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Ashton Thomas Securities, LLC

SEC CIK
0000771572
Latest filing
Jul 27, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 21, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
283
+21 vs. Q1 2025
Portfolio value
$413.3M
+$53.4M (+14.8%) vs. Q1 2025
Filed
Jul 21, 2025
SEC
Holdings of Ashton Thomas Securities, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF34,360$19.5M4.7%−1,659−4.6%Reduced–
NVDANVIDIA CorpStock105,728$16.7M4.0%−1,118−1.0%ReducedHistory
MSFTMicrosoft CorpStock31,937$15.9M3.8%−958−2.9%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF229,651$13.1M3.2%−1,831−0.8%Reduced–
METAMeta Platforms, Inc.Stock12,277$9.06M2.2%+1,355+12.4%AddedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM151,936$8.78M2.1%−38,246−20.1%Reduced–
AMZNAmazon Com IncStock37,767$8.29M2.0%+1,640+4.5%AddedHistory
ORCLOracle CorpStock35,292$7.72M1.9%+3,744+11.9%AddedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50147,063$7.66M1.9%+147,063New–
AAPLApple Inc.Stock36,993$7.59M1.8%−2,089−5.3%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF90,746$7.53M1.8%+357+0.4%Added–
BRK.BBerkshire Hathaway IncStock14,458$7.02M1.7%+594+4.3%AddedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT125,325$6.83M1.7%+1,602+1.3%Added–
MCKMcKesson CorpStock8,300$6.08M1.5%−900−9.8%ReducedHistory
NFLXNetflix IncStock4,534$6.07M1.5%+164+3.8%AddedHistory
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-30189,743$5.21M1.3%−95,253−33.4%Reduced–
Invesco Actively Managed Exc46090A804TOTAL RETURN102,590$4.81M1.2%+36,633+55.5%Added–
FISVFiserv IncStock27,825$4.80M1.2%−188−0.7%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J437INTL DEV DYNAMIC159,591$4.42M1.1%+33,652+26.7%Added–
MKLMarkel Group Inc.COM2,103$4.20M1.0%+24+1.2%AddedHistory
BNBROOKFIELD CorpCL A LTD VT SH67,304$4.16M1.0%−13,068−16.3%ReducedHistory
DISWalt Disney CoStock32,758$4.06M1.0%+7,129+27.8%AddedHistory
GOOGLAlphabet Inc.Stock22,671$4.00M1.0%+484+2.2%AddedHistory
TSLATesla, Inc.Stock12,219$3.88M0.9%+78+0.6%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF8,240$3.61M0.9%+109+1.3%Added–
iShares Tr464288588MBS ETF37,680$3.54M0.9%+1,010+2.8%Added–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF133,968$3.45M0.8%+133,968New–
OXYOccidental Petroleum CorpStock81,607$3.43M0.8%+11,229+16.0%AddedHistory
CMECME Group Inc.COM12,317$3.39M0.8%+180+1.5%AddedHistory
APDAir Products & Chemicals, Inc.Stock11,578$3.27M0.8%+128+1.1%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD66,488$3.26M0.8%+12,047+22.1%Added–
CNCCentene CorpStock57,430$3.12M0.8%+575+1.0%AddedHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF84,468$3.01M0.7%+84,468New–
AVGOBroadcom Inc.Stock10,897$3.00M0.7%+874+8.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF9,806$2.98M0.7%−40.0%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF11,547$2.92M0.7%+2,379+25.9%Added–
Capital Group Dividend Value14020W106SHS CREAT UNIT73,076$2.89M0.7%+1,442+2.0%Added–
iShares Flexible Income Active ETF092528603ETF50,716$2.68M0.6%+1,311+2.7%Added–
PANWPalo Alto Networks IncStock12,657$2.59M0.6%+297+2.4%AddedHistory
GOOGAlphabet Inc.Stock13,708$2.43M0.6%−644−4.5%ReducedHistory
CMCSAComcast CorpStock67,828$2.42M0.6%−742−1.1%ReducedHistory
Vanguard Industrials ETF92204A603ETF8,489$2.38M0.6%+10.0%Added–
BGCBGC Group, Inc.CL A231,882$2.37M0.6%00.0%UnchangedHistory
Innovator U.S. Equity Ultra Buffer ETF - October45782C821ETF63,385$2.33M0.6%−73−0.1%Reduced–
Innovator ETFs Trust45782C532US EQTY ULTRA B63,543$2.32M0.6%−131−0.2%Reduced–
LMTLockheed Martin CorpStock4,935$2.29M0.6%+52+1.1%AddedHistory
First Tr Exchng Traded FD VI33740U422FT VEST US EQUTY77,491$2.27M0.5%00.0%Unchanged–
Invesco Actively Managed Exc46090A721AAA CLO FLTNG RT88,800$2.27M0.5%+88,800New–
Vanguard Real Estate ETF922908553ETF25,436$2.27M0.5%+101+0.4%Added–
Vanguard Morningstar Value ETF922908744ETF12,808$2.26M0.5%+21+0.2%Added–
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF48,416$2.26M0.5%+28,201+139.5%Added–
BKNGBooking Holdings Inc.Stock374$2.17M0.5%−37−9.0%ReducedHistory
BABoeing CoStock10,056$2.11M0.5%+379+3.9%AddedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT56,857$2.10M0.5%+5,147+10.0%Added–
HSYHershey CoCOM12,631$2.10M0.5%+12,631NewHistory
UHAL.BU-Haul Holding CoCOM SER N36,858$2.00M0.5%+1,758+5.0%AddedHistory
UNPUnion Pacific CorpStock8,328$1.91M0.5%−4,550−35.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM17,341$1.87M0.5%+715+4.3%AddedHistory
COSTCostco Wholesale CorpStock1,885$1.87M0.5%−15−0.8%ReducedHistory
Schwab International Small-Cap Equity ETF808524888ETF43,282$1.84M0.4%+43,282New–
PMPhilip Morris International Inc.Stock9,974$1.82M0.4%−208−2.0%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW3,258$1.77M0.4%−8−0.2%ReducedHistory
FNVFranco Nevada CorpStock10,660$1.75M0.4%+10,660NewHistory
SNNSmith & Nephew PLCSPDN ADR NEW55,911$1.71M0.4%+509+0.9%AddedHistory
J P Morgan Exchange Traded F46641Q118SMALL & MID CAP28,823$1.71M0.4%−6,420−18.2%Reduced–
TAT&T Inc.Stock58,499$1.69M0.4%−831−1.4%ReducedHistory
Vanguard Energy ETF92204A306ETF14,197$1.69M0.4%+76+0.5%Added–
Invesco Exch TRD SLF Idx FD46138J585BULETSHS 202773,197$1.66M0.4%+130.0%Added–
VRTXVertex Pharmaceuticals IncStock3,691$1.64M0.4%+12+0.3%AddedHistory
IAUiShares Gold TrustETF25,323$1.58M0.4%−10,164−28.6%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF11,612$1.57M0.4%−668−5.4%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF14,127$1.53M0.4%+4,205+42.4%Added–
Vanguard Total International Bond ETF92203J407ETF30,819$1.53M0.4%+719+2.4%Added–
CRMSalesforce, Inc.Stock5,521$1.51M0.4%+367+7.1%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF28,667$1.50M0.4%−5,288−15.6%Reduced–
Vanguard Short-Term Bond ETF921937827ETF18,599$1.46M0.4%+566+3.1%Added–
SPYSPDR S&P 500 ETF TrustETF2,250$1.39M0.3%+1,454+182.7%AddedHistory
HDHome Depot, Inc.Stock3,746$1.37M0.3%−224−5.6%ReducedHistory
VTNInvesco Trust for Investment Grade New York MunicipalsCOM130,700$1.36M0.3%+19,000+17.0%AddedHistory
DCIDonaldson Co IncStock19,588$1.36M0.3%−10,152−34.1%ReducedHistory
NOWServiceNow, Inc.Stock1,313$1.35M0.3%−34−2.5%ReducedHistory
IBMInternational Business Machines CorpStock4,561$1.34M0.3%+390+9.4%AddedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI57,852$1.30M0.3%−136,715−70.3%Reduced–
JPMJPMorgan Chase & CoStock4,451$1.29M0.3%−293−6.2%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J452INVSCO 28 HYCORP57,764$1.27M0.3%+219+0.4%Added–
ANETArista Networks, Inc.Stock12,414$1.27M0.3%−14−0.1%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF6,188$1.27M0.3%00.0%Unchanged–
HWMHowmet Aerospace Inc.Stock6,758$1.26M0.3%−1,075−13.7%ReducedHistory
VZVerizon Communications IncStock28,856$1.25M0.3%+3,577+14.2%AddedHistory
ADSKAutodesk, Inc.COM3,986$1.23M0.3%+119+3.1%AddedHistory
BlackRock ETF Trust09290C780ISHA I IN TE ETF41,400$1.19M0.3%+41,400New–
PGRProgressive CorpStock4,387$1.17M0.3%−52−1.2%ReducedHistory
USALiberty All Star Equity FundSH BEN INT169,575$1.15M0.3%+1,285+0.8%AddedHistory
First Tr Exchng Traded FD VI33740U554FT VEST US EQUTY37,350$1.15M0.3%−52−0.1%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF13,991$1.13M0.3%−751−5.1%Reduced–
BSXBoston Scientific CorpStock10,499$1.13M0.3%−165−1.5%ReducedHistory
GSGoldman Sachs Group IncStock1,584$1.12M0.3%−69−4.2%ReducedHistory
MOAltria Group, Inc.Stock18,374$1.08M0.3%−575−3.0%ReducedHistory
BACBank of America CorpStock22,644$1.07M0.3%+324+1.5%AddedHistory
ORLYO Reilly Automotive IncStock11,820$1.07M0.3%−135−1.1%ReducedConverted for a 15-for-1 splitHistory

Sold out since Q1 2025 (8)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Ashton Thomas Securities, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
BKRBaker Hughes CoCL A13,519$594.2K0.2%History
BMYBristol Myers Squibb CoStock7,001$427.0K0.1%History
BABAAlibaba Group Holding LtdADR3,155$417.2K0.1%History
MHNBlackRock Muniholdings New York Quality Fund, Inc.COM23,500$238.5K0.1%History
TRGPTarga Resources Corp.COM1,071$214.7K0.1%History
OKEONEOK IncCOM2,100$207.9K0.1%History
CATCaterpillar IncStock614$202.2K0.1%History
LOWLowes Companies IncStock864$200.1K0.1%History