ATPW
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Ashton Thomas Private Wealth’s AppFolio APPF Stock Holding History

Ashton Thomas Private Wealth’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$462K Buy
2,930
+783
+36% +$148K 0.01% 744
2025
Q4 		$500K Buy
2,147
+326
+18% +$77.5K 0.01% 662
2025
Q3 		$502K Buy
1,821
+811
+80% +$219K 0.01% 646
2025
Q2 		$233K Buy
+1,010
New +$220K 0.01% 764
2025
Q1 		– Sell
-953
Closed -$235K – 798
2024
Q4 		$235K Buy
+953
New +$223K 0.01% 706
2024
Q3 		– Sell
-871
Closed -$213K – 688
2024
Q2 		$213K Buy
871
+25
+3% +$5.83K 0.01% 557
2024
Q1 		$209K Buy
+846
New +$182K 0.01% 570
2023
Q3 		– Sell
-1,330
Closed -$229K – 564
2023
Q2 		$229K Buy
+1,330
New +$194K 0.02% 533

Other funds holding APPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return