Cynthia Schlanger
Ashton Thomas Private Wealth, Llc
Assets Managed
$4.225B
Holdings
1502
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
3%(2Q avg: 4.69%)
Sustained Growth
8 quarters
Portfolio positions
This chart displays the top 10 holdings in Ashton Thomas Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1502 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 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.225B in assets, with a quarterly growth rate of 3% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by Cynthia Schlanger, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BIL Spdr Bloomberg 1-3 Month T-b
| 4.16% | $175.756M 1.918M shares@ $91.64 avg price | Decreased -3.98% |
AAPL Apple Inc
| 3.5% | $147.503M 581,204 shares@ $253.79 avg price | Increased 10.67% |
XLK Technology Select Sect Spdr
| 2.3% | $96.88M 728,979 shares@ $132.9 avg price | Increased 0.99% |
NVDA Nvidia Corp
| 1.57% | $66.212M 379,664 shares@ $174.4 avg price | Increased 8.64% |
IVV Ishares Core S&p 500 Etf
| 1.54% | $64.673M 99,008 shares@ $653.22 avg price | Decreased -23.45% |
MSFT Microsoft Corp
| 1.5% | $63.043M 170,309 shares@ $370.17 avg price | Increased 0.04% |
CHYM Chime Financial Inc-cl A
| 1.27% | $53.435M 2.853M shares@ $18.74 avg price | Decreased -44.37% |
SSUS Day Hagan Ned Davis Research
| 1.23% | $51.87M 1.111M shares@ $46.69 avg price | Decreased -2.97% |
SPY Spdr S&p 500 Etf Trust
| 1% | $42.222M 78,979 shares@ $534.61 avg price | Increased 29.97% |
AMZN Amazon.com Inc
| 1% | $42.206M 202,649 shares@ $208.27 avg price | Increased 5.53% |
1-10 of 1502