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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 35 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FANG DIAMONDBACK ENERGY INC Energy 3,012.0 $596K 0.01% -61.0 -2.0% $197.77 +1.6%
682 RB GLOBAL INC 6,208.0 $595K 0.01% -121.0 -1.9% $95.85
683 CW CURTISS WRIGHT CORP Industrials 869.0 $592K 0.01% +57.0 +7.0% $681.12 +6.7%
684 IGIB ISHARES TR 11,076.0 $589K 0.01% +1K +10.7% $53.22 -0.7%
685 USHY ISHARES TR 15,997.0 $589K 0.01% +3K +23.3% $36.84 +0.4%
686 GXO GXO LOGISTICS INCORPORATED Industrials 11,238.0 $583K 0.01% $51.85 -9.9%
687 SPBO SPDR SERIES TRUST 19,886.0 $577K 0.01% -2K -8.8% $29.03 -0.6%
688 AVB AVALONBAY CMNTYS INC Real Estate 3,520.0 $575K 0.01% NEW $163.34 +12.7%
689 MLI MUELLER INDS INC Industrials 5,143.0 $570K 0.01% +2K +45.0% $110.80 +20.6%
690 ISTB ISHARES TR 11,689.0 $566K 0.01% +661.0 +6.0% $48.46 -0.6%
691 PPG PPG INDS INC Basic Materials 5,294.0 $566K 0.01% +113.0 +2.2% $106.88 -2.3%
692 AIG AMERICAN INTL GROUP INC Financial Services 7,487.0 $563K 0.01% NEW $75.25 +4.5%
693 VCRB VANGUARD MALVERN FDS 7,219.0 $559K 0.01% +895.0 +14.2% $77.38 -0.9%
694 XDEC FIRST TR EXCHNG TRADED FD VI 13,798.0 $556K 0.01% $40.31 +5.4%
695 ENVA ENOVA INTL INC Financial Services 4,066.0 $552K 0.01% +919.0 +29.2% $135.83 +18.5%
696 MKC MCCORMICK & CO INC Consumer Defensive 10,926.0 $551K 0.01% +407.0 +3.9% $50.44 -6.9%
697 FR FIRST INDL RLTY TR INC Real Estate 9,524.0 $551K 0.01% +553.0 +6.2% $57.85 +7.9%
698 ECG EVERUS CONSTR GROUP Industrials 4,666.0 $551K 0.01% +1K +42.0% $118.06 +27.7%
699 HWM HOWMET AEROSPACE INC Industrials 2,356.0 $543K 0.01% +339.0 +16.8% $230.46 +12.8%
700 CASY CASEYS GEN STORES INC Consumer Cyclical 743.0 $541K 0.01% -20.0 -2.6% $727.86 +13.3%
Page 35 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%