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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 11 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CGGR CAPITAL GROUP GROWTH ETF 106,408.0 $5.0M 0.10% +83K +357.5% $47.20 -0.4%
202 STIP ISHARES TR 48,677.0 $5.0M 0.10% -246.0 -0.5% $102.16 -1.2%
203 FIXD FIRST TR EXCHNG TRADED FD VI 113,881.0 $5.0M 0.10% +12K +11.7% $43.61 -2.0%
204 PM PHILIP MORRIS INTL INC Consumer Defensive 27,400.0 $5.0M 0.10% +1K +5.2% $180.91 +4.0%
205 QCOM Qualcomm Inc Technology 26,579.0 $4.9M 0.10% -13K -33.6% $184.79 -13.0%
206 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,088.0 $4.9M 0.10% +398.0 +8.5% $965.00 -11.9%
207 MGRC MCGRATH RENTCORP Industrials 40,419.0 $4.9M 0.10% -18K -30.9% $121.03 -3.6%
208 SPSM SPDR SERIES TRUST 84,568.0 $4.9M 0.10% +67K +384.4% $57.67 -0.7%
209 BP BP PLC Energy 131,319.0 $4.9M 0.10% +20K +18.4% $36.95 +21.1%
210 SHV ISHARES TR 43,936.0 $4.8M 0.10% +786.0 +1.8% $110.35 -0.0%
211 BX Blackstone Inc Financial Services 40,721.0 $4.8M 0.10% +7K +20.7% $117.67 +21.9%
212 SMH VANECK ETF TRUST 7,149.0 $4.7M 0.10% -6K -43.9% $655.89 -14.6%
213 GS GOLDMAN SACHS GROUP INC Financial Services 4,609.0 $4.7M 0.10% -4K -47.1% $1011.37 +2.8%
214 B BARRICK MNG CORP Basic Materials 126,612.0 $4.7M 0.10% +29K +30.4% $36.76 +29.5%
215 DOUBLELINE ETF TRUST 91,696.0 $4.6M 0.10% NEW $50.24
216 DCRE DOUBLELINE ETF TRUST 88,890.0 $4.6M 0.10% NEW $51.81 -0.4%
217 MS Morgan Stanley Financial Services 21,746.0 $4.5M 0.10% -247.0 -1.1% $209.04 +2.5%
218 WPC WP CAREY INC Real Estate 62,827.0 $4.5M 0.09% +360.0 +0.6% $71.50 -0.4%
219 VTES VANGUARD WELLINGTON FD 43,681.0 $4.4M 0.09% -4K -8.0% $101.31 -0.5%
220 MAA MID-AMER APT CMNTYS INC Real Estate 31,708.0 $4.4M 0.09% -4K -10.6% $138.94 -5.5%
Page 11 of 80  ·  1,586 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%