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Asset Manager ← All Institutions

IHT Wealth Management, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$3.6B
+13.2%
Holdings
1,185
+46
New Purchases
119
Added To
478
Closed
62
Reduced
480
Top 10 Concentration
20.2%
Turnover
15.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 1.74% 1.12% +0.62% $63M
QQQM 0.94% 0.39% +0.56% $34M
NVDA 2.41% 1.86% +0.55% $87M
IAGG 0.40% 0.00% +0.40% $14M
SCHF 0.43% 0.06% +0.37% $16M
SPLG 1.28% 0.97% +0.32% $46M
THRO 0.29% 0.00% +0.29% $10M
SCHX 0.29% 0.04% +0.26% $11M
SCHE 0.27% 0.02% +0.25% $10M
IJH 0.41% 0.16% +0.25% $15M
MSFT 1.72% 1.49% +0.23% $62M
IQLT 0.24% 0.01% +0.22% $9M
ASTS 0.46% 0.23% +0.22% $16M
AVGO 0.60% 0.41% +0.19% $22M
EFV 0.76% 0.59% +0.17% $27M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.62% 3.22% -0.60% $94M
FLRN 0.56% 1.15% -0.59% $20M
JAAA 0.50% 0.95% -0.45% $18M
HYDB 0.21% 0.65% -0.44% $8M
GSST 0.22% 0.52% -0.30% $8M
QYLD 0.07% 0.32% -0.25% $2M
XYLD 0.09% 0.33% -0.25% $3M
YEAR 0.48% 0.72% -0.24% $17M
FTA 0.52% 0.71% -0.19% $19M
BUFR 1.35% 1.53% -0.18% $49M
SPAB 0.74% 0.90% -0.16% $27M
AVUS 0.42% 0.57% -0.15% $15M
DBEF 0.08% 0.22% -0.14% $3M
USFR 3.04% 3.16% -0.12% $110M
LLY 0.67% 0.78% -0.12% $24M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $987M 27.4%
Large Cap 551 $1.8B 50.4%
Mid Cap 265 $471M 13.1%
Small Cap 210 $271M 7.5%
Micro Cap 84 $58M 1.6%

Portfolio Analytics

Avg Market Cap
$78.5B
Median Market Cap
$12.2B
Avg P/E
32.2
Median P/E
22.5
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
546
# ETFs / Funds
639

Top Holdings (1,185 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 USFR 3.04% 2,176,529 $110M $50.31 $9M +176,443 +8.8%
2 AAPL 2.62% 460,447 $94M $205.17 -$8M -1,594 -0.3%
3 NVDA 2.41% 549,980 $87M $157.99 $28M +2,735 +0.5%
4 QQQ 2.16% 141,386 $78M $551.64 $8M -7,313 -4.9%
5 SPYV 1.94% 1,339,077 $70M $52.34 $9M +149,395 +12.6%
6 IVV 1.74% 100,901 $63M $620.90 $27M +37,412 +58.9%
7 TSLA 1.72% 194,873 $62M $317.66 $13M +4,632 +2.4%
8 MSFT 1.72% 124,335 $62M $497.41 $14M -1,848 -1.5%
9 SPYG 1.46% 552,140 $53M $95.32 $9M +8,474 +1.6%
10 SPY 1.43% 83,643 $52M $617.85 $4M -2,281 -2.6%
11 BUFR 1.35% 1,528,390 $49M $31.80 -$96K -111,864 -6.8%
12 SPLG 1.28% 636,649 $46M $72.69 $16M +168,782 +36.1%
13 QUAL 1.28% 251,968 $46M $182.82 $10M +41,543 +19.7%
14 AMZN 1.27% 209,485 $46M $219.39 $8M +9,821 +4.9%
15 TLT 1.16% 472,038 $42M $88.25 $2M +34,987 +8.0%
16 IWM 0.99% 164,656 $36M $215.79 $3M +2,092 +1.3%
17 QQQM 0.94% 149,952 $34M $227.10 $22M +85,793 +133.7%
18 OMFL 0.87% 540,620 $31M $57.78 $4M +21,738 +4.2%
19 META 0.84% 40,888 $30M $738.09 $8M +2,407 +6.3%
20 XLK 0.80% 113,322 $29M $253.23 $5M -2,331 -2.0%
21 EFV 0.76% 430,536 $27M $63.48 $9M +114,196 +36.1%
22 BINC 0.75% 509,697 $27M $52.84 $3M +59,270 +13.2%
23 SPAB 0.74% 1,035,906 $27M $25.60 -$2M -85,619 -7.6%
24 COWZ 0.72% 468,248 $26M $55.10 $7M +122,638 +35.5%
25 LLY 0.67% 30,936 $24M $779.53 -$887K +659 +2.2%
26 IYW 0.66% 138,066 $24M $173.27 $7M +16,711 +13.8%
27 SSUS 0.65% 523,828 $24M $44.97 $2M -17,040 -3.1%
28 TLH 0.60% 212,119 $22M $101.60 $3M +32,188 +17.9%
29 AVGO 0.60% 78,004 $22M $275.65 $9M +541 +0.7%
30 LQD 0.57% 187,361 $21M $109.61 $236K +590 +0.3%
31 FLRN 0.56% 656,186 $20M $30.83 -$16M -535,223 -44.9%
32 AIRR 0.56% 248,082 $20M $81.40 $2M -14,593 -5.6%
33 BRK-B 0.55% 40,680 $20M $485.77 -$1M +979 +2.5%
34 JPM 0.54% 67,751 $20M $289.91 $4M +3,982 +6.2%
35 AVEM 0.54% 285,071 $20M $68.54 $3M +15,447 +5.7%
36 XLF 0.54% 371,228 $19M $52.37 $4M +59,451 +19.1%
37 FTA 0.52% 240,535 $19M $78.63 -$4M -55,766 -18.8%
38 JAAA 0.50% 355,308 $18M $50.75 -$12M -242,595 -40.6%
39 XLI 0.48% 117,669 $17M $147.52 $952K -7,509 -6.0%
40 YEAR 0.48% 342,235 $17M $50.66 -$6M -111,401 -24.6%
41 VTI 0.48% 56,949 $17M $303.93 -$89K -27,934 -32.9%
42 BIL 0.48% 188,181 $17M $91.73 $919K +10,018 +5.6%
43 XLV 0.46% 124,250 $17M $134.79 -$1M +395 +0.3%
44 WMT 0.46% 170,153 $17M $97.78 $2M +7,098 +4.3%
45 ASTS 0.46% 351,144 $16M $46.73 $9M +22,540 +6.9%
46 SPDW 0.45% 402,017 $16M $40.49 $2M +5,088 +1.3%
47 GOOG 0.45% 90,796 $16M $177.39 $2M +2,772 +3.1%
48 MDYV 0.43% 196,259 $16M $79.43 $1M +7,149 +3.8%
49 SCHF 0.43% 702,502 $16M $22.10 $13M +598,805 +577.5%
50 AVUS 0.42% 150,695 $15M $100.82 -$3M -47,066 -23.8%
51 IJH 0.41% 239,756 $15M $62.02 $10M +152,984 +176.3%
52 RDVY 0.41% 236,612 $15M $62.74 $1M +3,650 +1.6%
53 EFG 0.41% 132,344 $15M $112.00 $2M +3,055 +2.4%
54 GLD 0.41% 48,242 $15M $304.83 -$201K -3,494 -6.8%
55 GOOGL 0.41% 83,008 $15M $176.23 $2M -1,559 -1.8%
56 IAGG 0.40% 282,375 $14M $51.09 +282,375 NEW
57 VOO 0.38% 24,412 $14M $568.02 $1M -597 -2.4%
58 SCHD 0.38% 515,968 $14M $26.50 -$1M -10,727 -2.0%
59 VUG 0.38% 31,188 $14M $438.40 $3M +1,384 +4.6%
60 SPMO 0.38% 121,171 $14M $112.47 $3M +2,076 +1.7%
61 IWF 0.38% 32,031 $14M $424.57 $1M -2,014 -5.9%
62 XLP 0.37% 165,683 $13M $80.97 $2M +26,583 +19.1%
63 XBIL 0.37% 266,426 $13M $50.15 $2M +44,918 +20.3%
64 OEF 0.37% 43,520 $13M $304.34 $4M +9,951 +29.6%
65 IUSG 0.36% 86,636 $13M $150.40 $3M +4,848 +5.9%
66 PULS 0.35% 253,816 $13M $49.76 $396K +7,805 +3.2%
67 VTV 0.35% 71,343 $13M $176.74 $4M +19,983 +38.9%
68 SCHG 0.33% 412,349 $12M $29.21 $4M +93,052 +29.1%
69 AGG 0.33% 120,254 $12M $99.20 $200K +1,684 +1.4%
70 PG 0.33% 74,615 $12M $159.32 $355K +6,922 +10.2%
71 V 0.33% 33,320 $12M $355.05 $355K +578 +1.8%
72 EFA 0.33% 131,866 $12M $89.39 $5M +50,587 +62.2%
73 MSTR 0.32% 28,748 $12M $404.23 $3M -2,872 -9.1%
74 IJR 0.32% 105,225 $12M $109.29 $4M +35,747 +51.5%
75 ABBV 0.31% 60,037 $11M $185.62 -$2M -1,971 -3.2%
76 SDY 0.30% 80,376 $11M $135.73 $865K +6,344 +8.6%
77 RSP 0.30% 59,180 $11M $181.74 -$4K -2,931 -4.7%
78 SPSM 0.30% 251,700 $11M $42.60 -$439K -22,123 -8.1%
79 SCHX 0.29% 434,792 $11M $24.44 $9M +383,509 +747.8%
80 SPHQ 0.29% 148,383 $11M $71.26 $2M +17,579 +13.4%
81 THRO 0.29% 294,784 $10M $35.58 +294,784 NEW
82 SLYV 0.29% 130,646 $10M $79.76 -$2M -26,705 -17.0%
83 PLTR 0.29% 76,322 $10M $136.32 $4M -679 -0.9%
84 BOXX 0.29% 91,484 $10M $112.68 $4M +31,079 +51.5%
85 XLC 0.28% 94,603 $10M $108.53 $3M +18,886 +24.9%
86 HD 0.28% 27,948 $10M $366.64 $455K +1,226 +4.6%
87 COST 0.28% 10,198 $10M $989.91 $585K +159 +1.6%
88 SCHE 0.27% 324,196 $10M $30.14 $9M +303,997 +1505.0%
89 USMV 0.26% 99,471 $9M $93.87 -$42K -683 -0.7%
90 DGRW 0.25% 105,614 $9M $83.74 $704K +3,684 +3.6%
91 XLY 0.24% 40,636 $9M $217.33 $74K -3,646 -8.2%
92 NFLX 0.24% 6,479 $9M $1,339.13 $3M +304 +4.9%
93 IQLT 0.24% 198,614 $9M $43.22 $8M +188,063 +1782.4%
94 BA 0.23% 40,272 $8M $209.53 $2M +3,494 +9.5%
95 XLU 0.23% 100,379 $8M $81.66 $889K +7,790 +8.4%
96 IBIT 0.23% 133,166 $8M $61.21 $3M +21,032 +18.8%
97 GSST 0.22% 158,996 $8M $50.56 -$9M -169,161 -51.5%
98 BSV 0.22% 101,998 $8M $78.70 -$64K -1,361 -1.3%
99 SLV 0.22% 243,963 $8M $32.81 $2M +34,947 +16.7%
100 HYDB 0.21% 161,078 $8M $47.48 -$13M -280,905 -63.6%

New Positions

SymbolValue% Port
IAGG $14M 0.40%
THRO $10M 0.29%
LSGR $6M 0.16%
STPZ $6M 0.16%
IVLU $5M 0.14%
JIRE $4M 0.10%
AIQ $1M 0.04%
MP $1M 0.04%
VUSB $1M 0.04%
IGV $1M 0.03%
IXJ $1M 0.03%
SGOV $1M 0.03%
IJUN $1M 0.03%
AGGH $873K 0.02%
IMAY $837K 0.02%

Sold Out Positions

SymbolValue% Port
NTR —%
REXR —%
AON —%
LYB —%
EQR —%
BBY —%
ETB —%
KEY —%
STEM —%
CLF —%
KRG —%
CHE —%
BBAI —%
DG —%
SLB —%
View SEC EDGAR Filings for IHT Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms