Ashton Thomas Private Wealth, LLC Portfolio Holdings

Ashton Thomas Private Wealth, LLC

  • $1.9 Trillion
  • Q3 2024

Ashton Thomas Private Wealth, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.9 Trillion distributed in 629 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.5B, Microsoft Corp with a value of $51.8B, Technology Sector Spdr with a value of $47.6B, Nvidia Corp with a value of $33.7B, and Ishares Core S&P Sm Cap ETF with a value of $28.5B.

Examining the 13F form we can see an increase of $68.7B in the current position value, from $1.83T to 1.9T.

Ashton Thomas Private Wealth, LLC is based out at Scottsdale, AZ

Below you can find more details about Ashton Thomas Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.9 Trillion
ETFs: $903 Billion
Technology: $262 Billion
Financial Services: $127 Billion
Healthcare: $126 Billion
Industrials: $120 Billion
Consumer Cyclical: $82.6 Billion
Communication Services: $70.5 Billion
Consumer Defensive: $68.3 Billion
Other: $114 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$431 Million 0.02% of portfolio
21,320
Q3 2024 Added 0.46%
$0
$298 Million 0.02% of portfolio
26,693
Q3 2024 Added 0.36%
$0
$320 Million 0.02% of portfolio
29,778
Q3 2024 Added 0.61%
$0
$246 Million 0.01% of portfolio
15,554
Q3 2024 Added 18.67%
$0
$175 Million 0.01% of portfolio
14,562
Q3 2023 New
$0
$163 Million 0.01% of portfolio
12,485
Q3 2024 Added 2.39%
$0
$111 Million 0.01% of portfolio
15,666
Q3 2024 Added 65.88%
$0
$160 Million 0.01% of portfolio
27,934
Q3 2024 Added 1.16%
$0
$153 Million 0.01% of portfolio
17,668
Q3 2024 Added 2.0%
$0
$202 Million 0.01% of portfolio
15,457
Q2 2023 Added 13.79%
$0
$184 Million 0.01% of portfolio
22,463
Q3 2023 New
$0
$230 Million 0.01% of portfolio
41,903
Q3 2024 New
$0
$257 Million 0.01% of portfolio
12,617
Q3 2024 Added 39.12%
$0
$193 Million 0.01% of portfolio
15,000
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 629
  • Current Value $1.9 Trillion
  • Prior Value $1.83 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 313 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 250 stocks
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