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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 $4,102,081,153
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,997,439 $182,525,985 4.45%
2.
Apple Inc.
 AAPL 525,172 $142,773,284 3.48%
3.
Chime Financial Inc.
 CHYM 5,128,770 $129,091,141 3.15%
4.
Sector Spdr Trust
 XLB 721,891 $103,930,710 2.53%
5.
Ishares Trust
 IEF 129,349 $88,595,997 2.16%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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