Fund HoldingsIHT Wealth Management, LLC

Total Portfolio Value
$2.24B
Total Bought
$335.48M
Total Sold
$197.26M
Net Transaction
+$138.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
278,2441,114,162+835,9186,81429,6031.32%+22,789
WISDOMTREE FLOATING(WT)1,063,3381,468,450+405,11253,50773,7753.29%+20,268
INVESCO QQQ0182,761+182,761074,8443.34%+74,844
JPMORGAN
ULTRA SHRT ETF
0335,182+335,182016,8360.75%+16,836
FRANKLIN US
US MID CP MLTFCT
0309,107+309,107014,8770.66%+14,877
APPLE INC(AAPL)0403,989+403,989077,7803.47%+77,780
ISHARES TR065,221+65,22107,0610.31%+7,061
Wisdomtree Tr(WT)0137,564+137,56406,0370.27%+6,037
GLOBAL X
NASDAQ 100 COVER
100,939418,462+317,5231,6937,2560.32%+5,563
SPDR SER TR
ST INTER ETF
21,416214,601+193,1855906,1290.27%+5,539
ISHARES RUSSELL0107,206+107,206021,5170.96%+21,517
INVESCO EXCH TRADED FD TR II052,430+52,43005,4360.24%+5,436
SPDR PORTFOLIO
ST STR P500ETF
905,494909,581+4,08745,51050,8462.27%+5,336
MICROSOFT CORP(MSFT)108,792105,343-3,44934,35539,6131.77%+5,258
GLOBAL X
S&P 500 COVERED
188,898311,896+122,9987,34612,3010.55%+4,955
INVESCO NATIONAL0233,011+233,01105,6340.25%+5,634
AMAZON COM(AMZN)0199,219+199,219030,2691.35%+30,269
INNOVATOR ETFS TR
US EQT ULTRA BF
0122,763+122,76303,7740.17%+3,774
ISHARES IBOXX114,151137,355+23,20411,64615,2000.68%+3,554
SECTOR CONSUMER
ST STR STAPL ETF
0114,452+114,45208,2440.37%+8,244
SPDR PORTFOLIO
ST STR P500GRW
481,078489,799+8,72128,51831,8661.42%+3,348
SPDR BLOOMBERG
ST STR BLO 1 ETF
62,00796,386+34,3795,6938,8090.39%+3,115
ISHARES
0-5YR HI YL CP
071,013+71,01302,9980.13%+2,998
FIRST TRUST
SMID RISNG ETF
71,026152,158+81,1322,0054,9860.22%+2,981
SECTOR INDUSTRIAL
ST STR INDL ETF
070,949+70,94908,0870.36%+8,087
SPDR PORTFOLIO
ST STR PO EX ETF
0980,436+980,436033,3451.49%+33,345
FIRST TRUST
SMITH OPPORT FXD
086,339+86,33903,8510.17%+3,851
VISA INC(V)032,378+32,37808,4300.38%+8,430
PACER U S
US SM CAP CA ETF
065,787+65,78703,1600.14%+3,160
ISHARES RUSSELL21,77727,802+6,0255,7928,4290.38%+2,636
FIRST TRUST
RISNG DIVD ACHIV
244,371263,807+19,43611,22913,6310.61%+2,402
ELI LILLY(LLY)59,33758,681-65631,87234,2061.53%+2,334
NVIDIA CORP(NVDA)55,13053,096-2,03423,98226,2941.17%+2,313
INNOVATOR ETFS TR
INNOVATOR INTER
081,205+81,20502,1230.09%+2,123
STRATEGY DAY
DAY HAGAN SMART
541,403577,587+36,18418,47320,5790.92%+2,107
SELECT UTILITIES
ST STR UTIL ETF
0125,509+125,50907,9490.35%+7,949
INTEL CORP(INTC)0156,785+156,78507,8780.35%+7,878
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
98,913147,934+49,0213,1315,1600.23%+2,029
FIRST TRUST
TECH ALPHADEX
034,737+34,73704,4490.20%+4,449
SPDR NUVEEN
ST NUVE TERM ETF
054,041+54,04102,5830.12%+2,583
SPDR PORTFOLIO
ST STR P500VAL
668,145631,592-36,55327,56829,4511.31%+1,883
Newmont Corp(NEM)043,614+43,61401,8050.08%+1,805
ISHARES CORE055,866+55,866026,6831.19%+26,683
INVESCO S&P
S&P500 EQL WGT
56,34961,706+5,3577,9849,7370.43%+1,753
SPDR DOW(DIA)09,096+9,09603,4280.15%+3,428
BOEING COMPANY(BA)031,778+31,77808,2830.37%+8,283
SPDR PORTFOLIO
ST STR P400MID
0296,926+296,926014,4660.64%+14,466
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
026,310+26,31001,5420.07%+1,542
META PLATFORMS(META)31,29630,898-3989,39610,9370.49%+1,541
INVESCO DWA032,916+32,91602,7580.12%+2,758
BROADCOM INC(AVGO)06,192+6,19206,9110.31%+6,911
ARK INNOVATION
INNOVATION ETF
065,418+65,41803,4260.15%+3,426
VANECK JR
JUNIOR GOLD MINE
056,349+56,34902,1360.10%+2,136
CONSUMER DISCRETIONARY
ST STR DISCR ETF
60,46762,830+2,3639,73411,2350.50%+1,501
INNOVATOR ETFS TR
US EQTY ULTRA B
046,539+46,53901,4570.06%+1,457
VANGUARD FTSE0131,370+131,37006,2930.28%+6,293
SPDR PORTFOLIO
ST STR SP600 SML
0424,025+424,025017,8850.80%+17,885
VANECK GOLD
GOLD MINERS ETF
207,199223,576+16,3775,5766,9330.31%+1,357
COSTCO WHOLESALE(COST)09,976+9,97606,5850.29%+6,585
SPDR SERIES
ST STR SP DIV
0134,503+134,503016,8090.75%+16,809
SCHWAB US101,957105,053+3,0967,4148,7150.39%+1,301
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
022,915+22,91501,2750.06%+1,275
INVESCO S&P
S&P MDCP QUALITY
64,35171,991+7,6405,1836,3860.28%+1,204
ALPHABET INC(GOOG)82,12985,106+2,97710,82911,9940.53%+1,165
INVESCO RUSSELL
RUSL 1000 DYNM
140,921147,889+6,9686,4607,6030.34%+1,143
ISHARES RUSSELL052,559+52,55904,0850.18%+4,085
TWO ROADS
LEASERSHS ALPHAF
069,228+69,22802,3860.11%+2,386
BERKSHIRE HATHAWAY02+201,0850.05%+1,085
DOMINION ENERGY(D)031,955+31,95501,5020.07%+1,502
ISHARES CORE060,170+60,17006,5130.29%+6,513
VANGUARD HEALTH
HEALTH CAR ETF
012,999+12,99903,2590.15%+3,259
SPDR GOLD(GLD)051,437+51,43709,8330.44%+9,833
SELECT SECTOR
ST STR SVC ETF
099,880+99,88007,2570.32%+7,257
FIRST TRUST
BUYWRIT INCM ETF
076,156+76,15601,6270.07%+1,627
VANGUARD GROWTH025,717+25,71707,9950.36%+7,995
PGIM ULTRA
PGIM ULTRA SH BD
17,23438,076+20,8428531,8810.08%+1,028
ISHARES INC
MSCI JAPAN ETF
015,925+15,92501,0210.05%+1,021
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
152,613153,464+8517,8638,8760.40%+1,014
RBB FD INC
F/M US TREASURY
026,079+26,07901,3000.06%+1,300
ISHARES MSCI036,681+36,68102,2710.10%+2,271
ABRDN PRECIOUS METALS BASKET13,76423,684+9,9201,1582,1560.10%+997
ABBVIE INC(ABBV)52,59256,907+4,3157,8398,8190.39%+980
JPMORGAN CHASE(JPM)59,05255,980-3,0728,5649,5220.42%+959
AVANTIS U S45,55852,662+7,1043,3384,2950.19%+957
CINTAS CORP(CTAS)07,794+7,79404,6970.21%+4,697
MCDONALDS CORP(MCD)025,139+25,13907,4540.33%+7,454
Wisdomtree Tr(WT)023,616+23,61609280.04%+928
VANECK SEMICONDUCTOR
SEMICONDUCTR ETF
020,437+20,43703,5740.16%+3,574
RBB FD INC
US TRSRY 6 MNTH
018,336+18,33609160.04%+916
TWO ROADS
LDRSHS ALPFACT
061,563+61,56302,1210.09%+2,121
WISDOMTREE US(WT)019,157+19,15709090.04%+909
VANGUARD TOTAL020,616+20,61601,1950.05%+1,195
VANECK MERK(OUNZ)0253,840+253,84005,0670.23%+5,067
SPDR SERIES
ST STR SP400VAL
133,069129,270-3,7998,6319,4860.42%+855
AMERICAN CENTY ETF TR016,684+16,68408520.04%+852
VANGUARD FINANCIALS
FINANCIALS ETF
024,698+24,69802,2790.10%+2,279
SPDR SERIES
ST STR SP BIOT
065,426+65,42605,8420.26%+5,842
ALPHABET INC(GOOG)82,65183,430+77910,81611,6540.52%+839
MONSTER BEVERAGE(MNST)018,542+18,54201,0680.05%+1,068
PROSHARES TR
BITCOIN ETF
0117,201+117,20102,4010.11%+2,401
Page 1 of 1