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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 14 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AGZ ISHARES TR 5,390.0 $589K 0.01% -201.0 -3.6% $109.28 -0.8%
262 TDG Transdigm Group Inc Industrials 436.0 $581K 0.01% -6.0 -1.4% $1332.04 -9.9%
263 VBK VANGUARD INDEX FDS 1,572.0 $575K 0.01% -39.0 -2.4% $365.59 -1.9%
264 IFRA ISHARES TR 9,104.0 $574K 0.01% -172.0 -1.9% $63.04 -5.3%
265 CI THE CIGNA GROUP Healthcare 2,075.0 $572K 0.01% -1K -39.8% $275.61 +0.7%
266 FTGC FIRST TR EXCHANGE TRAD FD VI 21,139.0 $572K 0.01% -2K -10.5% $27.05 +12.9%
267 RBC RBC BEARINGS INC Industrials 871.0 $561K 0.01% -68.0 -7.2% $644.06 -21.5%
268 TROW PRICE T ROWE GROUP INC Financial Services 4,902.0 $557K 0.01% -6K -54.1% $113.68 -1.9%
269 XBI SPDR SERIES TRUST 3,520.0 $557K 0.01% -40.0 -1.1% $158.25 +4.7%
270 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,909.0 $555K 0.01% -4K -65.5% $290.64 -8.2%
271 LNT Alliant Energy Corp Utilities 7,173.0 $547K 0.01% -156.0 -2.1% $76.29 -11.0%
272 TD TORONTO DOMINION BK ONT Financial Services 4,505.0 $547K 0.01% -312.0 -6.5% $121.42 -3.5%
273 ROP ROPER TECHNOLOGIES INC Industrials 1,611.0 $545K 0.01% -2K -51.2% $338.40 +21.7%
274 IGIB ISHARES TR 10,251.0 $545K 0.01% -825.0 -7.5% $53.17 -1.9%
275 UNILEVER PLC 8,975.0 $540K 0.01% -5K -37.7% $60.12
276 FFIV F5 INC Technology 1,297.0 $540K 0.01% -251.0 -16.2% $415.96 -7.5%
277 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,704.0 $539K 0.01% -490.0 -22.3% $316.09 -9.4%
278 CASY CASEYS GEN STORES INC Consumer Cyclical 676.0 $537K 0.01% -67.0 -9.0% $794.79 +5.2%
279 XAR SPDR SERIES TRUST 1,886.0 $535K 0.01% -32.0 -1.7% $283.82 -3.9%
280 VXF VANGUARD INDEX FDS 2,170.0 $534K 0.01% -100.0 -4.4% $246.21 -0.3%
Page 14 of 25  ·  484 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%