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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 $364,178,221
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 44,532 $24,026,616 6.59%
2.
Nvidia Corp
 NVDA 112,768 $15,147,830 4.15%
3.
Microsoft Corp
 MSFT 33,087 $13,938,252 3.82%
4.
Vanguard Tax-Managed Fds
 233,629 $11,172,149 3.06%
5.
Invesco Exch Trd Slf Idx Fd
 180,891 $9,824,958 2.69%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)