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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 23 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,730.0 $382K 0.01% +199.0 +7.9% $139.94 +2.7%
442 SKYW Skywest Inc Industrials 3,845.0 $382K 0.01% +887.0 +30.0% $99.33 +1.5%
443 USRT ISHARES TR 5,706.0 $379K 0.01% +2K +45.7% $66.45 +1.1%
444 SLQD ISHARES TR 7,495.0 $378K 0.01% +642.0 +9.4% $50.37 -0.4%
445 KBWB INVESCO EXCH TRADED FD TR II 4,053.0 $377K 0.01% +2K +108.3% $92.99 +1.9%
446 FEM FIRST TR EXCH TRD ALPHDX FD 11,688.0 $374K 0.01% +6K +108.9% $31.99 +1.8%
447 AMERICA MOVIL SAB DE CV 14,336.0 $373K 0.01% +90.0 +0.6% $25.99
448 DRD DRDGOLD LIMITED Basic Materials 17,294.0 $368K 0.01% +2K +11.7% $21.30 +38.5%
449 HEICO CORP NEW 1,425.0 $368K 0.01% +171.0 +13.6% $257.91
450 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 34,487.0 $365K 0.01% +8K +30.2% $10.57 -4.4%
451 VNIE ADVISORS INNER CIRCLE FD II 13,288.0 $355K 0.01% +261.0 +2.0% $26.71 -5.4%
452 HWKN Hawkins Inc Basic Materials 2,494.0 $354K 0.01% +836.0 +50.4% $142.10 -16.0%
453 STE STERIS PLC Healthcare 1,681.0 $354K 0.01% +30.0 +1.8% $210.57 +12.0%
454 CNEQ THE ALGER ETF TRUST 8,525.0 $352K 0.01% +532.0 +6.7% $41.27 -4.9%
455 TER TERADYNE INC Technology 727.0 $352K 0.01% +40.0 +5.8% $483.89 -20.8%
456 DCI DONALDSON INC Industrials 3,862.0 $347K 0.01% +879.0 +29.5% $89.77 +3.0%
457 SHOO Madden Steven LTD Consumer Cyclical 8,177.0 $344K 0.01% +44.0 +0.5% $42.10 +8.6%
458 CPRT COPART INC Industrials 12,197.0 $344K 0.01% +6K +94.1% $28.19 +21.8%
459 CLIP GLOBAL X FDS 3,420.0 $343K 0.01% +112.0 +3.4% $100.34 -0.1%
460 AFLG FIRST TR EXCHNG TRADED FD VI 7,814.0 $339K 0.01% +676.0 +9.5% $43.42 +2.7%
Page 23 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%