| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q2 2024 | 4.8% |
| ISHARES TRUST CORE S&P500 ETF | 31 | Q2 2024 | 6.2% |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 31 | Q2 2024 | 3.9% |
| AMAZON.COM INC | 31 | Q2 2024 | 2.2% |
| MICROSOFT CORP | 31 | Q2 2024 | 1.8% |
| ABBVIE INC COM USD0.00 | 31 | Q2 2024 | 3.4% |
| SPDR SER TR S&P DIVID ETF | 31 | Q2 2024 | 2.5% |
| VANGUARD TAX-MANAGED INTL FD | 31 | Q2 2024 | 1.9% |
| ISHARES TRUST CORE S&P US GWT ETF | 31 | Q2 2024 | 1.9% |
| SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS | 31 | Q2 2024 | 1.8% |
View IHT Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-22 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
View IHT Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.