IHT Wealth Management, LLC
CIK 1697490 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- AAPL3.72%
- QQQ2.87%
- USFR2.71%
- NVDA2.31%
- SPYM1.90%
- TLT1.80%
- SPY1.75%
- MSFT1.64%
- BUFR1.57%
- SPYV1.43%
Share classes counted separately21.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQWeight decreased · -0.81 pp3.68% → 2.87%Shares -93.13K (-34.86%)
- IWMWeight decreased · -0.70 pp1.82% → 1.12%Shares -134.18K (-45.96%)
- FTAWeight increased · +0.62 pp0.12% → 0.74%Shares +247.23K (+457.58%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $115.34M | 3.72% | 460.57K shares | 3.88% → 3.72%-0.16 pp -131.02K (-22.15%) | Reduced | ▾ |
| 02 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $88.98M | 2.87% | 174.05K shares | 3.68% → 2.87%-0.81 pp -93.13K (-34.86%) | Reduced | ▾ |
| 03 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $84.05M | 2.71% | 1.67M shares | 2.72% → 2.71%-0.01 pp -235.28K (-12.35%) | Reduced | ▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $71.50M | 2.31% | 532.41K shares | 2.14% → 2.31%+0.17 pp -93.20K (-14.90%) | Reduced | ▾ |
| 05 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $58.77M | 1.90% | 852.44K shares | 1.51% → 1.90%+0.39 pp +62.46K (+7.91%) | Added | ▾ |
| 06 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $55.80M | 1.80% | 638.98K shares | 1.68% → 1.80%+0.12 pp +37.55K (+6.24%) | Added | ▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $54.20M | 1.75% | 92.48K shares | 1.67% → 1.75%+0.08 pp -10.03K (-9.79%) | Reduced | ▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $50.96M | 1.64% | 120.89K shares | 1.68% → 1.64%-0.04 pp -17.35K (-12.55%) | Reduced | ▾ |
| 09 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST FD OF BU View history and evidence | $48.56M | 1.57% | 1.59M shares | 1.29% → 1.57%+0.28 pp +66.82K (+4.38%) | Added | ▾ |
| 10 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $44.46M | 1.43% | 869.44K shares | 1.38% → 1.43%+0.05 pp -49.06K (-5.34%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 160
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FXG FIRST TRUST CONSUMER STAPLES | Non-derivative | -159,274 | -$10.88M | SEC filing ↗ | SEC filing ↗ |
| QINT AMERICAN CENTURY QLTY DIVER | Non-derivative | -161,895 | -$8.37M | SEC filing ↗ | SEC filing ↗ |
| GSY INVESCO ULTRA SHORT DURATION | Non-derivative | -120,182 | -$6.03M | SEC filing ↗ | SEC filing ↗ |
3 / 160 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1697490 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3099564378
}Research all 1,078 reported holdings.
This page includes 30 of 1,078 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 1,078 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1697490","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"1697490","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.