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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 16 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ZM ZOOM COMMUNICATIONS INC Technology 33,159.0 $2.7M 0.06% -3K -9.3% $80.39 +22.3%
302 MDT MEDTRONIC PLC Healthcare 30,548.0 $2.6M 0.06% -4K -10.6% $86.65 -10.4%
303 MORT VANECK ETF TRUST 257,876.0 $2.6M 0.06% +12K +5.0% $10.26 -2.5%
304 SPAB SPDR SERIES TRUST 103,219.0 $2.6M 0.06% +10K +10.5% $25.62 -1.2%
305 ULTA ULTA BEAUTY INC Consumer Cyclical 4,971.0 $2.6M 0.06% -191.0 -3.7% $522.68 -6.0%
306 JVAL J P MORGAN EXCHANGE TRADED F 53,127.0 $2.6M 0.06% +23K +78.4% $48.86 +12.2%
307 RYANAIR HOLDINGS PLC 44,784.0 $2.6M 0.06% +19K +73.2% $57.80
308 FIBK FIRST INTST BANCSYSTEM INC Financial Services 77,285.0 $2.6M 0.06% -2K -2.6% $33.40 +5.2%
309 REXR REXFORD INDL RLTY INC Real Estate 77,628.0 $2.5M 0.06% NEW $32.73 +8.8%
310 FDX FEDEX CORP Industrials 7,130.0 $2.5M 0.06% -3K -30.8% $356.16 +8.6%
311 TGT TARGET CORP Consumer Defensive 20,793.0 $2.5M 0.06% +4K +21.6% $121.20 +1.0%
312 SGOV ISHARES TR 25,022.0 $2.5M 0.06% +19K +290.5% $100.66 -0.1%
313 FXA INVESCO CURRENCYSHARES AUSTR Financial Services 36,764.0 $2.5M 0.06% $68.37 +3.7%
314 PSX PHILLIPS 66 Energy 13,789.0 $2.5M 0.06% -1K -7.8% $182.18 -1.9%
315 AMT AMERICAN TOWER CORP Real Estate 14,458.0 $2.5M 0.06% NEW $172.58 +5.4%
316 CENCORA INC 7,928.0 $2.5M 0.06% +790.0 +11.1% $314.13
317 JEPI J P MORGAN EXCHANGE TRADED F 43,308.0 $2.5M 0.06% -2K -3.5% $56.68 -1.0%
318 STZ CONSTELLATION BRANDS INC Consumer Defensive 16,335.0 $2.5M 0.06% +5K +42.4% $150.00 -0.8%
319 DLN WISDOMTREE TR 27,256.0 $2.4M 0.06% $89.33 +6.7%
320 CRT CROSS TIMBERS RTY TR Energy 228,058.0 $2.4M 0.06% NEW $10.58 -0.3%
Page 16 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%