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CIK: 0001697490
Total reported value
$4.7B
$4.7B
1085 檔
8.4%
According to the latest 13F quarterly dataset, IHT Wealth Management, LLC managed an equity portfolio of $4.7B at the end of Q1 2025, spanning 1085 distinct U.S. exchange-listed positions.
In Q1 2025, IHT Wealth Management, LLC displayed an active expansion posture, initiating 69 new positions and adding to 102 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, USFR, QQQ) accounted for 8.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
USFR
市值: $100.7M
Top Position Liquidated / Trimmed
SLY
前期市值: $14.0M
Showing top 200 holdings (of 1085 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.27% | +0.32% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.14% | -0.61% | +19.74% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.18% | -1.69% | EXIT | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.90% | +0.19% | +36.83% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | +0.04% | +2.79% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.54% | -0.02% | +524.11% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.52% | -0.21% | +2.92% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | +1.30% | NEW | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.10% | +4.37% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.36% | +0.46% | +11.40% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.24% | -0.54% | -31.60% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.04% | +1.31% | |
| 13 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.15% | -0.05% | +344.05% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.12% | -0.38% | -2.42% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | -0.21% | +0.69% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.01% | -0.13% | +3.04% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +1.36% | NEW | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.95% | -0.05% | +411.36% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.89% | -0.04% | -7.46% | |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.86% | +0.18% | +10.10% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.15% | +67.61% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.75% | +0.20% | -5.56% | |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.74% | +0.04% | +11.99% | |
| 24 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.72% | — | +995.55% | |
| 25 | FTA | First Trust L C Val Alp | ETF-Other | 0.71% | — | -1.64% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.05% | -0.03% | |
| 27 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.69% | -0.16% | -4.26% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.01% | +5.30% | |
| 29 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.65% | -0.02% | EXIT | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.63% | -0.04% | +14.54% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.59% | -0.07% | +8.63% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.58% | -0.17% | +183.34% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.58% | -0.15% | +7.64% | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.57% | +0.01% | -13.59% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.56% | +0.06% | +3.59% | |
| 36 | AIRR | First Trust Rba American Ind | ETF-Other | 0.56% | +0.02% | +5.25% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.03% | +41.15% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.53% | +0.04% | +9.61% | |
| 39 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.52% | +0.01% | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.51% | -0.08% | +12.55% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.51% | -0.47% | +122.37% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.51% | — | +17.36% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.02% | +11.87% | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | -0.01% | +11.73% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | -0.14% | -8.23% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | +0.01% | +2.17% | |
| 47 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.46% | — | -33.26% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.45% | +0.08% | -39.75% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.04% | +4.93% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.02% | +1.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +2.79% | Add |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +1.2% | -31.60% | Add |
| 3 | TSLA | Tesla Inc | +1.1% | +524.11% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1% | -14.56% | Add |
| 5 | QUAL | Ishares Msci USA Quality Fac | +0.9% | -2.42% | Add |
| 6 | OMFL | Invesco Russell 1000 Dyn M/f | +0.8% | +10.10% | Add |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | +0.8% | -7.46% | Add |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.6% | +36.83% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | -45.11% | Add |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.6% | +14.54% | Add |
| 11 | LLY | Eli Lilly & Co | +0.6% | +67.61% | Add |
| 12 | EFV | Ishares Msci Eafe Value ETF | +0.5% | +7.64% | Add |
| 13 | AIRR | First Trust Rba American Ind | +0.5% | +5.25% | Add |
| 14 | AVUS | Avantis U.s. Equity ETF | +0.5% | -13.59% | Add |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +122.37% | Add |
| 16 | AVEM | Avantis Emerging Markets Eq | +0.5% | +17.36% | Add |
| 17 | IWM | Ishares Russell 2000 ETF | +0.5% | +3.04% | Add |
| 18 | FTA | First Trust L C Val Alp | +0.5% | -1.64% | Add |
| 19 | SSUS | Day Hagan Smart Sector ETF | +0.4% | -4.26% | Add |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +2.17% | Add |
| 21 | EFG | Ishares Msci Eafe Growth ETF | +0.4% | -19.95% | Add |
| 22 | IYW | Ishares Ustechnology ETF | +0.4% | +9.61% | Add |
| 23 | AVGO | Broadcom Inc | +0.3% | +23.10% | Add |
| 24 | QYLD | Global X Nasd 100 Cov Call | +0.3% | +39.60% | Add |
| 25 | MSTR | Strategy Inc | +0.3% | +34.71% | Add |
| 26 | OEF | Ishares S&p 100 ETF | +0.3% | +3385.88% | Add |
| 27 | META | Meta Platforms Inc-class A | +0.2% | -0.03% | Add |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | +15.92% | Add |
| 29 | ASTS | Ast Spacemobile Inc | +0.2% | +16.28% | Add |
| 30 | BSV | Vanguard Short-term Bond ETF | +0.2% | +11.27% | Add |
| 31 | DBEF | Xtrackers Msci Eafe Hedged E | +0.2% | +153.78% | Add |
| 32 | XLI | Ss Industrial Select Sector | +0.2% | +12.55% | Add |
| 33 | IEF | Ishares 7-10 Year Treasury B | +0.2% | -7.54% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +5.30% | Add |
| 35 | WMT | Walmart Inc | +0.2% | +4.93% | Add |
| 36 | VTV | Vanguard Value ETF | +0.2% | +15.22% | Add |
| 37 | PM | Philip Morris International | +0.2% | +0.99% | Add |
| 38 | XLF | Ss Financial Select Sector | +0.1% | +11.73% | Add |
| 39 | GLD | Spdr Gold Shares | +0.1% | -8.23% | Add |
| 40 | PANW | Palo Alto Networks Inc | +0.1% | +22.34% | Add |
| 41 | XLV | Ss Health Care Select Sector | +0.1% | +3.59% | Add |
| 42 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.39% | Add |
| 43 | JPM | Jpmorgan Chase & Co | +0.1% | +11.87% | Add |
| 44 | PG | Procter & Gamble Co/the | +0.1% | +12.55% | Add |
| 45 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +14.83% | Add |
| 46 | COST | Costco Wholesale CORP | +0.1% | +2.96% | Add |
| 47 | NFLX | Netflix Inc | +0.1% | +19.72% | Add |
| 48 | XETYX | Eaton Vance Tax-mgd Div Eqty | +0.1% | +36.89% | Add |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | -0.27% | Add |
| 50 | NOW | Servicenow Inc | +0.1% | +24.84% | 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 1085 disclosed positions in Q1 2025.
During Q1 2025, IHT Wealth Management, LLC's top holdings by market value included AAPL (3.2%)、USFR (3.1%)、QQQ (2.2%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q1 2025, IHT Wealth Management, LLC made 200 total portfolio adjustments, initiating 69 new buys, adding to 102 positions, trimming 21 holdings, and fully liquidating 8 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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