Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 22 | Q2 2024 | 3.9% |
MICROSOFT CORP COM | 22 | Q2 2024 | 3.0% |
C H ROBINSON WORLDWIDE INC COM NEW | 22 | Q2 2024 | 5.4% |
ISHARES CORE S&P 500 ETF | 22 | Q2 2024 | 2.3% |
AMAZON COM INC COM | 22 | Q2 2024 | 1.9% |
ISHARES CORE S&P SMALL CAP ETF | 22 | Q2 2024 | 1.7% |
AMGEN INC COM | 22 | Q2 2024 | 1.8% |
VANGUARD MID-CAP ETF | 22 | Q2 2024 | 1.5% |
META PLATFORMS INC CL A | 22 | Q2 2024 | 1.5% |
VANGUARD REAL ESTATE ETF | 22 | Q2 2024 | 1.5% |
View Ashton Thomas Private Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR | 2024-08-07 |
13F-HR | 2024-04-23 |
13F-HR | 2024-04-23 |
13F-HR | 2024-04-22 |
13F-HR | 2024-04-22 |
13F-HR | 2024-04-22 |
13F-HR | 2024-04-22 |
13F-HR | 2024-04-22 |
13F-HR | 2024-04-22 |
View Ashton Thomas Private Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.