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
| Rank | Stock | Shares | Value | % 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
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 | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 683 | $2.4B | 65.9% |
| Technology | 113 | $454.0M | 12.6% |
| Unknown | 72 | $223.0M | 6.2% |
| Consumer Cyclical | 40 | $167.0M | 4.7% |
| Communication Services | 18 | $99.0M | 2.8% |
| Healthcare | 47 | $89.0M | 2.5% |
| Industrials | 77 | $76.0M | 2.1% |
| Consumer Defensive | 35 | $56.0M | 1.6% |
| Energy | 34 | $25.0M | 0.7% |
| Utilities | 25 | $19.0M | 0.5% |
| Basic Materials | 26 | $12.0M | 0.3% |
| Real Estate | 16 | $3.0M | 0.1% |