IHT Wealth Management, LLC
Top Portfolio Positions
585 positions ·
$1,519,871,677 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
453,422 | $115,073,969 | 7.57% | |
| NVDA |
Nvidia Corp
Technology
|
517,912 | $90,323,852 | 5.94% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
226,718 | $84,282,416 | 5.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
125,984 | $72,715,445 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
137,964 | $51,070,133 | 3.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
215,282 | $44,836,782 | 2.95% | |
| LLY |
ELI LILLY & Co
Healthcare
|
35,451 | $32,606,766 | 2.15% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
380,695 | $31,548,194 | 2.08% | |
| META |
Meta Platforms, Inc.
Communication Services
|
44,359 | $25,379,114 | 1.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
86,822 | $24,966,534 | 1.64% |
Portfolio Trend
Holdings in XERS
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,183,560 | 376,476 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,068,718 | 263,531 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,101,544 | 258,175 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,231,969 | 263,805 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,442,799 | 262,805 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $915,842 | 270,160 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $789,122 | 276,885 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $666,753 | 296,335 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $659,391 | 298,367 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $656,571 | 279,392 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $528,969 | 284,392 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $737,378 | 281,442 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $458,750 | 281,442 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $394,833 | 296,867 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $523,047 | 335,287 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $519,575 | 337,387 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,004,688 | 342,897 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||