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IHT WEALTH MANAGEMENT, LLC

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CHICAGO IL Investment Advisor
13F Summary
IHT Wealth Management is based out of Chicago. IHT Wealth Management is a large advisory firm with 18644 clients and discretionary assets under management (AUM) of $4,007,862,698 (Form ADV from 2023-07-14). Their last reported 13F filing for Q4 2023 included $2,242,859,324 in managed 13F securities and a top 10 holdings concentration of 21.66%. IHT Wealth Management's largest holding is Apple Inc with shares held of 403,989. Whalewisdom has at least 30 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 3.47%
QQQ Invesco QQQ Trust, S 3.34%
USFR WisdomTree Floating 3.29%
SPLG SSgA SPDR Russell 10 2.27%
MSFT Microsoft Corp. 1.77%

2023-12-31

13F Activity

Market Value $2.24b, Prior: $1.97b
New Purchases 85 stocks
Added To 404 stocks
Sold out of 76 stocks
Reduced holdings in 444 stocks
Top 10 Holdings % 21.66%
Turnover %[1] 16.53%
Turnover Alt %[2] 7.35%
Time Held Top 20 10.75 quarters
Time Held Top 10 7.6 quarters
Time Held All 12.92 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance