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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 17 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XLG INVESCO EXCHANGE TRADED FD T 44,821.0 $2.7M 0.06% -37K -45.1% $61.23 +1.4%
322 FLEX FLEX LTD Technology 16,824.0 $2.7M 0.06% -1K -6.3% $162.07 -31.9%
323 PWR QUANTA SVCS INC Industrials 3,756.0 $2.7M 0.06% +615.0 +19.6% $720.04 -11.2%
324 PJUN INNOVATOR ETFS TRUST 62,434.0 $2.7M 0.06% NEW $43.23 +1.6%
325 MORT VANECK ETF TRUST 259,645.0 $2.7M 0.06% +2K +0.7% $10.36 -4.4%
326 CVS CVS HEALTH CORP Healthcare 25,988.0 $2.7M 0.06% +2K +10.5% $103.45 -10.1%
327 GPZ VANECK ETF TRUST 123,963.0 $2.7M 0.06% NEW $21.44 +16.7%
328 SCHA SCHWAB STRATEGIC TR 73,187.0 $2.6M 0.06% +5K +6.7% $36.13 -3.6%
329 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7,535.0 $2.6M 0.06% -52.0 -0.7% $350.07 -9.7%
330 REXR REXFORD INDL RLTY INC Real Estate 78,689.0 $2.6M 0.06% +1K +1.4% $33.50 +11.1%
331 MDT MEDTRONIC PLC Healthcare 33,585.0 $2.6M 0.06% +3K +9.9% $78.23 +19.3%
332 DSCO DOUBLELINE ETF TRUST 105,332.0 $2.6M 0.06% NEW $24.93 -0.6%
333 ACN ACCENTURE PLC IRELAND Technology 21,034.0 $2.6M 0.06% -11K -33.9% $124.44 +48.9%
334 HONEYWELL INTL INC 11,675.0 $2.6M 0.06% NEW $223.89
335 VEU VANGUARD INTL EQUITY INDEX F 31,124.0 $2.6M 0.05% $83.75 +2.3%
336 IWY ISHARES TR 8,926.0 $2.6M 0.05% -2K -21.2% $290.62 -1.7%
337 VLO Valero Energy Corp Energy 9,803.0 $2.6M 0.05% +184.0 +1.9% $260.44 +34.0%
338 HONEYWELL AEROSPACE INC 11,486.0 $2.5M 0.05% NEW $221.07
339 PDBC INVESCO ACTVELY MNGD ETC FD 159,817.0 $2.5M 0.05% -87K -35.3% $15.88 +17.4%
340 FXA INVESCO CURRENCYSHARES AUSTR Financial Services 36,764.0 $2.5M 0.05% $68.58 +3.6%
Page 17 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%