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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 15 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SNY SANOFI SA Healthcare 61,316.0 $3.0M 0.07% +10K +18.5% $48.18 -9.6%
282 GFI GOLD FIELDS LTD Basic Materials 64,859.0 $2.9M 0.07% +55K +535.4% $45.40 -10.7%
283 RDVY FIRST TR EXCHANGE TRADED FD 42,895.0 $2.9M 0.07% +5K +13.4% $68.28 +7.3%
284 PXH INVESCO EXCH TRADED FD TR II 108,233.0 $2.9M 0.07% +56K +107.4% $26.91 +5.4%
285 BND VANGUARD BD INDEX FDS 39,223.0 $2.9M 0.07% -47K -54.6% $73.64 -1.6%
286 NRG NRG ENERGY INC Utilities 19,652.0 $2.9M 0.07% -261.0 -1.3% $146.14 -14.1%
287 QQQM INVESCO EXCH TRADED FD TR II 12,024.0 $2.9M 0.07% -389.0 -3.1% $237.62 +21.6%
288 VYM VANGUARD WHITEHALL FDS 19,235.0 $2.8M 0.07% +762.0 +4.1% $148.10 +5.3%
289 IWY ISHARES TR 11,322.0 $2.8M 0.07% -1K -9.1% $248.84 +16.3%
290 CTAS CINTAS CORP Industrials 16,614.0 $2.8M 0.07% +14K +462.4% $169.14 +3.2%
291 IT GARTNER INC Technology 17,734.0 $2.8M 0.07% +5K +34.8% $158.34 -1.8%
292 NVO NOVO-NORDISK A S Healthcare 76,210.0 $2.8M 0.07% +65K +583.2% $36.75 +20.5%
293 IEV ISHARES TR 40,687.0 $2.8M 0.07% -2K -4.4% $67.94 +4.7%
294 NNN NNN REIT INC Real Estate 65,627.0 $2.8M 0.07% NEW $42.03 +5.5%
295 DFAC DIMENSIONAL ETF TRUST 70,976.0 $2.8M 0.07% +450.0 +0.6% $38.86 +9.8%
296 CMF ISHARES TR 48,250.0 $2.7M 0.07% +3K +6.5% $56.86 -0.4%
297 CDNS CADENCE DESIGN SYSTEM INC Technology 9,814.0 $2.7M 0.07% -325.0 -3.2% $277.87 +21.7%
298 OC OWENS CORNING NEW Industrials 24,984.0 $2.7M 0.06% -2K -6.4% $108.22 +3.7%
299 FXF INVESCO CURRENCYSHARES SWISS Financial Services 24,297.0 $2.7M 0.06% $110.41 +1.3%
300 PVL PERMIANVILLE RTY TR Energy 1,448,012.0 $2.7M 0.06% -274K -15.9% $1.85 +5.9%
Page 15 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%