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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 7 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEF ISHARES TR 41,989.0 $4.0M 0.10% +18K +73.1% $95.44 -2.0%
122 SPDW SPDR INDEX SHS FDS 86,897.0 $4.0M 0.09% +11K +14.5% $45.65 +8.0%
123 B BARRICK MNG CORP Basic Materials 97,136.0 $4.0M 0.09% +79K +426.4% $40.75 -0.5%
124 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 64,512.0 $4.0M 0.09% +8K +14.2% $61.35 -18.4%
125 CME CME GROUP INC Financial Services 13,196.0 $3.9M 0.09% +492.0 +3.9% $295.36 +2.9%
126 BX BLACKSTONE INC Financial Services 33,741.0 $3.9M 0.09% +2K +5.7% $114.99 +1.8%
127 GSK GSK PLC Healthcare 70,117.0 $3.9M 0.09% +9K +15.4% $55.19 -8.8%
128 MFC MANULIFE FINL CORP Financial Services 111,564.0 $3.8M 0.09% +8K +8.2% $34.44 +10.4%
129 TEL TE CONNECTIVITY PLC Technology 18,367.0 $3.8M 0.09% +2K +12.9% $209.02 -4.2%
130 MDLZ MONDELEZ INTL INC Consumer Defensive 66,155.0 $3.8M 0.09% +5K +7.3% $57.64 +6.1%
131 DUK DUKE ENERGY CORP NEW Utilities 29,087.0 $3.8M 0.09% +4K +14.5% $130.94 -6.9%
132 WM WASTE MGMT INC DEL Industrials 15,943.0 $3.7M 0.09% +710.0 +4.7% $229.79 -3.6%
133 MS MORGAN STANLEY Financial Services 21,993.0 $3.6M 0.09% +1K +7.2% $164.57 +16.8%
134 ASML ASML HLDG NV Technology 2,732.0 $3.6M 0.09% +103.0 +3.9% $1320.85 +11.4%
135 ORCL ORACLE CORP Technology 24,024.0 $3.5M 0.08% +654.0 +2.8% $147.11 +26.1%
136 DIA STATE STR SPDR DOW JONES IND Financial Services 7,548.0 $3.5M 0.08% +506.0 +7.2% $463.18 +6.9%
137 DOX AMDOCS LTD Technology 53,236.0 $3.5M 0.08% +16K +42.8% $65.26 -5.7%
138 IDV ISHARES TR 78,594.0 $3.3M 0.08% +14K +22.1% $42.56 +5.7%
139 HEFA ISHARES TR 78,634.0 $3.3M 0.08% +4K +5.4% $42.50 +4.8%
140 ACWX ISHARES TR 48,692.0 $3.3M 0.08% +45K +1174.3% $68.47 +8.0%
Page 7 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%