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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 8 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DBX DROPBOX INC Technology 70,356.0 $1.6M 0.04% -11K -13.2% $22.72 +18.0%
142 LNTH LANTHEUS HLDGS INC Healthcare 21,073.0 $1.6M 0.04% -627.0 -2.9% $75.85 +23.8%
143 XEL XCEL ENERGY INC Utilities 18,963.0 $1.5M 0.04% -7K -25.7% $79.44 -1.9%
144 GSIE GOLDMAN SACHS ETF TR 34,079.0 $1.5M 0.04% -831.0 -2.4% $43.13 +4.8%
145 INNOVATOR ETFS TRUST 57,691.0 $1.5M 0.04% -748.0 -1.3% $25.39
146 DFIC DIMENSIONAL ETF TRUST 39,470.0 $1.4M 0.03% -246.0 -0.6% $35.53 +6.0%
147 CLH CLEAN HARBORS INC Industrials 4,877.0 $1.4M 0.03% -75.0 -1.5% $286.73 +5.2%
148 SOUTHSTATE BK CORP 14,847.0 $1.4M 0.03% -2K -11.8% $92.52
149 TTD THE TRADE DESK INC Technology 60,474.0 $1.4M 0.03% -8K -11.8% $22.69 -6.8%
150 FTCS FIRST TR EXCHANGE-TRADED FD 14,762.0 $1.4M 0.03% -2K -9.5% $92.76 +1.3%
151 DELL DELL TECHNOLOGIES INC Technology 8,039.0 $1.3M 0.03% -3K -25.2% $164.14 +47.5%
152 CEG CONSTELLATION ENERGY CORP Utilities 4,712.0 $1.3M 0.03% -24.0 -0.5% $279.25 -6.2%
153 IMO IMPERIAL OIL LTD Energy 9,595.0 $1.3M 0.03% -32K -77.1% $130.82 +3.0%
154 BBJP J P MORGAN EXCHANGE TRADED F 17,690.0 $1.2M 0.03% -1K -7.7% $68.91 +7.4%
155 MTN VAIL RESORTS INC Consumer Cyclical 9,366.0 $1.2M 0.03% -636.0 -6.4% $128.32 -5.3%
156 SHW SHERWIN WILLIAMS CO Basic Materials 3,680.0 $1.2M 0.03% -80.0 -2.1% $320.51 -6.4%
157 MTR MESA RTY TR Energy 239,537.0 $1.2M 0.03% -5K -2.0% $4.89 -17.4%
158 ISRG INTUITIVE SURGICAL INC Healthcare 2,537.0 $1.2M 0.03% -555.0 -17.9% $460.93 -8.6%
159 MTUM ISHARES TR 4,778.0 $1.1M 0.03% -2K -24.0% $239.97 +22.6%
160 RDVI FIRST TR EXCHANGE-TRADED FD 44,467.0 $1.1M 0.03% -4K -8.7% $25.55 +6.1%
Page 8 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%