · 15K shares
$225K · 12K shares
$221K · 1K shares
$220K · 2K shares
$219K · 10K shares
$218K · 3K shares
$215K · 3K shares
$212K · 500 shares
$209K · 9K shares
$209K · 6K shares
$208K · 8K shares
$208K · 2K shares
$207K · 3K shares
$206K · 671 shares
$206K · 963 shares
$206K · 3K shares
$206K · 5K shares
$205K · 9K shares
$205K · 2K shares
$203K · 9K shares
$159K · 11K shares
$152K · 13K shares
$146K · 10K shares
$120K · 10K shares
$105K · 16K shares
$80K · 13K shares
$60K · 11K shares
$31K · 13K shares
$30K · 13K shares
$8K · 15K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services683$2.4B65.9%
Technology113$454.0M12.6%
Unknown72$223.0M6.2%
Consumer Cyclical40$167.0M4.7%
Communication Services18$99.0M2.8%
Healthcare47$89.0M2.5%
Industrials77$76.0M2.1%
Consumer Defensive35$56.0M1.6%
Energy34$25.0M0.7%
Utilities25$19.0M0.5%
Basic Materials26$12.0M0.3%
Real Estate16$3.0M0.1%