Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 28 | Q3 2023 | 4.8% |
ISHARES TRUST CORE S&P500 ETF | 28 | Q3 2023 | 6.2% |
SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 28 | Q3 2023 | 3.9% |
AMAZON.COM INC | 28 | Q3 2023 | 2.2% |
ABBVIE INC COM USD0.00 | 28 | Q3 2023 | 3.4% |
MICROSOFT CORP | 28 | Q3 2023 | 1.7% |
SPDR SER TR S&P DIVID ETF | 28 | Q3 2023 | 2.5% |
VANGUARD TAX-MANAGED INTL FD | 28 | Q3 2023 | 1.9% |
ISHARES TRUST CORE S&P US GWT ETF | 28 | Q3 2023 | 1.9% |
ABBOTT LABS | 28 | Q3 2023 | 2.5% |
View IHT Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
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.