Fund HoldingsAshton Thomas Private Wealth, LLC

Total Portfolio Value
$1.88B
Total Bought
$1.90B
Total Sold
$1.83B
Net Transaction
+$69.14M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)0285,248+285,248066,4633.54%+66,463
MICROSOFT CORP(MSFT)0120,352+120,352051,7872.76%+51,787
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0210,955+210,955047,6252.54%+47,625
NVIDIA CORPORATION(NVDA)0277,856+277,856033,7431.80%+33,743
ISHARES TR0243,514+243,514028,4811.52%+28,481
VANGUARD INDEX FDS0105,312+105,312027,7841.48%+27,784
C H ROBINSON WORLDWIDE INC(CHRW)0251,596+251,596027,7691.48%+27,769
AMGEN INC(AMGN)083,208+83,208026,8101.43%+26,810
AMAZON COM INC(AMZN)0139,761+139,761026,0421.39%+26,042
ISHARES TR0403,471+403,471025,1441.34%+25,144
ISHARES TR039,918+39,918023,0261.23%+23,026
SPDR S&P 500 ETF TR(SPY)(Call)038,200+38,200021,897+21,897
ISHARES TR057,201+57,201021,4721.15%+21,472
SPDR SER TR
ST STR BLO 1 ETF
0233,338+233,338021,4231.14%+21,423
STRATEGY SHS
DAY HAGAN SMART
0506,453+506,453021,0631.12%+21,063
UNITEDHEALTH GROUP INC(UNH)035,970+35,970021,0311.12%+21,031
SPDR S&P 500 ETF TR(SPY)033,649+33,649019,3061.03%+19,306
BROADCOM INC(AVGO)0110,713+110,713019,0981.02%+19,098
META PLATFORMS INC(META)031,285+31,285017,9090.96%+17,909
SPDR SER TR
ST STR BL 12 ETF
0172,127+172,127017,1400.91%+17,140
INVESCO QQQ TR034,557+34,557016,8660.90%+16,866
SELECT SECTOR SPDR TR
ST STR CARE ETF
0109,338+109,338016,8400.90%+16,840
ALPHABET INC(GOOG)0100,510+100,510016,8040.90%+16,804
ALPHABET INC(GOOG)099,321+99,321016,4720.88%+16,472
JPMORGAN CHASE & CO.(JPM)076,560+76,560016,1430.86%+16,143
ISHARES TR0632,437+632,437014,8050.79%+14,805
PGIM ETF TR
PGIM ULTRA SH BD
0296,445+296,445014,7570.79%+14,757
ISHARES TR0622,818+622,818014,5120.77%+14,512
ELI LILLY & CO(LLY)016,358+16,358014,4920.77%+14,492
VANGUARD INDEX FDS0141,107+141,107013,7470.73%+13,747
ISHARES TR0534,821+534,821013,4240.72%+13,424
SELECT SECTOR SPDR TR
ST STR DISCR ETF
066,963+66,963013,4170.72%+13,417
ISHARES TR0503,364+503,364011,7890.63%+11,789
EXXON MOBIL CORP0100,568+100,568011,7890.63%+11,789
COSTCO WHSL CORP NEW(COST)013,136+13,136011,6460.62%+11,646
ISHARES TR0128,794+128,794011,3520.61%+11,352
ISHARES TR0115,919+115,919011,0990.59%+11,099
ISHARES TR057,931+57,931010,9950.59%+10,995
GLACIER BANCORP INC NEW(GBCI)0239,153+239,153010,9290.58%+10,929
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
0442,678+442,678010,8280.58%+10,828
VANGUARD TAX-MANAGED FDS0200,218+200,218010,5740.56%+10,574
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
0176,165+176,165010,2650.55%+10,265
SELECT SECTOR SPDR TR
ST STR SVC ETF
0111,705+111,705010,0980.54%+10,098
VISA INC(V)036,520+36,520010,0410.54%+10,041
BERKSHIRE HATHAWAY INC DEL021,015+21,01509,6720.52%+9,672
VANGUARD INDEX FDS040,607+40,60709,6320.51%+9,632
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
0157,146+157,14609,3080.50%+9,308
VANGUARD INDEX FDS054,214+54,21409,0900.48%+9,090
ISHARES TR088,058+88,05808,8690.47%+8,869
CISCO SYS INC(CSCO)0165,553+165,55308,8110.47%+8,811
PROCTER AND GAMBLE CO(PG)050,549+50,54908,7550.47%+8,755
SPDR GOLD TR(GLD)035,584+35,58408,6490.46%+8,649
ISHARES TR038,556+38,55608,5170.45%+8,517
SELECT SECTOR SPDR TR
ST STR FINL ETF
0186,542+186,54208,4540.45%+8,454
EATON CORP PLC(ETN)024,676+24,67608,1790.44%+8,179
BANK AMERICA CORP0205,047+205,04708,1360.43%+8,136
ACCENTURE PLC IRELAND
SHS CLASS A
022,820+22,82008,0660.43%+8,066
HOME DEPOT INC(HD)019,885+19,88508,0570.43%+8,057
ISHARES TR
CORE MSCI EAFE
0100,258+100,25807,8250.42%+7,825
CHEVRON CORP NEW(CVX)052,968+52,96807,8010.42%+7,801
RTX CORPORATION(RTX)063,949+63,94907,7480.41%+7,748
MERCK & CO INC(MRK)068,005+68,00507,7230.41%+7,723
ISHARES INC
MSCI EMRG CHN
0125,259+125,25907,6550.41%+7,655
JOHNSON & JOHNSON(JNJ)044,934+44,93407,2820.39%+7,282
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
0213,026+213,02607,1580.38%+7,158
PEPSICO INC(PEP)040,796+40,79606,9370.37%+6,937
TARGET CORP(TGT)043,893+43,89306,8410.36%+6,841
SELECT SECTOR SPDR TR
ST STR INDL ETF
050,486+50,48606,8380.36%+6,838
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0113,650+113,65006,8040.36%+6,804
S&P GLOBAL INC(SPGI)013,108+13,10806,7720.36%+6,772
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0133,184+133,18406,7580.36%+6,758
VANGUARD INDEX FDS033,326+33,32606,6910.36%+6,691
NEXTERA ENERGY INC(NEE)077,415+77,41506,5440.35%+6,544
INNOVATOR ETFS TRUST
US EQT BUFR APR
0148,585+148,58506,4440.34%+6,444
COMCAST CORP NEW(CCZ)0152,282+152,28206,3610.34%+6,361
ISHARES TR
IBONDS DEC 26
0246,492+246,49206,3240.34%+6,324
ISHARES TR0234,485+234,48506,2510.33%+6,251
SELECT SECTOR SPDR TR
ST STR ENERG ETF
068,898+68,89806,0490.32%+6,049
WELLS FARGO CO NEW(WFC)0105,535+105,53505,9620.32%+5,962
ABBVIE INC(ABBV)029,831+29,83105,8910.31%+5,891
FIRST TR EXCH TRADED FD III0322,611+322,61105,8390.31%+5,839
VANGUARD INDEX FDS033,289+33,28905,8110.31%+5,811
AMERICAN TOWER CORP NEW(AMT)024,325+24,32505,6570.30%+5,657
SELECT SECTOR SPDR TR
ST STR STAPL ETF
067,780+67,78005,6260.30%+5,626
WALMART INC(WMT)068,082+68,08205,4980.29%+5,498
ADOBE INC(ADBE)010,605+10,60505,4910.29%+5,491
VANGUARD INTL EQUITY INDEX F0114,226+114,22605,4660.29%+5,466
UNION PAC CORP(UNP)022,087+22,08705,4440.29%+5,444
STARBUCKS CORP(SBUX)055,771+55,77105,4370.29%+5,437
ISHARES TR064,686+64,68605,4100.29%+5,410
PROSHARES TR
PSHS ULT S&P 500
059,754+59,75405,3880.29%+5,388
COCA COLA CO(KO)074,720+74,72005,3690.29%+5,369
STRYKER CORPORATION(SYK)014,610+14,61005,2780.28%+5,278
THERMO FISHER SCIENTIFIC INC(TMO)08,458+8,45805,2320.28%+5,232
ZOETIS INC(ZTS)026,212+26,21205,1210.27%+5,121
NETFLIX INC(NFLX)07,140+7,14005,0640.27%+5,064
ISHARES INC
CORE MSCI EMKT
087,618+87,61805,0300.27%+5,030
ISHARES TR051,988+51,98804,8650.26%+4,865
MCDONALDS CORP(MCD)015,755+15,75504,7980.26%+4,798
ABBOTT LABS041,498+41,49804,7310.25%+4,731
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