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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 4 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CMCSA COMCAST CORP NEW Communication Services 263,838.0 $7.6M 0.18% +111K +72.5% $28.71 -12.2%
62 MUB ISHARES TR 69,788.0 $7.4M 0.17% +1K +2.0% $106.15 -0.1%
63 GS GOLDMAN SACHS GROUP INC Financial Services 8,715.0 $7.4M 0.17% +2K +31.1% $845.98 +12.1%
64 XLB SELECT SECTOR SPDR TR 145,941.0 $7.3M 0.17% +81K +123.2% $49.97 +0.8%
65 FSLR FIRST SOLAR INC Energy 36,694.0 $7.2M 0.17% +15K +67.4% $197.26 +16.3%
66 KO COCA COLA CO Consumer Defensive 93,824.0 $7.1M 0.17% +6K +6.8% $76.05 +6.3%
67 MCD MCDONALDS CORP Consumer Cyclical 22,943.0 $7.1M 0.17% +3K +13.8% $310.78 -9.6%
68 MU MICRON TECHNOLOGY INC Technology 20,602.0 $7.0M 0.17% +257.0 +1.3% $337.83 +104.1%
69 VTIP VANGUARD MALVERN FDS 138,082.0 $6.9M 0.16% +127K +1151.9% $49.95 +0.9%
70 BSV VANGUARD BD INDEX FDS 86,834.0 $6.8M 0.16% +34K +65.7% $78.41 -0.8%
71 ADBE ADOBE INC Technology 27,848.0 $6.8M 0.16% +5K +21.7% $243.08 +4.0%
72 MBB ISHARES TR 70,720.0 $6.7M 0.16% +3K +4.7% $94.95 -1.5%
73 ABT ABBOTT LABORATORIES Healthcare 63,918.0 $6.6M 0.15% +7K +11.6% $102.67 -15.5%
74 VANGUARD MUN BD FDS 65,652.0 $6.6M 0.15% +898.0 +1.4% $99.94
75 ANGLOGOLD ASHANTI PLC 66,843.0 $6.5M 0.15% +25K +60.7% $97.36
76 VRT VERTIV HOLDINGS CO Industrials 25,776.0 $6.5M 0.15% +678.0 +2.7% $250.58 +34.2%
77 VGT VANGUARD WORLD FD 9,084.0 $6.3M 0.15% +3K +54.6% $697.71 -84.0%
78 CGMU CAPITAL GRP FIXED INCM ETF T 231,583.0 $6.3M 0.15% +17K +8.1% $27.15 +0.2%
79 CGDV CAPITAL GROUP DIVIDEND VALUE 144,819.0 $6.2M 0.15% +28K +23.9% $42.54 +11.8%
80 IWB ISHARES TR 17,068.0 $6.1M 0.14% +738.0 +4.5% $356.56 +12.6%
Page 4 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%