Iht Wealth Management, LLC
CIK Number: 0001697490
3.2B
Market Value
1,027
# of Holdings
15 months
Avg. Holding Period
32.85%
Win Rate
31.56%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.10 | +0.84% | 460.57K | -22.15% | 115.34M | 128.41 | 3.72% |
| 2 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 174.05K | -34.86% | 88.98M | 366.7 | 2.87% |
| 3 | USFR | WisdomTree Floa... | 50.42 | +0.01% | 1.67M | -12.35% | 84.05M | 50.27 | 2.71% |
| 4 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 532.41K | -14.9% | 71.5M | 28.05 | 2.31% |
| 5 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 852.44K | +7.91% | 58.77M | 49.21 | 1.90% |
| 6 | TLT | iShares 20+ Yea... | 85.54 | -0.92% | 638.98K | +6.24% | 55.8M | 95.21 | 1.80% |
| 7 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 92.48K | -9.79% | 54.2M | 380.58 | 1.75% |
| 8 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 120.89K | -12.55% | 50.96M | 255.83 | 1.64% |
| 9 | BUFR | First Trust Cbo... | 31.21 | +0.61% | 1.59M | +4.38% | 48.56M | 27.05 | 1.57% |
| 10 | SPYV | SPDR Portfolio ... | 51.52 | +0.58% | 869.44K | -5.34% | 44.46M | 41.76 | 1.43% |
| 11 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 197.07K | -18.58% | 43.24M | 115.11 | 1.39% |
| 12 | SPYG | SPDR Portfolio ... | 92.04 | +1.13% | 488.05K | -0.39% | 42.9M | 49.14 | 1.38% |
| 13 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 215.65K | +3.85% | 38.4M | 163.37 | 1.24% |
| 14 | IVV | iShares Core S&... | 603.05 | +0.54% | 63.05K | -21.34% | 37.12M | 385.27 | 1.20% |
| 15 | IWM | iShares Russell... | 210.52 | +0.78% | 157.77K | -45.96% | 34.86M | 206.11 | 1.12% |
| 16 | SPAB | SPDR Portfolio ... | 25.21 | -0.22% | 1.21M | +12.13% | 30.29M | 26.46 | 0.98% |
| 17 | XLK | Technology Sele... | 242.79 | +1.51% | 122.46K | -4.73% | 28.47M | 135.03 | 0.92% |
| 18 | OMFL | Invesco Russell... | 56.47 | +0.61% | 471.3K | +23.34% | 25.56M | 51.57 | 0.82% |
| 19 | HYDB | iShares High Yi... | 46.83 | +0.29% | 518.88K | +100.00% | 24.39M | 47.01 | 0.79% |
| 20 | SSUS | Day Hagan/Ned D... | 43.71 | +1.11% | 564.96K | -32.92% | 23.77M | 35.32 | 0.77% |
| 21 | FTA | First Trust Lar... | 77.66 | +0.70% | 301.26K | +457.58% | 23.03M | 73.8 | 0.74% |
| 22 | MDYV | SPDR S&P 400 Mi... | 78.39 | +1.00% | 283.33K | +382.62% | 22.72M | 77.06 | 0.73% |
| 23 | META | Meta Platforms,... | 701.33 | +2.70% | 38.49K | -26.93% | 22.54M | 334.05 | 0.73% |
| 24 | SPDW | SPDR Portfolio ... | 40.45 | +0.52% | 658.76K | -5.66% | 22.48M | 33.82 | 0.73% |
| 25 | AVUS | Avantis U.S. Eq... | 98.38 | +0.95% | 228.85K | +0.05% | 22.18M | 86.47 | 0.72% |
| 26 | BINC | Blackrock Etf T... | 52.34 | +0.01% | 402.21K | +6.52% | 20.92M | 53.12 | 0.68% |
| 27 | AIRR | First Trust RBA... | 78.06 | +0.59% | 249.56K | +97.46% | 19.23M | 64.6 | 0.62% |
| 28 | SPSM | SPDR Portfolio ... | 41.84 | +0.88% | 403K | +2.36% | 18.1M | 36.86 | 0.58% |
| 29 | COWZ | Pacer US Cash C... | 55.16 | +0.63% | 318.16K | +10.14% | 17.97M | 52.95 | 0.58% |
| 30 | IYW | iShares U.S. Te... | 165.75 | +1.52% | 110.71K | +0.71% | 17.66M | 133.38 | 0.57% |
| 31 | VTI | Vanguard Total ... | 296.15 | +0.88% | 60.14K | -28.14% | 17.43M | 214.62 | 0.56% |
| 32 | LQD | iShares iBoxx $... | 107.60 | -0.18% | 163.06K | -47.95% | 17.42M | 110.82 | 0.56% |
| 33 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 37.7K | -12.83% | 17.09M | 321.34 | 0.55% |
| 34 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 87.09K | -25.02% | 16.59M | 103.1 | 0.54% |
| 35 | XLV | Health Care Sel... | 135.62 | -0.38% | 119.56K | -10.56% | 16.45M | 127.04 | 0.53% |
| 36 | AGG | iShares Core U.... | 97.78 | -0.19% | 169.13K | -3.83% | 16.39M | 107.37 | 0.53% |
| 37 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 85.66K | -12.84% | 16.22M | 86.09 | 0.52% |
| 38 | PULS | PGIM Ultra Shor... | 49.66 | +0.03% | 326.43K | +278.99% | 16.17M | 49.55 | 0.52% |
| 39 | EFG | iShares MSCI EA... | 109.77 | -0.54% | 161.51K | +22.36% | 15.64M | 101.7 | 0.50% |
| 40 | EFV | iShares MSCI EA... | 62.74 | -1.75% | 293.89K | +28.78% | 15.42M | 55.43 | 0.50% |
| 41 | XLI | Industrial Sele... | 143.49 | +0.59% | 111.22K | -23.95% | 14.65M | 112.67 | 0.47% |
| 42 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 62.93K | -11.71% | 14.59M | 64.44 | 0.47% |
| 43 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 515.52K | +153.94% | 14.08M | 24.43 | 0.45% |
| 44 | WMT | Walmart Inc. | 94.23 | -0.22% | 155.39K | -8.81% | 14.04M | 48.62 | 0.45% |
| 45 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 18.06K | -5.8% | 13.95M | 380.36 | 0.45% |
| 46 | RDVY | First Trust Ris... | 61.09 | +0.95% | 235.79K | -4.76% | 13.94M | 49.91 | 0.45% |
| 47 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 25.82K | -18.37% | 13.91M | 383.71 | 0.45% |
| 48 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 57K | -15.92% | 13.66M | 135.51 | 0.44% |
| 49 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 56.38K | -20.42% | 13.65M | 187.74 | 0.44% |
| 50 | AVEM | Avantis Emergin... | 67.99 | +1.19% | 229.75K | +364.59% | 13.51M | 58.85 | 0.44% |
| 51 | XLF | Financial Selec... | 50.48 | +1.03% | 279.06K | +7.70% | 13.49M | 39.62 | 0.44% |
| 52 | IWF | iShares Russell... | 409.82 | +1.05% | 33.58K | -32.43% | 13.48M | 286.83 | 0.43% |
| 53 | SLYV | SPDR S&P 600 Sm... | 78.74 | +1.08% | 146.74K | +465.34% | 12.8M | 86.37 | 0.41% |
| 54 | IVE | iShares S&P 500... | 191.30 | +0.20% | 65.68K | -4.08% | 12.54M | 181.61 | 0.40% |
| 55 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 30.48K | -28.51% | 12.31M | 196.02 | 0.40% |
| 56 | SPMO | Invesco S&P 500... | 107.48 | +1.24% | 126.88K | +100.00% | 12.05M | 95.01 | 0.39% |
| 57 | VUG | Vanguard Growth... | 423.26 | +1.18% | 27.99K | +2.07% | 11.49M | 176.32 | 0.37% |
| 58 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 65.44K | +1.41% | 11.47M | 141.33 | 0.37% |
| 59 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 62.79K | -13.65% | 11.16M | 125.39 | 0.36% |
| 60 | IUSG | iShares Core S&... | 145.09 | +0.91% | 77.37K | +7.48% | 10.78M | 73.39 | 0.35% |
| 61 | V | Visa Inc. | 355.07 | +0.63% | 33.7K | -14.43% | 10.65M | 199.96 | 0.34% |
| 62 | PAVE | Global X U.S. I... | 42.34 | +0.89% | 259.7K | -14.17% | 10.49M | 33.35 | 0.34% |
| 63 | SDY | SPDR S&P Divide... | 135.11 | +0.23% | 77.01K | +0.91% | 10.17M | 128.71 | 0.33% |
| 64 | PG | The Procter & G... | 160.70 | +0.26% | 60.14K | -24.24% | 10.08M | 138.08 | 0.33% |
| 65 | XBIL | The RBB Fund, I... | 50.07 | +0.02% | 197.53K | -1.22% | 9.88M | 50.1 | 0.32% |
| 66 | XLY | Consumer Discre... | 213.86 | +1.00% | 43.88K | -0.1% | 9.84M | 150.54 | 0.32% |
| 67 | XLP | Consumer Staple... | 81.17 | +0.25% | 121.14K | +5.00% | 9.52M | 73.96 | 0.31% |
| 68 | HD | The Home Depot,... | 353.06 | -0.45% | 24.28K | -27.69% | 9.44M | 303.51 | 0.30% |
| 69 | SDVY | First Trust SMI... | 34.60 | +0.87% | 258.53K | +8.91% | 9.27M | 32.43 | 0.30% |
| 70 | USMV | iShares MSCI US... | 92.66 | -0.38% | 102.64K | -17.18% | 9.11M | 82.34 | 0.29% |
| 71 | COST | Costco Wholesal... | 984.10 | -0.62% | 9.75K | -7.66% | 8.93M | 393.06 | 0.29% |
| 72 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 312.4K | +96.30% | 8.71M | 20.4 | 0.28% |
| 73 | WINN | Harbor Long-Ter... | 28.03 | +0.97% | 316.81K | +2.11% | 8.62M | 25.64 | 0.28% |
| 74 | XLC | Communication S... | 104.25 | +1.62% | 88.49K | +3.56% | 8.57M | 63.05 | 0.28% |
| 75 | SPTM | SPDR Portfolio ... | 73.02 | +0.89% | 117.93K | +8.53% | 8.42M | 50.47 | 0.27% |
| 76 | DGRW | WisdomTree U.S.... | 82.32 | +0.45% | 102.06K | +3.63% | 8.26M | 56.1 | 0.27% |
| 77 | FLRN | SPDR Bloomberg ... | 30.73 | +0.02% | 268.3K | +53.01% | 8.24M | 30.7 | 0.27% |
| 78 | XYLD | Global X S&P 50... | 38.89 | +0.41% | 195.16K | -9.89% | 8.18M | 39.17 | 0.26% |
| 79 | QYLD | Global X NASDAQ... | 16.65 | +0.37% | 438.54K | -10.47% | 7.99M | 17.41 | 0.26% |
| 80 | SPHQ | Invesco S&P 500... | 70.41 | +0.78% | 112.84K | +11.42% | 7.56M | 59.79 | 0.24% |
| 81 | VTV | Vanguard Value ... | 174.03 | +0.37% | 44.57K | -12.92% | 7.55M | 143.6 | 0.24% |
| 82 | VIG | Vanguard Divide... | 200.94 | +0.24% | 38.33K | -23.35% | 7.51M | 179.55 | 0.24% |
| 83 | IJR | iShares Core S&... | 106.86 | +0.53% | 64.89K | -15.37% | 7.48M | 92.33 | 0.24% |
| 84 | MTGP | WisdomTree Mort... | 43.58 | -0.03% | 170.95K | +17.90% | 7.38M | 43.7 | 0.24% |
| 85 | FSK | FS KKR Capital ... | 20.97 | -0.94% | 337.75K | +17.71% | 7.34M | 19.81 | 0.24% |
| 86 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 80.12K | -48.97% | 7.33M | 91.74 | 0.24% |
| 87 | XMHQ | Invesco S&P Mid... | 96.78 | +0.50% | 73.67K | -4.89% | 7.25M | 80.22 | 0.23% |
| 88 | MCD | McDonald's Corp... | 295.94 | -1.98% | 24.84K | -17.48% | 7.2M | 237.97 | 0.23% |
| 89 | BSV | Vanguard Short-... | 78.08 | -0.03% | 92.89K | -47.37% | 7.18M | 77.53 | 0.23% |
| 90 | MOAT | VanEck Mornings... | 92.08 | +1.18% | 73.73K | +3.09% | 6.84M | 78.06 | 0.22% |
| 91 | SPMD | SPDR Portfolio ... | 53.38 | +0.97% | 124.44K | +4.17% | 6.81M | 40.53 | 0.22% |
| 92 | MSTR | MicroStrategy I... | 381.96 | -0.24% | 23.47K | -15.33% | 6.8M | 125.16 | 0.22% |
| 93 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 46.8K | -21.59% | 6.77M | 157.04 | 0.22% |
| 94 | PZA | Invesco Nationa... | 22.34 | +0.02% | 281.17K | +5.27% | 6.64M | 23.93 | 0.21% |
| 95 | SMH | VanEck Semicond... | 263.27 | +2.44% | 27.35K | -31.24% | 6.62M | 188.67 | 0.21% |
| 96 | FVD | First Trust Val... | 44.61 | +0.09% | 150.94K | -12.75% | 6.59M | 34.31 | 0.21% |
| 97 | XLU | Utilities Selec... | 80.94 | -0.58% | 86.24K | +14.30% | 6.53M | 64.72 | 0.21% |
| 98 | BA | The Boeing Comp... | 201.50 | +0.59% | 36.76K | -12.28% | 6.51M | 177.83 | 0.21% |
| 99 | CALF | Pacer US Small ... | 39.67 | +1.19% | 145.11K | +43.31% | 6.39M | 45.89 | 0.21% |
| 100 | IEF | iShares 7-10 Ye... | 94.03 | -0.28% | 68.69K | +3.31% | 6.35M | 97.25 | 0.20% |
| 101 | TLH | iShares 10-20 Y... | 99.01 | -0.66% | 63.5K | +85.51% | 6.32M | 102.89 | 0.20% |
| 102 | XBI | SPDR S&P Biotec... | 83.30 | -0.36% | 69.46K | -45.68% | 6.26M | 92.78 | 0.20% |
| 103 | VGT | Vanguard Inform... | 633.02 | +1.56% | 9.92K | -14.49% | 6.17M | 321.13 | 0.20% |
| 104 | QQQM | Invesco NASDAQ ... | 219.74 | +1.29% | 29.16K | +19.39% | 6.14M | 151.34 | 0.20% |
| 105 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 80.11K | -39.24% | 6.06M | 77.1 | 0.20% |
| 106 | BOXX | Alpha Architect... | 112.47 | +0.02% | 54.59K | -24.97% | 6.02M | 107.98 | 0.19% |
| 107 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 11.84K | +2.37% | 5.99M | 474.1 | 0.19% |
| 108 | ASTS | AST SpaceMobile... | 41.91 | +9.23% | 282.6K | +9.74% | 5.96M | 9.88 | 0.19% |
| 109 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 55.33K | -20.46% | 5.95M | 85.02 | 0.19% |
| 110 | JAAA | Janus Henderson... | 50.65 | 0.00% | 116.92K | +128.61% | 5.93M | 50.61 | 0.19% |
| 111 | PLTR | Palantir Techno... | 141.39 | +2.90% | 77.16K | -35.3% | 5.84M | 27.27 | 0.19% |
| 112 | CTAS | Cintas Corporat... | 222.25 | +0.12% | 31.52K | -0.71% | 5.76M | 70.82 | 0.19% |
| 113 | ZROZ | PIMCO 25+ Year ... | 63.97 | -1.55% | 82.84K | -2.05% | 5.68M | 82.42 | 0.18% |
| 114 | FIXD | First Trust TCW... | 43.45 | -0.2% | 131.18K | +8.94% | 5.64M | 45.19 | 0.18% |
| 115 | MA | Mastercard Inco... | 568.14 | +1.09% | 10.46K | -12.52% | 5.51M | 308.13 | 0.18% |
| 116 | FTCS | First Trust Cap... | 90.06 | +0.08% | 61.79K | -17.77% | 5.43M | 70.27 | 0.18% |
| 117 | BAC | Bank of America... | 44.36 | +0.61% | 122.63K | -9.06% | 5.39M | 29.46 | 0.17% |
| 118 | IJH | iShares Core S&... | 60.66 | +0.67% | 85.74K | -26.83% | 5.34M | 48.95 | 0.17% |
| 119 | ILCG | iShares Morning... | 93.44 | +1.05% | 58.91K | -0.39% | 5.28M | 52.13 | 0.17% |
| 120 | IEFA | iShares Core MS... | 81.91 | -1.35% | 73.84K | -31.24% | 5.19M | 70.45 | 0.17% |
| 121 | SLV | iShares Silver ... | 33.02 | +0.14% | 196.97K | +1.38% | 5.19M | 20.32 | 0.17% |
| 122 | IWD | iShares Russell... | 190.16 | +0.17% | 28K | -11.38% | 5.18M | 131.47 | 0.17% |
| 123 | BSJP | Invesco BulletS... | 23.10 | 0.00% | 223.43K | -31.23% | 5.15M | 22.85 | 0.17% |
| 124 | BSJQ | Invesco BulletS... | 23.35 | +0.25% | 218.3K | -31.6% | 5.08M | 23.2 | 0.16% |
| 125 | IUSV | iShares Core S&... | 92.67 | +0.15% | 54.59K | +6.31% | 5.05M | 59.93 | 0.16% |
| 126 | CVX | Chevron Corpora... | 146.06 | +0.10% | 34.75K | -30.03% | 5.03M | 137.98 | 0.16% |
| 127 | JPST | JPMorgan Ultra-... | 50.53 | +0.02% | 99.5K | -52.61% | 5.01M | 50.24 | 0.16% |
| 128 | SPEM | SPDR Portfolio ... | 42.44 | +1.01% | 130.6K | -33.86% | 5.01M | 36.83 | 0.16% |
| 129 | PM | Philip Morris I... | 183.22 | -0.6% | 41.49K | -5.46% | 4.99M | 93.06 | 0.16% |
| 130 | IEI | iShares 3-7 Yea... | 117.61 | -0.12% | 42.57K | +45.61% | 4.92M | 117.98 | 0.16% |
| 131 | XLE | Energy Select S... | 87.77 | -0.37% | 56.79K | +1.90% | 4.86M | 69.57 | 0.16% |
| 132 | FXL | First Trust Tec... | 152.86 | +2.04% | 32.62K | -0.72% | 4.85M | 99.45 | 0.16% |
| 133 | IGEB | iShares Investm... | 44.73 | -0.08% | 108.45K | -81.97% | 4.81M | 44.8 | 0.16% |
| 134 | NOBL | ProShares S&P 5... | 100.17 | +0.38% | 48.31K | -4.73% | 4.81M | 76.03 | 0.16% |
| 135 | HYFI | Ab Active ETFs ... | 37.02 | +0.14% | 128.87K | +12.17% | 4.75M | 37.53 | 0.15% |
| 136 | VBR | Vanguard Small ... | 191.26 | +0.97% | 23.66K | -0.4% | 4.69M | 127.16 | 0.15% |
| 137 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 5.16K | -10.81% | 4.6M | 380.88 | 0.15% |
| 138 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 4.34K | -18.62% | 4.6M | 590.31 | 0.15% |
| 139 | VFH | Vanguard Financ... | 122.26 | +1.07% | 38.41K | +44.25% | 4.54M | 90.58 | 0.15% |
| 140 | FTC | First Trust Lar... | 145.07 | +1.00% | 32.48K | -8.62% | 4.49M | 120.29 | 0.14% |
| 141 | TBIL | US Treasury 3 M... | 49.92 | +0.02% | 88.33K | -32.37% | 4.4M | 49.96 | 0.14% |
| 142 | KO | The Coca-Cola C... | 70.46 | -0.79% | 70.07K | -21.05% | 4.36M | 57.08 | 0.14% |
| 143 | ABT | Abbott Laborato... | 133.99 | -1.2% | 38.37K | -17.22% | 4.34M | 107.18 | 0.14% |
| 144 | FLIN | Franklin FTSE I... | 39.10 | +0.94% | 114.46K | +17.01% | 4.34M | 33.63 | 0.14% |
| 145 | ICVT | iShares Convert... | 88.12 | +0.58% | 50.9K | -10.25% | 4.33M | 82.12 | 0.14% |
| 146 | PFE | Pfizer Inc. | 24.39 | -0.63% | 160.38K | -10.77% | 4.25M | 33.07 | 0.14% |
| 147 | DIS | The Walt Disney... | 119.45 | +1.28% | 37.88K | -3.7% | 4.22M | 116.16 | 0.14% |
| 148 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 22.82K | +59.74% | 4.15M | 115.53 | 0.13% |
| 149 | XLRE | The Real Estate... | 41.88 | -0.01% | 101.93K | -17.96% | 4.15M | 43.67 | 0.13% |
| 150 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 9.72K | -0.92% | 4.14M | 374.52 | 0.13% |