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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 3 of 29  ·  568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EQIX EQUINIX INC Real Estate 798.0 $782K 0.02% NEW $980.29 +8.6%
42 DLR DIGITAL RLTY TR INC Real Estate 4,277.0 $771K 0.02% NEW $180.20 +4.8%
43 CLX CLOROX CO DEL Consumer Defensive 7,151.0 $741K 0.02% NEW $103.63 -11.7%
44 WYNN WYNN RESORTS LTD Consumer Cyclical 7,089.0 $720K 0.02% NEW $101.55 -6.1%
45 SPG SIMON PPTY GROUP INC NEW Real Estate 3,590.0 $670K 0.02% NEW $186.52 +7.3%
46 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 9,164.0 $665K 0.02% NEW $72.55 +2.0%
47 PINNACLE FINL PARTNERS INC 7,642.0 $658K 0.02% NEW $86.14
48 MXL MAXLINEAR INC Technology 37,561.0 $653K 0.01% NEW $17.39 +427.6%
49 EPD ENTERPRISE PRODS PARTNERS L Energy 16,483.0 $624K 0.01% NEW $37.84 +3.1%
50 CLS CELESTICA INC Technology 2,183.0 $614K 0.01% NEW $281.38 +25.3%
51 CUBE CUBESMART Real Estate 16,529.0 $606K 0.01% NEW $36.65 +5.4%
52 AVB AVALONBAY CMNTYS INC Real Estate 3,520.0 $575K 0.01% NEW $163.34 +11.6%
53 AIG AMERICAN INTL GROUP INC Financial Services 7,487.0 $563K 0.01% NEW $75.25 +1.6%
54 FLCA FRANKLIN TEMPLETON ETF TR 10,404.0 $509K 0.01% NEW $48.94 +5.2%
55 INNOVATOR ETFS TRUST 22,755.0 $483K 0.01% NEW $21.21
56 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,196.0 $474K 0.01% NEW $215.86 -34.3%
57 NBR NABORS INDUSTRIES LTD Energy 5,438.0 $468K 0.01% NEW $86.06 +23.9%
58 AZN ASTRAZENECA PLC Healthcare 2,334.0 $457K 0.01% NEW $195.61 -6.4%
59 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,106.0 $440K 0.01% NEW $209.08 +23.6%
60 LBRT LIBERTY ENERGY INC Energy 15,257.0 $439K 0.01% NEW $28.80 +14.4%
Page 3 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%