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Home > Institutional Investor > Ashton Thomas Private Wealth, Llc > Profile

Instuitional Investor - Ashton Thomas Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Ashton Thomas Private Wealth, Llc
Portfolio Value $2,838,880,712
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,304,013 $119,617,134 4.21%
2.
Apple Inc.
 AAPL 468,764 $96,176,393 3.39%
3.
Sector Spdr Trust
 XLB 321,574 $81,432,066 2.87%
4.
Microsoft Corp
 MSFT 132,144 $65,730,176 2.32%
5.
Nvidia Corp
 NVDA 287,999 $45,503,669 1.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)