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Ashton Thomas Private Wealth, LLC

SEC CIK
0002019663
Latest filing
Jul 29, 2026

HEI holding history

Heico Corp in every 13F filed by Ashton Thomas Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HEI overviewAll 13F holders of HEIFull Q2 2026 holdings

Shares (Q2 2026)
8,133
Value
$2.90M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of HEI by Ashton Thomas Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,133$2.90M0.1%−54−0.7%ReducedHolders
Q1 20268,187$2.24M0.1%−275−3.2%ReducedHolders
Q4 20258,462$2.74M0.1%+275+3.4%AddedHolders
Q3 20258,187$2.64M0.1%+201+2.5%AddedHolders
Q2 20257,986$2.62M0.1%−77−1.0%ReducedHolders
Q1 20258,063$2.15M0.1%−77−0.9%ReducedHolders
Q4 20248,140$1.94M0.1%−345−4.1%ReducedHolders
Q3 20248,485$2.22M0.1%−21−0.2%ReducedHolders
Q2 20248,506$1.90M0.1%−445−5.0%ReducedHolders
Q1 20248,951$1.71M0.1%−207−2.3%ReducedHolders
Q4 20239,158$1.64M0.1%00.0%UnchangedHolders
Q3 20239,158$1.48M0.1%−24−0.3%ReducedHolders
Q2 20239,182$1.62M0.1%−133−1.4%ReducedHolders
Q1 20239,315$1.59M0.1%−40−0.4%ReducedHolders
Q4 20229,355$1.44M0.1%−20−0.2%ReducedHolders
Q3 20229,375$1.35M0.2%−6−0.1%ReducedHolders
Q2 20229,381$1.23M0.1%−99−1.0%ReducedHolders
Q1 20229,480$1.46M0.1%+1,567+19.8%AddedHolders
Q4 20217,913$1.14M0.1%+7,913NewHolders