Ashton Thomas Private Wealth, LLC
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$8.5B
Holdings
1,501
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIL
SPDR SERIES TRUST
Q1 2026: Exited (was 2.00M shares)
4.2%
02
$AAPL
APPLE INC
Q1 2026: Sold 98.7% (525.2k → 6.8k shares)
3.5%
03
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 721.9k shares)
2.3%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.3% (349.5k → 2.5k shares)
1.6%
05
$IVV
ISHARES TR
Q1 2026: Exited (was 129.3k shares)
1.5%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.5% (170.8k → 888 shares)
1.5%
07
$CHYM
CHIME FINL INC
Q1 2026: Exited (was 5.13M shares)
1.3%
08
$SSUS
STRATEGY SHS
Q1 2026: Exited (was 1.15M shares)
1.2%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 99.2% (60.8k → 464 shares)
1.0%
10
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 192.0k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:26 UTC.