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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 $2,616,849,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 1,238,873 $113,641,788 4.34%
2.
Apple Inc.
 AAPL 307,352 $68,271,990 2.61%
3.
Ishares Trust
 IEF 92,162 $51,785,930 1.98%
4.
Microsoft Corp
 MSFT 132,052 $49,570,970 1.89%
5.
Spdr Ser Tr
 493,133 $49,061,815 1.87%
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)