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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 47 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 MPC MARATHON PETE CORP Energy 1,120.0 $274K 0.01% NEW $244.27 +1.7%
922 OHI OMEGA HEALTHCARE INVS INC Real Estate 6,240.0 $273K 0.01% NEW $43.82 +10.1%
923 BJUL INNOVATOR ETFS TRUST 5,483.0 $272K 0.01% NEW $49.69 +8.1%
924 ADSK AUTODESK INC Technology 1,138.0 $272K 0.01% -3K -73.5% $239.33 +0.4%
925 FNK FIRST TR EXCHANGE-TRADED ALP 4,763.0 $272K 0.01% -22K -82.0% $57.07 +3.2%
926 SKYW SKYWEST INC Industrials 2,958.0 $272K 0.01% +826.0 +38.7% $91.83 -9.3%
927 TQQQ PROSHARES TR 6,485.0 $270K 0.01% -3K -31.5% $41.68 +84.7%
928 EUSB ISHARES TR 6,211.0 $270K 0.01% +60.0 +1.0% $43.50 -0.8%
929 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 923.0 $270K 0.01% +266.0 +40.5% $292.70 +33.2%
930 ENS ENERSYS Industrials 1,553.0 $270K 0.01% NEW $173.72 +37.5%
931 AMG AFFILIATED MANAGERS GROUP Financial Services 970.0 $268K 0.01% +201.0 +26.1% $276.70 +9.4%
932 UAL UNITED AIRLS HLDGS INC Industrials 2,910.0 $268K 0.01% +556.0 +23.6% $92.07 +6.5%
933 TWLO TWILIO INC Communication Services 2,128.0 $268K 0.01% +454.0 +27.1% $125.80 +50.5%
934 CGHM CAPITAL GRP FIXED INCM ETF T 10,542.0 $267K 0.01% -57.0 -0.5% $25.32 +0.4%
935 SIRIUSPOINT LTD 12,367.0 $266K 0.01% NEW $21.54
936 ARES ARES MANAGEMENT CORPORATION Financial Services 2,441.0 $266K 0.01% +774.0 +46.4% $109.10 +13.6%
937 HEICO CORP NEW 1,254.0 $265K 0.01% NEW $211.09
938 AVSF AMERICAN CENTY ETF TR 5,633.0 $264K 0.01% NEW $46.80 -0.6%
939 JMUB J P MORGAN EXCHANGE TRADED F 5,257.0 $263K 0.01% +38.0 +0.7% $49.99 -0.1%
940 GWRE GUIDEWIRE SOFTWARE INC Technology 1,755.0 $262K 0.01% +587.0 +50.3% $149.56 -9.3%
Page 47 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%