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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 2 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF BLACKROCK ETF TRUST 109,677.0 $7.5M 1.10% -26K -19.3% $68.01 +1.6%
22 TSLA TESLA INC Consumer Cyclical 16,591.0 $6.9M 1.02% +2K +17.3% $416.81 -12.9%
23 JMEE J P MORGAN EXCHANGE TRADED F 78,882.0 $6.2M 0.91% +25K +46.4% $77.97 -0.2%
24 GOOG ALPHABET INC 16,709.0 $5.9M 0.87% +2K +16.9% $352.29
25 SCHC SCHWAB STRATEGIC TR 114,520.0 $5.5M 0.81% -3K -2.9% $48.10 +6.6%
26 JPM JPMORGAN CHASE & CO Financial Services 16,055.0 $5.2M 0.77% +2K +17.7% $324.80 +8.2%
27 USFR WISDOMTREE TR 101,960.0 $5.1M 0.76% +36K +54.5% $50.43 +0.1%
28 JMST J P MORGAN EXCHANGE TRADED F 90,481.0 $4.6M 0.68% +34K +59.6% $51.00 -0.2%
29 PZA INVESCO EXCH TRADED FD TR II 179,806.0 $4.2M 0.62% +8K +4.6% $23.52 -3.0%
30 TFI SPDR SERIES TRUST 91,788.0 $4.2M 0.62% +4K +4.6% $45.80 -2.0%
31 VUG VANGUARD INDEX FDS 47,307.0 $4.1M 0.60% +40K +531.6% $86.18 +1.5%
32 BAI BLACKROCK ETF TRUST 77,123.0 $4.1M 0.60% -21K -21.6% $52.72 -16.0%
33 FMHI FIRST TR EXCH TRADED FD III 83,662.0 $4.1M 0.60% -63K -42.8% $48.49 -2.3%
34 ICLO INVESCO ACTIVELY MANAGED EXC 158,725.0 $4.1M 0.60% -17K -9.8% $25.55 +0.4%
35 UNP UNION PAC CORP Industrials 14,792.0 $4.0M 0.59% -2K -11.3% $271.39 +13.5%
36 PANW PALO ALTO NETWORKS INC Technology 11,442.0 $3.9M 0.57% +539.0 +4.9% $339.74 +5.3%
37 VIS VANGUARD WORLD FD 10,441.0 $3.8M 0.56% +1K +13.5% $360.40 -4.1%
38 IROC INVESCO ACTIVELY MANAGED EXC 72,126.0 $3.7M 0.55% NEW $51.28 -1.7%
39 MBB ISHARES TR 39,112.0 $3.7M 0.55% +4K +10.2% $94.52 -1.5%
40 CGDV CAPITAL GROUP DIVIDEND VALUE 74,226.0 $3.7M 0.54% -2K -2.0% $49.28 +1.9%
Page 2 of 19  ·  378 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%