Ashton Thomas Private Wealth, LLC
Position in FDS — Factset Research Systems Inc
CIK 2019663
SCOTTSDALE, AZ
Position in FDS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$425,417
-$598,558 QoQ
Shares Held
1,849
-60.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#411
of 762 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Ashton Thomas Private Wealth, LLC holds $15,137,687 across 8 Financial Data & Stock Exchanges names. FDS ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
21,735 | $8,374,487 | |
| 2 | CME |
Cme Group Inc.
|
14,948 | $3,300,966 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
6,923 | $852,290 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
2,882 | $699,374 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
8,842 | $696,926 | |
| 6 | MCO |
Moodys Corp /De/
|
1,289 | $583,813 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
1,849 | $425,417 | |
| 8 | MSCI |
MSCI Inc.
|
365 | $204,414 |
All Filings in FDS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,417 | 1,849 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,023,975 | 4,719 | Shares | Sole | 2026-05-11 | |
| 2024-06-30 | $81,654 | 200 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $736,202 | 1,840 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $473,021 | 1,230 | Shares | Sole | 2024-04-22 | |
| 2020-03-31 | $333,409 | 1,279 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||