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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 12 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SJT SAN JUAN BASIN RTY TR Energy 867,711.0 $4.2M 0.10% +97K +12.7% $4.81 -11.6%
222 SU SUNCOR ENERGY INC NEW Energy 61,662.0 $4.1M 0.10% +1K +2.0% $66.11 +5.5%
223 UCON FIRST TR EXCHNG TRADED FD VI 162,013.0 $4.0M 0.10% +8K +5.5% $24.77 -0.3%
224 IEF ISHARES TR 41,989.0 $4.0M 0.10% +18K +73.1% $95.44 -2.4%
225 IJS ISHARES TR 33,777.0 $4.0M 0.10% -405.0 -1.2% $118.45 +5.5%
226 RSP INVESCO EXCHANGE TRADED FD T 20,820.0 $4.0M 0.10% -238.0 -1.1% $191.92 +5.1%
227 SPDW SPDR INDEX SHS FDS 86,897.0 $4.0M 0.09% +11K +14.5% $45.65 +7.5%
228 MO ALTRIA GROUP INC Consumer Defensive 60,078.0 $4.0M 0.09% -895.0 -1.5% $65.99 +11.7%
229 B BARRICK MNG CORP Basic Materials 97,136.0 $4.0M 0.09% +79K +426.4% $40.75 -3.1%
230 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 64,512.0 $4.0M 0.09% +8K +14.2% $61.35 -16.2%
231 MLPA GLOBAL X FDS 73,114.0 $3.9M 0.09% -3K -3.8% $53.87 +4.4%
232 CME CME GROUP INC Financial Services 13,196.0 $3.9M 0.09% +492.0 +3.9% $295.36 +2.4%
233 BX BLACKSTONE INC Financial Services 33,741.0 $3.9M 0.09% +2K +5.7% $114.99 -0.6%
234 GSK GSK PLC Healthcare 70,117.0 $3.9M 0.09% +9K +15.4% $55.19 -8.9%
235 MFC MANULIFE FINL CORP Financial Services 111,564.0 $3.8M 0.09% +8K +8.2% $34.44 +11.0%
236 TEL TE CONNECTIVITY PLC Technology 18,367.0 $3.8M 0.09% +2K +12.9% $209.02 -4.1%
237 MDLZ MONDELEZ INTL INC Consumer Defensive 66,155.0 $3.8M 0.09% +5K +7.3% $57.64 +6.9%
238 DUK DUKE ENERGY CORP NEW Utilities 29,087.0 $3.8M 0.09% +4K +14.5% $130.94 -6.2%
239 DE DEERE & CO Industrials 6,737.0 $3.8M 0.09% -5K -40.3% $563.30 +0.2%
240 SHEL SHELL PLC Energy 40,734.0 $3.8M 0.09% -24K -37.5% $93.00 -4.7%
Page 12 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%