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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 8 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MBB ISHARES TR 67,549.0 $6.4M 0.16% NEW $95.22 -1.7%
142 BND VANGUARD BD INDEX FDS 86,318.0 $6.4M 0.16% NEW $74.07 -1.8%
143 AVEM AMERICAN CENTY ETF TR 82,023.0 $6.3M 0.15% NEW $77.02 +19.3%
144 MCD MCDONALDS CORP Consumer Cyclical 20,155.0 $6.2M 0.15% NEW $305.63 -10.0%
145 KO COCA COLA CO Consumer Defensive 87,872.0 $6.1M 0.15% NEW $69.91 +15.1%
146 MGRC MCGRATH RENTCORP Industrials 58,536.0 $6.1M 0.15% NEW $104.93 +10.1%
147 IBM INTERNATIONAL BUSINESS MACHS Technology 20,666.0 $6.1M 0.15% NEW $296.21 -26.3%
148 PANW PALO ALTO NETWORKS INC Technology 33,135.0 $6.1M 0.15% NEW $184.20 +29.3%
149 IWB ISHARES TR 16,330.0 $6.1M 0.15% NEW $373.45 +7.8%
150 AMD ADVANCED MICRO DEVICES INC Technology 28,442.0 $6.1M 0.15% NEW $214.16 +98.0%
151 CRWD CROWDSTRIKE HLDGS INC Technology 12,909.0 $6.1M 0.15% NEW $468.75 +23.7%
152 IBB ISHARES TR 35,767.0 $6.0M 0.15% NEW $168.77 -1.1%
153 BKNG Booking Holdings Inc Consumer Cyclical 1,118.0 $6.0M 0.15% NEW $5357.68 -97.1%
154 CGMU CAPITAL GRP FIXED INCM ETF T 214,339.0 $5.9M 0.14% NEW $27.38 -0.7%
155 GSLC GOLDMAN SACHS ETF TR 44,246.0 $5.9M 0.14% NEW $132.37 +5.8%
156 GS GOLDMAN SACHS GROUP INC Financial Services 6,650.0 $5.8M 0.14% NEW $878.99 +10.2%
157 MU MICRON TECHNOLOGY INC Technology 20,345.0 $5.8M 0.14% NEW $285.52 +171.8%
158 XLP SELECT SECTOR SPDR TR 74,483.0 $5.8M 0.14% NEW $77.68 +9.0%
159 FSLR First Solar Inc Energy 21,925.0 $5.7M 0.14% NEW $261.23 -11.3%
160 XLU SELECT SECTOR SPDR TR 132,713.0 $5.7M 0.14% NEW $42.69 +2.8%
Page 8 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%