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Home > Institutional Investor > Iht Wealth Management, Llc > Profile

Instuitional Investor - Iht Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Iht Wealth Management, Llc
Portfolio Value $3,202,046,638
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 462,041 $102,527,603 3.2%
2.
Wisdomtree Floating
 2,000,086 $100,664,373 3.14%
3.
Invesco Qqq
 148,699 $69,728,264 2.18%
4.
Spdr Series Trust
 1,189,682 $60,757,062 1.9%
5.
Nvidia Corp
 NVDA 547,245 $59,319,301 1.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)