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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 4 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VWO VANGUARD INTL EQUITY INDEX F 180,176.0 $10.8M 0.22% +10K +5.6% $59.69 +0.6%
62 XLF SELECT SECTOR SPDR TR 198,035.0 $10.6M 0.22% +76K +61.9% $53.61 +7.2%
63 FTSM FIRST TR EXCHANGE-TRADED FD 176,485.0 $10.5M 0.22% +53K +42.9% $59.73 +0.3%
64 J P MORGAN EXCHANGE TRADED F 198,439.0 $10.0M 0.21% +41K +26.2% $50.57
65 UNH UNITEDHEALTH GROUP INC Healthcare 23,459.0 $9.8M 0.20% +463.0 +2.0% $415.62 -6.5%
66 BLV VANGUARD BD INDEX FDS 140,270.0 $9.7M 0.20% +140K +10000.0% $68.93 -3.5%
67 IUSB ISHARES TR 209,211.0 $9.7M 0.20% +29K +16.1% $46.15 -1.1%
68 PG PROCTER & GAMBLE CO Consumer Defensive 65,741.0 $9.6M 0.20% +3K +5.4% $146.64 -1.5%
69 BLK BLACKROCK INC Financial Services 9,789.0 $9.4M 0.20% +309.0 +3.3% $961.58 +20.5%
70 VRT VERTIV HOLDINGS CO Industrials 27,790.0 $9.3M 0.19% +2K +7.8% $334.82 -22.0%
71 SCHZ SCHWAB STRATEGIC TR 401,320.0 $9.3M 0.19% +21K +5.4% $23.13 -1.2%
72 FSLR First Solar Inc Energy 39,109.0 $9.2M 0.19% +2K +6.6% $235.96 -5.7%
73 TSLA Tesla Inc Consumer Cyclical 21,846.0 $9.2M 0.19% +429.0 +2.0% $420.60 -16.5%
74 EFA ISHARES TR 87,246.0 $9.1M 0.19% +788.0 +0.9% $103.88 +3.6%
75 ABEV AMBEV SA Consumer Defensive 2,784,450.0 $8.7M 0.18% +384K +16.0% $3.14 -10.5%
76 BAI BLACKROCK ETF TRUST 165,760.0 $8.7M 0.18% +2K +1.2% $52.72 -16.1%
77 SYK STRYKER CORPORATION Healthcare 27,476.0 $8.7M 0.18% +4K +15.1% $314.84 +8.0%
78 CGDV CAPITAL GROUP DIVIDEND VALUE 171,406.0 $8.4M 0.18% +27K +18.4% $49.28 +2.2%
79 BLACKROCK ETF TRUST 229,551.0 $8.4M 0.17% +138K +149.6% $36.60
80 SPGI S&P GLOBAL INC Financial Services 20,563.0 $8.4M 0.17% +512.0 +2.5% $407.26 +4.8%
Page 4 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%