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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 9 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,256.0 $1.4M 0.03% -5K -44.8% $223.93 +24.7%
162 SOMNIGROUP INTERNATIONAL INC 17,768.0 $1.4M 0.03% -535.0 -2.9% $78.40
163 RYANAIR HOLDINGS PLC 21,309.0 $1.4M 0.03% -23K -52.4% $64.75
164 SHYG ISHARES TR 32,452.0 $1.4M 0.03% -3K -9.7% $42.41 -0.5%
165 MSI MOTOROLA SOLUTIONS INC Technology 3,305.0 $1.4M 0.03% -215.0 -6.1% $415.29 +14.0%
166 DBC INVESCO DB COMMDY INDX TRCK Financial Services 51,242.0 $1.4M 0.03% -8K -12.8% $26.66 +16.7%
167 XLB SELECT SECTOR SPDR TR 26,414.0 $1.3M 0.03% -120K -81.9% $50.83 +3.1%
168 ABNB AIRBNB INC Consumer Cyclical 9,267.0 $1.3M 0.03% -426.0 -4.4% $143.10 +29.3%
169 SLV ISHARES SILVER TR Financial Services 24,360.0 $1.3M 0.03% -2K -7.6% $53.47 +15.3%
170 BBJP J P MORGAN EXCHANGE TRADED F 17,063.0 $1.3M 0.03% -627.0 -3.5% $75.31 +1.1%
171 VTWO VANGUARD SCOTTSDALE FDS 10,519.0 $1.3M 0.03% -1K -10.0% $121.42 -0.9%
172 VICI VICI PPTYS INC Real Estate 47,916.0 $1.3M 0.03% -18K -27.4% $26.55 +0.1%
173 DLN WISDOMTREE TR 13,070.0 $1.3M 0.03% -14K -52.0% $96.32 +4.2%
174 RDVI FIRST TR EXCHANGE-TRADED FD 42,786.0 $1.3M 0.03% -2K -3.8% $29.40 -0.5%
175 LULU LULULEMON ATHLETICA INC Consumer Cyclical 10,906.0 $1.2M 0.03% -4K -26.1% $114.17 +1.3%
176 IWN ISHARES TR 5,568.0 $1.2M 0.03% -1K -18.6% $221.20 +1.2%
177 PVL PERMIANVILLE RTY TR Energy 726,581.0 $1.2M 0.03% -721K -49.8% $1.69 +8.9%
178 EBMT EAGLE BANCORP MONT INC Financial Services 50,897.0 $1.2M 0.03% -3K -5.6% $23.93 -4.5%
179 VPL VANGUARD INTL EQUITY INDEX F 10,291.0 $1.2M 0.03% -2K -16.4% $115.69 -1.4%
180 CPRX CATALYST PHARMACEUTICALS INC Healthcare 37,458.0 $1.2M 0.03% -834.0 -2.2% $31.43 +0.2%
Page 9 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%