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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 2 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF BLACKROCK ETF TRUST 135,871.0 $7.9M 0.99% +4K +3.2% $58.15 +13.2%
22 PTLC PACER FDS TR 144,071.0 $7.6M 0.95% NEW $52.46 +9.1%
23 BERKSHIRE HATHAWAY INC DEL 15,558.0 $7.5M 0.94% +921.0 +6.3% $479.20
24 FMHI FIRST TR EXCH TRADED FD III 146,300.0 $7.0M 0.87% +9K +6.9% $47.54 +0.3%
25 IVW ISHARES TR 56,905.0 $6.4M 0.81% NEW $113.04 +19.6%
26 XLK SELECT SECTOR SPDR TR 46,948.0 $6.2M 0.78% +27K +138.6% $132.90 +31.5%
27 GTO INVESCO ACTIVELY MANAGED EXC 132,475.0 $6.2M 0.78% -20K -12.8% $46.83 -1.3%
28 IWF ISHARES TR 14,444.0 $6.2M 0.77% NEW $426.40 -71.1%
29 EFV ISHARES TR 80,841.0 $6.0M 0.75% NEW $74.30 +4.8%
30 QUAL ISHARES TR 31,053.0 $6.0M 0.75% NEW $191.70 +9.5%
31 AVGO BROADCOM INC Technology 19,004.0 $5.9M 0.74% +4K +30.1% $309.51 +34.7%
32 OXY OCCIDENTAL PETE CORP Energy 89,928.0 $5.8M 0.73% +23K +33.4% $65.00 -5.9%
33 IVE ISHARES TR 27,590.0 $5.8M 0.73% NEW $211.03 +6.2%
34 DGRO ISHARES TR 82,543.0 $5.8M 0.73% NEW $70.18 +4.6%
35 BIL SPDR SERIES TRUST 60,815.0 $5.6M 0.70% NEW $91.64 -0.1%
36 MCK MCKESSON CORP Healthcare 6,386.0 $5.5M 0.69% -470.0 -6.9% $865.29 -12.6%
37 SCHC SCHWAB STRATEGIC TR 117,983.0 $5.5M 0.69% +4K +3.6% $46.74 +5.5%
38 OEF ISHARES TR 17,015.0 $5.4M 0.68% NEW $317.87 +15.5%
39 TSLA TESLA INC Consumer Cyclical 14,146.0 $5.3M 0.66% +1K +10.0% $371.74 +10.1%
40 IWD ISHARES TR 23,252.0 $5.0M 0.62% NEW $213.67 +8.6%
Page 2 of 23  ·  444 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%