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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 12 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EDGF ADVISORS INNER CIRCLE FD II 67,490.0 $1.7M 0.04% +19K +38.0% $24.73 +0.1%
222 WMB WILLIAMS COS INC Energy 22,844.0 $1.7M 0.04% +2K +7.1% $72.78 +6.8%
223 IJT ISHARES TR 11,446.0 $1.7M 0.04% +2K +21.1% $144.71 +9.7%
224 TIP ISHARES TR 14,838.0 $1.6M 0.04% +10K +198.0% $110.36 +0.1%
225 MGOV FIRST TR EXCHANGE-TRADED FD 79,852.0 $1.6M 0.04% +19K +32.1% $20.28 -1.2%
226 NSC NORFOLK SOUTHN CORP Industrials 5,609.0 $1.6M 0.04% +369.0 +7.0% $287.00 +10.1%
227 NOW SERVICENOW INC Technology 15,371.0 $1.6M 0.04% +6K +61.2% $104.55 -9.1%
228 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,251.0 $1.6M 0.04% +677.0 +14.8% $304.08 +4.0%
229 GRMN GARMIN LTD Technology 6,718.0 $1.6M 0.04% +351.0 +5.5% $232.01 -2.7%
230 JBL JABIL INC Technology 5,843.0 $1.6M 0.04% +1K +23.4% $265.61 +27.9%
231 ITA ISHARES TR 7,084.0 $1.5M 0.04% +1K +21.0% $218.74 +0.7%
232 OMC OMNICOM GROUP INC Communication Services 20,547.0 $1.5M 0.04% +2K +9.9% $75.31 -6.0%
233 COF CAPITAL ONE FINL CORP Financial Services 8,445.0 $1.5M 0.04% +917.0 +12.2% $182.43 +2.6%
234 MSI MOTOROLA SOLUTIONS INC Technology 3,520.0 $1.5M 0.04% +368.0 +11.7% $433.97 -9.4%
235 SHYG ISHARES TR 35,935.0 $1.5M 0.04% +2K +5.1% $42.31 -0.1%
236 PFE PFIZER INC Healthcare 52,824.0 $1.5M 0.04% +3K +5.3% $28.08 -9.8%
237 XLRE SELECT SECTOR SPDR TR 35,876.0 $1.5M 0.04% +15K +71.0% $40.83 +7.2%
238 GRID FIRST TR EXCHANGE-TRADED FD 8,931.0 $1.5M 0.04% +2K +21.0% $163.59 +15.7%
239 AMLP ALPS ETF TR 27,677.0 $1.5M 0.03% +207.0 +0.8% $52.64 +3.5%
240 STLD STEEL DYNAMICS INC Basic Materials 8,070.0 $1.5M 0.03% +941.0 +13.2% $180.00 +27.4%
Page 12 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%