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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 7 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMCSA COMCAST CORP NEW Communication Services 263,838.0 $7.6M 0.18% +111K +72.5% $28.71 -13.2%
122 MUB ISHARES TR 69,788.0 $7.4M 0.17% +1K +2.0% $106.15 -0.1%
123 FTSM FIRST TR EXCHANGE-TRADED FD 123,515.0 $7.4M 0.17% -4K -3.1% $59.78 +0.2%
124 GS GOLDMAN SACHS GROUP INC Financial Services 8,715.0 $7.4M 0.17% +2K +31.1% $845.98 +12.1%
125 EQNR EQUINOR ASA Energy 172,980.0 $7.3M 0.17% -27K -13.7% $42.20 -6.4%
126 XLB SELECT SECTOR SPDR TR 145,941.0 $7.3M 0.17% +81K +123.2% $49.97 +0.5%
127 FSLR FIRST SOLAR INC Energy 36,694.0 $7.2M 0.17% +15K +67.4% $197.26 +18.3%
128 IWM ISHARES TR 29,149.0 $7.2M 0.17% $248.00 +11.3%
129 VBR VANGUARD INDEX FDS 33,033.0 $7.2M 0.17% -794.0 -2.4% $217.25 +5.1%
130 KO COCA COLA CO Consumer Defensive 93,824.0 $7.1M 0.17% +6K +6.8% $76.05 +6.3%
131 MCD MCDONALDS CORP Consumer Cyclical 22,943.0 $7.1M 0.17% +3K +13.8% $310.78 -11.1%
132 ABEV AMBEV SA Consumer Defensive 2,400,673.0 $7.0M 0.17% -274K -10.2% $2.92 +7.5%
133 MU MICRON TECHNOLOGY INC Technology 20,602.0 $7.0M 0.17% +257.0 +1.3% $337.83 +114.5%
134 VTIP VANGUARD MALVERN FDS 138,082.0 $6.9M 0.16% +127K +1151.9% $49.95 +0.8%
135 IYW ISHARES TR 37,755.0 $6.8M 0.16% -2K -4.6% $181.42 +30.3%
136 BSV VANGUARD BD INDEX FDS 86,834.0 $6.8M 0.16% +34K +65.7% $78.41 -0.8%
137 ADBE ADOBE INC Technology 27,848.0 $6.8M 0.16% +5K +21.7% $243.08 +5.2%
138 MBB ISHARES TR 70,720.0 $6.7M 0.16% +3K +4.7% $94.95 -1.5%
139 ABT ABBOTT LABORATORIES Healthcare 63,918.0 $6.6M 0.15% +7K +11.6% $102.67 -14.4%
140 VANGUARD MUN BD FDS 65,652.0 $6.6M 0.15% +898.0 +1.4% $99.94
Page 7 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%