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Steven Dudash

@Iht Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$3.525BTotal holdings1143
Assets growth rate31.47%Assets growth rate (2-Q avg)19.47%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Iht Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1143 positions.

Assets under management

The assets under management (AUM) of Iht Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.525B in assets, with a quarterly growth rate of 31.47% and a 2-quarter average growth rate of 19.47%. The portfolio is managed by Steven Dudash, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 51.16%
3.89%
$136.914M
591,583 shares@ $231.44 avg price
QQQInvesco Qqq
Recent Activity
Increased 42.47%
3.69%
$129.749M
267,180 shares@ $485.63 avg price
USFRWisdomtree Floating
Recent Activity
Increased 13.43%
2.72%
$95.702M
1.906M shares@ $50.23 avg price
NVDANvidia Corp
Recent Activity
Increased 14.58%
2.15%
$75.489M
625,609 shares@ $120.67 avg price
IWMIshares Russell
Recent Activity
Increased 144.68%
1.82%
$64.072M
291,946 shares@ $219.47 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 28.17%
1.69%
$59.245M
138,242 shares@ $428.56 avg price
TLTIshares 20(plus)
Recent Activity
Increased 45.01%
1.68%
$59.08M
601,438 shares@ $98.24 avg price
SPYSpdr S&p
Recent Activity
Increased 24.17%
1.67%
$58.745M
102,513 shares@ $573.06 avg price
SPLGSpdr Portfolio
Recent Activity
Decreased -2.85%
1.52%
$53.322M
789,976 shares@ $67.5 avg price
SPYVSpdr Portfolio
Recent Activity
Increased 11.7%
1.38%
$48.546M
918,498 shares@ $52.86 avg price