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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 44 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 IDXX IDEXX LABS INC Healthcare 571.0 $321K 0.01% +97.0 +20.5% $561.89 -1.6%
862 BFEB INNOVATOR ETFS TRUST 6,717.0 $320K 0.01% $47.70 +9.3%
863 RMD RESMED INC Healthcare 1,426.0 $320K 0.01% NEW $224.45 -6.5%
864 IYE ISHARES TR 4,938.0 $320K 0.01% NEW $64.77 -3.2%
865 URBN URBAN OUTFITTERS INC Consumer Cyclical 5,010.0 $317K 0.01% NEW $63.35 +13.1%
866 TMAT NORTHERN LTS FD TR IV 13,663.0 $317K 0.01% NEW $23.19 +21.7%
867 MDU MDU RES GROUP INC Industrials 15,282.0 $317K 0.01% +1K +8.6% $20.72 +5.4%
868 CRUS CIRRUS LOGIC INC Technology 2,183.0 $316K 0.01% NEW $144.62 +15.2%
869 SPYI NEOS ETF TRUST 6,388.0 $315K 0.01% $49.37 +7.9%
870 VNIE ADVISORS INNER CIRCLE FD II 13,027.0 $315K 0.01% $24.20 +6.0%
871 SCHO SCHWAB STRATEGIC TR 12,910.0 $313K 0.01% -82.0 -0.6% $24.27 -0.5%
872 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 5,521.0 $312K 0.01% NEW $56.45 -9.6%
873 PAVE GLOBAL X FDS 6,113.0 $311K 0.01% -459.0 -7.0% $50.81 +7.3%
874 XDQQ INNOVATOR ETFS TRUST 8,346.0 $309K 0.01% +440.0 +5.6% $36.99 +9.2%
875 MKL MARKEL GROUP INC Financial Services 161.0 $308K 0.01% +53.0 +49.1% $1914.07 -3.2%
876 ZION ZIONS BANCORPORATION NATL AS Financial Services 5,348.0 $308K 0.01% +971.0 +22.2% $57.62 +7.1%
877 ACGL ARCH CAP GROUP LTD Financial Services 3,199.0 $307K 0.01% NEW $95.99 +0.1%
878 SCI SERVICE CORP INTL Consumer Cyclical 3,706.0 $306K 0.01% +553.0 +17.5% $82.51 -6.0%
879 ANIP ANI PHARMACEUTICALS INC Healthcare 3,972.0 $305K 0.01% NEW $76.90 +7.6%
880 IRM IRON MTN INC DEL Real Estate 2,988.0 $305K 0.01% NEW $102.13 +24.7%
Page 44 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%