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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 32 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AFL AFLAC INC Financial Services 6,752.0 $741K 0.02% +335.0 +5.2% $109.71 +7.4%
622 SHOP SHOPIFY INC Technology 6,232.0 $739K 0.02% +296.0 +5.0% $118.62 -11.5%
623 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,938.0 $733K 0.02% -1K -11.4% $92.31 +0.0%
624 AJG GALLAGHER ARTHUR J & CO Financial Services 3,379.0 $732K 0.02% +60.0 +1.8% $216.58 -4.2%
625 CTVA CORTEVA INC Basic Materials 8,738.0 $731K 0.02% +1K +13.0% $83.71 -5.6%
626 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 20,631.0 $731K 0.02% $35.44 -3.0%
627 ISHARES TR 15,792.0 $730K 0.02% +111.0 +0.7% $46.23
628 LKQ LKQ CORP Consumer Cyclical 24,691.0 $725K 0.02% -279.0 -1.1% $29.37 -8.5%
629 NUE NUCOR CORP Basic Materials 4,258.0 $720K 0.02% +2K +92.7% $169.10 +33.9%
630 WYNN WYNN RESORTS LTD Consumer Cyclical 7,089.0 $720K 0.02% NEW $101.55 -3.4%
631 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.02% -1.0 -50.0% $718140.00
632 ICF ISHARES TR 11,591.0 $717K 0.02% $61.89 +10.2%
633 LH LABCORP HOLDINGS INC Healthcare 2,682.0 $716K 0.02% +263.0 +10.9% $266.81 -4.1%
634 FDEM FIDELITY COVINGTON TRUST 22,561.0 $712K 0.02% +2K +8.1% $31.58 +13.7%
635 PCYO PURE CYCLE CORP Utilities 70,350.0 $708K 0.02% $10.06 +0.4%
636 POWL POWELL INDS INC Industrials 1,299.0 $703K 0.02% +218.0 +20.2% $541.08 -49.9%
637 VGLT VANGUARD SCOTTSDALE FDS 12,613.0 $698K 0.02% +1K +12.6% $55.35 -2.6%
638 DEM WISDOMTREE TR 13,981.0 $695K 0.02% +5K +56.1% $49.69 +8.1%
639 F FORD MTR CO Consumer Cyclical 60,175.0 $694K 0.02% +43K +245.9% $11.54 +18.5%
640 FOCT FIRST TR EXCHNG TRADED FD VI 14,559.0 $694K 0.02% +409.0 +2.9% $47.68 +8.6%
Page 32 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%