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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 $4,225,043,425
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,917,892 $175,755,599 4.16%
2.
Apple Inc.
 AAPL 581,204 $147,503,171 3.49%
3.
Sector Spdr Trust
 XLE 728,979 $96,880,374 2.29%
4.
Nvidia Corp
 NVDA 379,664 $66,212,165 1.57%
5.
Ishares Trust
 IEF 99,008 $64,673,280 1.53%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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