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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 6 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BX BLACKSTONE INC Financial Services 6,536.0 $768K 0.11% +993.0 +17.9% $117.51 +22.0%
102 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 172,379.0 $758K 0.11% +122K +241.3% $4.40 +0.9%
103 WFC WELLS FARGO & CO Financial Services 9,215.0 $749K 0.11% +781.0 +9.3% $81.23 +3.2%
104 BIV VANGUARD BD INDEX FDS 9,666.0 $742K 0.11% +679.0 +7.6% $76.72 -1.7%
105 MCD MCDONALDS CORP Consumer Cyclical 2,729.0 $731K 0.11% +248.0 +10.0% $267.83 +1.2%
106 USA LIBERTY ALL STAR EQUITY FD Financial Services 125,801.0 $731K 0.11% +3K +2.6% $5.81 +3.1%
107 AXP AMERICAN EXPRESS CO Financial Services 2,070.0 $698K 0.10% +93.0 +4.7% $337.11 -0.3%
108 VGT VANGUARD WORLD FD 5,688.0 $680K 0.10% +5K +768.4% $119.52 -0.9%
109 EXPD EXPEDITORS INTL WASH INC Industrials 4,139.0 $673K 0.10% +371.0 +9.8% $162.61 +15.5%
110 EXC EXELON CORP Utilities 14,475.0 $672K 0.10% +3K +24.3% $46.41 -5.7%
111 DUK DUKE ENERGY CORP NEW Utilities 5,295.0 $670K 0.10% +546.0 +11.5% $126.60 -5.3%
112 NRK NUVEEN NY AMT FREE Financial Services 61,711.0 $662K 0.10% +12K +25.2% $10.72 -5.6%
113 TRV TRAVELERS COMPANIES INC Financial Services 1,964.0 $647K 0.10% +1K +114.2% $329.45 +10.4%
114 PG PROCTER & GAMBLE CO Consumer Defensive 4,395.0 $640K 0.10% +432.0 +10.9% $145.61 -0.6%
115 AMGN AMGEN INC Healthcare 1,683.0 $599K 0.09% +504.0 +42.8% $356.10 +23.4%
116 BND VANGUARD BD INDEX FDS 8,122.0 $596K 0.09% +291.0 +3.7% $73.41 -1.6%
117 WDC WESTERN DIGITAL CORP Technology 1,088.0 $591K 0.09% +271.0 +33.2% $543.03 -15.4%
118 PLTR PALANTIR TECHNOLOGIES INC Technology 5,086.0 $590K 0.09% +268.0 +5.6% $116.03 +55.1%
119 XEL XCEL ENERGY INC Utilities 7,343.0 $590K 0.09% +1K +21.5% $80.32 -5.0%
120 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,938.0 $567K 0.08% +308.0 +18.9% $292.73 +4.2%
Page 6 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%