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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 8 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ANGLOGOLD ASHANTI PLC 66,843.0 $6.5M 0.15% +25K +60.7% $97.36
142 SPTM SPDR SERIES TRUST 82,209.0 $6.5M 0.15% -788.0 -0.9% $79.06 +12.3%
143 VRT VERTIV HOLDINGS CO Industrials 25,776.0 $6.5M 0.15% +678.0 +2.7% $250.58 +35.6%
144 MGRC MCGRATH RENTCORP Industrials 58,536.0 $6.5M 0.15% $110.28 +2.2%
145 BINC BLACKROCK ETF TRUST II 123,529.0 $6.4M 0.15% -2K -1.3% $51.93 -0.0%
146 VGT VANGUARD WORLD FD 9,084.0 $6.3M 0.15% +3K +54.6% $697.71 -84.0%
147 ACN ACCENTURE PLC IRELAND Technology 31,817.0 $6.3M 0.15% -11K -25.0% $198.29 -10.8%
148 CGMU CAPITAL GRP FIXED INCM ETF T 231,583.0 $6.3M 0.15% +17K +8.1% $27.15 -0.1%
149 UNH UNITEDHEALTH GROUP INC Healthcare 22,996.0 $6.2M 0.15% -1K -5.8% $270.59 +44.5%
150 ADI ANALOG DEVICES INC Technology 19,497.0 $6.2M 0.15% -331.0 -1.7% $318.14 +30.2%
151 CGDV CAPITAL GROUP DIVIDEND VALUE 144,819.0 $6.2M 0.15% +28K +23.9% $42.54 +11.2%
152 IWB ISHARES TR 17,068.0 $6.1M 0.14% +738.0 +4.5% $356.56 +12.1%
153 SDVY FIRST TR EXCHANGE TRADED FD 153,726.0 $6.1M 0.14% +9K +6.4% $39.43 +3.0%
154 XLF SELECT SECTOR SPDR TR 122,304.0 $6.0M 0.14% -19K -13.5% $49.37 +3.5%
155 GSLC GOLDMAN SACHS ETF TR 48,107.0 $6.0M 0.14% +4K +8.7% $125.13 +11.2%
156 XOP SPDR SERIES TRUST 33,098.0 $6.0M 0.14% $181.83 -2.1%
157 TJX TJX COS INC NEW Consumer Cyclical 37,203.0 $5.9M 0.14% +4K +12.3% $159.70 -5.9%
158 EEM ISHARES TR 103,177.0 $5.9M 0.14% +12K +12.7% $56.79 +13.2%
159 TMO THERMO FISHER SCIENTIFIC INC Healthcare 11,824.0 $5.8M 0.14% $491.54 -10.1%
160 CTRA COTERRA ENERGY INC Energy 165,331.0 $5.8M 0.14% -193K -53.9% $35.14 -7.3%
Page 8 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%