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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 9 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UBER UBER TECHNOLOGIES INC Technology 80,297.0 $5.8M 0.14% -3K -4.1% $71.93 +4.4%
162 HON HONEYWELL INTL INC Industrials 25,389.0 $5.7M 0.14% +3K +14.5% $226.03 -3.9%
163 WEC WEC ENERGY GROUP INC Utilities 49,440.0 $5.7M 0.14% +1K +3.0% $115.77 -5.4%
164 XTEN BONDBLOXX ETF TRUST 124,698.0 $5.7M 0.14% +7K +6.1% $45.86 -3.1%
165 XLP SELECT SECTOR SPDR TR 69,530.0 $5.7M 0.14% -5K -6.7% $81.98 +5.0%
166 NXPI NXP SEMICONDUCTORS N V Technology 28,759.0 $5.7M 0.13% NEW $196.86 +48.2%
167 VZ VERIZON COMMUNICATIONS INC Communication Services 112,424.0 $5.6M 0.13% -9K -7.0% $50.20 -6.9%
168 AMD ADVANCED MICRO DEVICES INC Technology 27,644.0 $5.6M 0.13% -798.0 -2.8% $203.43 +103.5%
169 OEF ISHARES TR 17,674.0 $5.6M 0.13% -2K -9.7% $318.07 +15.2%
170 GDXJ VANECK ETF TRUST 46,099.0 $5.5M 0.13% +34K +286.5% $120.04 -8.1%
171 VIGI VANGUARD WHITEHALL FDS 62,078.0 $5.5M 0.13% -16K -20.6% $88.46 +5.2%
172 IBB ISHARES TR 32,284.0 $5.5M 0.13% -3K -9.7% $168.85 -2.8%
173 XLU SELECT SECTOR SPDR TR 118,160.0 $5.4M 0.13% -15K -11.0% $45.89 -3.4%
174 SBUX STARBUCKS CORP Consumer Cyclical 60,261.0 $5.4M 0.13% +412.0 +0.7% $89.59 +19.0%
175 BAI BLACKROCK ETF TRUST 163,804.0 $5.4M 0.13% +22K +15.5% $32.95 +36.6%
176 VOT VANGUARD INDEX FDS 20,689.0 $5.3M 0.13% +2K +13.4% $257.36 +9.4%
177 VIG VANGUARD SPECIALIZED FUNDS 24,702.0 $5.3M 0.13% +516.0 +2.1% $215.06 +6.7%
178 PANW PALO ALTO NETWORKS INC Technology 32,878.0 $5.3M 0.12% -257.0 -0.8% $160.32 +54.4%
179 BP BP PLC Energy 110,867.0 $5.2M 0.12% $47.00 -1.8%
180 CRWD CROWDSTRIKE HLDGS INC Technology 13,334.0 $5.2M 0.12% +425.0 +3.3% $390.40 +58.5%
Page 9 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%