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Asset Manager ← All Institutions

Ashton Thomas Private Wealth, LLC

Q4 2025 · Filed 2026-01-29
Market Value
$4.1B
+6.2%
Holdings
1,028
+60
New Purchases
87
Added To
515
Closed
66
Reduced
313
Top 10 Concentration
23.1%
Turnover
14.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CHYM 3.18% 0.00% +3.18% $129M
VTI 0.56% 0.13% +0.43% $23M
XLV 0.69% 0.48% +0.21% $28M
GOOG 0.97% 0.83% +0.14% $39M
SSO 0.13% 0.00% +0.13% $5M
LLY 0.56% 0.42% +0.13% $23M
IJR 0.83% 0.69% +0.13% $34M
ACN 0.28% 0.15% +0.13% $11M
CHRW 1.00% 0.88% +0.12% $41M
EQNR 0.12% 0.00% +0.12% $5M
BRK-B 0.68% 0.56% +0.12% $27M
GLD 1.00% 0.88% +0.11% $41M
BND 0.16% 0.06% +0.10% $6M
WFC 0.46% 0.37% +0.09% $19M
SCHF 0.17% 0.08% +0.09% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BIL 4.49% 4.76% -0.27% $183M
META 0.75% 1.00% -0.25% $31M
BSJP 0.00% 0.22% -0.22% $0
CVX 0.34% 0.56% -0.22% $14M
XLY 0.71% 0.92% -0.21% $29M
MSFT 2.03% 2.24% -0.21% $82M
CMCSA 0.11% 0.28% -0.17% $5M
GFI 0.01% 0.17% -0.16% $446K
SPLG 0.28% 0.43% -0.15% $12M
NFG 0.00% 0.14% -0.14% $0
SJM 0.03% 0.16% -0.13% $1M
CBT 0.00% 0.13% -0.13% $0
B 0.02% 0.14% -0.12% $804K
XLP 0.14% 0.27% -0.12% $6M
CLX 0.00% 0.12% -0.12% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $1.2B 30.7%
Large Cap 527 $2.1B 50.7%
Mid Cap 245 $488M 12.0%
Small Cap 116 $151M 3.7%
Micro Cap 65 $114M 2.8%

Portfolio Analytics

Avg Market Cap
$89.3B
Median Market Cap
$15.2B
Avg P/E
31.4
Median P/E
22.5
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
548
# ETFs / Funds
480

Top Holdings (1,028 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BIL 4.49% 1,997,439 $183M $91.38 $369K +12,079 +0.6%
2 AAPL 3.51% 525,172 $143M $271.86 $9M -2,016 -0.4%
3 CHYM 3.18% 5,128,770 $129M $25.17 +5,128,770 NEW
4 XLK 2.56% 721,891 $104M $143.97 $6M +375,667 +108.5%
5 IVV 2.18% 129,349 $89M $684.94 $7M +7,265 +6.0%
6 MSFT 2.03% 170,254 $82M $483.62 -$3M +5,065 +3.1%
7 NVDA 1.60% 349,481 $65M $186.50 $89K +645 +0.2%
8 SSUS 1.37% 1,145,269 $56M $48.75 $555K +989 +0.1%
9 AMZN 1.09% 192,042 $44M $230.82 $2M -455 -0.2%
10 AVGO 1.06% 124,292 $43M $346.10 $2M +294 +0.2%
11 SPY 1.02% 60,769 $42M $683.92 $2M +930 +1.6%
12 CHRW 1.00% 252,598 $41M $161.39 $7M -330 -0.1%
13 GLD 1.00% 102,204 $41M $396.31 $7M +7,169 +7.5%
14 GOOGL 0.99% 128,290 $40M $313.00 -$48K -37,084 -22.4%
15 GOOG 0.97% 125,091 $39M $313.80 $8M -5,160 -4.0%
16 DHSB 0.95% 1,494,557 $39M $25.93 $91K -2,240 -0.1%
17 BILS 0.95% 389,925 $39M $99.22 $3M +26,766 +7.4%
18 VO 0.93% 130,935 $38M $290.22 $543K +3,863 +3.0%
19 SCHX 0.93% 1,407,637 $38M $26.91 $300K -19,059 -1.3%
20 IWF 0.83% 71,631 $34M $473.30 $367K +35 +0.1%
21 JPM 0.83% 104,557 $34M $322.22 -$2M -10,059 -8.8%
22 IJR 0.83% 279,545 $34M $120.18 $7M +56,515 +25.3%
23 AMGN 0.77% 95,831 $31M $327.31 $5M +1,041 +1.1%
24 META 0.75% 46,414 $31M $660.10 -$8M -5,838 -11.2%
25 IJH 0.75% 458,920 $30M $66.00 $1M +17,180 +3.9%
26 XLY 0.71% 240,483 $29M $119.41 -$6M +93,746 +63.9%
27 XLV 0.69% 181,592 $28M $154.80 $10M +50,328 +38.3%
28 ESGU 0.69% 187,363 $28M $148.98 $655K +148 +0.1%
29 BRK-B 0.68% 54,706 $27M $502.65 $6M +12,038 +28.2%
30 XLC 0.62% 213,026 $25M $117.72 $4M +38,312 +21.9%
31 QQQ 0.61% 40,627 $25M $614.32 $101K -727 -1.8%
32 IVW 0.59% 195,978 $24M $123.26 $2M +12,407 +6.8%
33 QUAL 0.59% 121,611 $24M $198.62 -$2M -12,057 -9.0%
34 IAU 0.59% 296,283 $24M $81.17 $3M +9,807 +3.4%
35 VEA 0.58% 374,693 $23M $62.47 $4M +46,887 +14.3%
36 LLY 0.56% 21,126 $23M $1,074.66 $6M -119 -0.6%
37 VTI 0.56% 67,359 $23M $335.27 $18M +52,371 +349.4%
38 IEMG 0.55% 334,265 $22M $67.22 $2M +22,940 +7.4%
39 IEFA 0.54% 245,161 $22M $89.46 $1M +8,534 +3.6%
40 SHY 0.53% 259,184 $21M $82.82 $2M +20,293 +8.5%
41 IVE 0.50% 96,190 $20M $212.07 $3M +11,490 +13.6%
42 V 0.50% 57,631 $20M $350.71 $1M +1,780 +3.2%
43 EFV 0.49% 276,641 $20M $71.41 $3M +31,181 +12.7%
44 IWD 0.47% 91,678 $19M $210.34 $1M +3,262 +3.7%
45 SSXU 0.46% 542,172 $19M $34.35 $232K +1,438 +0.3%
46 WFC 0.46% 199,121 $19M $93.20 $5M +32,096 +19.2%
47 XOM 0.46% 154,124 $19M $120.34 $3M +20,089 +15.0%
48 VUG 0.44% 36,905 $18M $487.86 $339K +111 +0.3%
49 DYNF 0.44% 295,655 $18M $60.81 $3M +46,229 +18.5%
50 CSCO 0.44% 232,079 $18M $77.03 -$1M -48,287 -17.2%
51 PULS 0.42% 341,443 $17M $49.81 -$360K -7,108 -2.0%
52 COST 0.42% 19,604 $17M $862.32 -$635K +655 +3.5%
53 BSJQ 0.41% 715,471 $17M $23.34 -$30K +707 +0.1%
54 BIV 0.41% 212,214 $17M $77.88 $2M +25,682 +13.8%
55 VTV 0.40% 85,989 $16M $190.99 $885K +3,091 +3.7%
56 PLTR 0.40% 92,009 $16M $177.75 $828K +6,895 +8.1%
57 LQD 0.40% 146,377 $16M $110.19 -$25K +1,460 +1.0%
58 FBND 0.38% 333,960 $15M $46.31 $1M +22,404 +7.2%
59 IWR 0.38% 159,360 $15M $96.27 $35K +824 +0.5%
60 EMXC 0.36% 202,192 $15M $72.68 $2M +15,407 +8.2%
61 RTX 0.36% 79,669 $15M $183.40 $2M +1,604 +2.0%
62 LRCX 0.34% 80,455 $14M $171.44 $2M -5,102 -6.0%
63 CVX 0.34% 89,997 $14M $152.41 -$8M -47,111 -34.4%
64 FPE 0.34% 749,986 $14M $18.22 $1M +64,968 +9.5%
65 UPS 0.33% 136,489 $14M $99.19 $2M -5,779 -4.1%
66 VNQ 0.33% 152,933 $14M $88.49 -$813K -3,993 -2.5%
67 ITOT 0.32% 88,539 $13M $148.69 $1M +5,063 +6.1%
68 BAC 0.32% 236,277 $13M $55.00 $444K -7,005 -2.9%
69 SSFI 0.32% 597,794 $13M $21.45 -$392K -15,152 -2.5%
70 HYG 0.31% 158,287 $13M $80.63 $341K +5,287 +3.5%
71 MRK 0.31% 118,175 $13M $106.12 -$2M -49,784 -29.6%
72 VB 0.31% 48,372 $12M $257.95 $50K -350 -0.7%
73 BLK 0.30% 11,577 $12M $1,070.37 -$4M -2,235 -16.2%
74 C 0.30% 103,016 $12M $116.69 $1M -3,142 -3.0%
75 CAT 0.29% 20,619 $12M $572.88 $2M +371 +1.8%
76 JNJ 0.29% 56,998 $12M $206.95 $1M -242 -0.4%
77 IVLU 0.29% 308,173 $12M $38.05 $1M +19,011 +6.6%
78 HD 0.29% 33,868 $12M $344.10 -$2M +736 +2.2%
79 XLE 0.29% 259,306 $12M $44.71 -$916K +119,289 +85.2%
80 SPLG 0.28% 143,721 $12M $80.22 -$5M -68,715 -32.4%
81 VOO 0.28% 18,383 $12M $627.14 $681K +719 +4.1%
82 ACN 0.28% 42,436 $11M $268.30 $5M +18,464 +77.0%
83 CIBR 0.28% 157,049 $11M $71.45 -$680K +472 +0.3%
84 WMT 0.26% 95,919 $11M $111.64 $861K +369 +0.4%
85 EOG 0.26% 99,732 $10M $105.01 $3M +35,935 +56.3%
86 EFG 0.26% 91,524 $10M $113.92 -$3M -22,972 -20.1%
87 VRP 0.25% 416,718 $10M $24.33 $265K +16,967 +4.2%
88 BSJR 0.25% 440,614 $10M $22.61 -$1M -45,669 -9.4%
89 VTEB 0.24% 196,077 $10M $50.29 $258K +4,297 +2.2%
90 CGCP 0.24% 435,444 $10M $22.64 $1M +46,987 +12.1%
91 ABBV 0.24% 42,345 $10M $228.49 -$646K -2,232 -5.0%
92 EFA 0.23% 99,335 $10M $96.03 $234K -321 -0.3%
93 NEE 0.23% 118,119 $9M $80.28 $877K +4,124 +3.6%
94 CTRA 0.23% 358,273 $9M $26.32 $3M +84,623 +30.9%
95 EMB 0.23% 95,865 $9M $96.28 $255K +1,576 +1.7%
96 UNP 0.23% 39,857 $9M $231.32 -$414K -899 -2.2%
97 IJK 0.22% 93,339 $9M $96.88 $455K +3,782 +4.2%
98 VWO 0.22% 168,152 $9M $53.76 $71K +2,605 +1.6%
99 ETN 0.22% 27,746 $9M $318.51 -$3M -2,863 -9.3%
100 VOE 0.22% 49,808 $9M $177.37 $33K -356 -0.7%

New Positions

SymbolValue% Port
CHYM $129M 3.18%
SSO $5M 0.13%
EQNR $5M 0.12%
IT $3M 0.08%
IBTH $3M 0.08%
IBTI $3M 0.08%
DNOV $2M 0.05%
CPB $2M 0.04%
STZ $2M 0.04%
OMC $2M 0.04%
KGC $2M 0.04%
FNK $1M 0.04%
BUYW $1M 0.04%
MTN $1M 0.03%
EDGF $1M 0.03%

Sold Out Positions

SymbolValue% Port
NFG —%
DMB —%
VEEV —%
WD —%
CARR —%
HII —%
CE —%
HPQ —%
CBT —%
UL —%
CLX —%
AGI —%
WSO —%
RCL —%
MPC —%
View SEC EDGAR Filings for Ashton Thomas Private Wealth, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms