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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 16 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VANGUARD MUN BD FDS 28,740.0 $3.0M 0.06% -311.0 -1.1% $104.77
302 DMBS DOUBLELINE ETF TRUST 61,264.0 $3.0M 0.06% NEW $49.09 -1.9%
303 CRM SALESFORCE INC Technology 18,993.0 $3.0M 0.06% -4K -18.6% $156.66 +33.5%
304 FIBK FIRST INTST BANCSYSTEM INC Financial Services 77,159.0 $3.0M 0.06% $38.56 -2.8%
305 GE GE AEROSPACE Industrials 7,932.0 $3.0M 0.06% +514.0 +6.9% $373.74 -6.8%
306 PNC PNC FINL SVCS GROUP INC Financial Services 12,032.0 $3.0M 0.06% -3K -18.8% $246.22 -1.3%
307 IEV ISHARES TR 40,594.0 $3.0M 0.06% $72.85 +4.1%
308 VLUE ISHARES TR 14,795.0 $3.0M 0.06% $199.81 +1.4%
309 HSY HERSHEY CO Consumer Defensive 16,777.0 $2.9M 0.06% -7K -29.7% $175.46 +6.3%
310 LUV SOUTHWEST AIRLS CO Industrials 56,433.0 $2.9M 0.06% +8K +16.6% $51.42 -21.5%
311 NVO NOVO-NORDISK A S Healthcare 60,488.0 $2.9M 0.06% -16K -20.6% $47.94 -2.5%
312 HEI HEICO CORP NEW Industrials 8,133.0 $2.9M 0.06% -54.0 -0.7% $356.19 -0.3%
313 INTC INTEL CORP Technology 20,557.0 $2.9M 0.06% -7K -25.5% $139.63 -35.5%
314 O REALTY INCOME CORP Real Estate 46,119.0 $2.9M 0.06% -12K -20.5% $61.96 +1.0%
315 TXN TEXAS INSTRS INC Technology 9,580.0 $2.9M 0.06% -2K -13.8% $298.06 -11.3%
316 PFF ISHARES TR 93,191.0 $2.8M 0.06% +16K +20.9% $30.49 -0.1%
317 MTUM ISHARES TR 8,225.0 $2.8M 0.06% +3K +72.1% $342.84 -11.0%
318 SHLD GLOBAL X FDS 46,893.0 $2.8M 0.06% +18K +61.4% $59.71 +12.4%
319 COP CONOCOPHILLIPS Energy 26,903.0 $2.8M 0.06% +10K +57.9% $103.96 +29.7%
320 DIS DISNEY WALT CO Communication Services 28,875.0 $2.8M 0.06% +9K +42.9% $96.25 +12.0%
Page 16 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%