SEC 13F Intelligence

Managers / Q2 2025 · view latest →

ASHTON THOMAS SECURITIES, LLC

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

Reported Value
$413M
Q2 2025
Positions
284
Filings on Record
8
2019–present window
Filed
Jul 21, 2025
original filing

Summary

Ashton Thomas Securities, Llc reported $413M in U.S.-listed holdings across 284 positions for Q2 2025.

Its largest position, VOO, represents 4.7% of the portfolio.

Compared with Q1 2025, the fund opened 29 new positions and exited 8.

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: 54.6%ETP: 41.5%Closed-End Fund: 2.8%ADR: 0.7%Other: 0.3%Other: 0.2%
  • Common Stock · 54.6% · $225M
  • ETP · 41.5% · $171M
  • Closed-End Fund · 2.8% · $12M
  • ADR · 0.7% · $3M
  • Other · 0.3% · $1M
  • Other · 0.2% · $750,863

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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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 ↗.