Ashton Thomas Securities, LLC
Annual return '25
+19.5%
SPY '25
+17.7%
Alpha
+1.8ptsvs SPY
Invested
$797.3M
Holdings
432
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +16.0% (73.8k → 85.6k shares)
6.5%
02
$OMFL
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Increased +4.3% (374.0k → 390.0k shares)
3.0%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3.8% (113.3k → 117.7k shares)
2.6%
04
$XLG
INVESCO EXCHANGE TRADED FD T
Q1 2026: Increased +4.7% (340.5k → 356.7k shares)
2.5%
05
$IVV
ISHARES TR
Q1 2026: New position (29.7k shares)
2.5%
06
$IEMG
ISHARES INC
Q1 2026: New position (251.4k shares)
2.2%
07
$AAPL
APPLE INC
Q1 2026: Increased +61.0% (36.7k → 59.0k shares)
1.9%
08
$MSFT
MICROSOFT CORP
Q1 2026: Increased +28.5% (30.8k → 39.6k shares)
1.9%
09
$IEFA
ISHARES TR
Q1 2026: New position (144.7k shares)
1.7%
10
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 2.9% (198.2k → 192.4k shares)
1.6%
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 16:43 UTC.