IHT Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$21.5M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$17.6M |
| 3 |
Direxion Daily Semiconductor Bear 3X ETF
SOXS
|
+$16M |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$14.3M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$12.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$16.4M |
| 2 |
iShares High Yield Systematic Bond ETF
HYDB
|
+$13M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$12.2M |
| 4 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
+$8.53M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$7.86M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.16% |
| 2 | Consumer Discretionary | 4.29% |
| 3 | Financials | 3.92% |
| 4 | Industrials | 2.86% |
| 5 | Communication Services | 2.69% |
Similar funds
IHT Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, IHT Wealth Management held 1,211 positions worth $3.64B, up 14% from $3.2B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
IHT Wealth Management deployed $162M of net new capital in Q2 2025, opening 126 new positions and adding to 483 existing holdings. Its largest new stake was Direxion Daily Semiconductor Bear 3X ETF: 4,716 shares worth $7.44M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was State Street SPDR Bloomberg Investment Grade Floating Rate ETF, an estimated $16.4M trimmed.
- IHT Wealth Management's largest Q2 2025 buy was Direxion Daily Semiconductor Bear 3X ETF: 4,716 shares worth $7.44M.
- IHT Wealth Management added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $21.5M increase.
- IHT Wealth Management's biggest Q2 2025 reduction was State Street SPDR Bloomberg Investment Grade Floating Rate ETF, cutting an estimated $16.4M.
- IHT Wealth Management fully exited Direxion Daily TSLA Bull 2X ETF in Q2 2025, selling an estimated $2.94M.
- IHT Wealth Management's ten largest holdings make up 20% of its $3.64B portfolio in Q2 2025.
- IHT Wealth Management opened 126 new positions and closed 63 in Q2 2025.
- IHT Wealth Management's portfolio value rose 14% quarter-over-quarter to $3.64B.
Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.