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CIK: 0001697490
Total reported value
$4.7B
$4.7B
1143 檔
10.7%
At the close of Q3 2024, IHT Wealth Management, LLC disclosed equity holdings valued at approximately $4.7B, spread across 1143 reported holdings.
In Q3 2024, IHT Wealth Management, LLC displayed an active expansion posture, initiating 11 new positions and adding to 165 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1143 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.88% | +0.27% | +51.16% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.68% | -1.69% | EXIT | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.72% | -0.61% | +13.42% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.14% | +0.04% | +14.58% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.82% | -0.13% | +144.67% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.68% | -0.10% | +28.17% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.68% | -0.54% | +45.01% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | +1.30% | NEW | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +1.36% | NEW | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.38% | +0.19% | +11.69% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | -0.21% | +38.00% | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.29% | -0.21% | +14.53% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.04% | +20.08% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.46% | +5.74% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.06% | -0.38% | +27.50% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.00% | -0.04% | +115.67% | |
| 17 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.99% | -0.16% | +52.38% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.05% | +51.24% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.82% | +0.20% | +6.47% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.80% | -0.04% | +33.70% | |
| 21 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.79% | — | +48.88% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.74% | +0.08% | -24.12% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | +0.03% | +46.61% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.62% | +0.01% | +9.19% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 0.58% | +0.06% | +41.39% | |
| 26 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.57% | +0.18% | +13.70% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.57% | +0.04% | +356.29% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.01% | +18.87% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.56% | -0.08% | +48.97% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.02% | +37.49% | |
| 31 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.55% | — | +0.73% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | +0.02% | +56.95% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.51% | +0.02% | +2.14% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | -0.13% | +8.16% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.14% | +32.11% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | +0.01% | +25.94% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.15% | -58.70% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.47% | -0.07% | +46.94% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.06% | +24.64% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | +0.04% | +30.01% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | -0.02% | +86.10% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.09% | +15.53% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-Other | 0.42% | +0.08% | +22.47% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.41% | -0.47% | +107.80% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.05% | +26.62% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | +0.02% | +25.58% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.40% | +0.11% | +42.66% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.39% | -0.01% | +105.59% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.04% | +17.24% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.06% | +38.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.9% | +144.67% | Add |
| 2 | AAPL | Apple Inc | +0.8% | +51.16% | Add |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.4% | +115.67% | Add |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | +0.4% | +356.29% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +42.47% | Add |
| 6 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +649.77% | Add |
| 7 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +45.01% | Add |
| 8 | WINN | Harbor Long-term Growers ETF | +0.2% | +1692.12% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +51.24% | Add |
| 10 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | +0.2% | NEW | New buy |
| 11 | SSUS | Day Hagan Smart Sector ETF | +0.2% | +52.38% | Add |
| 12 | GSY | Invesco Ultra Short Duration | +0.2% | +1604.23% | Add |
| 13 | SCHG | Schwab US Large-cap Growth | +0.2% | +86.10% | Add |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +107.80% | Add |
| 15 | XBIL | F/m US Treasury 6 Month Bill | +0.2% | +194.88% | Add |
| 16 | BSV | Vanguard Short-term Bond ETF | +0.1% | +105.59% | Add |
| 17 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +90.79% | Add |
| 18 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +299.56% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +38.00% | Add |
| 20 | IGEB | Ishares Investment Grade Sys | +0.1% | +48.88% | Add |
| 21 | HYFI | AB High Yield ETF | +0.1% | NEW | New buy |
| 22 | XLI | Ss Industrial Select Sector | +0.1% | +48.97% | Add |
| 23 | IVE | Ishares S&p 500 Value ETF | +0.1% | +72.02% | Add |
| 24 | EFA | Ishares Msci Eafe ETF | +0.1% | +95.89% | Add |
| 25 | CGCB | Cap Group Core Bond | +0.1% | NEW | New buy |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +46.61% | Add |
| 27 | IWF | Ishares Russell 1000 Growth | +0.1% | +56.95% | Add |
| 28 | ASTS | Ast Spacemobile Inc | +0.1% | +21.10% | Add |
| 29 | XLF | Ss Financial Select Sector | +0.1% | +66.52% | Add |
| 30 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +138.21% | Add |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +858.66% | Add |
| 32 | HD | Home Depot Inc | +0.1% | +37.47% | Add |
| 33 | ICVT | Ishares Convertible Bond ETF | +0.1% | +245.27% | Add |
| 34 | DNP | Dnp Select Income Fund Inc | +0.1% | +257.57% | Add |
| 35 | XLV | Ss Health Care Select Sector | +0.1% | +41.39% | Add |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +46.94% | Add |
| 37 | MBB | Ishares Mbs ETF | +0.1% | +101.76% | Add |
| 38 | MSTR | Strategy Inc | +0.1% | +2329.71% | Add |
| 39 | PLTR | Palantir Technologies Inc-a | +0.1% | +94.19% | Add |
| 40 | GLD | Spdr Gold Shares | +0.1% | +32.11% | Add |
| 41 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +86.41% | Add |
| 42 | BSJQ | Invesco Bulletshares 2026 Hy | +0.1% | +81.03% | Add |
| 43 | BSJP | Invesco Bulletshares 2025 Hy | +0.1% | +81.00% | Add |
| 44 | ANETEUR | Arista Networks Inc | +0.1% | +93.96% | Add |
| 45 | TLH | Ishares 10-20 Year Treasury | +0.1% | +140.47% | Add |
| 46 | MOO | Vaneck Agribusiness ETF | +0.1% | NEW | New buy |
| 47 | SHYM | Ishares Short Duration High | +0.1% | NEW | New buy |
| 48 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +42.66% | Add |
| 49 | SCHM | Schwab US Mid Cap ETF | +0.1% | +64.93% | Add |
| 50 | TKO | Tko Group Holdings Inc | +0.1% | +99.08% | Add |
According to official SEC Form 13F filings, IHT Wealth Management, LLC reported a total U.S. public equity portfolio value of $4.7B across 1143 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, USFR) accounted for 10.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
ZROZ
市值: $7.0M
Top Position Liquidated / Trimmed
DTCR
前期市值: $1.8M
During Q3 2024, IHT Wealth Management, LLC's top holdings by market value included AAPL (3.9%)、QQQ (3.7%)、USFR (2.7%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q3 2024, IHT Wealth Management, LLC made 200 total portfolio adjustments, initiating 11 new buys, adding to 165 positions, trimming 21 holdings, and fully liquidating 3 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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