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Home > Institutional Investor > Iht Wealth Management, Llc > Profile

Instuitional Investor - Iht Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Iht Wealth Management, Llc
Portfolio Value $2,242,859,324
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 403,989 $77,779,953 3.46%
2.
Invesco Qqq
 182,761 $74,844,292 3.33%
3.
Wisdomtree Floating
 1,468,450 $73,774,921 3.28%
4.
Spdr Series Trust
 909,581 $50,845,649 2.26%
5.
Microsoft Corp
 MSFT 105,343 $39,613,250 1.76%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)