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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
GCTGigacloud Technology
Recent Activity
Exited
0%
$516,595
16,982 shares@ $30.43 avg price
BUFDFirst Trust
Recent Activity
Exited
0%
$467,698
19,231 shares@ $24.33 avg price
VNMVaneck Vietnam
Recent Activity
Exited
0%
$454,125
37,315 shares@ $12.18 avg price
AVLVAvantis Us
Recent Activity
Exited
0%
$438,158
6,973 shares@ $62.84 avg price
SMOTVaneck Morningstar
Recent Activity
Exited
0%
$397,263
12,430 shares@ $31.97 avg price
RDNTRadnet Inc
Recent Activity
Exited
0%
$371,197
6,300 shares@ $58.93 avg price
FVFirst Trust
Recent Activity
Exited
0%
$368,046
6,427 shares@ $57.27 avg price
SGOVIshares 0-3
Recent Activity
Exited
0%
$348,055
3,456 shares@ $100.72 avg price
BKCHGlobal X Fds
Recent Activity
Exited
0%
$314,083
6,162 shares@ $50.98 avg price
FTSLFirst Trust
Recent Activity
Exited
0%
$296,391
6,484 shares@ $45.72 avg price