IHT Wealth Management, LLC

Q1 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
1,085
Total value ($000)
$3,202,047
Net value change ($000)
+102,483 (3.3%)
New positions
86
Sold out positions
80
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TSLA 36,994 300.5%
FLRN 28,474 345.3%
JAAA 24,391 411.4%
YEAR 20,874 1001.2%
USFR 16,614 19.8%
SPYV 16,294 36.6%
TLH 12,347 195.3%
LLY 11,058 79.3%
BIL 9,018 123.1%
OEF 8,813 3170.1%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -28,000 -47.6%
QQQ -19,249 -21.6%
TLT -16,018 -28.7%
AAPL -12,807 -11.1%
NVDA -12,179 -17.0%
IVE -9,181 -73.2%
MDYV -8,152 -35.9%
SPDW -8,018 -35.7%
SPSM -6,942 -38.3%
WINN -6,747 -78.3%
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