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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 40 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 RMBS RAMBUS INC DEL Technology 4,785.0 $412K 0.01% +1K +38.9% $86.03 +55.2%
782 FTA FIRST TR EXCHANGE-TRADED ALP 4,454.0 $411K 0.01% -807.0 -15.3% $92.36 +1.9%
783 AX AXOS FINANCIAL INC Financial Services 4,816.0 $410K 0.01% +1K +37.8% $85.09 +1.0%
784 ACVU HARTFORD FDS EXCHANGE TRADED 14,995.0 $408K 0.01% $27.18 +10.7%
785 AEE AMEREN CORP Utilities 3,669.0 $403K 0.01% +512.0 +16.2% $109.92 -0.1%
786 CHAT TIDAL TRUST II 6,516.0 $403K 0.01% -677.0 -9.4% $61.85 +43.5%
787 GM GENERAL MTRS CO Consumer Cyclical 5,406.0 $403K 0.01% +295.0 +5.8% $74.50 +3.6%
788 NPK INTERNATIONAL INC 27,638.0 $400K 0.01% +10K +59.6% $14.49
789 XDSQ INNOVATOR ETFS TRUST 10,061.0 $398K 0.01% +503.0 +5.3% $39.58 +7.5%
790 DOW DOW HLDGS INC Basic Materials 9,555.0 $398K 0.01% NEW $41.65 -13.8%
791 BOCT INNOVATOR ETFS TRUST 8,284.0 $398K 0.01% +3K +55.7% $47.99 +9.3%
792 DLO DLOCAL LTD Technology 30,594.0 $397K 0.01% NEW $12.97 -5.6%
793 FAF FIRST AMERN FINL CORP Financial Services 6,520.0 $393K 0.01% +756.0 +13.1% $60.29 +12.5%
794 GNRC GENERAC HLDGS INC Industrials 2,007.0 $392K 0.01% NEW $195.33 +26.9%
795 HSBC HSBC HLDGS PLC Financial Services 4,750.0 $392K 0.01% +480.0 +11.2% $82.49 +11.6%
796 VONG VANGUARD SCOTTSDALE FDS 3,544.0 $389K 0.01% -1K -23.4% $109.69 +17.0%
797 BDC BELDEN INC Technology 3,371.0 $387K 0.01% +883.0 +35.5% $114.83 -8.7%
798 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,457.0 $387K 0.01% +523.0 +56.0% $265.32 +15.2%
799 MLM MARTIN MARIETTA MATLS INC Basic Materials 651.0 $383K 0.01% +227.0 +53.5% $588.68 -8.6%
800 FLMI FRANKLIN TEMPLETON ETF TR 15,308.0 $379K 0.01% $24.79 -0.1%
Page 40 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%