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CIK: 0001697490
Total reported value
$4.7B
$4.7B
1078 檔
8.9%
As reported in its official Q4 2024 Form 13F filing, IHT Wealth Management, LLC's tracked investment portfolio stood at $4.7B with 1078 total positions.
In Q4 2024, IHT Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 134 positions and completely liquidating 9 holdings to manage risk exposure.
Showing top 200 holdings (of 1078 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.72% | +0.27% | -22.15% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.87% | -1.69% | EXIT | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.71% | -0.61% | -12.35% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +0.04% | -14.90% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | +1.36% | NEW | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.80% | -0.54% | +6.24% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.75% | +1.30% | NEW | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.10% | -12.55% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.57% | -0.21% | +4.38% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.43% | +0.19% | -5.34% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.04% | -18.58% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.38% | +0.46% | -0.39% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.24% | -0.38% | +3.85% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.21% | -21.34% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.12% | -0.13% | -45.96% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.98% | -0.04% | +12.13% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.92% | +0.20% | -4.73% | |
| 18 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.82% | +0.18% | +23.34% | |
| 19 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.79% | -0.02% | EXIT | |
| 20 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.77% | -0.16% | -32.92% | |
| 21 | FTA | First Trust L C Val Alp | ETF-Other | 0.74% | — | +457.58% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.73% | — | +382.62% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.05% | -26.93% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.73% | +0.08% | -5.66% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.72% | +0.01% | +0.05% | |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.68% | +0.04% | +6.52% | |
| 27 | AIRR | First Trust Rba American Ind | ETF-Other | 0.62% | +0.02% | +97.46% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.58% | +0.02% | +2.36% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.58% | -0.07% | +10.14% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.57% | +0.04% | +0.71% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.03% | -28.14% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.56% | -0.04% | -47.95% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | -12.83% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.02% | -25.02% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.53% | +0.06% | -10.56% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.13% | -3.83% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.09% | -12.84% | |
| 38 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.52% | -0.06% | +278.99% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.50% | +0.11% | +22.36% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.15% | +28.78% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.47% | -0.08% | -23.95% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.04% | -11.71% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | +0.01% | +153.94% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.04% | -8.81% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.15% | -5.80% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-Other | 0.45% | +0.08% | -4.76% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.06% | -18.37% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.02% | -15.92% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.14% | -20.42% | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.44% | — | +364.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HYDB | Ishares High Yield Systemati | +0.8% | NEW | New buy |
| 2 | FTA | First Trust L C Val Alp | +0.6% | +457.58% | Add |
| 3 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.6% | +382.62% | Add |
| 4 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +278.99% | Add |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +0.4% | NEW | New buy |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +7.91% | Add |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.4% | +465.34% | Add |
| 8 | AVEM | Avantis Emerging Markets Eq | +0.4% | +364.59% | Add |
| 9 | AIRR | First Trust Rba American Ind | +0.4% | +97.46% | Add |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.3% | +4.38% | Add |
| 11 | OMFL | Invesco Russell 1000 Dyn M/f | +0.3% | +23.34% | Add |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | -0.39% | Trim |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | +0.2% | +12.13% | Add |
| 14 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +3.85% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | -14.90% | Trim |
| 16 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +28.78% | Add |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +128.61% | Add |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +6.24% | Add |
| 19 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +53.01% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | -11.71% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.1% | -18.58% | Trim |
| 22 | XLF | Ss Financial Select Sector | +0.1% | +7.70% | Add |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +10.14% | Add |
| 24 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +22.36% | Add |
| 25 | IYW | Ishares Ustechnology ETF | +0.1% | +0.71% | Add |
| 26 | EDV | Vanguard Extended Dur Treas | +0.1% | +311.42% | Add |
| 27 | TLH | Ishares 10-20 Year Treasury | +0.1% | +85.51% | Add |
| 28 | MSTR | Strategy Inc | +0.1% | -15.33% | Trim |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -9.79% | Trim |
| 30 | CGDV | Cap Group Dividend Value | +0.1% | NEW | New buy |
| 31 | ✓ | Bank Montreal Medium | +0.1% | NEW | New buy |
| 32 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | +43.31% | Add |
| 33 | FSK | Fs Kkr Capital CORP | +0.1% | +17.71% | Add |
| 34 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +7.48% | Add |
| 35 | TSLA | Tesla Inc | +0.1% | -28.51% | Trim |
| 36 | AVIG | Avantis Core Fixed Income | +0.1% | NEW | New buy |
| 37 | VFH | Vanguard Financials ETF | +0.1% | +44.25% | Add |
| 38 | XLY | Ss Consumer Disc Select Sect | +0.1% | -0.10% | Trim |
| 39 | VUG | Vanguard Growth ETF | +0.1% | +2.07% | Add |
| 40 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | NEW | New buy |
| 41 | EVRG | Evergy Inc | +0.1% | +307.90% | Add |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +45.61% | Add |
| 43 | PLTR | Palantir Technologies Inc-a | +0.1% | -35.30% | Trim |
| 44 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +19.39% | Add |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | -5.34% | Trim |
| 46 | BUFZ | Ft Vest Laddered Moderate Bu | +0.1% | NEW | New buy |
| 47 | LMBS | First Trust Low Duration Opp | +0.1% | +220.93% | Add |
| 48 | ALAI | Alger Ai Enable & Adopt ETF | 0% | NEW | New buy |
| 49 | JTEK | Jpmorgan US Tech Leaders | 0% | NEW | New buy |
| 50 | CLOI | Vaneck Clo ETF | 0% | NEW | New buy |
According to official SEC Form 13F filings, IHT Wealth Management, LLC reported a total U.S. public equity portfolio value of $4.7B across 1078 disclosed positions in Q4 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 8.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
HYDB
市值: $24.4M
Top Position Liquidated / Trimmed
FXG
前期市值: $10.9M
During Q4 2024, IHT Wealth Management, LLC's top holdings by market value included AAPL (3.7%)、QQQ (2.9%)、USFR (2.7%). The largest single position, AAPL, represented 3.7% of total portfolio value.
In Q4 2024, IHT Wealth Management, LLC made 200 total portfolio adjustments, initiating 18 new buys, adding to 39 positions, trimming 134 holdings, and fully liquidating 9 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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