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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 13 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TXT Textron Inc Industrials 16,903.0 $1.6M 0.03% +921.0 +5.8% $91.73 -8.0%
242 XEL XCEL ENERGY INC Utilities 19,237.0 $1.5M 0.03% +274.0 +1.4% $80.30 -2.0%
243 INNOVATOR ETFS TRUST 58,001.0 $1.5M 0.03% +310.0 +0.5% $25.98
244 STRL STERLING INFRASTRUCTURE INC Industrials 1,760.0 $1.5M 0.03% +1K +209.3% $839.36 -38.0%
245 BSM BLACK STONE MINERALS L P Energy 105,214.0 $1.5M 0.03% +9K +9.9% $13.97 +5.7%
246 HAL HALLIBURTON CO Energy 43,275.0 $1.5M 0.03% +8K +24.3% $33.95 +5.1%
247 EXEL Exelixis Inc Healthcare 26,778.0 $1.5M 0.03% +140.0 +0.5% $54.41 -1.3%
248 FTCS FIRST TR EXCHANGE-TRADED FD 15,287.0 $1.4M 0.03% +525.0 +3.6% $93.92 +7.3%
249 SPLV INVESCO EXCH TRADED FD TR II 18,987.0 $1.4M 0.03% +160.0 +0.8% $74.90 +1.0%
250 CBRE CBRE GROUP INC Real Estate 10,401.0 $1.4M 0.03% +142.0 +1.4% $134.69 +12.7%
251 FLJP FRANKLIN TEMPLETON ETF TR 34,758.0 $1.4M 0.03% +13K +61.1% $39.75 +1.2%
252 ESGE ISHARES INC 25,185.0 $1.4M 0.03% +3K +13.6% $54.69 -2.2%
253 PFE PFIZER INC Healthcare 56,570.0 $1.4M 0.03% +4K +7.1% $24.08 +15.5%
254 ARKW ARK ETF TR 9,397.0 $1.4M 0.03% +868.0 +10.2% $144.86 +4.5%
255 AVDV AMERICAN CENTY ETF TR 13,112.0 $1.4M 0.03% +3K +32.8% $103.05 +7.5%
256 EA SERIES TRUST 37,142.0 $1.3M 0.03% +32K +643.9% $36.32
257 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,713.0 $1.3M 0.03% +157.0 +6.1% $496.76 +8.8%
258 VGIT VANGUARD SCOTTSDALE FDS 22,703.0 $1.3M 0.03% +4K +21.7% $58.98 -1.0%
259 JSMD JANUS DETROIT STR TR 13,184.0 $1.3M 0.03% +779.0 +6.3% $101.24 -6.7%
260 ECG EVERUS CONSTR GROUP Industrials 7,937.0 $1.3M 0.03% +3K +70.1% $165.95 -24.5%
Page 13 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%