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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 17 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,780.0 $378K 0.01% -185.0 -4.7% $100.07 +7.9%
322 ENSG Ensign Group Inc Healthcare 2,319.0 $372K 0.01% -32.0 -1.4% $160.30 +12.0%
323 PYPL PAYPAL HLDGS INC Financial Services 8,580.0 $370K 0.01% -10K -53.8% $43.18 +42.5%
324 AMP AMERIPRISE FINL INC Financial Services 806.0 $370K 0.01% -38.0 -4.5% $458.76 +21.1%
325 MUNI PIMCO ETF TR 7,026.0 $370K 0.01% -8K -52.9% $52.60 -1.7%
326 FTA FIRST TR EXCHANGE-TRADED ALP 3,814.0 $369K 0.01% -640.0 -14.4% $96.80 +7.2%
327 ZTS ZOETIS INC Healthcare 5,086.0 $366K 0.01% -2K -30.3% $71.86 +8.2%
328 APTIV PLC 5,954.0 $365K 0.01% -1K -16.7% $61.38
329 MLM MARTIN MARIETTA MATLS INC Basic Materials 625.0 $360K 0.01% -26.0 -4.0% $576.70 -7.2%
330 NXTG FIRST TR EXCHANGE-TRADED FD 2,322.0 $356K 0.01% -239.0 -9.3% $153.34 -1.5%
331 PHM PULTE GROUP INC Consumer Cyclical 2,574.0 $353K 0.01% -15K -85.0% $137.21 -6.0%
332 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 9,038.0 $353K 0.01% -242.0 -2.6% $39.05 +1.1%
333 CARR CARRIER GLOBAL CORPORATION Industrials 4,790.0 $351K 0.01% -259.0 -5.1% $73.35 -17.7%
334 KTB Kontoor Brands Inc Consumer Cyclical 4,137.0 $345K 0.01% -701.0 -14.5% $83.33 -1.6%
335 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,162.0 $341K 0.01% -57.0 -1.8% $107.78 +2.8%
336 AN AUTONATION INC Consumer Cyclical 1,811.0 $336K 0.01% -111.0 -5.8% $185.79 +7.4%
337 SEI SOLARIS ENERGY INFRAS INC Energy 4,166.0 $335K 0.01% -2K -31.9% $80.46 -33.8%
338 ODC OIL DRI CORP AMER Basic Materials 3,274.0 $335K 0.01% -389.0 -10.6% $102.21 -12.0%
339 WTAI WISDOMTREE TR 6,883.0 $327K 0.01% -714.0 -9.4% $47.47 -13.3%
340 SJNK SPDR SERIES TRUST 13,051.0 $327K 0.01% -524.0 -3.9% $25.03 -0.6%
Page 17 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%