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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 6 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLP SELECT SECTOR SPDR TR 80,259.0 $6.7M 0.14% +11K +15.4% $83.07 +2.7%
102 FORTINET INC 43,353.0 $6.7M 0.14% +533.0 +1.2% $153.62
103 EQNR EQUINOR ASA Energy 209,425.0 $6.6M 0.14% +36K +21.1% $31.40 +36.5%
104 UBER UBER TECHNOLOGIES INC Technology 90,665.0 $6.5M 0.14% +10K +12.9% $72.16 +8.9%
105 ASML ASML HLDG NV Technology 3,287.0 $6.5M 0.14% +555.0 +20.3% $1989.52 -12.0%
106 DUK Duke Energy Corp New Utilities 51,199.0 $6.5M 0.14% +22K +76.0% $126.58 -3.1%
107 VOT VANGUARD INDEX FDS 21,062.0 $6.5M 0.14% +373.0 +1.8% $306.30 -1.1%
108 BND VANGUARD BD INDEX FDS 87,321.0 $6.4M 0.13% +48K +122.6% $73.41 -1.5%
109 GOVT ISHARES TR 278,657.0 $6.3M 0.13% +80K +40.4% $22.78 -1.3%
110 TMO THERMO FISHER SCIENTIFIC INC Healthcare 12,543.0 $6.3M 0.13% +719.0 +6.1% $501.37 +25.2%
111 TT TRANE TECHNOLOGIES PLC Industrials 12,539.0 $6.2M 0.13% +316.0 +2.6% $491.14 -8.2%
112 THRO BLACKROCK ETF TRUST 142,522.0 $6.1M 0.13% +10K +7.7% $43.11 +0.9%
113 BUYW NORTHERN LTS FD TR IV 416,325.0 $6.0M 0.12% +60K +16.9% $14.45 +1.2%
114 PLD PROLOGIS INC. Real Estate 44,055.0 $6.0M 0.12% +5K +14.0% $135.47 +3.8%
115 VIG VANGUARD SPECIALIZED FUNDS 25,164.0 $6.0M 0.12% +462.0 +1.9% $236.62 +2.4%
116 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 8,411.0 $5.9M 0.12% +113.0 +1.4% $703.35 -1.0%
117 SGOV ISHARES TR 58,705.0 $5.9M 0.12% +34K +134.6% $100.67 -0.1%
118 TJX TJX COS INC NEW Consumer Cyclical 38,955.0 $5.9M 0.12% +2K +4.7% $151.50 -7.1%
119 PH Parker-Hannifin Corp Industrials 5,915.0 $5.8M 0.12% +240.0 +4.2% $978.12 +2.3%
120 CMF ISHARES TR 98,953.0 $5.7M 0.12% +51K +105.1% $57.64 -1.8%
Page 6 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%