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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 18 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EMR EMERSON ELEC CO Industrials 17,607.0 $2.5M 0.05% +832.0 +5.0% $143.15 +9.8%
342 DCOR DIMENSIONAL ETF TRUST 30,252.0 $2.5M 0.05% $81.98 +3.1%
343 JGRO J P MORGAN EXCHANGE TRADED F 24,977.0 $2.5M 0.05% -184.0 -0.7% $98.59 -4.4%
344 SPAB SPDR SERIES TRUST 95,885.0 $2.4M 0.05% -7K -7.1% $25.52 -1.7%
345 SPYV SPDR SERIES TRUST 39,879.0 $2.4M 0.05% +15K +62.9% $60.79 +4.5%
346 IXN ISHARES TR 16,675.0 $2.4M 0.05% $144.48 -3.5%
347 NNN NNN REIT INC Real Estate 51,639.0 $2.4M 0.05% -14K -21.3% $46.53 -1.5%
348 PGR PROGRESSIVE CORP Financial Services 10,942.0 $2.4M 0.05% +5K +75.5% $218.45 +0.4%
349 MFC MANULIFE FINL CORP Financial Services 58,839.0 $2.4M 0.05% -53K -47.3% $40.51 +4.9%
350 VYM VANGUARD WHITEHALL FDS 15,021.0 $2.4M 0.05% -4K -21.9% $158.03 +4.4%
351 VCIT VANGUARD SCOTTSDALE FDS 28,379.0 $2.3M 0.05% +7K +32.7% $82.65 -1.9%
352 TBJL INNOVATOR ETFS TRUST 118,237.0 $2.3M 0.05% +1K +1.1% $19.83 -4.4%
353 ONB Old Natl Bancorp Ind Financial Services 90,321.0 $2.3M 0.05% -702.0 -0.8% $25.90 -0.3%
354 JEPI J P MORGAN EXCHANGE TRADED F 41,251.0 $2.3M 0.05% -2K -4.8% $56.48 +2.6%
355 PSX Phillips 66 Energy 13,743.0 $2.3M 0.05% $169.05 +43.7%
356 NRG NRG Energy Inc Utilities 15,893.0 $2.3M 0.05% -4K -19.1% $146.06 -22.6%
357 TGT Target Corp Consumer Defensive 17,498.0 $2.3M 0.05% -3K -15.8% $130.61 +26.7%
358 DFUS DIMENSIONAL ETF TRUST 27,750.0 $2.3M 0.05% $81.94 +2.1%
359 LMT Lockheed Martin Corp Industrials 4,394.0 $2.2M 0.05% -909.0 -17.1% $509.43 +10.6%
360 ZM ZOOM COMMUNICATIONS INC Technology 25,759.0 $2.2M 0.05% -7K -22.3% $86.31 +24.5%
Page 18 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%