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Portfolio (Quarterly) Guide ↗

Ashton Thomas Private Wealth, LLC

· CIK 0002019663
13F Portfolio $4.2B AUM 1,524 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 568 New 530 Added 301 Reduced 63 Exited
Page 10 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TLT ISHARES TR 24,475.0 $2.1M 0.05% +17K +210.1% $86.69 -3.6%
182 SOXX ISHARES TR 6,454.0 $2.1M 0.05% +2K +56.2% $328.64 +50.9%
183 LOW LOWES COS INC Consumer Cyclical 8,939.0 $2.1M 0.05% +163.0 +1.9% $236.28 -7.6%
184 ISHARES TR 74,693.0 $2.1M 0.05% +3K +4.1% $28.16
185 KLAC KLA CORP Technology 1,423.0 $2.1M 0.05% +369.0 +35.0% $1472.52 +22.5%
186 T AT&T INC Communication Services 72,089.0 $2.1M 0.05% +8K +13.0% $28.99 -17.1%
187 FIRST TR EXCH TRADED FD III 29,675.0 $2.1M 0.05% +2K +6.5% $70.36
188 DNOV FIRST TR EXCHNG TRADED FD VI 43,134.0 $2.1M 0.05% +2K +4.2% $47.91 +5.8%
189 PAYX PAYCHEX INC Industrials 22,371.0 $2.1M 0.05% +10K +79.2% $92.12 -0.6%
190 SHLD GLOBAL X FDS 29,048.0 $2.1M 0.05% +10K +55.1% $70.84 -10.1%
191 KGC KINROSS GOLD CORP Basic Materials 67,380.0 $2.1M 0.05% +14K +25.7% $30.52 -7.0%
192 RSG REPUBLIC SVCS INC Industrials 9,353.0 $2.0M 0.05% +120.0 +1.3% $219.02 -4.9%
193 PHM PULTE GROUP INC Consumer Cyclical 17,168.0 $2.0M 0.05% +15K +780.4% $117.61 -6.4%
194 ONB OLD NATL BANCORP IND Financial Services 91,023.0 $2.0M 0.05% +3K +3.1% $22.10 +5.4%
195 CPB THE CAMPBELLS COMPANY Consumer Defensive 89,871.0 $2.0M 0.05% +33K +57.0% $22.27 -10.1%
196 SCHA SCHWAB STRATEGIC TR 68,573.0 $2.0M 0.05% +388.0 +0.6% $29.08 +11.2%
197 URI UNITED RENTALS INC Industrials 2,731.0 $2.0M 0.05% +298.0 +12.2% $728.58 +31.9%
198 ANGL VANECK ETF TRUST 68,802.0 $2.0M 0.05% +1K +1.9% $28.72 +0.4%
199 SNOW SNOWFLAKE INC Technology 12,962.0 $2.0M 0.05% +605.0 +4.9% $150.82 +4.4%
200 DIS DISNEY WALT CO Communication Services 20,214.0 $1.9M 0.05% +3K +18.2% $96.38 +6.6%
Page 10 of 27  ·  530 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 26.5%
Financial Services 21.3%
Industrials 10.9%
Healthcare 10.3%
Communication Services 6.8%
Energy 6.6%
Consumer Cyclical 6.4%
Consumer Defensive 5.0%
Basic Materials 2.1%
Utilities 2.1%