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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
FVDFirst Trust
Recent Activity
Decreased -21.6%
0.23%
$7.87M
172,996 shares@ $45.5 avg price
XLCSelect Sector
Recent Activity
Decreased -36.77%
0.22%
$7.724M
85,444 shares@ $90.41 avg price
MTGPWisdomtree Mortgage
Recent Activity
Decreased -6.82%
0.19%
$6.536M
144,992 shares@ $45.09 avg price
SPMDSpdr Portfolio
Recent Activity
Decreased -53.14%
0.19%
$6.527M
119,459 shares@ $54.65 avg price
XLUSelect Utilities
Recent Activity
Decreased -22.76%
0.18%
$6.08M
75,453 shares@ $80.59 avg price
FLRNSpdr Bloomberg
Recent Activity
Decreased -2.25%
0.16%
$5.409M
175,351 shares@ $30.85 avg price
ILCGIshares Morningstar
Recent Activity
Decreased -0.74%
0.15%
$4.97M
59,144 shares@ $84.04 avg price
XLESector Energy
Recent Activity
Decreased -15.82%
0.14%
$4.911M
55,735 shares@ $88.12 avg price
IUSVIshares Core
Recent Activity
Decreased -1.89%
0.14%
$4.903M
51,344 shares@ $95.49 avg price
DBEFX Trackers
Recent Activity
Decreased -1.03%
0.14%
$4.863M
115,754 shares@ $42.02 avg price