Ashton Thomas Private Wealth, LLC
Ashton Thomas Private Wealth, LLC is an SEC-registered investment adviser headquartered in Scottsdale, Arizona. Founded in 2010, the firm offers comprehensive wealth management, asset management, tax advisory, estate and trust, family office, and institutional asset management services. Ashton Thomas serves high net worth individuals, families, foundations, and institutions with personalized, disciplined financial solutions and currently employs approximately 114 professionals. It is recognized nationally for its rapid growth and client-centric philosophy.
Investment Strategy
Ashton Thomas Private Wealth focuses on crafting portfolios tailored to the unique goals and objectives of its affluent individual and institutional clients. The firm employs a disciplined approach grounded in well-constructed investment policy statements, asset allocation, and regular portfolio rebalancing. Solutions span customized fixed income strategies, quantitative market research, risk management, and sustainable discipline, with comprehensive offerings including wealth planning, asset management, tax services, and estate planning. The firm's philosophy centers on attentive, purposeful service and a proactive partnership with clients to navigate complex financial landscapes over multi-generational time horizons.
Top Holdings
Equity Positions (801)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 4.21% | $119.6M | 1,304,013 | $91.52 | $91.73 | +$6.0M |
A AAPL | APPLE INC | 3.39% | $96.2M | 468,764 | $170.02 | $205.17 | +$27.9M |
X XLK | SELECT SECTOR SPDR TR | 2.87% | $81.4M | 321,574 | $225.35 | $253.23 | +$59.5M |
M MSFT | MICROSOFT CORP | 2.32% | $65.7M | 132,144 | $286.23 | $497.41 | +$16.2M |
N NVDA | NVIDIA CORPORATION | 1.60% | $45.5M | 287,999 | $40.33 | $157.99 | +$13.0M |