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P. Jolen Garcia

@Ashton Thomas Private Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$1.899BTotal holdings613
Assets growth rate3.76%Assets growth rate (2-Q avg)4.31%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ashton Thomas Private Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 613 positions.

Assets under management

The assets under management (AUM) of Ashton Thomas Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.899B in assets, with a quarterly growth rate of 3.76% and a 2-quarter average growth rate of 4.31%. The portfolio is managed by P. Jolen Garcia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$7.494M
7,038 shares@ $1064.85 avg price
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$5.879M
7,467 shares@ $787.35 avg price
TELTe Connectivity Ltd Shs
Recent Activity
Exited
0%
$1.948M
12,948 shares@ $150.43 avg price
VCVisteon Corp Com New
Recent Activity
Exited
0%
$1.608M
15,069 shares@ $106.7 avg price
CCJCameco Corp Com
Recent Activity
Exited
0%
$615,590
12,512 shares@ $49.2 avg price
MCHPMicrochip Technology Inc. Com
Recent Activity
Exited
0%
$554,396
6,059 shares@ $91.5 avg price
MKLMarkel Group Inc Com
Recent Activity
Exited
0%
$460,093
292 shares@ $1575.67 avg price
PSIInvesco Semiconductors Etf
Recent Activity
Exited
0%
$322,404
5,133 shares@ $62.82 avg price
TMToyota Motor Corp Ads
Recent Activity
Exited
0%
$290,852
1,419 shares@ $204.97 avg price
HMCHonda Motor Ltd Adr Ech Cnv In 3
Recent Activity
Exited
0%
$280,391
8,697 shares@ $32.24 avg price