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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 22 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,251.0 $1.6M 0.04% +677.0 +14.8% $304.08 +3.7%
422 CGGE CAPITAL GROUP GLOBAL EQUITY 52,081.0 $1.6M 0.04% NEW $30.50 +10.6%
423 GRMN GARMIN LTD Technology 6,718.0 $1.6M 0.04% +351.0 +5.5% $232.01 -2.2%
424 JBL JABIL INC Technology 5,843.0 $1.6M 0.04% +1K +23.4% $265.61 +25.3%
425 ITA ISHARES TR 7,084.0 $1.5M 0.04% +1K +21.0% $218.74 +2.1%
426 OMC OMNICOM GROUP INC Communication Services 20,547.0 $1.5M 0.04% +2K +9.9% $75.31 -4.6%
427 COF CAPITAL ONE FINL CORP Financial Services 8,445.0 $1.5M 0.04% +917.0 +12.2% $182.43 -0.2%
428 MSI MOTOROLA SOLUTIONS INC Technology 3,520.0 $1.5M 0.04% +368.0 +11.7% $433.97 -8.1%
429 SHYG ISHARES TR 35,935.0 $1.5M 0.04% +2K +5.1% $42.31 +0.2%
430 XEL XCEL ENERGY INC Utilities 18,963.0 $1.5M 0.04% -7K -25.7% $79.44 +0.4%
431 PSA PUBLIC STORAGE OPER CO Real Estate 5,542.0 $1.5M 0.04% NEW $270.89 +9.8%
432 PFE PFIZER INC Healthcare 52,824.0 $1.5M 0.04% +3K +5.3% $28.08 -8.6%
433 GSIE GOLDMAN SACHS ETF TR 34,079.0 $1.5M 0.04% -831.0 -2.4% $43.13 +5.9%
434 XLRE SELECT SECTOR SPDR TR 35,876.0 $1.5M 0.04% +15K +71.0% $40.83 +8.8%
435 INNOVATOR ETFS TRUST 57,691.0 $1.5M 0.04% -748.0 -1.3% $25.39
436 GRID FIRST TR EXCHANGE-TRADED FD 8,931.0 $1.5M 0.04% +2K +21.0% $163.59 +15.2%
437 AMLP ALPS ETF TR 27,677.0 $1.5M 0.03% +207.0 +0.8% $52.64 +3.3%
438 LMUB ISHARES TR 29,113.0 $1.5M 0.03% NEW $49.93 +0.1%
439 STLD STEEL DYNAMICS INC Basic Materials 8,070.0 $1.5M 0.03% +941.0 +13.2% $180.00 +24.1%
440 BSM BLACK STONE MINERALS L P Energy 95,749.0 $1.4M 0.03% NEW $15.12 -7.9%
Page 22 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%