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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
ZROZPimco 25
Recent Activity
New Position
0.2%
$6.971M
84,580 shares@ $82.43 avg price
HYFIAb Active High Yield Etf
Recent Activity
New Position
0.13%
$4.321M
114,895 shares@ $37.61 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.11%
$3.76M
139,512 shares@ $26.96 avg price
MOOVaneck Agribusiness
Recent Activity
New Position
0.07%
$2.214M
29,322 shares@ $75.52 avg price
HYMUBlackrock Etf Trust Ii
Recent Activity
New Position
0.07%
$2.187M
94,369 shares@ $23.19 avg price
DYNFBlackrock Etf Trust Ii
Recent Activity
New Position
0.06%
$1.819M
36,922 shares@ $49.26 avg price
DIVBIshares Tr
Recent Activity
New Position
0.05%
$1.722M
35,537 shares@ $48.46 avg price
HCRBHartford Fds Exchange Traded
Recent Activity
New Position
0.05%
$1.639M
45,441 shares@ $36.07 avg price
IAUGInnovator Etfs Trust
Recent Activity
New Position
0.04%
$1.342M
53,847 shares@ $24.92 avg price
LITGlobal X
Recent Activity
New Position
0.04%
$1.315M
30,167 shares@ $43.6 avg price