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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 5 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SU SUNCOR ENERGY INC NEW Energy 60,722.0 $3.3M 0.07% -940.0 -1.5% $53.68 +27.4%
82 OC OWENS CORNING NEW Industrials 20,479.0 $3.3M 0.07% -5K -18.0% $158.96 -7.0%
83 L Loews Corp Financial Services 27,707.0 $3.1M 0.07% -271.0 -1.0% $113.21 -2.3%
84 SHYM BLACKROCK ETF TRUST II 138,370.0 $3.1M 0.07% -1K -1.1% $22.45 -1.5%
85 URI United Rentals Inc Industrials 2,681.0 $3.0M 0.06% -50.0 -1.8% $1132.91 -2.2%
86 VANGUARD MUN BD FDS 28,740.0 $3.0M 0.06% -311.0 -1.1% $104.77
87 CRM SALESFORCE INC Technology 18,993.0 $3.0M 0.06% -4K -18.6% $156.66 +31.4%
88 PNC PNC FINL SVCS GROUP INC Financial Services 12,032.0 $3.0M 0.06% -3K -18.8% $246.22 -0.2%
89 HSY HERSHEY CO Consumer Defensive 16,777.0 $2.9M 0.06% -7K -29.7% $175.46 +8.3%
90 NVO NOVO-NORDISK A S Healthcare 60,488.0 $2.9M 0.06% -16K -20.6% $47.94 -2.9%
91 HEI HEICO CORP NEW Industrials 8,133.0 $2.9M 0.06% -54.0 -0.7% $356.19 +1.6%
92 INTC INTEL CORP Technology 20,557.0 $2.9M 0.06% -7K -25.5% $139.63 -35.3%
93 O REALTY INCOME CORP Real Estate 46,119.0 $2.9M 0.06% -12K -20.5% $61.96 +2.1%
94 TXN TEXAS INSTRS INC Technology 9,580.0 $2.9M 0.06% -2K -13.8% $298.06 -10.7%
95 XLG INVESCO EXCHANGE TRADED FD T 44,821.0 $2.7M 0.06% -37K -45.1% $61.23 +1.6%
96 FLEX FLEX LTD Technology 16,824.0 $2.7M 0.06% -1K -6.3% $162.07 -31.3%
97 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7,535.0 $2.6M 0.06% -52.0 -0.7% $350.07 -9.3%
98 ACN ACCENTURE PLC IRELAND Technology 21,034.0 $2.6M 0.06% -11K -33.9% $124.44 +48.0%
99 IWY ISHARES TR 8,926.0 $2.6M 0.05% -2K -21.2% $290.62 -1.5%
100 PDBC INVESCO ACTVELY MNGD ETC FD 159,817.0 $2.5M 0.05% -87K -35.3% $15.88 +16.5%
Page 5 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 30.2%
Financial Services 21.0%
Industrials 11.2%
Healthcare 9.6%
Communication Services 7.2%
Consumer Cyclical 6.0%
Energy 5.0%
Consumer Defensive 4.3%
Utilities 2.0%
Real Estate 1.9%