IHT Wealth Management, LLC

Q2 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
1,148
Total value ($000)
$3,637,507
Net value change ($000)
+435,460 (13.6%)
New positions
125
Sold out positions
63
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
NVDA 27,572 46.5%
IVV 26,975 75.6%
QQQM 21,670 175.0%
SPYM 15,511 50.4%
IAGG 14,427 NEW
MSFT 14,422 30.4%
SCHWAB STRATEGIC TRUST 13,474 656.9%
TSLA 12,600 25.6%
THRO 10,488 NEW
QUAL 10,106 28.1%
Top Reduces (Value $000, Stocks/ETFs)
FLRN -16,489 -44.9%
HYDB -13,166 -63.3%
JAAA -12,288 -40.5%
AAPL -8,058 -7.9%
QYLD -7,788 -76.5%
XYLD -7,495 -70.6%
YEAR -5,621 -24.5%
DBEF -4,117 -57.5%
FTA -3,819 -16.8%
AVUS -3,076 -16.8%
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