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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002019663

Ashton Thomas Private Wealth, LLC

SCOTTSDALE, AZ · File #028-24069

Latest AUM
$4.10B
Positions
1,000
Top-10 Concentration
44.3%
Filings
20

Sector Allocation

Technology
12.8%$525.6M
Financials
5.7%$233.8M
Industrials
4.1%$170.2M
Healthcare
3.8%$157.2M
Energy
1.8%$74.5M
Materials
0.7%$30.2M
Utilities
0.4%$17.6M
Real Estate
0.1%$2.8M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78468R6631,997,439$182.5M9.01%
2Apple IncAAPL525,172$142.8M7.05%
3CHIME FINL INC16935C1095,128,770$129.1M6.37%
4SELECT SECTOR SPDR TR81369Y803721,891$103.9M5.13%
5ISHARES TR464287200129,349$88.6M4.37%
6NVIDIA CORPORATIONNVDA349,481$65.2M3.22%
7STRATEGY SHSSTRD1,145,269$55.8M2.76%
8AMAZON COM INCAMZN192,042$44.3M2.19%
9Broadcom IncAVGO124,292$43.0M2.12%
10SPDR S&P 500 ETF TRSPY60,769$41.6M2.05%
11MICROSOFT CORPMSFT85,383$41.3M2.04%
12MICROSOFT CORPMSFT84,871$41.0M2.03%
13C H ROBINSON WORLDWIDE INCCHRW252,598$40.8M2.01%
14SPDR GOLD TRGLD102,204$40.5M2.00%
15ALPHABET INCGOOG128,290$40.2M1.98%
16ALPHABET INCGOOG125,091$39.3M1.94%
17STRATEGY SHSSTRD1,494,557$38.8M1.91%
18SPDR SERIES TRUST78468R523389,925$38.7M1.91%
19VANGUARD INDEX FDS922908629130,935$38.0M1.88%
20SCHWAB STRATEGIC TR8085242011,407,637$37.9M1.87%