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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
SPLGSpdr Portfolio
Recent Activity
Decreased -2.85%
1.52%
$53.322M
789,976 shares@ $67.5 avg price
SPDWSpdr Portfolio
Recent Activity
Decreased -24.11%
0.75%
$26.206M
698,259 shares@ $37.53 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -58.69%
0.49%
$16.984M
19,177 shares@ $885.67 avg price
RSPInvesco S&p
Recent Activity
Decreased -6.37%
0.33%
$11.605M
64,527 shares@ $179.85 avg price
FXGFirst Trust
Recent Activity
Decreased -2.24%
0.31%
$10.883M
159,274 shares@ $68.33 avg price
SDYSpdr Series
Recent Activity
Decreased -1.96%
0.31%
$10.84M
76,315 shares@ $142.04 avg price
AIRRFirst Trust
Recent Activity
Decreased -1.51%
0.27%
$9.437M
126,384 shares@ $74.67 avg price
XYLDGlobal X
Recent Activity
Decreased -3.01%
0.26%
$8.982M
216,574 shares@ $41.48 avg price
QYLDGlobal X
Recent Activity
Decreased -6.79%
0.26%
$8.83M
489,818 shares@ $18.03 avg price
QINTAmerican Century
Recent Activity
Decreased -24.8%
0.24%
$8.368M
161,895 shares@ $51.69 avg price