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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 5 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MA MASTERCARD INCORPORATED Financial Services 9,533.0 $4.8M 0.11% -3K -24.5% $499.66 +0.1%
82 IBM INTERNATIONAL BUSINESS MACHS Technology 18,784.0 $4.6M 0.11% -2K -9.1% $242.39 -8.6%
83 XLG INVESCO EXCHANGE TRADED FD T 81,641.0 $4.5M 0.10% -33K -28.7% $54.55 +16.2%
84 CRM SALESFORCE INC Technology 23,331.0 $4.4M 0.10% -5K -16.4% $186.67 -4.3%
85 IJS ISHARES TR 33,777.0 $4.0M 0.10% -405.0 -1.2% $118.45 +6.8%
86 RSP INVESCO EXCHANGE TRADED FD T 20,820.0 $4.0M 0.10% -238.0 -1.1% $191.92 +5.3%
87 MO ALTRIA GROUP INC Consumer Defensive 60,078.0 $4.0M 0.09% -895.0 -1.5% $65.99 +11.1%
88 MLPA GLOBAL X FDS 73,114.0 $3.9M 0.09% -3K -3.8% $53.87 +3.5%
89 DE DEERE & CO Industrials 6,737.0 $3.8M 0.09% -5K -40.3% $563.30 +0.2%
90 SHEL SHELL PLC Energy 40,734.0 $3.8M 0.09% -24K -37.5% $93.00 -4.9%
91 JBND J P MORGAN EXCHANGE TRADED F 68,322.0 $3.7M 0.09% -1K -1.7% $53.77 -1.5%
92 FORTINET INC 42,820.0 $3.5M 0.08% -2K -4.3% $81.72
93 UPS UNITED PARCEL SVCS INC Industrials 35,468.0 $3.5M 0.08% -101K -74.0% $98.38 -3.6%
94 USMV ISHARES TR 36,809.0 $3.4M 0.08% -4K -9.4% $92.74 +3.0%
95 DVY ISHARES TR 22,205.0 $3.4M 0.08% -5K -16.9% $151.41 +0.6%
96 LMT LOCKHEED MARTIN CORP Industrials 5,303.0 $3.2M 0.08% -1K -16.4% $604.43 -13.7%
97 AXP AMERICAN EXPRESS CO Financial Services 10,458.0 $3.2M 0.07% -2K -14.4% $302.47 +3.5%
98 GLDM WORLD GOLD TR Financial Services 33,588.0 $3.1M 0.07% -10K -22.6% $92.69 -2.9%
99 IWP ISHARES TR 23,882.0 $3.1M 0.07% -1K -5.6% $128.12 +6.0%
100 L LOEWS CORP Financial Services 27,978.0 $3.0M 0.07% -8K -23.1% $106.74 +0.9%
Page 5 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%