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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
DTCRGlobal X
Recent Activity
Exited
0%
$1.819M
120,811 shares@ $15.06 avg price
SPPPSprott Physical
Recent Activity
Exited
0%
$1.153M
117,980 shares@ $9.78 avg price
RPGInvesco S&p
Recent Activity
Exited
0%
$1.085M
29,108 shares@ $37.27 avg price
IEOIshares U S
Recent Activity
Exited
0%
$1.017M
10,222 shares@ $99.53 avg price
SPGPInvesco S&p
Recent Activity
Exited
0%
$852,442
8,294 shares@ $102.78 avg price
DWMWisdomtree Defa
Recent Activity
Exited
0%
$725,211
13,500 shares@ $53.72 avg price
BBEUJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$721,833
12,259 shares@ $58.89 avg price
PXJInvesco Oil
Recent Activity
Exited
0%
$621,188
19,436 shares@ $31.97 avg price
TCMDTactile Sys Technology Inc
Recent Activity
Exited
0%
$588,713
49,306 shares@ $11.94 avg price
PTVEPactiv Evergreen Inc
Recent Activity
Exited
0%
$585,515
51,724 shares@ $11.32 avg price