SEC 13F Intelligence

Managers / Q4 2024 · view latest →

ASHTON THOMAS SECURITIES, LLC

CIK 0000771572 · 100 MERIDIAN CENTRE BLVD, SUITE 250, ROCHESTER, NY, 14618 · 716-424-1234

Reported Value
$364M
Q4 2024
Positions
259
Filings on Record
8
2019–present window
Filed
Feb 11, 2025
original filing

Summary

Ashton Thomas Securities, Llc reported $364M in U.S.-listed holdings across 259 positions for Q4 2024.

Its largest position, Vanguard Index Fds, represents 6.6% of the portfolio.

Compared with Q3 2024, the fund opened 8 new positions and exited 989.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $415MQ2 ’24Q3 ’24: $515MQ3 ’24Q4 ’24: $364MQ4 ’24Q1 ’25: $361MQ1 ’25Q2 ’25: $413MQ2 ’25Q3 ’25: $716MQ3 ’25Q4 ’25: $527MQ4 ’25Q1 ’26: $797MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 55.7%ETP: 40.2%Closed-End Fund: 3.0%Other: 0.6%ADR: 0.5%Other: 0.1%
  • Common Stock · 55.7% · $203M
  • ETP · 40.2% · $146M
  • Closed-End Fund · 3.0% · $11M
  • Other · 0.6% · $2M
  • ADR · 0.5% · $2M
  • Other · 0.1% · $230,972

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$797M444May 18, 202613F-HRchanges · EDGAR ↗
Q4 2025$527M297Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$716M403Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$413M284Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$361M263May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$364M259Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$515M1,240Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$415M288Aug 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.