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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 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DNOV FIRST TR EXCHNG TRADED FD VI 16,323.0 $838K 0.12% -38K -70.1% $51.35 +1.7%
42 DTD WISDOMTREE TR 8,987.0 $838K 0.12% -323.0 -3.5% $93.25 +4.4%
43 VB VANGUARD INDEX FDS 2,752.0 $835K 0.12% -187.0 -6.4% $303.33 +0.5%
44 AEP AMERICAN ELEC PWR CO INC Utilities 6,066.0 $830K 0.12% -653.0 -9.7% $136.90 -11.7%
45 GDV GABELLI DIVID & INCOME TR Financial Services 27,700.0 $814K 0.12% -500.0 -1.8% $29.40 +3.4%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 16,213.0 $676K 0.10% -20K -54.6% $41.70 +18.6%
47 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 900.0 $672K 0.10% -300.0 -25.0% $746.77 +2.5%
48 WM WASTE MGMT INC DEL Industrials 3,005.0 $668K 0.10% -22.0 -0.7% $222.43 +0.7%
49 VEU VANGUARD INTL EQUITY INDEX F 7,269.0 $609K 0.09% -270.0 -3.6% $83.75 +2.3%
50 CINF CINCINNATI FINL CORP Financial Services 2,817.0 $521K 0.08% -79.0 -2.7% $184.94 -9.0%
51 FIX COMFORT SYS USA INC Industrials 242.0 $480K 0.07% -39.0 -13.9% $1981.95 -16.5%
52 TT TRANE TECHNOLOGIES PLC Industrials 963.0 $473K 0.07% -33.0 -3.3% $491.16 -7.7%
53 BINC BLACKROCK ETF TRUST II 8,901.0 $466K 0.07% -44K -83.2% $52.34 -0.6%
54 T AT&T INC Communication Services 21,111.0 $429K 0.06% -36K -63.4% $20.31 +24.5%
55 JCI JOHNSON CONTROLS INTERNATION Industrials 2,828.0 $412K 0.06% -43.0 -1.5% $145.54 -1.7%
56 JEPI J P MORGAN EXCHANGE TRADED F 7,265.0 $410K 0.06% -375.0 -4.9% $56.48 +2.5%
57 FIRST TR EXCHNG TRADED FD VI 12,280.0 $403K 0.06% -29K -70.0% $32.83
58 SCHW SCHWAB CHARLES CORP Financial Services 4,063.0 $373K 0.06% -33.0 -0.8% $91.82 +22.3%
59 MDT MEDTRONIC PLC Healthcare 4,490.0 $350K 0.05% -984.0 -18.0% $77.93 +19.8%
60 XLP SELECT SECTOR SPDR TR 4,154.0 $345K 0.05% -10K -70.0% $83.08 +3.5%
Page 3 of 5  ·  83 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%