$520 Million is the total value of IHT Wealth Management, LLC's 475 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MEAR | ISHARES U Ssht mat mun etf | $3,995,000 | -0.0% | 80,000 | 0.0% | 0.77% | -11.0% | |
| BRKA | BERKSHIRE HATHAWAYcl a | $306,000 | -4.4% | 1 | 0.0% | 0.06% | -14.5% | |
| VTIP | VANGUARD SHORTstrm infproidx | $267,000 | -0.7% | 5,562 | 0.0% | 0.05% | -12.1% | |
| NUSA | NUSHARES ENHANCEDenhanced 1 5 yr | $229,000 | +0.4% | 9,400 | 0.0% | 0.04% | -10.2% | |
| NCZ | ALLIANZGI CONV | $46,000 | -27.0% | 10,330 | 0.0% | 0.01% | -35.7% | |
| ODP | OFFICE DEPOT | $26,000 | -18.8% | 10,000 | 0.0% | 0.01% | -28.6% | |
| EKSO | EKSO BIONICS | $17,000 | -45.2% | 13,419 | 0.0% | 0.00% | -57.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-15
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 | 2024-05-15 |
| 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 |
| 13F-HR | 2022-02-14 |
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.