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Portfolio (Quarterly) Guide ↗

Ashton Thomas Private Wealth, LLC

· CIK 0002019663
13F Portfolio $4.1B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 997 New
Page 19 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CPB THE CAMPBELLS COMPANY Consumer Defensive 57,259.0 $1.6M 0.04% NEW $27.87 -27.9%
362 VXUS VANGUARD STAR FDS 21,116.0 $1.6M 0.04% NEW $75.44 +10.4%
363 T AT&T INC Communication Services 63,815.0 $1.6M 0.04% NEW $24.84 -1.5%
364 TXN TEXAS INSTRS INC Technology 9,135.0 $1.6M 0.04% NEW $173.49 +73.5%
365 SOUTHSTATE BK CORP 16,827.0 $1.6M 0.04% NEW $94.11
366 STZ CONSTELLATION BRANDS INC Consumer Defensive 11,474.0 $1.6M 0.04% NEW $137.96 +5.5%
367 MTUM ISHARES TR 6,288.0 $1.6M 0.04% NEW $250.31 +17.3%
368 DGX QUEST DIAGNOSTICS INC Healthcare 8,964.0 $1.6M 0.04% NEW $173.52 +9.2%
369 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,441.0 $1.5M 0.04% NEW $283.30 -23.8%
370 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7,558.0 $1.5M 0.04% NEW $203.19 +67.8%
371 APD AIR PRODS & CHEMS INC Basic Materials 6,216.0 $1.5M 0.04% NEW $247.04 +19.3%
372 OMC Omnicom Group Inc Communication Services 18,701.0 $1.5M 0.04% NEW $81.57 -10.5%
373 SOMNIGROUP INTERNATIONAL INC 17,047.0 $1.5M 0.04% NEW $89.28
374 EME EMCOR GROUP INC Industrials 2,477.0 $1.5M 0.04% NEW $611.82 +44.4%
375 NSC NORFOLK SOUTHN CORP Industrials 5,240.0 $1.5M 0.04% NEW $288.72 +11.0%
376 KGC KINROSS GOLD CORP Basic Materials 53,610.0 $1.5M 0.04% NEW $28.16 +1.7%
377 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.04% NEW $754800.00
378 FTCS FIRST TR EXCHANGETRADED FD 16,314.0 $1.5M 0.04% NEW $92.51 +1.2%
379 BDX BECTON DICKINSON & CO Healthcare 7,763.0 $1.5M 0.04% NEW $194.07 -26.3%
380 GOVT ISHARES TR 65,388.0 $1.5M 0.04% NEW $23.03 -2.0%
Page 19 of 50  ·  997 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 27.7%
Financial Services 26.5%
Industrials 10.3%
Healthcare 9.1%
Communication Services 6.9%
Consumer Cyclical 6.1%
Energy 5.6%
Consumer Defensive 4.4%
Utilities 1.9%
Basic Materials 1.2%