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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 7 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TRV TRAVELERS COMPANIES INC Financial Services 6,045.0 $2.0M 0.04% -42.0 -0.7% $330.14 +10.4%
122 CGXU CAPITAL GROUP INTL FOCUS EQT 57,090.0 $2.0M 0.04% -489.0 -0.8% $34.62 +0.4%
123 KAT ADVISORS SER TR 36,315.0 $2.0M 0.04% -2K -5.0% $54.06 +8.0%
124 LOW LOWES COS INC Consumer Cyclical 8,874.0 $2.0M 0.04% -65.0 -0.7% $220.48 -1.4%
125 DOX AMDOCS LTD Technology 36,712.0 $1.9M 0.04% -17K -31.0% $50.54 +20.5%
126 XPO Xpo Inc Industrials 8,907.0 $1.8M 0.04% -92.0 -1.0% $205.29 -4.1%
127 AGX Argan Inc Industrials 2,286.0 $1.8M 0.04% -265.0 -10.4% $798.55 -35.3%
128 CENCORA INC 6,333.0 $1.8M 0.04% -2K -20.1% $283.00
129 Q QNITY ELECTRONICS INC Technology 10,885.0 $1.8M 0.04% -115.0 -1.1% $163.31 -18.2%
130 RSP INVESCO EXCHANGE TRADED FD T 8,341.0 $1.8M 0.04% -12K -59.9% $212.76 +3.5%
131 SCHD SCHWAB STRATEGIC TR 55,886.0 $1.8M 0.04% -96K -63.3% $31.71 +9.8%
132 AMT American Tower Corp Real Estate 10,699.0 $1.8M 0.04% -4K -26.0% $163.57 +7.4%
133 IT Gartner Inc Technology 13,498.0 $1.7M 0.04% -4K -23.9% $129.62 +49.4%
134 STZ CONSTELLATION BRANDS INC Consumer Defensive 12,535.0 $1.7M 0.04% -4K -23.3% $139.09 -3.6%
135 FPEI FIRST TR EXCH TRADED FD III 89,603.0 $1.7M 0.04% -1K -1.4% $19.29 -1.0%
136 TDIV FIRST TR EXCHANGE TRADED FD 14,897.0 $1.7M 0.04% -115.0 -0.8% $114.88 -1.1%
137 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 43,809.0 $1.7M 0.04% -21K -32.1% $38.73 +57.3%
138 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,133.0 $1.7M 0.04% -118.0 -2.2% $330.48 -0.3%
139 IAGG ISHARES TR 33,405.0 $1.7M 0.04% -27K -45.0% $50.60 -1.6%
140 ITA ISHARES TR 6,962.0 $1.7M 0.04% -122.0 -1.7% $242.43 -2.0%
Page 7 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%