IHT Wealth Management, LLC

Q2 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    1,148

  • Value ($000)

    $3,637,507

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
USFR
USFR

WISDOMTREE FLOATING

FLOATNG RAT TREA
97717Y527
$109.50M
3 %

2,176,529

AAPL
AAPL

Apple Inc

COM
037833100
$94.47M
3 %

460,447

NVDA
NVDA

Nvidia Corp

COM
67066G104
$86.89M
2 %

549,980

NDQ
NDQ

INVESCO QQQ

UNIT SER 1
46090E103
$77.99M
2 %

141,386

SPYV
SPYV

SPDR PORTFOLIO

PRTFLO S&P500 VL
78464A508
$70.09M
2 %

1,339,077

IVV
IVV

ISHARES CORE

CORE S&P500 ETF
464287200
$62.65M
2 %

100,901

TSLA
TSLA

Tesla Inc

COM
88160R101
$61.90M
2 %

194,873

MSFT
MSFT

Microsoft Corp

COM
594918104
$61.85M
2 %

124,335

KRE
KRE

SPDR PORTFOLIO

PRTFLO S&P500 GW
78464A409
$52.63M
1 %

552,140

SPY
SPY

SPDR S&P

TR UNIT
78462F103
$51.68M
1 %

83,643

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