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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 14 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ISHARES TR 147,226.0 $3.3M 0.08% +3K +1.9% $22.28
262 TOL TOLL BROTHERS INC Consumer Cyclical 23,815.0 $3.3M 0.08% NEW $136.47 -7.0%
263 FAST FASTENAL CO Industrials 69,562.0 $3.2M 0.08% +2K +2.3% $46.40 -5.2%
264 LMT LOCKHEED MARTIN CORP Industrials 5,303.0 $3.2M 0.08% -1K -16.4% $604.43 -12.6%
265 EXPE EXPEDIA GROUP INC Consumer Cyclical 13,785.0 $3.2M 0.07% +8K +153.3% $230.89 -6.9%
266 AXP AMERICAN EXPRESS CO Financial Services 10,458.0 $3.2M 0.07% -2K -14.4% $302.47 +2.3%
267 INCY INCYTE CORP Healthcare 33,597.0 $3.2M 0.07% +9K +37.2% $94.12 +1.1%
268 BA BOEING CO Industrials 15,780.0 $3.1M 0.07% +807.0 +5.4% $199.03 +8.0%
269 GLDM WORLD GOLD TR Financial Services 33,588.0 $3.1M 0.07% -10K -22.6% $92.69 -4.3%
270 WTV WISDOMTREE TR 32,596.0 $3.1M 0.07% +2K +7.0% $94.73 +4.6%
271 PNC PNC FINL SVCS GROUP INC Financial Services 14,813.0 $3.1M 0.07% +3K +21.8% $208.08 +2.7%
272 SHYM BLACKROCK ETF TRUST II 139,841.0 $3.1M 0.07% +1K +0.8% $22.02 +0.2%
273 IWP ISHARES TR 23,882.0 $3.1M 0.07% -1K -5.6% $128.12 +5.4%
274 VV VANGUARD INDEX FDS 10,211.0 $3.1M 0.07% $298.85 +12.9%
275 IAGG ISHARES TR 60,766.0 $3.0M 0.07% +9K +17.6% $50.04 -0.7%
276 L LOEWS CORP Financial Services 27,978.0 $3.0M 0.07% -8K -23.1% $106.74 +1.2%
277 PYLD PIMCO ETF TR 113,741.0 $3.0M 0.07% +13K +12.8% $26.20 -0.5%
278 VANGUARD MUN BD FDS 29,051.0 $3.0M 0.07% +238.0 +0.8% $102.51
279 FIRST TR EXCHNG TRADED FD VI 82,213.0 $3.0M 0.07% +64K +342.8% $36.13
280 BLACKROCK ETF TRUST 91,985.0 $3.0M 0.07% NEW $32.15
Page 14 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%