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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 46 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SSD SIMPSON MFG INC Industrials 1,662.0 $285K 0.01% NEW $171.62 +7.8%
902 CARR CARRIER GLOBAL CORPORATION Industrials 5,049.0 $284K 0.01% NEW $56.31 +10.4%
903 VMC VULCAN MATLS CO Basic Materials 1,032.0 $281K 0.01% NEW $272.30 -3.3%
904 WTS WATTS WATER TECHNOLOGIES INC Industrials 966.0 $280K 0.01% NEW $290.29 +3.1%
905 FLGB FRANKLIN TEMPLETON ETF TR 8,060.0 $280K 0.01% NEW $34.76 +3.9%
906 EVRG EVERGY INC Utilities 3,419.0 $280K 0.01% -4K -52.6% $81.91 +2.1%
907 FXO FIRST TR EXCHANGE-TRADED FD 4,983.0 $280K 0.01% +72.0 +1.5% $56.19 +5.7%
908 PCAR PACCAR INC Industrials 2,424.0 $280K 0.01% NEW $115.50 -5.3%
909 ON ON SEMICONDUCTOR CORP Technology 4,501.0 $279K 0.01% NEW $61.92 +77.0%
910 BLOK AMPLIFY ETF TR 5,585.0 $278K 0.01% $49.81 +29.1%
911 NULV NUSHARES ETF TR 6,088.0 $277K 0.01% $45.50 +10.5%
912 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,632.0 $277K 0.01% NEW $76.16 +10.9%
913 NEM NEWMONT CORP Basic Materials 2,552.0 $276K 0.01% NEW $108.26 +0.1%
914 NOC NORTHROP GRUMMAN CORP Industrials 405.0 $276K 0.01% -2K -78.8% $682.01 -19.1%
915 FLIN FRANKLIN TEMPLETON ETF TR 8,310.0 $276K 0.01% NEW $33.22 +3.6%
916 SHOO MADDEN STEVEN LTD Consumer Cyclical 8,133.0 $276K 0.01% NEW $33.92 +19.3%
917 RELX RELX PLC Communication Services 8,310.0 $275K 0.01% +3K +50.8% $33.15 +1.4%
918 AFLG FIRST TR EXCHNG TRADED FD VI 7,138.0 $275K 0.01% +2K +35.7% $38.57 +12.2%
919 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 26,487.0 $275K 0.01% +4K +19.9% $10.38 -3.6%
920 KHC KRAFT HEINZ CO Consumer Defensive 12,180.0 $274K 0.01% $22.49 +4.7%
Page 46 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%