IHT Wealth Management, LLC

Q1 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    1,086

  • Value ($000)

    $3,202,047

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

Apple Inc

COM
037833100
$102.53M
3 %

462,041

USFR
USFR

WISDOMTREE FLOATING

FLOATNG RAT TREA
97717Y527
$100.66M
3 %

2,000,086

NDQ
NDQ

INVESCO QQQ

UNIT SER 1
46090E103
$69.73M
2 %

148,699

SPYV
SPYV

SPDR PORTFOLIO

PRTFLO S&P500 VL
78464A508
$60.76M
2 %

1,189,682

NVDA
NVDA

Nvidia Corp

COM
67066G104
$59.32M
2 %

547,245

TSLA
TSLA

Tesla Inc

COM
88160R101
$49.30M
2 %

190,241

---

FIRST TRUST

FT VEST FD OF BU
33740F755
$48.70M
2 %

1,640,254

SPY
SPY

SPDR S&P

TR UNIT
78462F103
$48.07M
2 %

85,924

MSFT
MSFT

Microsoft Corp

COM
594918104
$47.42M
2 %

126,183

KRE
KRE

SPDR PORTFOLIO

PRTFLO S&P500 GW
78464A409
$43.69M
1 %

543,666

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