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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 22 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PPI INVESTMENT MANAGERS SER TR I 79,943.0 $1.7M 0.04% +31K +64.0% $21.29 +1.7%
422 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 43,809.0 $1.7M 0.04% -21K -32.1% $38.73 +59.7%
423 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,133.0 $1.7M 0.04% -118.0 -2.2% $330.48 -1.2%
424 IAGG ISHARES TR 33,405.0 $1.7M 0.04% -27K -45.0% $50.60 -1.6%
425 HPE HEWLETT PACKARD ENTERPRISE C Technology 37,437.0 $1.7M 0.04% +12K +46.8% $45.11 +18.5%
426 ITA ISHARES TR 6,962.0 $1.7M 0.04% -122.0 -1.7% $242.43 -2.1%
427 LST MANAGED PORTFOLIO SER 35,730.0 $1.7M 0.04% -6K -14.2% $46.73 +2.3%
428 SHM SPDR SERIES TRUST 34,536.0 $1.7M 0.04% -226.0 -0.7% $47.97 -0.4%
429 LNTH LANTHEUS HLDGS INC Healthcare 14,915.0 $1.7M 0.04% -6K -29.2% $110.94 -9.9%
430 ISHARES TR 60,208.0 $1.6M 0.03% +19K +46.7% $27.24
431 DAL Delta Air Lines Inc Industrials 17,460.0 $1.6M 0.03% $93.66 -12.0%
432 WMB WILLIAMS COS INC Energy 21,860.0 $1.6M 0.03% -984.0 -4.3% $74.34 -5.2%
433 PAYX PAYCHEX INC Industrials 16,440.0 $1.6M 0.03% -6K -26.5% $98.33 +26.6%
434 ULTA ULTA BEAUTY INC Consumer Cyclical 3,547.0 $1.6M 0.03% -1K -28.6% $450.98 +15.6%
435 CPB THE CAMPBELLS COMPANY Consumer Defensive 71,168.0 $1.6M 0.03% -19K -20.8% $22.27 +7.5%
436 FYC FIRST TR EXCHANGE-TRADED ALP 12,441.0 $1.6M 0.03% +5K +62.4% $127.34 -4.2%
437 STOT SSGA ACTIVE TR 33,496.0 $1.6M 0.03% NEW $47.06 -0.5%
438 GRMN GARMIN LTD Technology 6,626.0 $1.6M 0.03% -92.0 -1.4% $237.54 +24.1%
439 ARCC Ares Capital Corp Financial Services 84,572.0 $1.6M 0.03% +17K +25.3% $18.53 +7.5%
440 BLACKROCK ETF TRUST 49,296.0 $1.6M 0.03% +43K +709.7% $31.78
Page 22 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%