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Portfolio (Quarterly) Guide ↗

ASHTON THOMAS SECURITIES, LLC

· CIK 0000771572
13F Portfolio $797M AUM 444 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New 133 Added 75 Reduced 18 Exited
Page 1 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 29,665.0 $19.4M 2.43% NEW $653.09 +13.2%
2 IEMG ISHARES INC 251,369.0 $17.5M 2.20% NEW $69.74 +13.1%
3 IEFA ISHARES TR 144,696.0 $13.1M 1.64% NEW $90.53 +5.5%
4 IUSB ISHARES TR 263,033.0 $12.1M 1.52% NEW $46.16 -1.3%
5 AGG ISHARES TR 91,773.0 $9.1M 1.14% NEW $99.27 -1.5%
6 V VISA INC Financial Services 29,767.0 $9.0M 1.13% NEW $302.26 +8.8%
7 PTLC PACER FDS TR 144,071.0 $7.6M 0.95% NEW $52.46 +9.1%
8 IVW ISHARES TR 56,905.0 $6.4M 0.81% NEW $113.04 +19.6%
9 IWF ISHARES TR 14,444.0 $6.2M 0.77% NEW $426.40 -71.1%
10 EFV ISHARES TR 80,841.0 $6.0M 0.75% NEW $74.30 +4.8%
11 QUAL ISHARES TR 31,053.0 $6.0M 0.75% NEW $191.70 +9.5%
12 IVE ISHARES TR 27,590.0 $5.8M 0.73% NEW $211.03 +6.2%
13 DGRO ISHARES TR 82,543.0 $5.8M 0.73% NEW $70.18 +4.6%
14 BIL SPDR SERIES TRUST 60,815.0 $5.6M 0.70% NEW $91.64 -0.1%
15 OEF ISHARES TR 17,015.0 $5.4M 0.68% NEW $317.87 +15.5%
16 IWD ISHARES TR 23,252.0 $5.0M 0.62% NEW $213.67 +8.6%
17 TLH ISHARES TR 42,248.0 $4.3M 0.53% NEW $100.65 -3.4%
18 IJH ISHARES TR 61,144.0 $4.1M 0.52% NEW $67.53 +5.6%
19 NVS NOVARTIS AG Healthcare 22,962.0 $3.5M 0.44% NEW $152.75 -1.0%
20 USFR WISDOMTREE TR 65,973.0 $3.3M 0.42% NEW $50.34 +0.2%
Page 1 of 9  ·  165 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 26.3%
Financial Services 19.7%
Healthcare 11.6%
Communication Services 11.4%
Consumer Cyclical 8.7%
Industrials 7.2%
Consumer Defensive 5.6%
Energy 4.8%
Utilities 2.3%
Basic Materials 1.6%