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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 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SSXU STRATEGY SHS 517,363.0 $17.8M 0.42% -25K -4.6% $34.37 +4.1%
22 CSCO CISCO SYS INC Technology 228,674.0 $17.7M 0.42% -3K -1.5% $77.59 +52.6%
23 VTI VANGUARD INDEX FDS 55,099.0 $17.7M 0.42% -12K -18.2% $320.81 +13.0%
24 CVX CHEVRON CORPORATION Energy 83,646.0 $17.3M 0.41% -6K -7.1% $206.90 -8.5%
25 V VISA INC Financial Services 56,770.0 $17.2M 0.41% -861.0 -1.5% $302.24 +7.7%
26 IWR ISHARES TR 158,126.0 $15.4M 0.36% -1K -0.8% $97.23 +6.6%
27 WFC WELLS FARGO & CO Financial Services 183,114.0 $14.6M 0.34% -16K -8.0% $79.61 -7.5%
28 JNJ JOHNSON & JOHNSON Healthcare 56,584.0 $13.8M 0.33% -414.0 -0.7% $244.44 -7.6%
29 VNQ VANGUARD INDEX FDS 151,010.0 $13.4M 0.32% -2K -1.3% $88.70 +6.4%
30 ITOT ISHARES TR 86,958.0 $12.4M 0.29% -2K -1.8% $142.43 +13.1%
31 XLE SELECT SECTOR SPDR TR 198,687.0 $12.2M 0.29% -61K -23.4% $61.26 -4.0%
32 WMT WALMART INC Consumer Defensive 94,515.0 $11.7M 0.28% -1K -1.5% $124.28 +5.8%
33 NEE NEXTERA ENERGY INC Utilities 114,078.0 $10.6M 0.25% -4K -3.4% $92.88 -3.7%
34 HD HOME DEPOT INC Consumer Cyclical 31,489.0 $10.4M 0.24% -2K -7.0% $328.89 -9.2%
35 PLTR PALANTIR TECHNOLOGIES INC Technology 68,662.0 $10.0M 0.24% -23K -25.4% $146.28 -9.3%
36 VOO VANGUARD INDEX FDS 16,630.0 $9.9M 0.23% -2K -9.5% $597.56 +13.6%
37 EFG ISHARES TR 88,493.0 $9.9M 0.23% -3K -3.3% $111.37 +6.8%
38 XLC SELECT SECTOR SPDR TR 88,851.0 $9.8M 0.23% -124K -58.3% $110.86 +5.2%
39 CAT CATERPILLAR INC Industrials 13,720.0 $9.7M 0.23% -7K -33.5% $708.48 +24.9%
40 VRP INVESCO EXCH TRADED FD TR II 383,416.0 $9.2M 0.22% -33K -8.0% $23.98 +1.0%
Page 2 of 16  ·  301 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%