IHT Wealth Management, LLC Portfolio Holdings
Q3 2025•1,158 long positions•$3.9B portfolio value
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Holding1,227 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $115.8M 2.95% | -$1.5M Sold | 0.003% 454.6K shares | 460.4K → 454.6K −$1.5M | -1.27% | $3.78T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $102.1M 2.6% | -$7.3M Sold | — 2.0M shares | 2.2M → 2.0M −$7.3M | -6.66% | — — | Q2 2022 Held for 3y 5m | |
Semiconductors Technology | $99.1M 2.52% | -$3.5M Sold | 0.002% 531.2K shares | 550.0K → 531.2K −$3.5M | -3.41% | $4.54T Mega Cap | Q4 2016 Held for 8y 11m | |
Auto - Manufacturers Consumer Cyclical | $86.8M 2.21% | +$161.9K Bought | 0.006% 195.2K shares | 194.9K → 195.2K +$161.9K | +0.19% | $1.48T Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $84.1M 2.14% | -$753.5K Sold | — 140.1K shares | 141.4K → 140.1K −$753.5K | -0.89% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $77.0M 1.96% | +$2.9M Bought | — 1.4M shares | 1.3M → 1.4M +$2.9M | +3.94% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $68.3M 1.74% | +$724.9K Bought | — 102.0K shares | 100.9K → 102.0K +$724.9K | +1.07% | — — | Q4 2016 Held for 8y 11m | |
Software - Infrastructure Technology | $63.6M 1.62% | -$767.5K Sold | 0.002% 122.9K shares | 124.3K → 122.9K −$767.5K | -1.19% | $3.85T Mega Cap | Q3 2017 Held for 8y 2m | |
ETF ETF | $59.4M 1.51% | +$9.5M Bought | — 758.5K shares | 636.6K → 758.5K +$9.5M | +19.15% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $58.5M 1.49% | +$756.4K Bought | — 559.4K shares | 552.1K → 559.4K +$756.4K | +1.31% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $55.5M 1.41% | -$215.9K Sold | — 83.3K shares | 83.6K → 83.3K −$215.9K | -0.39% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $51.3M 1.3% | +$188.6K Bought | — 1.5M shares | 1.5M → 1.5M +$188.6K | +0.37% | — — | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $45.4M 1.16% | -$585.8K Sold | 0.002% 206.8K shares | 209.5K → 206.8K −$585.8K | -1.27% | $2.34T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $44.9M 1.14% | +$2.7M Bought | — 502.0K shares | 472.0K → 502.0K +$2.7M | +6.36% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $41.4M 1.05% | -$7.6M Sold | — 212.8K shares | 252.0K → 212.8K −$7.6M | -15.54% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $39.9M 1.01% | +$2.8M Bought | — 161.4K shares | 150.0K → 161.4K +$2.8M | +7.65% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $39.7M 1.01% | -$172.5K Sold | — 163.9K shares | 164.7K → 163.9K −$172.5K | -0.43% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $32.2M 0.819% | +$213.9K Bought | — 114.1K shares | 113.3K → 114.1K +$213.9K | +0.67% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $32.1M 0.817% | -$447.2K Sold | — 533.2K shares | 540.6K → 533.2K −$447.2K | -1.37% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $30.7M 0.781% | +$1.5M Bought | — 452.6K shares | 430.5K → 452.6K +$1.5M | +5.12% | — — | Q3 2022 Held for 3y 2m | |
Internet Content & Information Communication Services | $29.4M 0.749% | -$561.0K Sold | 0.002% 40.1K shares | 40.9K → 40.1K −$561.0K | -1.87% | $1.84T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $29.0M 0.737% | +$27.6M Bought | — 489.1K shares | 22.2K → 489.1K +$27.6M | +2,099.23% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $28.9M 0.735% | +$7.5M Bought | — 384.8K shares | 285.1K → 384.8K +$7.5M | +35.0% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $26.8M 0.681% | -$123.4K Sold | — 466.1K shares | 468.2K → 466.1K −$123.4K | -0.46% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $25.0M 0.636% | -$292.3K Sold | — 517.8K shares | 523.8K → 517.8K −$292.3K | -1.16% | — — | Q3 2020 Held for 5y 2m | |
Drug Manufacturers - General Healthcare | $24.2M 0.616% | +$572.8K Bought | 0.004% 31.7K shares | 30.9K → 31.7K +$572.8K | +2.42% | $684.00B Mega Cap | Q4 2016 Held for 8y 11m | |
Semiconductors Technology | $24.0M 0.611% | -$1.7M Sold | 0.002% 72.8K shares | 78.0K → 72.8K −$1.7M | -6.65% | $1.56T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $22.5M 0.571% | +$611.0K Bought | — 218.1K shares | 212.1K → 218.1K +$611.0K | +2.8% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $21.9M 0.557% | -$2.1M Sold | — 226.7K shares | 248.1K → 226.7K −$2.1M | -8.63% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $21.8M 0.555% | -$5.3M Sold | — 409.6K shares | 509.7K → 409.6K −$5.3M | -19.63% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $21.5M 0.547% | +$1.5M Bought | — 399.0K shares | 371.2K → 399.0K +$1.5M | +7.49% | — — | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $21.4M 0.543% | -$783.0K Sold | 0.001% 87.6K shares | 90.8K → 87.6K −$783.0K | -3.54% | $2.95T Mega Cap | Q4 2016 Held for 8y 11m | |
Banks - Diversified Financial Services | $21.1M 0.536% | -$298.1K Sold | 0.002% 66.8K shares | 67.8K → 66.8K −$298.1K | -1.39% | $867.35B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $21.0M 0.534% | -$5.8M Sold | — 812.2K shares | 1.0M → 812.2K −$5.8M | -21.6% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $20.9M 0.532% | +$3.6M Bought | — 412.7K shares | 342.2K → 412.7K +$3.6M | +20.6% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $19.9M 0.505% | +$2.7M Bought | — 55.9K shares | 48.2K → 55.9K +$2.7M | +15.77% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $19.6M 0.498% | -$663.6K Sold | 0.001% 80.3K shares | 83.0K → 80.3K −$663.6K | -3.28% | $2.95T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $19.4M 0.494% | -$1.5M Sold | — 174.3K shares | 187.4K → 174.3K −$1.5M | -6.95% | — — | Q4 2016 Held for 8y 11m | |
Insurance - Diversified Financial Services | $19.2M 0.488% | -$1.3M Sold | 0.002% 38.2K shares | 40.7K → 38.2K −$1.3M | -6.13% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $18.2M 0.463% | +$5.9M Bought | — 194.8K shares | 131.9K → 194.8K +$5.9M | +47.72% | — — | Q4 2016 Held for 8y 11m | |
Communication Equipment Technology | $18.1M 0.46% | +$867.7K Bought | 0.136% 368.8K shares | 351.1K → 368.8K +$867.7K | +5.03% | $13.3B Large Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $18.1M 0.46% | -$2.2M Sold | — 586.2K shares | 656.2K → 586.2K −$2.2M | -10.67% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $18.0M 0.457% | -$2.1M Sold | — 215.5K shares | 240.5K → 215.5K −$2.1M | -10.4% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $17.7M 0.45% | -$459.3K Sold | — 114.7K shares | 117.7K → 114.7K −$459.3K | -2.53% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $17.7M 0.449% | +$1.3M Bought | — 758.2K shares | 702.5K → 758.2K +$1.3M | +7.93% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $17.3M 0.441% | -$1.3M Sold | — 52.9K shares | 56.9K → 52.9K −$1.3M | -7.2% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $17.3M 0.439% | +$1.4M Bought | — 256.8K shares | 236.6K → 256.8K +$1.4M | +8.55% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $17.2M 0.437% | -$37.0K Sold | — 401.2K shares | 402.0K → 401.2K −$37.0K | -0.22% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $17.0M 0.433% | -$276.8K Sold | — 122.3K shares | 124.3K → 122.3K −$276.8K | -1.6% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $16.8M 0.426% | +$1.1M Bought | — 256.9K shares | 239.8K → 256.9K +$1.1M | +7.14% | — — | Q4 2016 Held for 8y 11m |
