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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
CRSPCrispr Therapeutics
Recent Activity
Exited
0%
$295,110
5,464 shares@ $54.01 avg price
PXEInvesco Energy
Recent Activity
Exited
0%
$281,195
8,500 shares@ $33.09 avg price
LVHDLegg Mason Etf Invt
Recent Activity
Exited
0%
$269,638
7,527 shares@ $35.83 avg price
DXJWisdomtree Japan
Recent Activity
Exited
0%
$262,583
2,327 shares@ $112.85 avg price
HUBSHubspot Inc
Recent Activity
Exited
0%
$250,072
424 shares@ $589.8 avg price
BSYBentley Systems Inc Cl B
Recent Activity
Exited
0%
$246,109
4,986 shares@ $49.37 avg price
TSNTyson Foods
Recent Activity
Exited
0%
$239,408
4,190 shares@ $57.14 avg price
7434⤦Proshares Tr
Recent Activity
Exited
0%
$238,464
28,800 shares@ $8.28 avg price
BIIBBiogen Inc
Recent Activity
Exited
0%
$236,782
1,021 shares@ $231.92 avg price
SOCLGlobal X Fds Social Med Etf
Recent Activity
Exited
0%
$232,613
5,508 shares@ $42.24 avg price