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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 20 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IJT ISHARES TR 11,410.0 $2.0M 0.04% $178.60 -2.6%
382 MMM 3M CO Industrials 12,563.0 $2.0M 0.04% -101.0 -0.8% $161.91 +10.5%
383 GWW WW Grainger Inc Industrials 1,480.0 $2.0M 0.04% -39.0 -2.6% $1360.46 -3.5%
384 MXL MAXLINEAR INC Technology 15,654.0 $2.0M 0.04% -22K -58.3% $128.03 -48.0%
385 CGGE CAPITAL GROUP GLOBAL EQUITY 56,645.0 $2.0M 0.04% +5K +8.8% $35.24 +0.6%
386 TRV TRAVELERS COMPANIES INC Financial Services 6,045.0 $2.0M 0.04% -42.0 -0.7% $330.14 +10.1%
387 DGX QUEST DIAGNOSTICS INC Healthcare 9,353.0 $2.0M 0.04% $211.95 +15.3%
388 CGXU CAPITAL GROUP INTL FOCUS EQT 57,090.0 $2.0M 0.04% -489.0 -0.8% $34.62 +1.5%
389 GRID FIRST TR EXCHANGE-TRADED FD 10,282.0 $2.0M 0.04% +1K +15.1% $191.74 -5.6%
390 GSY INVESCO ACTIVELY MANAGED EXC 39,208.0 $2.0M 0.04% +2K +4.3% $50.15 +0.3%
391 KAT ADVISORS SER TR 36,315.0 $2.0M 0.04% -2K -5.0% $54.06 +8.9%
392 LOW LOWES COS INC Consumer Cyclical 8,874.0 $2.0M 0.04% -65.0 -0.7% $220.48 -2.0%
393 COWZ PACER FDS TR 30,747.0 $1.9M 0.04% +268.0 +0.9% $62.20 +15.8%
394 INNOVATOR ETFS TRUST 57,527.0 $1.9M 0.04% NEW $32.86
395 DOX AMDOCS LTD Technology 36,712.0 $1.9M 0.04% -17K -31.0% $50.54 +21.5%
396 XPO Xpo Inc Industrials 8,907.0 $1.8M 0.04% -92.0 -1.0% $205.29 -3.7%
397 NVS Novartis AG Healthcare 11,663.0 $1.8M 0.04% +252.0 +2.2% $156.72 +1.4%
398 BE BLOOM ENERGY CORP Industrials 6,031.0 $1.8M 0.04% +509.0 +9.2% $302.70 -33.4%
399 AGX Argan Inc Industrials 2,286.0 $1.8M 0.04% -265.0 -10.4% $798.55 -37.2%
400 WSM WILLIAMS SONOMA INC Consumer Cyclical 7,781.0 $1.8M 0.04% +1K +14.9% $233.09 +1.9%
Page 20 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%