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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 18 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HMY HARMONY GOLD MNG LTD Basic Materials 48,235.0 $741K 0.02% +32K +203.7% $15.37 +2.2%
342 AFL AFLAC INC Financial Services 6,752.0 $741K 0.02% +335.0 +5.2% $109.71 +8.2%
343 SHOP SHOPIFY INC Technology 6,232.0 $739K 0.02% +296.0 +5.0% $118.62 -15.5%
344 AJG GALLAGHER ARTHUR J & CO Financial Services 3,379.0 $732K 0.02% +60.0 +1.8% $216.58 -4.4%
345 CTVA CORTEVA INC Basic Materials 8,738.0 $731K 0.02% +1K +13.0% $83.71 -1.8%
346 ISHARES TR 15,792.0 $730K 0.02% +111.0 +0.7% $46.23
347 NUE NUCOR CORP Basic Materials 4,258.0 $720K 0.02% +2K +92.7% $169.10 +34.3%
348 LH LABCORP HOLDINGS INC Healthcare 2,682.0 $716K 0.02% +263.0 +10.9% $266.81 -6.2%
349 FDEM FIDELITY COVINGTON TRUST 22,561.0 $712K 0.02% +2K +8.1% $31.58 +12.0%
350 POWL POWELL INDS INC Industrials 1,299.0 $703K 0.02% +218.0 +20.2% $541.08 -45.9%
351 VGLT VANGUARD SCOTTSDALE FDS 12,613.0 $698K 0.02% +1K +12.6% $55.35 -3.3%
352 DEM WISDOMTREE TR 13,981.0 $695K 0.02% +5K +56.1% $49.69 +7.3%
353 F FORD MTR CO Consumer Cyclical 60,175.0 $694K 0.02% +43K +245.9% $11.54 +16.1%
354 FOCT FIRST TR EXCHNG TRADED FD VI 14,559.0 $694K 0.02% +409.0 +2.9% $47.68 +8.0%
355 SPYG SPDR SERIES TRUST 7,085.0 $694K 0.02% +5K +176.3% $97.91 +20.1%
356 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,438.0 $679K 0.02% +501.0 +17.1% $197.50 +22.8%
357 FTGC FIRST TR EXCHANGE TRAD FD VI 23,619.0 $678K 0.02% +2K +7.4% $28.71 +4.6%
358 TTMI TTM TECHNOLOGIES INC Technology 6,926.0 $675K 0.02% +261.0 +3.9% $97.42 +71.8%
359 AIQ GLOBAL X FDS 14,282.0 $667K 0.02% +94.0 +0.7% $46.67 +30.1%
360 JEPQ J P MORGAN EXCHANGE TRADED F 12,004.0 $666K 0.02% +3K +37.0% $55.52 +7.5%
Page 18 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%