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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 17 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EQIX EQUINIX INC Real Estate 820.0 $855K 0.02% +22.0 +2.8% $1042.48 +2.2%
322 USHY ISHARES TR 23,056.0 $854K 0.02% +7K +44.1% $37.02 -0.5%
323 DFCF DIMENSIONAL ETF TRUST 20,199.0 $853K 0.02% +1K +8.0% $42.21 -1.8%
324 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 6,923.0 $852K 0.02% +161.0 +2.4% $123.11 +31.0%
325 PINNACLE FINL PARTNERS INC 8,395.0 $847K 0.02% +753.0 +9.8% $100.88
326 ESGD ISHARES TR 8,161.0 $839K 0.02% +178.0 +2.2% $102.81 +4.4%
327 XYL XYLEM INC Industrials 7,075.0 $836K 0.02% +430.0 +6.5% $118.20 -4.0%
328 EGY Vaalco Energy Inc Energy 164,594.0 $836K 0.02% +2K +1.2% $5.08 +16.9%
329 FOCT FIRST TR EXCHNG TRADED FD VI 15,987.0 $836K 0.02% +1K +9.8% $52.29 +2.3%
330 MELI Mercadolibre Inc Consumer Cyclical 487.0 $827K 0.02% +14.0 +3.0% $1697.39 +13.3%
331 FITB Fifth Third Bancorp Financial Services 14,645.0 $826K 0.02% +389.0 +2.7% $56.37 -2.7%
332 SPG SIMON PPTY GROUP INC NEW Real Estate 3,624.0 $811K 0.02% +34.0 +0.9% $223.65 -2.4%
333 AFL AFLAC INC Financial Services 6,873.0 $806K 0.02% +121.0 +1.8% $117.25 -1.0%
334 LH LABCORP HOLDINGS INC Healthcare 2,877.0 $806K 0.02% +195.0 +7.3% $280.00 +20.1%
335 CF CF INDUSTRIES HOLD Basic Materials 7,432.0 $805K 0.02% +833.0 +12.6% $108.26 +19.7%
336 EBND SPDR SERIES TRUST 38,323.0 $802K 0.02% +36K +1900.2% $20.92 +1.5%
337 NEM NEWMONT CORP Basic Materials 8,485.0 $790K 0.02% +6K +232.5% $93.12 +41.3%
338 AIA ISHARES TR 5,547.0 $786K 0.02% +654.0 +13.4% $141.65 -2.0%
339 CTVA Corteva Inc Basic Materials 9,264.0 $785K 0.02% +526.0 +6.0% $84.69 -3.4%
340 DFSD DIMENSIONAL ETF TRUST 16,405.0 $783K 0.02% +377.0 +2.4% $47.75 -0.9%
Page 17 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%