IHT Wealth Management, LLC Buys SPDR Portfolio Developed World ex-US, SPDR Series Trust Portfolio S&P 500 Value, SPDR Series Trust Portfolio S&P 500 Growth, Sells iShares Core S&P U.S. Value ETF, iShares Core S&P U.S. Growth ETF, Vanguard FTSE Developed M

Author's Avatar
May 13, 2020
Article's Main Image
Investment company IHT Wealth Management, LLC (Current Portfolio) buys SPDR Portfolio Developed World ex-US, SPDR Series Trust Portfolio S&P 500 Value, SPDR Series Trust Portfolio S&P 500 Growth, AbbVie Inc, SPDR S&P 500, sells iShares Core S&P U.S. Value ETF, iShares Core S&P U.S. Growth ETF, Vanguard FTSE Developed Markets, iShares Core S&P Mid-Cap, Vanguard Financials during the 3-months ended 2020Q1, according to the most recent filings of the investment company, IHT Wealth Management, LLC. As of 2020Q1, IHT Wealth Management, LLC owns 510 stocks with a total value of $661 million. These are the details of the buys and sells.

For the details of IHT Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/iht+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of IHT Wealth Management, LLC
  1. AbbVie Inc (ABBV) - 313,323 shares, 3.61% of the total portfolio. Shares added by 22.27%
  2. Apple Inc (AAPL) - 91,600 shares, 3.52% of the total portfolio. Shares added by 6.04%
  3. iShares Core S&P 500 (IVV) - 89,021 shares, 3.48% of the total portfolio. Shares reduced by 4.09%
  4. Abbott Laboratories (ABT) - 206,155 shares, 2.46% of the total portfolio. Shares added by 22.77%
  5. SPDR S&P 500 (SPY) - 60,040 shares, 2.34% of the total portfolio. Shares added by 31.22%
New Purchase: SPDR Russell Small Cap Complet (EMM)

IHT Wealth Management, LLC initiated holding in SPDR Russell Small Cap Complet. The purchase prices were between $82.85 and $82.85, with an estimated average price of $82.85. The stock is now traded at around $82.85. The impact to a portfolio due to this purchase was 0.35%. The holding were 90,293 shares as of .

New Purchase: Invesco Dynamic Large Cap Value (PWV)

IHT Wealth Management, LLC initiated holding in Invesco Dynamic Large Cap Value. The purchase prices were between $25.96 and $42.08, with an estimated average price of $37.96. The stock is now traded at around $31.29. The impact to a portfolio due to this purchase was 0.22%. The holding were 48,685 shares as of .

New Purchase: iShares China Large-Cap (FXI)

IHT Wealth Management, LLC initiated holding in iShares China Large-Cap. The purchase prices were between $33.91 and $45.28, with an estimated average price of $40.7. The stock is now traded at around $38.93. The impact to a portfolio due to this purchase was 0.16%. The holding were 28,695 shares as of .

New Purchase: Zoom Video Communications Inc (ZM)

IHT Wealth Management, LLC initiated holding in Zoom Video Communications Inc. The purchase prices were between $67.28 and $159.56, with an estimated average price of $97.73. The stock is now traded at around $170.07. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,033 shares as of .

New Purchase: iShares Agency Bond (AGZ)

IHT Wealth Management, LLC initiated holding in iShares Agency Bond. The purchase prices were between $115.11 and $121.46, with an estimated average price of $117.5. The stock is now traded at around $120.84. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,317 shares as of .

New Purchase: SPDR Portfolio S&P 600 Small Cap (SPSM)

IHT Wealth Management, LLC initiated holding in SPDR Portfolio S&P 600 Small Cap. The purchase prices were between $18.96 and $33.37, with an estimated average price of $29.32. The stock is now traded at around $22.60. The impact to a portfolio due to this purchase was 0.08%. The holding were 23,753 shares as of .

Added: SPDR Portfolio Developed World ex-US (SPDW)

IHT Wealth Management, LLC added to a holding in SPDR Portfolio Developed World ex-US by 1029.32%. The purchase prices were between $20.71 and $31.78, with an estimated average price of $28.87. The stock is now traded at around $25.37. The impact to a portfolio due to this purchase was 1.48%. The holding were 446,534 shares as of .

Added: SPDR Series Trust Portfolio S&P 500 Value (SPYV)

IHT Wealth Management, LLC added to a holding in SPDR Series Trust Portfolio S&P 500 Value by 1358.47%. The purchase prices were between $22.11 and $35.37, with an estimated average price of $32.22. The stock is now traded at around $27.21. The impact to a portfolio due to this purchase was 1.36%. The holding were 373,019 shares as of .

Added: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)

IHT Wealth Management, LLC added to a holding in SPDR Series Trust Portfolio S&P 500 Growth by 201.01%. The purchase prices were between $31.23 and $45.63, with an estimated average price of $41.23. The stock is now traded at around $40.94. The impact to a portfolio due to this purchase was 1.3%. The holding were 360,215 shares as of .

Added: AbbVie Inc (ABBV)

IHT Wealth Management, LLC added to a holding in AbbVie Inc by 22.27%. The purchase prices were between $64.5 and $97.79, with an estimated average price of $85.41. The stock is now traded at around $90.43. The impact to a portfolio due to this purchase was 0.66%. The holding were 313,323 shares as of .

Added: SPDR S&P 500 (SPY)

IHT Wealth Management, LLC added to a holding in SPDR S&P 500 by 31.22%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $305.03. The stock is now traded at around $284.77. The impact to a portfolio due to this purchase was 0.56%. The holding were 60,040 shares as of .

Added: SPDR Gold Trust (GLD)

IHT Wealth Management, LLC added to a holding in SPDR Gold Trust by 132.37%. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $161.05. The impact to a portfolio due to this purchase was 0.53%. The holding were 41,325 shares as of .

Sold Out: SPDR Dow Jones Industrial Average (DIA)

IHT Wealth Management, LLC sold out a holding in SPDR Dow Jones Industrial Average. The sale prices were between $186.03 and $293.86, with an estimated average price of $264.32.

Sold Out: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)

IHT Wealth Management, LLC sold out a holding in Invesco BulletShares 2020 Corporate Bond ETF. The sale prices were between $19.94 and $21.25, with an estimated average price of $21.09.

Sold Out: iShares U.S. Energy (IYE)

IHT Wealth Management, LLC sold out a holding in iShares U.S. Energy. The sale prices were between $12.36 and $31.96, with an estimated average price of $24.78.

Sold Out: Cohen & Steers REIT and Preferred Income Fund Inc (RNP)

IHT Wealth Management, LLC sold out a holding in Cohen & Steers REIT and Preferred Income Fund Inc. The sale prices were between $10.87 and $25.28, with an estimated average price of $22.03.

Sold Out: Royal Dutch Shell PLC (RDS.B)

IHT Wealth Management, LLC sold out a holding in Royal Dutch Shell PLC. The sale prices were between $19.58 and $61.98, with an estimated average price of $47.33.

Sold Out: ONEOK Inc (OKE)

IHT Wealth Management, LLC sold out a holding in ONEOK Inc. The sale prices were between $15.37 and $77.52, with an estimated average price of $61.66.



Here is the complete portfolio of IHT Wealth Management, LLC. Also check out:

1. IHT Wealth Management, LLC's Undervalued Stocks
2. IHT Wealth Management, LLC's Top Growth Companies, and
3. IHT Wealth Management, LLC's High Yield stocks
4. Stocks that IHT Wealth Management, LLC keeps buying