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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
IGEBIshares Tr
Recent Activity
Increased 48.89%
0.8%
$27.954M
601,561 shares@ $46.47 avg price
SPDWSpdr Portfolio
Recent Activity
Decreased -24.11%
0.75%
$26.206M
698,259 shares@ $37.53 avg price
VTIVanguard Total
Recent Activity
Increased 46.61%
0.68%
$23.627M
83,686 shares@ $282.34 avg price
AVUSAvantis U S
Recent Activity
Increased 9.2%
0.62%
$21.757M
228,727 shares@ $95.13 avg price
XLVSector Healthcare
Recent Activity
Increased 41.39%
0.59%
$20.571M
133,679 shares@ $153.89 avg price
OMFLInvesco Russell
Recent Activity
Increased 13.7%
0.58%
$20.241M
382,109 shares@ $52.98 avg price
BINCBlackrock Flexible
Recent Activity
Increased 356.3%
0.58%
$20.207M
377,596 shares@ $53.52 avg price
BRK.BBerkshire Hathaway Inc Cl B New
Recent Activity
Increased 18.87%
0.57%
$19.889M
43,252 shares@ $459.85 avg price
XLIIndustrial Select
Recent Activity
Increased 48.98%
0.57%
$19.81M
146,238 shares@ $135.47 avg price
GOOGAlphabet Inc Cl C
Recent Activity
Increased 37.49%
0.56%
$19.467M
116,148 shares@ $167.61 avg price