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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 3 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BA BOEING CO Industrials 11,229.0 $2.4M 0.36% +1K +11.6% $216.27 -1.0%
42 ABBV ABBVIE INC Healthcare 8,610.0 $2.1M 0.32% +3K +57.5% $248.92 +6.5%
43 GEV GE VERNOVA INC Utilities 1,633.0 $2.0M 0.29% +209.0 +14.7% $1223.06 -21.8%
44 XLF SELECT SECTOR SPDR TR 36,899.0 $2.0M 0.29% +4K +11.0% $53.61 +7.2%
45 DGRW WISDOMTREE TR 20,378.0 $1.9M 0.29% +1K +6.5% $95.62 +3.8%
46 BAC BANK OF AMER CORP Financial Services 33,010.0 $1.9M 0.28% +6K +21.8% $56.49 +9.2%
47 QQEW FIRST TR EXCHANGE-TRADED FD 11,642.0 $1.9M 0.27% +1K +12.2% $159.60 +3.0%
48 PM PHILIP MORRIS INTL INC Consumer Defensive 10,132.0 $1.8M 0.27% +2K +22.1% $179.96 +4.6%
49 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 18,852.0 $1.8M 0.27% +2K +9.8% $96.08 -50.3%
50 APH AMPHENOL CORP Technology 9,952.0 $1.8M 0.27% +3K +44.1% $179.99 -12.8%
51 ISRG INTUITIVE SURGICAL INC Healthcare 4,391.0 $1.8M 0.26% +1K +37.4% $399.81 -5.3%
52 SYK STRYKER CORPORATION Healthcare 5,575.0 $1.8M 0.26% +4K +397.8% $314.61 +4.7%
53 CGBL CAPITAL GROUP CORE BALANCED 46,200.0 $1.8M 0.26% +8K +21.0% $37.96 +0.7%
54 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,685.0 $1.7M 0.26% +331.0 +9.9% $470.67 -11.0%
55 MO ALTRIA GROUP INC Consumer Defensive 22,990.0 $1.7M 0.24% +6K +37.7% $71.81 -8.0%
56 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 236,800.0 $1.6M 0.24% +10K +4.4% $6.83 -1.0%
57 BNDX VANGUARD CHARLOTTE FDS 32,830.0 $1.6M 0.23% +2K +6.7% $48.45 -1.7%
58 CGGR CAPITAL GROUP GROWTH ETF 33,266.0 $1.6M 0.23% +3K +11.2% $47.20 -0.4%
59 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,091.0 $1.5M 0.23% +43.0 +1.4% $495.12 +10.7%
60 BSV VANGUARD BD INDEX FDS 19,307.0 $1.5M 0.22% +1K +5.6% $77.95 -0.5%
Page 3 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%