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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 6 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JGRO J P MORGAN EXCHANGE TRADED F 24,977.0 $2.5M 0.05% -184.0 -0.7% $98.59 -4.9%
102 SPAB SPDR SERIES TRUST 95,885.0 $2.4M 0.05% -7K -7.1% $25.52 -1.5%
103 NNN NNN REIT INC Real Estate 51,639.0 $2.4M 0.05% -14K -21.3% $46.53 -0.9%
104 MFC MANULIFE FINL CORP Financial Services 58,839.0 $2.4M 0.05% -53K -47.3% $40.51 +4.8%
105 VYM VANGUARD WHITEHALL FDS 15,021.0 $2.4M 0.05% -4K -21.9% $158.03 +3.8%
106 ONB Old Natl Bancorp Ind Financial Services 90,321.0 $2.3M 0.05% -702.0 -0.8% $25.90 -0.3%
107 JEPI J P MORGAN EXCHANGE TRADED F 41,251.0 $2.3M 0.05% -2K -4.8% $56.48 +2.2%
108 NRG NRG Energy Inc Utilities 15,893.0 $2.3M 0.05% -4K -19.1% $146.06 -21.0%
109 TGT Target Corp Consumer Defensive 17,498.0 $2.3M 0.05% -3K -15.8% $130.61 +21.2%
110 LMT Lockheed Martin Corp Industrials 4,394.0 $2.2M 0.05% -909.0 -17.1% $509.43 +12.2%
111 ZM ZOOM COMMUNICATIONS INC Technology 25,759.0 $2.2M 0.05% -7K -22.3% $86.31 +23.2%
112 GLDM WORLD GOLD TR Financial Services 27,762.0 $2.2M 0.05% -6K -17.4% $79.42 +12.8%
113 JBL JABIL INC Technology 5,715.0 $2.2M 0.05% -128.0 -2.2% $385.46 -17.9%
114 FIRST TR EXCH TRADED FD III 29,341.0 $2.2M 0.04% -334.0 -1.1% $73.80
115 ADBE Adobe Inc Technology 10,383.0 $2.1M 0.04% -17K -62.7% $205.02 +32.8%
116 TBIL RBB FD INC 41,282.0 $2.1M 0.04% -52K -55.8% $49.86 +0.2%
117 IWO ISHARES TR 5,181.0 $2.0M 0.04% -604.0 -10.4% $393.96 -2.9%
118 MMM 3M CO Industrials 12,563.0 $2.0M 0.04% -101.0 -0.8% $161.91 +10.0%
119 GWW WW Grainger Inc Industrials 1,480.0 $2.0M 0.04% -39.0 -2.6% $1360.46 -4.4%
120 MXL MAXLINEAR INC Technology 15,654.0 $2.0M 0.04% -22K -58.3% $128.03 -49.0%
Page 6 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%