IHT Wealth Management, LLC

Q4 2024 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
1,078
Total value ($000)
$3,099,564
Net value change ($000)
-425,126 (-12.1%)
New positions
95
Sold out positions
157
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HYDB 24,392 NEW
FTA 18,759 438.8%
MDYV 18,059 387.2%
SPMO 12,055 NEW
PULS 11,890 277.5%
SLYV 10,557 470.0%
AVEM 10,311 322.6%
AIRR 9,789 103.7%
SPYM 5,445 10.2%
OMFL 5,318 26.3%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -40,772 -31.4%
IWM -29,211 -45.6%
IGEB -23,143 -82.8%
AAPL -21,579 -15.8%
LQD -17,990 -50.8%
WTMF -17,611 -91.0%
USFR -11,652 -12.2%
SSUS -11,165 -32.0%
FXG -10,883 -100.0%
IVV -9,007 -19.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type