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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 5 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 114,078.0 $10.6M 0.25% -4K -3.4% $92.88 +0.5%
82 VTEB VANGUARD MUN BD FDS 210,798.0 $10.5M 0.25% +15K +7.5% $49.89 -0.1%
83 HD HOME DEPOT INC Consumer Cyclical 31,489.0 $10.4M 0.24% -2K -7.0% $328.89 -9.5%
84 UNP UNION PAC CORP Industrials 42,451.0 $10.3M 0.24% +3K +6.5% $242.62 +11.5%
85 IJK ISHARES TR 102,025.0 $10.3M 0.24% +9K +9.3% $100.62 +9.0%
86 SCHF SCHWAB STRATEGIC TR 413,682.0 $10.2M 0.24% +133K +47.5% $24.75 +8.6%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 68,662.0 $10.0M 0.24% -23K -25.4% $146.28 -8.4%
88 VOO VANGUARD INDEX FDS 16,630.0 $9.9M 0.23% -2K -9.5% $597.56 +13.6%
89 VOE VANGUARD INDEX FDS 53,709.0 $9.9M 0.23% +4K +7.8% $184.28 +4.1%
90 CIBR FIRST TR EXCHANGE-TRADED FD 157,780.0 $9.9M 0.23% $62.68 +29.1%
91 EFG ISHARES TR 88,493.0 $9.9M 0.23% -3K -3.3% $111.37 +6.9%
92 XLC SELECT SECTOR SPDR TR 88,851.0 $9.8M 0.23% -124K -58.3% $110.86 +5.5%
93 CAT CATERPILLAR INC Industrials 13,720.0 $9.7M 0.23% -7K -33.5% $708.48 +21.9%
94 NFLX NETFLIX INC. Communication Services 100,772.0 $9.7M 0.23% +19K +23.3% $96.15 -9.5%
95 BMY BRISTOL-MYERS SQUIBB CO Healthcare 153,986.0 $9.3M 0.22% +23K +17.6% $60.65 -5.5%
96 VWO VANGUARD INTL EQUITY INDEX F 170,674.0 $9.2M 0.22% +3K +1.5% $54.05 +8.2%
97 VRP INVESCO EXCH TRADED FD TR II 383,416.0 $9.2M 0.22% -33K -8.0% $23.98 +1.0%
98 EOG EOG RES INC Energy 63,398.0 $9.2M 0.22% -36K -36.4% $144.57 -3.0%
99 ETN EATON CORP PLC Industrials 25,624.0 $9.2M 0.22% -2K -7.7% $357.66 +11.7%
100 BLK BLACKROCK INC Financial Services 9,480.0 $9.1M 0.22% -2K -18.1% $961.75 +12.5%
Page 5 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%