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Portfolio (Quarterly) Guide ↗

ASHTON THOMAS SECURITIES, LLC

· CIK 0000771572
13F Portfolio $677M AUM 378 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 176 Added 83 Reduced 127 Exited
Page 1 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 88,623.0 $60.8M 8.98% +3K +3.5% $686.39 +2.5%
2 OMFL INVESCO EXCH TRD SLF IDX FD 406,570.0 $27.9M 4.11% +17K +4.2% $68.51 +3.2%
3 NVDA NVIDIA CORPORATION Technology 135,105.0 $27.0M 3.98% +17K +14.8% $199.62 +7.7%
4 AAPL APPLE INC Technology 65,791.0 $19.0M 2.81% +7K +11.4% $289.05 +6.7%
5 MSFT MICROSOFT CORP Technology 44,121.0 $16.5M 2.44% +5K +11.4% $373.87 +29.0%
6 IMFL INVESCO EXCH TRD SLF IDX FD 476,142.0 $16.3M 2.41% +90K +23.3% $34.32 +2.9%
7 AMZN AMAZON COM INC Consumer Cyclical 64,429.0 $15.3M 2.26% +15K +30.8% $237.90 +8.7%
8 GOOGL ALPHABET INC Communication Services 42,008.0 $15.0M 2.22% +5K +12.3% $357.26 -3.5%
9 SPYG SPDR SERIES TRUST 104,448.0 $12.4M 1.83% +100K +2391.6% $118.89 +1.1%
10 VTEB VANGUARD MUN BD FDS 223,378.0 $11.3M 1.67% +29K +15.0% $50.58 -2.1%
11 META META PLATFORMS INC Communication Services 18,594.0 $10.5M 1.54% +594.0 +3.3% $562.52 -2.2%
12 GTO INVESCO ACTIVELY MANAGED EXC 217,763.0 $10.2M 1.51% +85K +64.4% $46.82 -1.3%
13 XLK SELECT SECTOR SPDR TR 49,312.0 $9.4M 1.39% +2K +5.0% $190.30 -3.8%
14 GOVI INVESCO EXCH TRADED FD TR II 325,976.0 $8.8M 1.31% +273K +512.3% $27.12 -2.7%
15 AVGO BROADCOM INC Technology 20,630.0 $7.8M 1.15% +2K +8.6% $378.28 -3.2%
16 TSLA TESLA INC Consumer Cyclical 16,591.0 $6.9M 1.02% +2K +17.3% $416.81 -12.7%
17 JMEE J P MORGAN EXCHANGE TRADED F 78,882.0 $6.2M 0.91% +25K +46.4% $77.97 -0.2%
18 GOOG ALPHABET INC 16,709.0 $5.9M 0.87% +2K +16.9% $352.29
19 JPM JPMORGAN CHASE & CO Financial Services 16,055.0 $5.2M 0.77% +2K +17.7% $324.80 +8.5%
20 USFR WISDOMTREE TR 101,960.0 $5.1M 0.76% +36K +54.5% $50.43 +0.1%
Page 1 of 9  ·  176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 15.9%
Consumer Cyclical 10.4%
Communication Services 10.3%
Healthcare 9.5%
Industrials 7.0%
Consumer Defensive 5.5%
Utilities 2.5%
Energy 2.5%
Basic Materials 1.3%