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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 2 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDX VANECK ETF TRUST 244,754.0 $22.5M 0.53% +147K +150.8% $91.77 -4.8%
22 IVW ISHARES TR 198,523.0 $22.5M 0.53% +3K +1.3% $113.11 +20.9%
23 IEFA ISHARES TR 246,647.0 $22.3M 0.53% +1K +0.6% $90.53 +5.2%
24 BIV VANGUARD BD INDEX FDS 273,821.0 $21.1M 0.50% +62K +29.0% $77.18 -1.5%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 20,494.0 $20.4M 0.48% +890.0 +4.5% $996.43 +4.5%
26 VUG VANGUARD INDEX FDS 44,999.0 $19.7M 0.47% +8K +21.9% $436.79 -80.0%
27 EMXC ISHARES INC 239,253.0 $18.8M 0.45% +37K +18.3% $78.66 +19.0%
28 DYNF BLACKROCK ETF TRUST 314,927.0 $18.3M 0.43% +19K +6.5% $58.18 +13.9%
29 PULS PGIM ETF TR 366,292.0 $18.1M 0.43% +25K +7.3% $49.50 +0.3%
30 LRCX LAM RESEARCH CORP Technology 82,687.0 $17.7M 0.42% +2K +2.8% $213.66 +40.0%
31 FBND FIDELITY MERRIMACK STR TR 387,094.0 $17.7M 0.42% +53K +15.9% $45.62 -0.9%
32 LQD ISHARES TR 159,380.0 $17.4M 0.41% +13K +8.9% $108.99 -1.0%
33 BSJR INVESCO EXCH TRD SLF IDX FD 766,470.0 $17.1M 0.41% +326K +74.0% $22.37 +0.3%
34 FPE FIRST TR EXCH TRADED FD III 924,872.0 $16.4M 0.39% +175K +23.3% $17.75 +1.5%
35 RTX RTX CORPORATION Industrials 81,923.0 $15.8M 0.37% +2K +2.8% $192.90 -8.9%
36 ABBV ABBVIE INC Healthcare 68,818.0 $15.0M 0.35% +26K +62.5% $217.49 -3.3%
37 MRK MERCK & CO INC Healthcare 124,075.0 $14.9M 0.35% +6K +5.0% $120.29 -5.7%
38 HYG ISHARES TR 174,457.0 $13.9M 0.33% +16K +10.2% $79.56 -0.1%
39 SSFI STRATEGY SHS 626,981.0 $13.4M 0.32% +29K +4.9% $21.33 -0.7%
40 VB VANGUARD INDEX FDS 49,679.0 $13.0M 0.31% +1K +2.7% $261.92 +7.6%
Page 2 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%