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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
3874⤦Graniteshares Etf Tr
Recent Activity
New Position
0.04%
$1.232M
690,000 shares@ $1.79 avg price
BCDAbrdn Etfs
Recent Activity
New Position
0.03%
$997,161
30,508 shares@ $32.69 avg price
IGLBIshares 10(plus)
Recent Activity
New Position
0.03%
$971,899
18,136 shares@ $53.59 avg price
VKTXViking Therapeutics Inc
Recent Activity
New Position
0.03%
$844,904
13,348 shares@ $63.3 avg price
LNGCheniere Energy Inc New
Recent Activity
New Position
0.03%
$841,317
4,676 shares@ $179.93 avg price
LRNStride Inc
Recent Activity
New Position
0.03%
$822,919
9,646 shares@ $85.32 avg price
BBYBest Buy Company Inc
Recent Activity
New Position
0.03%
$757,332
7,379 shares@ $102.64 avg price
PSCCInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.03%
$712,300
18,879 shares@ $37.73 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
New Position
0.03%
$710,858
14,956 shares@ $47.53 avg price
SPHYSpdr High
Recent Activity
New Position
0.02%
$655,330
27,278 shares@ $24.03 avg price