| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2024 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 1 | Q2 2024 | 7.6% |
| ISHARES TR | 1 | Q2 2024 | 4.0% |
| VANGUARD INDEX FDS | 1 | Q2 2024 | 3.4% |
| VANGUARD TAX-MANAGED FDS | 1 | Q2 2024 | 2.7% |
| MICROSOFT CORP | 1 | Q2 2024 | 2.6% |
| NVIDIA CORPORATION | 1 | Q2 2024 | 2.1% |
| ISHARES TR | 1 | Q2 2024 | 2.0% |
| VANGUARD SCOTTSDALE FDS | 1 | Q2 2024 | 1.7% |
| ISHARES TR | 1 | Q2 2024 | 1.6% |
| BLACKROCK ETF TRUST | 1 | Q2 2024 | 1.6% |
View ASHTON THOMAS SECURITIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-13 |
| FOCUSN | 2024-03-22 |
| FOCUSN | 2020-02-25 |
| X-17A-5 | 2020-02-25 |
| FOCUSN | 2019-03-01 |
| X-17A-5 | 2019-03-01 |
| FOCUSN | 2018-02-28 |
| X-17A-5 | 2018-02-28 |
| FOCUSN | 2017-02-24 |
View ASHTON THOMAS SECURITIES, 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.