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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 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TRGP TARGA RES CORP Energy 806.0 $216K 0.01% NEW $268.14 +11.5%
102 CMS CMS ENERGY CORP Utilities 2,824.0 $216K 0.01% NEW $76.50 -10.8%
103 FLXS Flexsteel Inds Inc Consumer Cyclical 2,860.0 $213K 0.00% NEW $74.48 +9.3%
104 CVLC MORGAN STANLEY ETF TRUST 2,220.0 $210K 0.00% NEW $94.47 +1.7%
105 NOK NOKIA CORP Technology 15,774.0 $209K 0.00% NEW $13.28 -23.1%
106 LRN Stride Inc Consumer Defensive 2,428.0 $209K 0.00% NEW $86.24 -2.2%
107 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,329.0 $209K 0.00% NEW $156.96 -8.4%
108 AGM FEDERAL AGRIC MTG CORP Financial Services 1,036.0 $206K 0.00% NEW $199.27 +10.8%
109 STT STATE STR CORP Financial Services 1,212.0 $206K 0.00% NEW $169.60 +10.3%
110 KMT KENNAMETAL INC Industrials 5,791.0 $203K 0.00% NEW $35.05 -14.5%
111 ALLW SSGA ACTIVE TR 6,932.0 $203K 0.00% NEW $29.27 +3.3%
112 UCO PROSHARES TR II Financial Services 6,157.0 $203K 0.00% NEW $32.95 +38.2%
113 BIZD VANECK ETF TRUST 14,584.0 $185K 0.00% NEW $12.66 +5.0%
114 GGUS GOLDMAN SACHS ETF TR 2,602.0 $178K 0.00% NEW $68.25 -2.1%
115 PSTV PLUS THERAPEUTICS INC Healthcare 34,306.0 $150K 0.00% NEW $4.37 -26.8%
116 PTNQ PACER FDS TR 1,400.0 $124K 0.00% NEW $88.65 -3.0%
117 HYD VANECK ETF TRUST 2,152.0 $111K 0.00% NEW $51.51 -2.5%
118 SCHY SCHWAB STRATEGIC TR 3,000.0 $95K 0.00% NEW $31.73 +6.0%
119 GSSC GOLDMAN SACHS ETF TR 1,024.0 $93K 0.00% NEW $91.26 +0.1%
120 CVIE MORGAN STANLEY ETF TRUST 1,074.0 $91K 0.00% NEW $85.01 +0.8%
Page 6 of 9  ·  168 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 30.8%
Financial Services 21.4%
Industrials 11.4%
Healthcare 9.8%
Consumer Cyclical 6.1%
Communication Services 5.4%
Energy 5.1%
Consumer Defensive 4.4%
Utilities 2.1%
Real Estate 1.9%