IHT Wealth Management, LLC
CIK 1697490 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- AAPL3.53%
- QQQ2.86%
- USFR2.71%
- SPYM2.31%
- SPY2.08%
- MSFT1.74%
- LLY1.62%
- SPDW1.55%
- SPYG1.45%
- SPYV1.40%
Share classes counted separately21.25%
Portfolio value by quarter
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 | $69.69M | 3.53% | 407.04K shares | — | ↗▾ | |
| 02 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $56.40M | 2.86% | 157.43K shares | — | ↗▾ | |
| 03 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $53.51M | 2.71% | 1.06M shares | — | ↗▾ | |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $45.51M | 2.31% | 905.49K shares | — | ↗▾ | |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $40.98M | 2.08% | 95.88K shares | — | ↗▾ | |
| 06 | MSFTMICROSOFT CORP View history and evidence | $34.35M | 1.74% | 108.79K shares | — | ↗▾ | |
| 07 | LLYELI LILLY & CO View history and evidence | $31.87M | 1.62% | 59.34K shares | — | ↗▾ | |
| 08 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $30.60M | 1.55% | 986.83K shares | — | ↗▾ | |
| 09 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $28.52M | 1.45% | 481.08K shares | — | ↗▾ | |
| 10 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $27.57M | 1.40% | 668.14K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 81
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPMB SS SPDR P MORT BACK BOND ETF | Non-derivative | — | — | SEC filing ↗ | |
| 2BA996234 STEPSTONE PRIVATE MARKETS CL I | Non-derivative | — | — | SEC filing ↗ | |
| JHMM JOHN HANCOCK MULTI FACT MID | Non-derivative | — | — | SEC filing ↗ |
3 / 81 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 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1972132361
}Research all 968 reported holdings.
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