IHT Wealth Management, LLC

Q4 2024 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    1,078

  • Value ($000)

    $3,099,564

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001697490
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

Apple Inc

COM
037833100
$115.34M
4 %

460,566

NDQ
NDQ

INVESCO QQQ

UNIT SER 1
46090E103
$88.98M
3 %

174,046

USFR
USFR

WISDOMTREE FLOATING

FLOATNG RAT TREA
97717Y527
$84.05M
3 %

1,670,313

NVDA
NVDA

Nvidia Corp

COM
67066G104
$71.50M
2 %

532,413

KRE
KRE

SPDR PORTFOLIO

PORTFOLIO S&P500
78464A854
$58.77M
2 %

852,437

TLT
TLT

ISHARES 20(plus)

20 YR TR BD ETF
464287432
$55.80M
2 %

638,984

SPY
SPY

SPDR S&P

TR UNIT
78462F103
$54.20M
2 %

92,480

MSFT
MSFT

Microsoft Corp

COM
594918104
$50.96M
2 %

120,895

---

FIRST TRUST

FT VEST FD OF BU
33740F755
$48.56M
2 %

1,593,651

SPYV
SPYV

SPDR PORTFOLIO

PRTFLO S&P500 VL
78464A508
$44.46M
1 %

869,440

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