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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 8 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HEFA ISHARES TR 93,496.0 $4.4M 0.09% +15K +18.9% $46.93 -0.0%
142 QGRO AMERICAN CENTY ETF TR 37,040.0 $4.4M 0.09% +17K +81.2% $118.05 -0.2%
143 MO Altria Group Inc Consumer Defensive 60,458.0 $4.3M 0.09% +380.0 +0.6% $71.95 -7.0%
144 VCSH VANGUARD SCOTTSDALE FDS 54,987.0 $4.3M 0.09% +2K +3.2% $79.03 -0.5%
145 UCON FIRST TR EXCHNG TRADED FD VI 174,645.0 $4.3M 0.09% +13K +7.8% $24.88 -1.0%
146 BA Boeing Co Industrials 19,495.0 $4.2M 0.09% +4K +23.5% $216.47 -0.6%
147 GSK GSK PLC Healthcare 79,687.0 $4.2M 0.09% +10K +13.7% $52.42 -0.9%
148 TOL Toll Brothers Inc Consumer Cyclical 25,120.0 $4.1M 0.09% +1K +5.5% $164.75 -11.9%
149 DIA STATE STR SPDR DOW JONES IND Financial Services 7,914.0 $4.1M 0.09% +366.0 +4.8% $522.41 +1.0%
150 PXH INVESCO EXCH TRADED FD TR II 148,211.0 $4.1M 0.09% +40K +36.9% $27.88 +4.1%
151 CTAS Cintas Corp Industrials 23,905.0 $4.1M 0.09% +7K +43.9% $170.08 +19.7%
152 INCY Incyte Corp Healthcare 35,756.0 $4.1M 0.09% +2K +6.4% $113.36 +12.2%
153 VDE VANGUARD WORLD FD 26,815.0 $4.0M 0.08% +350.0 +1.3% $150.13 +19.7%
154 ORCL Oracle Corp Technology 27,316.0 $4.0M 0.08% +3K +13.7% $146.55 -3.1%
155 CDNS CADENCE DESIGN SYSTEM INC Technology 10,647.0 $4.0M 0.08% +833.0 +8.5% $375.33 -16.4%
156 MLPA GLOBAL X FDS 74,845.0 $4.0M 0.08% +2K +2.4% $53.08 +6.4%
157 DVY ISHARES TR 24,893.0 $3.9M 0.08% +3K +12.1% $156.30 +5.2%
158 TEL TE CONNECTIVITY PLC Technology 18,779.0 $3.8M 0.08% +412.0 +2.2% $201.61 -0.5%
159 RDVY FIRST TR EXCHANGE TRADED FD 46,693.0 $3.8M 0.08% +4K +8.8% $81.06 +0.5%
160 IDV ISHARES TR 89,593.0 $3.7M 0.08% +11K +14.0% $41.43 +8.5%
Page 8 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%