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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 13 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ORCL Oracle Corp Technology 27,316.0 $4.0M 0.08% +3K +13.7% $146.55 -0.1%
242 CDNS CADENCE DESIGN SYSTEM INC Technology 10,647.0 $4.0M 0.08% +833.0 +8.5% $375.33 -15.0%
243 TOTALENERGIES SE 51,258.0 $4.0M 0.08% -3K -6.3% $77.77
244 IJJ ISHARES TR 26,966.0 $4.0M 0.08% -287.0 -1.1% $147.73 +0.9%
245 MLPA GLOBAL X FDS 74,845.0 $4.0M 0.08% +2K +2.4% $53.08 +6.2%
246 SCHW SCHWAB CHARLES CORP Financial Services 42,207.0 $3.9M 0.08% -9K -16.8% $92.27 +21.7%
247 DVY ISHARES TR 24,893.0 $3.9M 0.08% +3K +12.1% $156.30 +5.0%
248 UPS UNITED PARCEL SVCS INC Industrials 35,625.0 $3.8M 0.08% $107.50 -5.1%
249 PEP Pepsico Inc Consumer Defensive 28,168.0 $3.8M 0.08% -3K -8.3% $135.40 +6.0%
250 DVN DEVON ENERGY CORP NEW Energy 92,210.0 $3.8M 0.08% NEW $41.32 +18.8%
251 TEL TE CONNECTIVITY PLC Technology 18,779.0 $3.8M 0.08% +412.0 +2.2% $201.61 +0.9%
252 RDVY FIRST TR EXCHANGE TRADED FD 46,693.0 $3.8M 0.08% +4K +8.8% $81.06 +1.1%
253 XOP SPDR SERIES TRUST 24,213.0 $3.7M 0.08% -9K -26.8% $154.26 +22.9%
254 SPYD SPDR SERIES TRUST 78,170.0 $3.7M 0.08% $47.71 +5.7%
255 IDV ISHARES TR 89,593.0 $3.7M 0.08% +11K +14.0% $41.43 +8.8%
256 JBND J P MORGAN EXCHANGE TRADED F 69,191.0 $3.7M 0.08% +869.0 +1.3% $53.50 -1.6%
257 AXP American Express Co Financial Services 10,928.0 $3.7M 0.08% +470.0 +4.5% $338.25 -0.7%
258 QQQM INVESCO EXCH TRADED FD TR II 12,063.0 $3.7M 0.08% $302.96 -3.0%
259 USMV ISHARES TR 37,338.0 $3.6M 0.07% +529.0 +1.4% $96.46 +4.9%
260 WTV WISDOMTREE TR 35,109.0 $3.6M 0.07% +3K +7.7% $101.72 +6.5%
Page 13 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%