IHT Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IW IHT Wealth Management, LLC | Institutional Filer | ▲ 2.81% | $4.23B | 1243 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1243)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 453K | $115.1M | 2.72% |
| 2 | SPYV | SPDR PORTFOLIO | — | 1.6M | $93.2M | 2.20% |
| 3 | NVDA | NVIDIA Corporation | Technology | 518K | $90.3M | 2.14% |
| 4 | USFR | WISDOMTREE FLOATING | — | 1.8M | $89.7M | 2.12% |
| 5 | QQQ | Invesco QQQ Trust | — | 126K | $72.7M | 1.72% |
| 6 | IVV | ISHARES CORE | — | 103K | $67.2M | 1.59% |
| 7 | SPYG | SPDR PORTFOLIO | — | 652K | $63.8M | 1.51% |
| 8 | TLT | ISHARES 20plus | — | 722K | $62.6M | 1.48% |
| 9 | DYNF | BLACKROCK ETF TRUST | — | 991K | $57.6M | 1.36% |
| 10 | BUFR | FIRST TRUST | — | 1.7M | $56.3M | 1.33% |
| 11 | TFI | SPDR NUVEEN | — | 742K | $56.1M | 1.33% |
| 12 | NaN | SPDR S&P 500 ETF TR | — | 79K | $51.7M | 1.22% |
| 13 | MSFT | Microsoft Corporation | Technology | 138K | $51.1M | 1.21% |
| 14 | IWM | iShares Russell 2000 ETF | — | 186K | $46.2M | 1.09% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 215K | $44.8M | 1.06% |
Showing 1 to 15 of 1000 holdings