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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 50 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PJT PJT PARTNERS INC Financial Services 1,650.0 $231K 0.01% $139.72 +11.1%
982 BRO BROWN & BROWN INC Financial Services 3,513.0 $229K 0.01% -850.0 -19.5% $65.21 -10.3%
983 IBHG ISHARES TR 10,349.0 $229K 0.01% $22.13 -0.1%
984 TCHP T ROWE PRICE ETF INC 5,147.0 $227K 0.01% $44.18 +16.7%
985 VCLT VANGUARD SCOTTSDALE FDS 3,029.0 $226K 0.01% +152.0 +5.3% $74.72 -0.7%
986 GPC GENUINE PARTS CO Consumer Cyclical 2,139.0 $226K 0.01% -587.0 -21.5% $105.75 -7.7%
987 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,409.0 $225K 0.01% NEW $93.48 -5.5%
988 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,163.0 $225K 0.01% +16.0 +0.5% $71.19 -9.6%
989 VRSN VERISIGN INC Technology 904.0 $225K 0.01% NEW $248.36 +22.0%
990 PPIH PERMA-PIPE INTL HLDGS INC Industrials 7,483.0 $223K 0.01% NEW $29.81 +5.4%
991 CFG CITIZENS FINL GROUP INC Financial Services 3,698.0 $222K 0.01% NEW $59.97 +4.7%
992 DES WISDOMTREE TR 6,159.0 $221K 0.01% $35.94 +6.6%
993 DFAI DIMENSIONAL ETF TRUST 5,656.0 $220K 0.01% $38.96 +6.8%
994 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,612.0 $219K 0.01% +13.0 +0.8% $136.09 -9.0%
995 WSO WATSCO INC Industrials 601.0 $219K 0.01% NEW $363.79 +6.3%
996 UBS UBS GROUP AG Financial Services 5,594.0 $219K 0.01% -74.0 -1.3% $39.07 +21.0%
997 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 9,284.0 $218K 0.01% NEW $23.50 +9.7%
998 VVX V2X INC Industrials 3,184.0 $218K 0.01% -4K -56.9% $68.50 +4.7%
999 BN BROOKFIELD CORP Financial Services 5,386.0 $218K 0.01% NEW $40.40 +12.5%
1000 VEEV VEEVA SYS INC Healthcare 1,238.0 $217K 0.01% NEW $175.66 -6.1%
Page 50 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%