Ashton Thomas Private Wealth, LLC
•CIK: 2019663•Filing: Q4 2025
Ashton Thomas Private Wealth, LLC, managed by the seasoned duo of Ashton and Thomas, currently oversees $4.1 billion in assets with a focus on growth-oriented tech and healthcare stocks, as evidenced by top holdings like BIL and AAPL. Recently, the fund has made notable moves by adding CHYM, SSO, and EQNR, while significantly increasing positions in VTI and BP, reflecting a strategic pivot towards diversified growth and energy sectors.
Total AUM
$4.1B
+ $6.6M in options
QoQ Performance
+6.2%
Positions
635
+ 10 options
Top 10 Concentration
28.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BIL4.4%
AAPL3.5%
CHYM3.1%
XLK2.5%
IVV2.2%
MSFT2.0%
NVDA1.6%
SSUS1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.9%
Technology16.1%
Financial4.5%
ETF4.3%
Healthcare3.8%
Consumer3.5%
Industrial1.8%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
+763 more exited positions
Changes from Q3 2025
NEW3 new positions
↑120 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024