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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 7 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ACWX ISHARES TR 73,857.0 $5.6M 0.12% +25K +51.7% $76.11 +1.6%
122 IBM INTERNATIONAL BUSINESS MACHS Technology 19,958.0 $5.6M 0.12% +1K +6.2% $281.20 -16.9%
123 VGT VANGUARD WORLD FD 46,666.0 $5.6M 0.12% +38K +413.7% $119.52 -1.0%
124 MA MASTERCARD INCORPORATED Financial Services 10,798.0 $5.5M 0.12% +1K +13.3% $513.59 +11.7%
125 AEM AGNICO EAGLE MINES LTD Basic Materials 35,676.0 $5.5M 0.12% +11K +43.9% $155.13 +36.7%
126 SPDW SPDR INDEX SHS FDS 105,590.0 $5.3M 0.11% +19K +21.5% $50.39 +2.4%
127 JVAL J P MORGAN EXCHANGE TRADED F 86,921.0 $5.1M 0.11% +34K +63.6% $58.64 +1.1%
128 AEP AMERICAN ELEC PWR CO INC Utilities 37,178.0 $5.1M 0.11% +2K +6.5% $136.81 -8.1%
129 KLAC KLA CORP Technology 16,831.0 $5.1M 0.11% +15K +1082.8% $301.71 -38.4%
130 CGGR CAPITAL GROUP GROWTH ETF 106,408.0 $5.0M 0.10% +83K +357.5% $47.20 -1.5%
131 FIXD FIRST TR EXCHNG TRADED FD VI 113,881.0 $5.0M 0.10% +12K +11.7% $43.61 -1.5%
132 PM PHILIP MORRIS INTL INC Consumer Defensive 27,400.0 $5.0M 0.10% +1K +5.2% $180.91 +5.9%
133 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,088.0 $4.9M 0.10% +398.0 +8.5% $965.00 -11.9%
134 SPSM SPDR SERIES TRUST 84,568.0 $4.9M 0.10% +67K +384.4% $57.67 -1.3%
135 BP BP PLC Energy 131,319.0 $4.9M 0.10% +20K +18.4% $36.95 +22.2%
136 SHV ISHARES TR 43,936.0 $4.8M 0.10% +786.0 +1.8% $110.35 -0.1%
137 BX Blackstone Inc Financial Services 40,721.0 $4.8M 0.10% +7K +20.7% $117.67 +20.1%
138 B BARRICK MNG CORP Basic Materials 126,612.0 $4.7M 0.10% +29K +30.4% $36.76 +25.9%
139 WPC WP CAREY INC Real Estate 62,827.0 $4.5M 0.09% +360.0 +0.6% $71.50 +0.7%
140 SPHY SPDR SERIES TRUST 187,494.0 $4.4M 0.09% +137K +269.7% $23.44 -0.7%
Page 7 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%