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Home > Institutional Investor > Ashton Thomas Securities, Llc > Profile

Instuitional Investor - Ashton Thomas Securities, Llc

Fund Profile
Filing Period:
Fund Name: Ashton Thomas Securities, Llc
Portfolio Value $413,260,459
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 34,360 $19,517,511 4.72%
2.
Nvidia Corp
 NVDA 105,728 $16,703,906 4.04%
3.
Microsoft Corp
 MSFT 31,937 $15,886,284 3.84%
4.
Vanguard Tax-Managed Fds
 229,651 $13,093,554 3.17%
5.
Meta Platforms Inc.
 META 12,277 $9,061,815 2.19%
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)