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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 1 of 29  ·  568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BOXX EA SERIES TRUST 311,721.0 $36.3M 0.86% NEW $116.29 +0.4%
2 BSJS INVESCO EXCH TRD SLF IDX FD 529,399.0 $11.5M 0.27% NEW $21.68 +0.6%
3 SBR SABINE RTY TR Energy 106,639.0 $8.0M 0.19% NEW $75.34 +1.9%
4 NXPI NXP SEMICONDUCTORS N V Technology 28,759.0 $5.7M 0.13% NEW $196.86 +49.4%
5 PLD PROLOGIS INC. Real Estate 38,648.0 $5.1M 0.12% NEW $132.18 +7.9%
6 TOTALENERGIES SE 54,734.0 $5.1M 0.12% NEW $92.69
7 MAA MID-AMER APT CMNTYS INC Real Estate 35,471.0 $4.3M 0.10% NEW $122.12 +4.2%
8 WPC WP CAREY INC Real Estate 62,467.0 $4.2M 0.10% NEW $67.96 +8.4%
9 O REALTY INCOME CORP Real Estate 57,992.0 $3.5M 0.08% NEW $61.18 +1.3%
10 SCHP SCHWAB STRATEGIC TR 128,493.0 $3.4M 0.08% NEW $26.61 +0.2%
11 TOL TOLL BROTHERS INC Consumer Cyclical 23,815.0 $3.3M 0.08% NEW $136.47 -3.3%
12 BLACKROCK ETF TRUST 91,985.0 $3.0M 0.07% NEW $32.15
13 NNN NNN REIT INC Real Estate 65,627.0 $2.8M 0.07% NEW $42.03 +4.1%
14 REXR REXFORD INDL RLTY INC Real Estate 77,628.0 $2.5M 0.06% NEW $32.73 +7.7%
15 AMT AMERICAN TOWER CORP Real Estate 14,458.0 $2.5M 0.06% NEW $172.58 -1.1%
16 CRT CROSS TIMBERS RTY TR Energy 228,058.0 $2.4M 0.06% NEW $10.58 +1.7%
17 CCI CROWN CASTLE INC Real Estate 27,232.0 $2.2M 0.05% NEW $81.31 +6.6%
18 ISHARES TR 77,782.0 $2.1M 0.05% NEW $26.57
19 EGO ELDORADO GOLD CORP NEW Basic Materials 53,692.0 $1.8M 0.04% NEW $34.23 +0.4%
20 LYFT LYFT INC Technology 130,893.0 $1.7M 0.04% NEW $13.30 -1.9%
Page 1 of 29  ·  568 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%