IW
| |
IHT Wealth Management, LLC13F | |
| IHT Wealth Management, LLC | |
| Last update 2025-05-15 | 1085 Stocks (88 new) |
| Value $3.20 Bil | Turnover 14 % |
IHT Wealth Management, LLC Top Holdings of 2025-03-31
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| 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 | +11.71% | -14.96% | 3,172,937.0 | 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 | +1.11% | +2.25% | 18,548.8 | ||
QQQ | INVESCO QQQ Trust | 148,699 | 69,728.3 | -14.56% | 2.180 | -0.42% | 0.020 | +24.63% | +8.93% | 356,737.8 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 1,189,682 | 60,757.1 | +36.83% | 1.900 | +0.51% | 0.240 | +13.77% | +5.11% | 27,207.3 | ||
NVDA | NVIDIA Corp | 547,245 | 59,319.3 | +2.79% | 1.850 | +0.05% | 0.000 | +52.56% | +22.22% | 4,001,998.1 | Semiconductors | |
TSLA | Tesla Inc | 190,241 | 49,303.8 | +524.11% | 1.540 | +1.29% | 0.010 | +22.77% | -23.27% | 998,077.7 | Vehicles & Parts | |
BUFR | FT Vest Laddered Buffer ETF | 1,640,254 | 48,699.2 | +2.92% | 1.520 | +0.04% | 0.770 | +13.13% | +5.19% | 6,954.9 | ||
SPY | SPDR S&P 500 ETF Trust | 85,924 | 48,066.0 | -7.09% | 1.500 | -0.12% | 0.010 | +19.65% | +7.42% | 643,646.7 | ||
MSFT | Microsoft Corp | 126,183 | 47,424.2 | +4.37% | 1.480 | +0.06% | 0.000 | +31.74% | +19.43% | 3,727,272.1 | Software | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 543,666 | 43,694.4 | +11.40% | 1.360 | +0.14% | 0.140 | +25.17% | +9.64% | 38,096.8 |
IHT Wealth Management, LLC's Historical Top Holdings Breakdowns
IHT Wealth Management, LLC's Top Stock Picks
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| 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 | $309.87 | -7.02% | 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 | $30.76 | -0.13% | 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 | $73.63 | 6.46% | 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 | $50.61 | -0.33% | 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 | $50.48 | -0.01% | 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 | $86.99 | -2.28% | 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 | $50.42 | 0.02% | 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 | $50.38 | -0.04% | 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 | $53.30 | 2.78% | 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 | $555.45 | 9.33% | Reduce -14.56% | 148,699 | -25,347 |
IHT Wealth Management, LLC Total Holding History ($B)
IHT Wealth Management, LLC's Asset Allocation
IHT Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
IHT Wealth Management, LLC News
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