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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 14 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 INTC INTEL CORP Technology 27,579.0 $1.2M 0.03% +11K +66.4% $44.13 +146.5%
262 ARCC ARES CAPITAL CORP Financial Services 67,506.0 $1.2M 0.03% +5K +7.6% $18.02 +3.9%
263 BALL BALL CORP Consumer Cyclical 20,377.0 $1.2M 0.03% +146.0 +0.7% $59.11 -5.6%
264 CRH PLC 11,441.0 $1.2M 0.03% +1K +12.9% $105.12
265 VPL VANGUARD INTL EQUITY INDEX F 12,306.0 $1.2M 0.03% +367.0 +3.1% $97.73 +13.3%
266 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 13,229.0 $1.2M 0.03% +450.0 +3.5% $90.42 -7.4%
267 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,995.0 $1.2M 0.03% +41.0 +2.1% $592.98 -4.1%
268 SPHY SPDR SERIES TRUST 50,717.0 $1.2M 0.03% +6K +13.7% $23.32 -0.1%
269 FLEX FLEXTRONICS INTL LTD Technology 17,957.0 $1.2M 0.03% +4K +30.1% $65.46 +110.6%
270 VTWO VANGUARD SCOTTSDALE FDS 11,688.0 $1.2M 0.03% +256.0 +2.2% $100.17 +11.3%
271 DAL DELTA AIR LINES INC Industrials 17,483.0 $1.2M 0.03% +4K +27.2% $66.48 +5.6%
272 DD DUPONT DE NEMOURS INC Basic Materials 25,247.0 $1.2M 0.03% +2K +8.9% $45.80 +7.7%
273 SYSB ISHARES TR 12,868.0 $1.1M 0.03% +4K +51.1% $89.00 -1.4%
274 EXEL EXELIXIS INC Healthcare 26,638.0 $1.1M 0.03% +6K +29.3% $42.89 +16.9%
275 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,556.0 $1.1M 0.03% +53.0 +2.1% $446.54 -2.1%
276 DHR DANAHER CORP DEL Healthcare 5,977.0 $1.1M 0.03% +624.0 +11.7% $189.60 -14.6%
277 TILE INTERFACE INC Consumer Cyclical 45,069.0 $1.1M 0.03% +33K +285.8% $24.92 +12.6%
278 TMUS T-MOBILE US INC Communication Services 5,301.0 $1.1M 0.03% +3K +90.0% $210.04 -11.8%
279 VGIT VANGUARD SCOTTSDALE FDS 18,661.0 $1.1M 0.03% +1K +8.0% $59.55 -1.6%
280 EBMT EAGLE BANCORP MONT INC Financial Services 53,907.0 $1.1M 0.03% +3K +6.6% $20.58 +5.7%
Page 14 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%