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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
BUFRFirst Trust
Recent Activity
Increased 14.53%
1.3%
$45.63M
1.527M shares@ $29.89 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 20.08%
1.28%
$45.077M
242,035 shares@ $186.25 avg price
SPYGSpdr Portfolio
Recent Activity
Increased 5.75%
1.16%
$40.614M
489,963 shares@ $82.9 avg price
QUALIshares Msci
Recent Activity
Increased 27.51%
1.06%
$37.212M
207,658 shares@ $179.2 avg price
LQDIshares Iboxx
Recent Activity
Increased 115.68%
1.01%
$35.411M
313,249 shares@ $113.05 avg price
SSUSStrategy Day
Recent Activity
Increased 52.38%
1%
$34.933M
842,235 shares@ $41.48 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 51.25%
0.86%
$30.229M
52,681 shares@ $573.82 avg price
XLKSector Technology
Recent Activity
Increased 6.48%
0.83%
$28.993M
128,543 shares@ $225.56 avg price
SPABSpdr Portfolio
Recent Activity
Increased 33.71%
0.81%
$28.252M
1.081M shares@ $26.14 avg price
IGEBIshares Tr
Recent Activity
Increased 48.89%
0.8%
$27.954M
601,561 shares@ $46.47 avg price