Ashton Thomas Private Wealth, LLC

Position in MS — Morgan Stanley

CIK 2019663 SCOTTSDALE, AZ

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,545,783

+$926,395 QoQ

Shares Held

21,746

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#780

of 2,723 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ashton Thomas Private Wealth, LLC holds $16,573,542 across 9 Capital Markets names. MS ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,609	$4,661,404
2	MS	Morgan Stanley This page	21,746	$4,545,783
3	SCHW	Schwab Charles Corp	42,207	$3,894,439
4	IBKR	Interactive Brokers Group, Inc.	13,174	$1,146,664
5	HOOD	Robinhood Markets, Inc.	10,346	$1,037,496
6	VIRT	Virtu Financial, Inc.	7,541	$449,217
7	FIGR	Figure Technology Solutions, Inc.	12,341	$378,992
8	PJT	PJT Partners Inc.	1,581	$238,636

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,545,783	21,746	-1.1%	Shares	Sole	2026-07-29
2026-03-31	$3,619,388	21,993	+7.2%	Shares	Sole	2026-05-11
2025-12-31	$3,641,317	20,511	+12.9%	Shares	Sole	2026-01-29
2025-09-30	$2,889,098	18,175	+9.0%	Shares	Sole	2025-11-04
2025-06-30	$2,348,136	16,670	-24.8%	Shares	Sole	2025-08-01
2025-03-31	$2,585,173	22,158	-28.2%	Shares	Sole	2025-05-16
2024-12-31	$3,880,850	30,869	+26.3%	Shares	Sole	2025-02-07
2024-09-30	$2,547,834	24,442	-3.5%	Shares	Sole	2024-11-05
2024-06-30	$2,462,891	25,341	-3.7%	Shares	Sole	2024-08-07
2024-03-31	$2,479,044	26,328	+2.6%	Shares	Sole	2024-04-22
2023-12-31	$2,392,701	25,659	+0.5%	Shares	Sole	2024-04-22
2023-09-30	$2,084,871	25,528	+9.2%	Shares	Sole	2024-04-22
2023-06-30	$1,996,993	23,384	+11.6%	Shares	Sole	2024-04-23
2023-03-31	$1,839,585	20,952	+1.2%	Shares	Sole	2024-04-23
2022-12-31	$1,760,424	20,706	-0.4%	Shares	Sole	2024-04-22
2022-09-30	$1,643,249	20,798	+3.9%	Shares	Sole	2024-04-22
2022-06-30	$1,522,036	20,011	+38.7%	Shares	Sole	2024-04-22
2022-03-31	$1,261,182	14,430	+22.4%	Shares	Sole	2024-04-22
2021-12-31	$1,157,208	11,789	+48.2%	Shares	Sole	2024-04-22
2021-09-30	$773,906	7,953	+1.5%	Shares	Sole	2024-04-22
2021-06-30	$718,116	7,832	-32.7%	Shares	Sole	2024-04-22
2021-03-31	$903,108	11,629	-6.8%	Shares	Sole	2024-04-22
2020-12-31	$854,637	12,471	+2.4%	Shares	Sole	2024-04-22
2020-09-30	$588,951	12,181	-25.7%	Shares	Sole	2024-04-22
2020-06-30	$792,071	16,399	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.