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CIK: 0001697490
Total reported value
$4.7B
$4.7B
1008 檔
6.8%
In Q1 2024, IHT Wealth Management, LLC's U.S. equity holdings reached a combined market value of $4.7B, distributed across 1008 disclosed stock positions.
During Q1 2024, IHT Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1008 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.19% | -1.69% | EXIT | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.93% | -0.61% | -0.89% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.27% | -3.73% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | +1.36% | NEW | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.04% | +0.57% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.10% | +3.29% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.82% | +0.15% | -0.69% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | +1.30% | NEW | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.68% | +0.19% | +32.36% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.04% | -1.53% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.38% | -0.21% | +10.65% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.36% | +0.08% | -3.10% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.35% | +0.46% | -5.70% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | -0.21% | -1.14% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.09% | -0.54% | +76.50% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.03% | +0.20% | +10.28% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | -0.13% | -0.61% | |
| 18 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.87% | -0.16% | -2.58% | |
| 19 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.83% | — | +25.52% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.78% | -0.04% | +13.78% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.70% | +0.02% | -4.83% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.69% | +0.01% | +263.00% | |
| 23 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.66% | +0.18% | +103.09% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.62% | -0.13% | +18.24% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.05% | -0.24% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.03% | -0.10% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.59% | -0.38% | +281.08% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.59% | -0.04% | -1.89% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.56% | +0.02% | -11.20% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | +0.06% | +0.09% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | +0.01% | -1.52% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.02% | +2.61% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.51% | -0.01% | +10.77% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.09% | +1.08% | |
| 35 | PSCD | Invesco S&p Smallcap Consume | ETF-Other | 0.50% | — | +116.33% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.01% | -18.48% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-Other | 0.47% | +0.08% | -20.90% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.45% | -0.01% | -36.37% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.06% | +2.37% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.14% | +4.11% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.02% | -4.11% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.05% | +2.25% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.41% | -0.03% | +26.77% | |
| 44 | PAVE | Global X US Infrastructure | ETF-Other | 0.40% | -0.01% | +57.04% | |
| 45 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.40% | — | +1.71% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.39% | -0.07% | +36.24% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | +0.02% | +4.58% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-Other | 0.38% | -0.08% | +6.48% | |
| 49 | FVD | First Trust Value Line Dvd | ETF-Other | 0.38% | -0.01% | -5.48% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.38% | -0.02% | -2.56% |
According to official SEC Form 13F filings, IHT Wealth Management, LLC reported a total U.S. public equity portfolio value of $4.7B across 1008 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, USFR, AAPL) accounted for 6.8% of total reported equity market value during Q1 2024.
During Q1 2024, IHT Wealth Management, LLC's top holdings by market value included QQQ (3.2%)、USFR (2.9%)、AAPL (2.7%). The largest single position, QQQ, represented 3.2% of total portfolio value.
In Q1 2024, IHT Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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