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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 22 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ARCC Ares Capital Corp Financial Services 62,750.0 $1.3M 0.03% NEW $20.23 -7.5%
422 ADSK Autodesk Inc Technology 4,287.0 $1.3M 0.03% NEW $295.99 -17.7%
423 CRH PLC 10,131.0 $1.3M 0.03% NEW $124.80
424 BBJP J P MORGAN EXCHANGE TRADED F 19,175.0 $1.3M 0.03% NEW $65.91 +12.3%
425 MINT PIMCO ETF TR 12,539.0 $1.3M 0.03% NEW $100.70 -0.1%
426 ITA ISHARES TR 5,856.0 $1.3M 0.03% NEW $214.69 +2.6%
427 PFE PFIZER INC Healthcare 50,178.0 $1.2M 0.03% NEW $24.90 +1.7%
428 CIEN Ciena Corp Technology 5,332.0 $1.2M 0.03% NEW $233.87 +124.3%
429 SOXX ISHARES TR 4,132.0 $1.2M 0.03% NEW $301.18 +64.6%
430 MGOV FIRST TR EXCHANGETRADED FD 60,424.0 $1.2M 0.03% NEW $20.47 -2.2%
431 IWN ISHARES TR 6,818.0 $1.2M 0.03% NEW $181.21 +13.7%
432 JBHT HUNT J B TRANS SVCS INC Industrials 6,337.0 $1.2M 0.03% NEW $194.35 +34.9%
433 FUMB FIRST TR EXCH TRADED FD III 61,296.0 $1.2M 0.03% NEW $20.06 -0.0%
434 DHR Danaher Corporation Healthcare 5,353.0 $1.2M 0.03% NEW $229.26 -29.4%
435 SHW SHERWIN WILLIAMS CO Basic Materials 3,760.0 $1.2M 0.03% NEW $324.04 -7.4%
436 FDN FIRST TR EXCHANGETRADED FD 4,524.0 $1.2M 0.03% NEW $269.18 +0.5%
437 SHLD GLOBAL X FDS 18,722.0 $1.2M 0.03% NEW $65.02 -2.1%
438 SJM SMUCKER J M CO Consumer Defensive 12,442.0 $1.2M 0.03% NEW $97.81 +2.8%
439 MSI MOTOROLA SOLUTIONS INC Technology 3,152.0 $1.2M 0.03% NEW $384.48 +2.3%
440 STLD Steel Dynamics Inc Basic Materials 7,129.0 $1.2M 0.03% NEW $169.95 +34.9%
Page 22 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%