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CIK: 0001697490
Total reported value
$4.7B
$4.7B
1023 檔
8.0%
As reported in its official Q2 2024 Form 13F filing, IHT Wealth Management, LLC's tracked investment portfolio stood at $4.7B with 1023 total positions.
During Q2 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 1023 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.35% | -1.69% | EXIT | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.15% | -0.61% | +15.43% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.08% | +0.27% | +0.63% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.04% | +922.53% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +1.36% | NEW | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.10% | -0.87% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | +1.30% | NEW | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.57% | +0.15% | -20.32% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.49% | +0.19% | -1.63% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.04% | +2.75% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.44% | -0.21% | +8.14% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.42% | -0.54% | +44.70% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.38% | +0.46% | +0.32% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.20% | +0.08% | -3.14% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | -0.21% | +5.17% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | -0.38% | +81.61% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.02% | +0.20% | -2.40% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | -0.13% | +11.98% | |
| 19 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.81% | -0.16% | -1.77% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.76% | -0.04% | +5.17% | |
| 21 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.73% | — | +662.60% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.70% | +0.01% | +9.57% | |
| 23 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.67% | — | — | |
| 24 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.66% | +0.18% | +11.89% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.05% | +13.01% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.60% | +0.02% | -4.48% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | -0.13% | +3.73% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.58% | -0.04% | +7.78% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.02% | -3.26% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.09% | +0.89% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.03% | -0.76% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | +24.58% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.51% | +0.06% | +2.59% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.49% | +0.02% | -3.30% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | +0.04% | +185.90% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.06% | +10.69% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | +0.01% | -3.48% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-Other | 0.45% | -0.08% | +29.93% | |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.44% | -0.05% | +72.74% | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.43% | -0.03% | +6.73% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.02% | +8.90% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.14% | +0.13% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | -0.01% | +40.84% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-Other | 0.41% | +0.08% | -3.13% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.02% | +0.58% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.04% | +10.97% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.40% | -0.07% | +16.07% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.39% | +0.01% | +77.38% | |
| 49 | FXG | First Trust Consumer Staples | ETF-Other | 0.39% | -0.01% | EXIT | |
| 50 | QINT | American Century Qlty Diver | ETF-Other | 0.39% | — | — |
According to official SEC Form 13F filings, IHT Wealth Management, LLC reported a total U.S. public equity portfolio value of $4.7B across 1023 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, USFR, AAPL) accounted for 8.0% of total reported equity market value during Q2 2024.
During Q2 2024, IHT Wealth Management, LLC's top holdings by market value included QQQ (3.4%)、USFR (3.1%)、AAPL (3.1%). The largest single position, QQQ, represented 3.4% of total portfolio value.
In Q2 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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