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CIK: 0001697490
Total reported value
$4.7B
$4.7B
1148 檔
9.3%
The Q2 2025 SEC filing reveals that IHT Wealth Management, LLC held a total portfolio value of $4.7B, covering 1148 public equity positions.
In Q2 2025, IHT Wealth Management, LLC displayed an active expansion posture, initiating 21 new positions and adding to 110 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1148 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.01% | -0.61% | +8.82% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.27% | -0.34% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | +0.04% | +0.50% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.14% | -1.69% | EXIT | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.93% | +0.19% | +12.56% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | -0.21% | +58.93% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.70% | -0.02% | +2.43% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.10% | -1.46% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.45% | +0.46% | +1.56% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.42% | +1.30% | NEW | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.34% | -0.21% | -6.82% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +1.36% | NEW | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.27% | -0.38% | +19.74% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +0.04% | +4.92% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.15% | -0.54% | +8.01% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.98% | -0.13% | +1.29% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.94% | +0.07% | +133.72% | |
| 18 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.86% | +0.18% | +4.19% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.05% | +6.25% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.79% | +0.20% | -2.02% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.75% | -0.15% | +36.10% | |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.74% | +0.04% | +13.16% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.73% | -0.04% | -7.63% | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.71% | -0.07% | +35.48% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.15% | +2.18% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.66% | +0.04% | +13.77% | |
| 27 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.65% | -0.16% | -3.15% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.59% | -0.17% | +17.89% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.04% | +0.70% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.56% | -0.04% | +0.32% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.56% | -0.05% | -44.92% | |
| 32 | AIRR | First Trust Rba American Ind | ETF-Other | 0.56% | +0.02% | -5.56% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.01% | +2.47% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.02% | +6.24% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.54% | — | +5.73% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | -0.01% | +19.07% | |
| 37 | FTA | First Trust L C Val Alp | ETF-Other | 0.52% | — | -18.82% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.50% | -0.05% | -40.57% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-Other | 0.48% | -0.08% | -6.00% | |
| 40 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.48% | — | -24.56% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.03% | -32.91% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.47% | -0.47% | +5.62% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | +0.06% | +0.32% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.04% | +4.35% | |
| 45 | ASTS | Ast Spacemobile Inc | Stock-Tech | 0.45% | +0.04% | +6.86% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.45% | +0.08% | +1.28% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.02% | +3.15% | |
| 48 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.43% | — | +3.78% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | +0.02% | +577.46% | |
| 50 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.42% | +0.01% | -23.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.6% | +58.93% | Add |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.6% | +133.72% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +0.50% | Add |
| 4 | IAGG | Ishares Intl Aggregate Bond | +0.4% | NEW | New buy |
| 5 | SCHF | Schwab Intl Equity ETF | +0.4% | +577.46% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +36.07% | Add |
| 7 | THRO | Ishares U.s. Thematic Rotati | +0.3% | NEW | New buy |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +176.31% | Add |
| 9 | SCHX | Schwab US Large-cap ETF | +0.3% | +747.83% | Add |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.3% | +1505.01% | Add |
| 11 | IQLT | Ishares Msci International Q | +0.2% | +1782.42% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | -1.46% | Trim |
| 13 | ASTS | Ast Spacemobile Inc | +0.2% | +6.86% | Add |
| 14 | V32S | Direxion Daily Semi Bear 3x | +0.2% | NEW | New buy |
| 15 | AVGO | Broadcom Inc | +0.2% | +0.70% | Add |
| 16 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +36.10% | Add |
| 17 | TSLA | Tesla Inc | +0.2% | +2.43% | Add |
| 18 | LSGR | Natixis Loomis Focused Grwth | +0.2% | NEW | New buy |
| 19 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +19.74% | Add |
| 20 | STPZ | Pimco 1-5 Year US Tips Index | +0.2% | NEW | New buy |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +6.25% | Add |
| 22 | IVLU | Ishares Msci International V | +0.1% | NEW | New buy |
| 23 | IYW | Ishares Ustechnology ETF | +0.1% | +13.77% | Add |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +35.48% | Add |
| 25 | FBND | Fidelity Total Bond ETF | +0.1% | +576.16% | Add |
| 26 | EFA | Ishares Msci Eafe ETF | +0.1% | +62.24% | Add |
| 27 | TTD | Trade Desk Inc/the -class A | +0.1% | +596.61% | Add |
| 28 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | NEW | New buy |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +1.56% | Add |
| 30 | IJR | Ishares Core S&p Small-cap E | +0.1% | +51.45% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.88% | Trim |
| 32 | OEF | Ishares S&p 100 ETF | +0.1% | +29.64% | Add |
| 33 | SCHG | Schwab US Large-cap Growth | +0.1% | +29.14% | Add |
| 34 | AMZN | Amazon.com Inc | +0.1% | +4.92% | Add |
| 35 | VTV | Vanguard Value ETF | +0.1% | +38.91% | Add |
| 36 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +51.45% | Add |
| 37 | SQQQ | ProShares UltraPro Short QQQ | +0.1% | NEW | New buy |
| 38 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +268.09% | Add |
| 39 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +18.76% | Add |
| 40 | NFLX | Netflix Inc | +0.1% | +4.92% | Add |
| 41 | PLTD | Dire Dly Pltr Bea 1x Etf-usd | +0.1% | NEW | New buy |
| 42 | FEZ | State Street Spdr Euro Stoxx | +0.1% | +907.35% | Add |
| 43 | JPM | Jpmorgan Chase & Co | +0.1% | +6.24% | Add |
| 44 | XLF | Ss Financial Select Sector | +0.1% | +19.07% | Add |
| 45 | XLC | Ss Comm Select Sector Spdr | +0.1% | +24.94% | Add |
| 46 | ORCL | Oracle CORP | +0.1% | +19.64% | Add |
| 47 | PYLD | Pimco Multisector Bond Actv | +0.1% | +57.19% | Add |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +57.76% | Add |
| 49 | XLK | Ss Technology Select Sector | 0% | -2.02% | Trim |
| 50 | IUSG | Ishares Core S&p U.s. Growth | 0% | +5.93% | 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 1148 disclosed positions in Q2 2025.
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 USFR, AAPL, NVDA) accounted for 9.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
IAGG
市值: $14.4M
Top Position Liquidated / Trimmed
TSLL
前期市值: $2.9M
During Q2 2025, IHT Wealth Management, LLC's top holdings by market value included USFR (3.0%)、AAPL (2.6%)、NVDA (2.4%). The largest single position, USFR, represented 3.0% of total portfolio value.
In Q2 2025, IHT Wealth Management, LLC made 200 total portfolio adjustments, initiating 21 new buys, adding to 110 positions, trimming 60 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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