IW

IHT Wealth Management, LLC

13F
IHT Wealth Management, LLC
Last update 2025-05-15 1085 Stocks (88 new)
Value $3.20 Bil Turnover 14 %
Countries:
IHT Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
462,041
102,527.6
+0.32%
3.200
+0.01%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2,000,086
100,664.4
+19.74%
3.140
+0.52%
0.530
+1.15%
+2.42%
18,858.3
 
QQQ
INVESCO QQQ Trust
148,699
69,728.3
-14.56%
2.180
-0.42%
0.020
+24.17%
+10.57%
359,485.3
 
SPYV
SPDR Portfolio S&P 500 Value ETF
1,189,682
60,757.1
+36.83%
1.900
+0.51%
0.240
+12.04%
+5.84%
27,326.2
 
NVDA
NVIDIA Corp
547,245
59,319.3
+2.79%
1.850
+0.05%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
TSLA
Tesla Inc
190,241
49,303.8
+524.11%
1.540
+1.29%
0.010
+32.63%
-17.65%
1,071,161.2
Vehicles & Parts
BUFR
FT Vest Laddered Buffer ETF
1,640,254
48,699.2
+2.92%
1.520
+0.04%
0.770
+12.37%
+6.10%
7,077.0
 
SPY
SPDR S&P 500 ETF Trust
85,924
48,066.0
-7.09%
1.500
-0.12%
0.010
+18.80%
+8.86%
654,366.5
 
MSFT
Microsoft Corp
126,183
47,424.2
+4.37%
1.480
+0.06%
0.000
+35.37%
+20.48%
3,759,901.0
Software
SPYG
SPDR Portfolio S&P 500 Growth ETF
543,666
43,694.4
+11.40%
1.360
+0.14%
0.140
+25.27%
+11.68%
39,068.8
 

IHT Wealth Management, LLC's Historical Top Holdings Breakdowns

IHT Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSLA
Tesla Inc
2025-03-31
Add
Add
+1.29%
222.15 ($333.26) 428.22
$332.56
-0.21%
Add 524.11%
190,241
159,759
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
2025-03-31
Add
Add
+0.89%
30.71 ($30.8) 30.87
$30.82
0.06%
Add 344.05%
1,191,409
923,106
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.86%
64.88 ($69.16) 72.1
$74.59
7.85%
Reduce -45.11%
467,867
-384,570
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.76%
50.48 ($50.78) 51.04
$50.68
-0.20%
Add 411.36%
597,903
480,978
YEAR
AB Ultra Short Income ETF
2025-03-31
Add
Add
+0.65%
50.34 ($50.48) 50.66
$50.55
0.14%
Add 995.55%
453,636
412,229
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.57%
85.29 ($89.02) 92.57
$86.03
-3.36%
Reduce -31.6%
437,051
-201,933
GSST
Goldman Sachs Ultra Short Bond ETF
2025-03-31
New Buy
New Buy
+0.52%
50.24 ($50.41) 50.57
$50.50
0.18%
New holding
328,157
328,157
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Add
Add
+0.52%
50.29 ($50.4) 50.5
$50.46
0.12%
Add 19.74%
2,000,086
329,773
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.51%
49.78 ($51.86) 53.19
$53.67
3.49%
Add 36.83%
1,189,682
320,242
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.42%
468.34 ($508.07) 539.52
$563.81
10.97%
Reduce -14.56%
148,699
-25,347

IHT Wealth Management, LLC Total Holding History ($B)

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IHT Wealth Management, LLC's Asset Allocation

To

IHT Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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IHT Wealth Management, LLC's Hypothetical Growth since 2025-03-31

IHT Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

IHT Wealth Management, LLC's Holdings Heat Map

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IHT Wealth Management, LLC's Holdings Bubble Chart

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