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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 20 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 OHI OMEGA HEALTHCARE INVS INC Real Estate 4,726.0 $225K 0.01% -2K -24.3% $47.68 -2.2%
382 RMD Resmed Inc Healthcare 1,150.0 $224K 0.01% -276.0 -19.4% $194.93 +18.8%
383 INNOVATOR ETFS TRUST 9,603.0 $220K 0.01% -13K -57.8% $22.94
384 FNY FIRST TR EXCHANGE-TRADED ALP 1,973.0 $219K 0.01% -212.0 -9.7% $110.85 -5.3%
385 BRO Brown & Brown Inc Financial Services 3,367.0 $216K 0.01% -146.0 -4.2% $64.14 +13.7%
386 BSX BOSTON SCIENTIFIC CORP Healthcare 4,983.0 $213K 0.00% -6K -54.2% $42.68 +18.0%
387 RWR SPDR SERIES TRUST 1,873.0 $212K 0.00% -238.0 -11.3% $112.97 +1.3%
388 RELX RELX PLC Communication Services 6,529.0 $207K 0.00% -2K -21.4% $31.67 +13.4%
389 VEEV VEEVA SYS INC Healthcare 1,155.0 $205K 0.00% -83.0 -6.7% $177.47 +39.7%
390 EALT INNOVATOR ETFS TRUST 5,712.0 $205K 0.00% -2K -22.6% $35.86 +2.0%
391 F FORD MTR CO Consumer Cyclical 14,715.0 $205K 0.00% -45K -75.5% $13.90 +3.7%
392 MSCI MSCI Inc Financial Services 365.0 $204K 0.00% -23.0 -5.9% $560.04 +0.6%
393 KSS Kohls Corp Consumer Cyclical 11,520.0 $204K 0.00% -258.0 -2.2% $17.72 -0.7%
394 NULV NUSHARES ETF TR 4,018.0 $201K 0.00% -2K -34.0% $49.99 +6.7%
395 ON ON SEMICONDUCTOR CORP Technology 2,124.0 $201K 0.00% -2K -52.8% $94.54 -21.5%
396 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,349.0 $201K 0.00% -78.0 -5.5% $148.69 +19.2%
397 SPMD SPDR SERIES TRUST 2,958.0 $200K 0.00% -45.0 -1.5% $67.56 -0.4%
398 EWJ ISHARES INC 2,124.0 $198K 0.00% -2K -50.1% $93.27 +2.0%
399 VGSH VANGUARD SCOTTSDALE FDS 3,393.0 $197K 0.00% -4K -55.8% $58.20 -0.1%
400 QFLR INNOVATOR ETFS TRUST 5,400.0 $197K 0.00% -208.0 -3.7% $36.48 -3.6%
Page 20 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%