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Portfolio (Quarterly) Guide ↗

Ashton Thomas Private Wealth, LLC

· CIK 0002019663
13F Portfolio $4.8B AUM 1,606 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 168 New 608 Added 484 Reduced 84 Exited
Page 10 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PYLD PIMCO ETF TR 118,389.0 $3.1M 0.07% +5K +4.1% $26.52 -1.3%
182 ISHARES TR 107,577.0 $3.1M 0.07% +33K +44.0% $29.13
183 ISHARES TR 114,196.0 $3.1M 0.07% +36K +46.8% $27.34
184 SJT SAN JUAN BASIN RTY TR Energy 946,043.0 $3.0M 0.06% +78K +9.0% $3.21 -9.7%
185 FXC INVESCO CURRENCYSHARES CDN D Financial Services 44,015.0 $3.0M 0.06% +10K +28.3% $68.93 +2.7%
186 GEV GE VERNOVA INC Utilities 2,576.0 $3.0M 0.06% +359.0 +16.2% $1174.70 -17.8%
187 GE GE AEROSPACE Industrials 7,932.0 $3.0M 0.06% +514.0 +6.9% $373.74 -7.8%
188 LUV SOUTHWEST AIRLS CO Industrials 56,433.0 $2.9M 0.06% +8K +16.6% $51.42 -22.4%
189 PFF ISHARES TR 93,191.0 $2.8M 0.06% +16K +20.9% $30.49 -0.1%
190 MTUM ISHARES TR 8,225.0 $2.8M 0.06% +3K +72.1% $342.84 -11.0%
191 SHLD GLOBAL X FDS 46,893.0 $2.8M 0.06% +18K +61.4% $59.71 +13.3%
192 COP CONOCOPHILLIPS Energy 26,903.0 $2.8M 0.06% +10K +57.9% $103.96 +29.8%
193 DIS DISNEY WALT CO Communication Services 28,875.0 $2.8M 0.06% +9K +42.9% $96.25 +11.5%
194 PWR QUANTA SVCS INC Industrials 3,756.0 $2.7M 0.06% +615.0 +19.6% $720.04 -8.0%
195 MORT VANECK ETF TRUST 259,645.0 $2.7M 0.06% +2K +0.7% $10.36 -4.2%
196 CVS CVS HEALTH CORP Healthcare 25,988.0 $2.7M 0.06% +2K +10.5% $103.45 -9.5%
197 SCHA SCHWAB STRATEGIC TR 73,187.0 $2.6M 0.06% +5K +6.7% $36.13 -4.1%
198 REXR REXFORD INDL RLTY INC Real Estate 78,689.0 $2.6M 0.06% +1K +1.4% $33.50 +10.6%
199 MDT MEDTRONIC PLC Healthcare 33,585.0 $2.6M 0.06% +3K +9.9% $78.23 +18.0%
200 VLO Valero Energy Corp Energy 9,803.0 $2.6M 0.05% +184.0 +1.9% $260.44 +31.1%
Page 10 of 31  ·  608 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 30.2%
Financial Services 21.0%
Industrials 11.2%
Healthcare 9.6%
Communication Services 7.2%
Consumer Cyclical 6.0%
Energy 5.0%
Consumer Defensive 4.3%
Utilities 2.0%
Real Estate 1.9%