BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNH UNITEDHEALTH GROUP INC Healthcare 5,914.0 $2.4M 0.36% +522.0 +9.7% $412.12 -5.3%
62 BA BOEING CO Industrials 11,229.0 $2.4M 0.36% +1K +11.6% $216.27 -1.0%
63 BN BROOKFIELD CORP Financial Services 53,346.0 $2.3M 0.34% -10K -15.5% $42.65 -2.3%
64 BIL SPDR SERIES TRUST 24,474.0 $2.2M 0.33% -36K -59.8% $91.64 -0.0%
65 CNC CENTENE CORP DEL Healthcare 34,851.0 $2.2M 0.33% -7K -16.1% $64.16 +1.3%
66 FNV FRANCO NEV CORP Basic Materials 10,631.0 $2.2M 0.33% -2K -15.6% $208.43 +27.5%
67 A AGILENT TECHNOLOGIES INC Healthcare 16,655.0 $2.2M 0.33% -3K -16.5% $132.70 +19.8%
68 THRO BLACKROCK ETF TRUST 51,181.0 $2.2M 0.33% -27K -34.4% $43.11 +1.2%
69 CME CME GROUP INC Financial Services 9,832.0 $2.2M 0.32% -3K -26.1% $220.74 +24.6%
70 ABBV ABBVIE INC Healthcare 8,610.0 $2.1M 0.32% +3K +57.5% $248.92 +6.5%
71 PPA INVESCO EXCHANGE TRADED FD T 12,091.0 $2.1M 0.32% $176.65 -1.7%
72 BLACKROCK ETF TRUST 57,627.0 $2.1M 0.31% NEW $36.60
73 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,124.0 $2.1M 0.30% -2K -28.6% $499.23 +26.0%
74 GGOV BLACKROCK ETF TRUST II 40,567.0 $2.0M 0.30% NEW $50.29 -0.2%
75 BLACKROCK ETF TRUST 63,486.0 $2.0M 0.30% NEW $31.78
76 GEV GE VERNOVA INC Utilities 1,633.0 $2.0M 0.29% +209.0 +14.7% $1223.06 -21.8%
77 XLF SELECT SECTOR SPDR TR 36,899.0 $2.0M 0.29% +4K +11.0% $53.61 +7.2%
78 VTV VANGUARD INDEX FDS 9,048.0 $2.0M 0.29% -619.0 -6.4% $218.09 +3.8%
79 NAN NUVEEN NY DIVI ADV Financial Services 166,556.0 $2.0M 0.29% $11.73 -6.1%
80 DGRW WISDOMTREE TR 20,378.0 $1.9M 0.29% +1K +6.5% $95.62 +3.8%
Page 4 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%