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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 12 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NVS Novartis AG Healthcare 11,663.0 $1.8M 0.04% +252.0 +2.2% $156.72 -0.3%
222 BE BLOOM ENERGY CORP Industrials 6,031.0 $1.8M 0.04% +509.0 +9.2% $302.70 -33.1%
223 WSM WILLIAMS SONOMA INC Consumer Cyclical 7,781.0 $1.8M 0.04% +1K +14.9% $233.09 +1.1%
224 NSC NORFOLK SOUTHN CORP Industrials 5,700.0 $1.8M 0.04% +91.0 +1.6% $314.59 +10.2%
225 QRVO Qorvo Inc Technology 19,183.0 $1.8M 0.04% +2K +13.8% $93.27 +3.3%
226 BKNG Booking Holdings Inc Consumer Cyclical 10,027.0 $1.8M 0.04% +10K +1832.0% $178.24 +17.7%
227 COF CAPITAL ONE FINL CORP Financial Services 8,890.0 $1.8M 0.04% +445.0 +5.3% $200.62 +5.9%
228 MGOV FIRST TR EXCHANGE-TRADED FD 87,545.0 $1.8M 0.04% +8K +9.6% $20.19 -1.1%
229 CAH Cardinal Health Inc Healthcare 7,366.0 $1.7M 0.04% +2K +48.8% $237.57 -3.8%
230 KGC KINROSS GOLD CORP Basic Materials 73,713.0 $1.7M 0.04% +6K +9.4% $23.62 +33.1%
231 DSI ISHARES TR 12,149.0 $1.7M 0.04% +3K +33.4% $142.40 +2.3%
232 AMLP ALPS ETF TR 33,206.0 $1.7M 0.04% +6K +20.0% $51.85 +5.9%
233 TIP ISHARES TR 15,578.0 $1.7M 0.04% +740.0 +5.0% $109.43 -1.7%
234 PPI INVESTMENT MANAGERS SER TR I 79,943.0 $1.7M 0.04% +31K +64.0% $21.29 +1.5%
235 HPE HEWLETT PACKARD ENTERPRISE C Technology 37,437.0 $1.7M 0.04% +12K +46.8% $45.11 +17.2%
236 ISHARES TR 60,208.0 $1.6M 0.03% +19K +46.7% $27.24
237 FYC FIRST TR EXCHANGE-TRADED ALP 12,441.0 $1.6M 0.03% +5K +62.4% $127.34 -4.9%
238 ARCC Ares Capital Corp Financial Services 84,572.0 $1.6M 0.03% +17K +25.3% $18.53 +6.7%
239 BLACKROCK ETF TRUST 49,296.0 $1.6M 0.03% +43K +709.7% $31.78
240 FIRST TR EXCHNG TRADED FD VI 47,391.0 $1.6M 0.03% +15K +45.3% $32.83
Page 12 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%