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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 19 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BLACKROCK ETF TRUST II 5,287.0 $263K 0.01% -4K -40.5% $49.80
362 EAGG ISHARES TR 5,433.0 $258K 0.01% -856.0 -13.6% $47.41 -1.6%
363 DOW DOW HLDGS INC Basic Materials 9,390.0 $257K 0.01% -165.0 -1.7% $27.36 +18.2%
364 FCN Fti Consulting Inc Industrials 1,722.0 $257K 0.01% -279.0 -13.9% $148.97 +4.5%
365 JMUB J P MORGAN EXCHANGE TRADED F 5,056.0 $256K 0.01% -201.0 -3.8% $50.66 -1.9%
366 NKE NIKE INC Consumer Cyclical 6,205.0 $255K 0.01% -21K -76.9% $41.05 -0.7%
367 IYE ISHARES TR 4,414.0 $250K 0.01% -524.0 -10.6% $56.59 +19.0%
368 PK PARK HOTELS & RESORTS INC Real Estate 17,354.0 $247K 0.01% -2K -10.6% $14.25 +10.7%
369 SNY SANOFI SA Healthcare 5,752.0 $245K 0.01% -56K -90.6% $42.66 +7.5%
370 MKC MCCORMICK & CO INC Consumer Defensive 4,762.0 $240K 0.01% -6K -56.4% $50.42 +9.9%
371 PJT PJT PARTNERS INC Financial Services 1,581.0 $239K 0.01% -69.0 -4.2% $150.94 +15.9%
372 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 438.0 $237K 0.01% -2K -78.0% $541.83 -5.3%
373 QQEW FIRST TR EXCHANGE-TRADED FD 1,455.0 $232K 0.01% -129.0 -8.1% $159.55 +3.1%
374 SPYI NEOS ETF TRUST 4,352.0 $231K 0.01% -2K -31.9% $53.09 +0.7%
375 WSO Watsco Inc Industrials 554.0 $231K 0.01% -47.0 -7.8% $416.82 -25.2%
376 CCB Coastal Finl Corp Wa Financial Services 2,960.0 $229K 0.01% -96.0 -3.1% $77.51 -40.3%
377 SCHR SCHWAB STRATEGIC TR 9,252.0 $228K 0.01% -431.0 -4.5% $24.66 -1.1%
378 FDL FIRST TR EXCHANGE-TRADED FD 4,683.0 $228K 0.01% -30.0 -0.6% $48.66 +9.1%
379 BJUL INNOVATOR ETFS TRUST 4,188.0 $227K 0.01% -1K -23.6% $54.31 +1.9%
380 D Dominion Energy Inc Utilities 3,304.0 $226K 0.01% -32.0 -1.0% $68.28 -2.5%
Page 19 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%