You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Ashton Thomas Private Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 801 equity positions with a total 13F market value of $3B. The fund increased holdings in Select Sector SPDR TR, Apple Inc., Microsoft Corp. among other positions. Ashton Thomas Private Wealth, LLC reduced exposure to Ishares TR, SPDR Series Trust, Ishares TR among others.
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 |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Portfolio Analyst | San Francisco, CA , United States | |
 | Senior Investment Portfolio Analyst | Boston, MA , United States | |
 | Senior Investment Portfolio Analyst | Boston, MA , United States | |
 | Senior Trader | Tempe, AZ , United States | |
 | Investment Analyst | Tempe, AZ , United States | |
 | Investment Analyst | Mesa, AZ , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more