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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 10 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LIN LINDE PLC Basic Materials 10,486.0 $5.2M 0.12% +208.0 +2.0% $495.74 +3.0%
182 QCOM QUALCOMM INC Technology 40,056.0 $5.2M 0.12% -6K -12.4% $128.78 +58.1%
183 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 8,298.0 $5.1M 0.12% -210.0 -2.5% $616.77 +5.7%
184 PLD PROLOGIS INC. Real Estate 38,648.0 $5.1M 0.12% NEW $132.18 +7.7%
185 TT TRANE TECHNOLOGIES PLC Industrials 12,223.0 $5.1M 0.12% +723.0 +6.3% $416.75 +10.5%
186 PH PARKER-HANNIFIN CORP Industrials 5,675.0 $5.1M 0.12% +62.0 +1.1% $895.24 -4.1%
187 TOTALENERGIES SE 54,734.0 $5.1M 0.12% NEW $92.69
188 SSO PROSHARES TR 97,587.0 $5.1M 0.12% +3K +3.0% $51.88 +26.2%
189 STIP ISHARES TR 48,923.0 $5.1M 0.12% -1K -2.5% $103.43 -0.0%
190 ANET ARISTA NETWORKS INC Technology 41,173.0 $5.1M 0.12% -211.0 -0.5% $122.78 +15.3%
191 AEM AGNICO EAGLE MINES LTD Basic Materials 24,793.0 $5.0M 0.12% +17K +199.6% $202.98 -14.6%
192 IWS ISHARES TR 34,472.0 $5.0M 0.12% -384.0 -1.1% $145.74 +6.1%
193 BUYW NORTHERN LTS FD TR IV 356,092.0 $5.0M 0.12% +254K +247.8% $14.08 +2.7%
194 HSY HERSHEY CO Consumer Defensive 23,865.0 $5.0M 0.12% +832.0 +3.6% $207.89 -7.8%
195 SMH VANECK ETF TRUST 12,737.0 $4.9M 0.12% +102.0 +0.8% $383.40 +41.9%
196 KMI KINDER MORGAN INC DEL Energy 145,212.0 $4.9M 0.12% -9K -5.8% $33.53 +0.7%
197 BK BANK NEW YORK MELLON CORP Financial Services 40,612.0 $4.8M 0.11% -26K -38.7% $118.63 +14.9%
198 VTES VANGUARD WELLINGTON FD 47,496.0 $4.8M 0.11% +1K +2.2% $101.14 -0.5%
199 THRO BLACKROCK ETF TRUST 132,399.0 $4.8M 0.11% +21K +18.5% $36.22 +15.7%
200 PEP PEPSICO INC Consumer Defensive 30,725.0 $4.8M 0.11% -4K -11.6% $155.29 -4.0%
Page 10 of 76  ·  1,502 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%