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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 14 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EXPE EXPEDIA GROUP INC Consumer Cyclical 13,954.0 $3.6M 0.07% +169.0 +1.2% $255.88 +25.7%
262 WM WASTE MGMT INC DEL Industrials 15,951.0 $3.6M 0.07% $222.89 +0.5%
263 IGV ISHARES TR 39,133.0 $3.5M 0.07% +25K +186.8% $90.60 +14.1%
264 VV VANGUARD INDEX FDS 10,151.0 $3.5M 0.07% -60.0 -0.6% $343.91 +2.5%
265 SNOW SNOWFLAKE INC Technology 13,703.0 $3.5M 0.07% +741.0 +5.7% $254.50 +30.8%
266 DELL DELL TECHNOLOGIES INC Technology 8,062.0 $3.5M 0.07% $431.44 +2.4%
267 FTCB FIRST TR EXCHANGE-TRADED FD 165,810.0 $3.5M 0.07% +8K +5.2% $20.86 -1.8%
268 BINC BLACKROCK ETF TRUST II 65,508.0 $3.4M 0.07% -58K -47.0% $52.34 -0.6%
269 MDLZ MONDELEZ INTL INC Consumer Defensive 59,159.0 $3.4M 0.07% -7K -10.6% $57.84 +11.4%
270 SCHP SCHWAB STRATEGIC TR 128,855.0 $3.4M 0.07% $26.50 -2.0%
271 XMHQ INVESCO EXCHANGE TRADED FD T 29,846.0 $3.4M 0.07% +17K +137.4% $112.88 +5.7%
272 GDXJ VANECK ETF TRUST 34,164.0 $3.4M 0.07% -12K -25.9% $98.25 +35.0%
273 FAST FASTENAL CO Industrials 69,825.0 $3.4M 0.07% $48.03 +6.7%
274 IWP ISHARES TR 22,890.0 $3.4M 0.07% -992.0 -4.2% $146.41 -1.9%
275 ISHARES TR 149,193.0 $3.3M 0.07% +2K +1.4% $22.37
276 LMUB ISHARES TR 65,017.0 $3.3M 0.07% +36K +123.3% $51.22 -3.3%
277 ISHARES TR 149,209.0 $3.3M 0.07% +2K +1.4% $22.14
278 CME CME GROUP INC Financial Services 14,948.0 $3.3M 0.07% +2K +13.3% $220.83 +24.5%
279 KMI KINDER MORGAN INC DEL Energy 103,120.0 $3.3M 0.07% -42K -29.0% $31.97 -3.1%
280 APH AMPHENOL CORP Technology 18,598.0 $3.3M 0.07% +1K +6.2% $176.32 -10.9%
Page 14 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%