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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 5 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EOG EOG RES INC Energy 64,167.0 $8.3M 0.17% +769.0 +1.2% $129.73 +17.3%
82 ANGLOGOLD ASHANTI PLC 102,653.0 $8.3M 0.17% +36K +53.6% $80.89
83 ADI Analog Devices Inc Technology 20,510.0 $8.1M 0.17% +1K +5.2% $397.17 -6.8%
84 GILD Gilead Sciences Inc Healthcare 62,087.0 $7.8M 0.16% +3K +4.2% $126.34 +13.5%
85 KO COCA COLA CO Consumer Defensive 95,339.0 $7.7M 0.16% +2K +1.6% $81.27 +11.4%
86 ANET ARISTA NETWORKS INC Technology 45,490.0 $7.7M 0.16% +4K +10.5% $169.88 +8.2%
87 SPTM SPDR SERIES TRUST 85,114.0 $7.7M 0.16% +3K +3.5% $90.79 +1.9%
88 BSV VANGUARD BD INDEX FDS 97,469.0 $7.6M 0.16% +11K +12.2% $77.91 -0.4%
89 EEM ISHARES TR 110,148.0 $7.5M 0.16% +7K +6.8% $68.41 -2.6%
90 NFLX NETFLIX INC. Communication Services 101,485.0 $7.2M 0.15% +713.0 +0.7% $71.40 +12.2%
91 XLU SELECT SECTOR SPDR TR 157,517.0 $7.1M 0.15% +39K +33.3% $45.34 -3.5%
92 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 14,850.0 $7.1M 0.15% +2K +13.0% $477.56 -12.9%
93 IWB ISHARES TR 17,295.0 $7.1M 0.15% +227.0 +1.3% $409.51 +2.0%
94 MCK Mckesson Corp Healthcare 9,337.0 $7.1M 0.15% +510.0 +5.8% $755.64 +11.0%
95 MBB ISHARES TR 74,289.0 $7.0M 0.15% +4K +5.0% $94.52 -1.3%
96 SPMO INVESCO EXCH TRADED FD TR II 43,371.0 $7.0M 0.15% +908.0 +2.1% $161.54 -8.2%
97 BLCR BLACKROCK ETF TRUST 138,825.0 $7.0M 0.15% +98K +240.6% $50.37 -2.7%
98 SDVY FIRST TR EXCHANGE TRADED FD 158,489.0 $6.8M 0.14% +5K +3.1% $43.14 +1.2%
99 CGMU CAPITAL GRP FIXED INCM ETF T 247,481.0 $6.8M 0.14% +16K +6.9% $27.47 -1.3%
100 IVVB BLACKROCK ETF TRUST II 194,019.0 $6.7M 0.14% +191K +6213.7% $34.63 +1.7%
Page 5 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%