Skip to main content

Ashton Thomas Private Wealth, LLC

Position in WSO — Watsco Inc

CIK 2019663 SCOTTSDALE, AZ

Position in WSO

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$230,868
+$12,231 QoQ
Shares Held
554
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#572
of 780 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

Ashton Thomas Private Wealth, LLC holds $8,194,001 across 6 Industrial Distribution names. WSO ranks #6 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 WSO
Watsco Inc
This page
554 $230,868

All Filings in WSO

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $230,868 554
2026-03-31 $218,637 601
2025-09-30 $216,704 536
2025-06-30 $214,185 485
2025-03-31 $279,565 550
2024-12-31 $257,796 544
2024-06-30 $61,147 132