HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
399,378 | -9,383 | $77,467 |
| AAPL | 399,378 | -9,383 | $77,467 |
| INVESCO QQQ |
154,848 | +10,288 | $57,204 |
| QQQ | 154,848 | +10,288 | $57,204 |
| SPDR S&P (SPY) |
107,303 | -3,382 | $47,565 |
| SPY | 107,303 | -3,382 | $47,565 |
| SPDR PORTFOLIO (SPLG) |
863,856 | +49,659 | $45,016 |
| SPLG | 863,856 | +49,659 | $45,016 |
| WISDOMTREE FLOATING |
749,996 | -51,278 | $37,740 |
| USFR | 749,996 | -51,278 | $37,740 |
| MICROSOFT CORP |
96,844 | +4,280 | $32,979 |
| MSFT | 96,844 | +4,280 | $32,979 |
| SPDR PORTFOLIO (SPDW) |
941,445 | +49,018 | $30,635 |
| SPDW | 941,445 | +49,018 | $30,635 |
| ELI LILLY |
60,753 | +40,854 | $28,492 |
| LLY | 60,753 | +40,854 | $28,492 |
| AMAZON COM |
203,740 | -6,725 | $26,559 |
| AMZN | 203,740 | -6,725 | $26,559 |
| SPDR PORTFOLIO (SPYV) |
604,936 | +5,910 | $26,133 |
| SPYV | 604,936 | +5,910 | $26,133 |
| SPDR PORTFOLIO (SPYG) |
426,537 | -8,305 | $26,023 |
| SPYG | 426,537 | -8,305 | $26,023 |
| ISHARES CORE (IVV) |
57,209 | -985 | $25,499 |
| IVV | 57,209 | -985 | $25,499 |
| SPDR CORP (SPBO) |
839,730 | -110,305 | $24,247 |
| SPBO | 839,730 | -110,305 | $24,247 |
| FRANKLIN US |
1,165,403 | -59,856 | $24,207 |
| FLGV | 1,165,403 | -59,856 | $24,207 |
| SECTOR TECHNOLOGY |
134,711 | -1,352 | $23,421 |
| XLK | 134,711 | -1,352 | $23,421 |
| NVIDIA CORP |
53,164 | -6,597 | $22,489 |
| NVDA | 53,164 | -6,597 | $22,489 |
| ISHARES 20 Plus (TLT) |
178,746 | +28,888 | $18,400 |
| TLT | 178,746 | +28,888 | $18,400 |
| SPDR PORTFOLIO (SPSM) |
460,243 | +43,617 | $17,876 |
| SPSM | 460,243 | +43,617 | $17,876 |
| ISHARES RUSSELL (IWM) |
92,304 | +7,601 | $17,286 |
| IWM | 92,304 | +7,601 | $17,286 |
| SPDR SERIES (SDY) |
134,354 | +3,135 | $16,469 |
| SDY | 134,354 | +3,135 | $16,469 |
| SPDR PORTFOLIO (SPAB) |
632,482 | +46,433 | $16,046 |
| SPAB | 632,482 | +46,433 | $16,046 |
| SECTOR HEALTHCARE |
112,445 | +23,527 | $14,925 |
| XLV | 112,445 | +23,527 | $14,925 |
| SPDR PORTFOLIO (SPMD) |
320,350 | +3,387 | $14,701 |
| SPMD | 320,350 | +3,387 | $14,701 |
| STRATEGY DAY |
394,870 | +68,817 | $14,022 |
| SSUS | 394,870 | +68,817 | $14,022 |
| VANGUARD TOTAL (VTI) |
59,693 | +3,606 | $13,149 |
| VTI | 59,693 | +3,606 | $13,149 |
| SPDR PORTFOLIO (SPTL) |
398,878 | +376,674 | $11,926 |
| SPTL | 398,878 | +376,674 | $11,926 |
| ISHARES CORE (AGG) |
120,328 | +7,671 | $11,786 |
| AGG | 120,328 | +7,671 | $11,786 |
| VANECK MERK |
622,099 | +596,874 | $11,571 |
| OUNZ | 622,099 | +596,874 | $11,571 |
 BERKSHIRE HATHAWAY INC DEL |
$11,195 | ||
| BRK.B | 32,831 | +470 | $11,195 |
| SCHWAB US |
153,485 | +23,573 | $11,146 |
| SCHD | 153,485 | +23,573 | $11,146 |
| ISHARES IBOXX (LQD) |
100,111 | +4,459 | $10,826 |
| LQD | 100,111 | +4,459 | $10,826 |
| FIRST TRUST (RDVY) |
225,226 | -602 | $10,608 |
| RDVY | 225,226 | -602 | $10,608 |
| FIRST TRUST (FVD) |
253,042 | -15,663 | $10,144 |
| FVD | 253,042 | -15,663 | $10,144 |
| ALPHABET INC |
83,557 | -2,147 | $10,002 |
| GOOGL | 83,557 | -2,147 | $10,002 |
| ALPHABET INC |
81,398 | -1,238 | $9,847 |
| GOOG | 81,398 | -1,238 | $9,847 |
| TESLA INC |
36,243 | +2,749 | $9,487 |
| TSLA | 36,243 | +2,749 | $9,487 |
| FIRST TR EXCH TRADED FD III (FTLS) |
171,018 | +171,018 | $9,028 |
| FTLS | 171,018 | +171,018 | $9,028 |
| META PLATFORMS |
31,358 | -36 | $8,999 |
| META | 31,358 | -36 | $8,999 |
| PROCTER & GAMBLE |
58,094 | +3,984 | $8,815 |
| PG | 58,094 | +3,984 | $8,815 |
| VANGUARD S&P (VOO) |
21,382 | -1,796 | $8,708 |
| VOO | 21,382 | -1,796 | $8,708 |
| SPDR GOLD (GLD) |
48,815 | +12,190 | $8,702 |
| GLD | 48,815 | +12,190 | $8,702 |
| SECTOR ENERGY |
100,713 | -13,841 | $8,175 |
| XLE | 100,713 | -13,841 | $8,175 |
| JPMORGAN CHASE |
55,973 | +3,632 | $8,141 |
| JPM | 55,973 | +3,632 | $8,141 |
| ISHARES MSCI (USMV) |
108,204 | -7,581 | $8,043 |
| USMV | 108,204 | -7,581 | $8,043 |
| WALMART INC |
47,561 | +4,514 | $7,476 |
| WMT | 47,561 | +4,514 | $7,476 |
| INVESCO S&P |
49,515 | -3,738 | $7,409 |
| RSP | 49,515 | -3,738 | $7,409 |
| SECTOR CONSUMER |
99,361 | -17,287 | $7,370 |
| XLP | 99,361 | -17,287 | $7,370 |
| JOHNSON & JOHNSON |
44,507 | -1,079 | $7,367 |
| JNJ | 44,507 | -1,079 | $7,367 |
| VANGUARD GROWTH (VUG) |
25,739 | +140 | $7,283 |
| VUG | 25,739 | +140 | $7,283 |
| SECTOR FINANCIAL |
215,901 | -13,031 | $7,278 |
| XLF | 215,901 | -13,031 | $7,278 |
See Full List: All Stocks Held By IHT Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By IHT Wealth Management LLC
|
Size ($ in 1000's)
At 06/30/2023: $1,919,977 At 03/31/2023: $1,751,757 IHT Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IHT Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
