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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 11 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EMR EMERSON ELEC CO Industrials 17,607.0 $2.5M 0.05% +832.0 +5.0% $143.15 +8.1%
202 SPYV SPDR SERIES TRUST 39,879.0 $2.4M 0.05% +15K +62.9% $60.79 +4.0%
203 PGR PROGRESSIVE CORP Financial Services 10,942.0 $2.4M 0.05% +5K +75.5% $218.45 +0.9%
204 VCIT VANGUARD SCOTTSDALE FDS 28,379.0 $2.3M 0.05% +7K +32.7% $82.65 -1.9%
205 TBJL INNOVATOR ETFS TRUST 118,237.0 $2.3M 0.05% +1K +1.1% $19.83 -4.4%
206 USB US Bancorp Financial Services 36,563.0 $2.2M 0.05% +339.0 +0.9% $60.40 +2.3%
207 OKE ONEOK INC NEW Energy 25,321.0 $2.2M 0.05% +284.0 +1.1% $86.94 +8.8%
208 CRT CROSS TIMBERS RTY TR Energy 239,924.0 $2.2M 0.04% +12K +5.2% $9.04 +16.2%
209 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7,365.0 $2.2M 0.04% +959.0 +15.0% $293.17 +2.4%
210 RSG REPUBLIC SVCS INC Industrials 10,063.0 $2.1M 0.04% +710.0 +7.6% $213.08 +3.0%
211 MRSH MARSH & MCLENNAN COS INC Financial Services 12,646.0 $2.1M 0.04% +2K +18.9% $166.67 +14.1%
212 SO Southern Co Utilities 21,848.0 $2.1M 0.04% +2K +11.2% $95.71 -4.5%
213 ANGL VANECK ETF TRUST 71,458.0 $2.1M 0.04% +3K +3.9% $29.24 -0.9%
214 FXB INVESCO CURRENCYSHARES BRIT Financial Services 16,357.0 $2.1M 0.04% +11K +220.6% $127.64 +2.7%
215 FXE INVESCO CURRENCYSHARES EURO Financial Services 19,654.0 $2.1M 0.04% +4K +27.6% $105.44 +2.2%
216 IGM ISHARES TR 12,513.0 $2.0M 0.04% +1K +12.5% $163.58 -3.2%
217 CGGE CAPITAL GROUP GLOBAL EQUITY 56,645.0 $2.0M 0.04% +5K +8.8% $35.24 +0.2%
218 GRID FIRST TR EXCHANGE-TRADED FD 10,282.0 $2.0M 0.04% +1K +15.1% $191.74 -5.5%
219 GSY INVESCO ACTIVELY MANAGED EXC 39,208.0 $2.0M 0.04% +2K +4.3% $50.15 +0.3%
220 COWZ PACER FDS TR 30,747.0 $1.9M 0.04% +268.0 +0.9% $62.20 +14.5%
Page 11 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%