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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 15 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 13,174.0 $1.1M 0.02% +632.0 +5.0% $87.04 +7.8%
282 POWL POWELL INDS INC Industrials 4,001.0 $1.1M 0.02% +3K +208.0% $286.36 -31.0%
283 SBAC SBA COMMUNICATIONS CORP Real Estate 6,454.0 $1.1M 0.02% +172.0 +2.7% $176.46 +3.5%
284 SYY Sysco Corp Consumer Defensive 13,411.0 $1.1M 0.02% +987.0 +7.9% $83.58 +0.6%
285 HMY HARMONY GOLD MNG LTD Basic Materials 73,606.0 $1.1M 0.02% +25K +52.6% $15.21 +54.8%
286 CGSD CAPITAL GRP FIXED INCM ETF T 42,838.0 $1.1M 0.02% +33K +339.3% $25.73 -0.0%
287 CSHI NEOS ETF TRUST 22,014.0 $1.1M 0.02% +2K +9.5% $49.81 -0.2%
288 SPTI SPDR SERIES TRUST 37,888.0 $1.1M 0.02% +11K +39.6% $28.39 -1.1%
289 SPYG SPDR SERIES TRUST 8,996.0 $1.1M 0.02% +2K +27.0% $118.99 +1.0%
290 VYMI VANGUARD WHITEHALL FDS 10,853.0 $1.1M 0.02% +876.0 +8.8% $98.20 +7.2%
291 NXT NEXTPOWER INC Technology 8,879.0 $1.1M 0.02% +2K +24.9% $119.14 -27.7%
292 IBIT ISHARES BITCOIN TRUST ETF Financial Services 31,311.0 $1.0M 0.02% +4K +12.7% $33.29 +31.2%
293 VGLT VANGUARD SCOTTSDALE FDS 18,371.0 $1.0M 0.02% +6K +45.6% $55.18 -4.4%
294 KKR KKR & CO INC 11,034.0 $1.0M 0.02% +8K +290.7% $91.78
295 MRVL MARVELL TECHNOLOGY INC Technology 3,386.0 $1.0M 0.02% +851.0 +33.6% $297.92 -20.4%
296 ENVA Enova Intl Inc Financial Services 4,169.0 $1.0M 0.02% +103.0 +2.5% $240.73 +0.9%
297 ITW ILLINOIS TOOL WKS INC Industrials 3,701.0 $1.0M 0.02% +221.0 +6.3% $270.47 +4.4%
298 HWM Howmet Aerospace Inc Industrials 3,694.0 $993K 0.02% +1K +56.8% $268.86 +1.0%
299 TPR TAPESTRY INC Consumer Cyclical 6,751.0 $988K 0.02% +5K +368.5% $146.38 -11.1%
300 WRB BERKLEY W R CORP Financial Services 13,946.0 $984K 0.02% +850.0 +6.5% $70.53 -2.7%
Page 15 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 30.8%
Financial Services 21.4%
Industrials 11.4%
Healthcare 9.8%
Consumer Cyclical 6.1%
Communication Services 5.4%
Energy 5.1%
Consumer Defensive 4.4%
Utilities 2.1%
Real Estate 1.9%