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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 13 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SJM SMUCKER J M CO Consumer Defensive 14,798.0 $1.4M 0.03% +2K +18.9% $96.44 +4.3%
242 NKE NIKE INC Consumer Cyclical 26,850.0 $1.4M 0.03% +439.0 +1.7% $52.82 -20.7%
243 TDIV FIRST TR EXCHANGE TRADED FD 15,012.0 $1.4M 0.03% +81.0 +0.5% $93.66 +19.0%
244 JCI JOHNSON CONTROLS INTERNATION Industrials 10,707.0 $1.4M 0.03% +2K +29.2% $130.95 +9.3%
245 AON AON PLC Financial Services 4,339.0 $1.4M 0.03% +3K +231.0% $322.76 +1.2%
246 GD GENERAL DYNAMICS CORP Industrials 4,061.0 $1.4M 0.03% +566.0 +16.2% $343.23 -2.5%
247 CBRE CBRE GROUP INC Real Estate 10,259.0 $1.4M 0.03% +2K +17.8% $135.46 -3.7%
248 AGX ARGAN INC Industrials 2,551.0 $1.4M 0.03% +559.0 +28.1% $544.65 +22.1%
249 SPYV SPDR SERIES TRUST 24,474.0 $1.4M 0.03% +15K +165.5% $56.58 +6.5%
250 JBHT HUNT J B TRANS SVCS INC Industrials 6,501.0 $1.4M 0.03% +164.0 +2.6% $211.91 +23.7%
251 SPLV INVESCO EXCH TRADED FD TR II 18,827.0 $1.4M 0.03% +200.0 +1.1% $73.14 +0.2%
252 SOMNIGROUP INTERNATIONAL INC 18,303.0 $1.4M 0.03% +1K +7.4% $73.92
253 LNG CHENIERE ENERGY INC Energy 4,659.0 $1.3M 0.03% +390.0 +9.1% $283.76 -14.8%
254 XMHQ INVESCO EXCHANGE TRADED FD T 12,572.0 $1.3M 0.03% +7K +108.4% $103.37 +4.0%
255 ESLT ELBIT SYS LTD Industrials 1,552.0 $1.3M 0.03% +195.0 +14.4% $835.68 -10.3%
256 SDCI USCF ETF TR 47,054.0 $1.3M 0.03% +3K +6.0% $27.24 +6.4%
257 BDX BECTON DICKINSON & CO Healthcare 7,973.0 $1.3M 0.03% +210.0 +2.7% $157.23 -9.5%
258 PGR PROGRESSIVE CORP Financial Services 6,233.0 $1.2M 0.03% +1K +23.6% $198.23 +0.8%
259 WSM WILLIAMS SONOMA INC Consumer Cyclical 6,769.0 $1.2M 0.03% +122.0 +1.8% $182.34 -7.5%
260 ABNB AIRBNB INC Consumer Cyclical 9,693.0 $1.2M 0.03% +8K +440.3% $126.28 +6.3%
Page 13 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%