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Portfolio (Quarterly) Guide ↗

Ashton Thomas Private Wealth, LLC

· CIK 0002019663
13F Portfolio $4.2B AUM 1,524 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 568 New 530 Added 301 Reduced 63 Exited
Page 25 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CRH PLC 11,441.0 $1.2M 0.03% +1K +12.9% $105.12
482 VPL VANGUARD INTL EQUITY INDEX F 12,306.0 $1.2M 0.03% +367.0 +3.1% $97.73 +18.6%
483 MTN VAIL RESORTS INC Consumer Cyclical 9,366.0 $1.2M 0.03% -636.0 -6.4% $128.32 +7.8%
484 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 13,229.0 $1.2M 0.03% +450.0 +3.5% $90.42 +2.7%
485 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,995.0 $1.2M 0.03% +41.0 +2.1% $592.98 -8.3%
486 SPHY SPDR SERIES TRUST 50,717.0 $1.2M 0.03% +6K +13.7% $23.32 +0.5%
487 SHW SHERWIN WILLIAMS CO Basic Materials 3,680.0 $1.2M 0.03% -80.0 -2.1% $320.51 +7.2%
488 FLEX FLEXTRONICS INTL LTD Technology 17,957.0 $1.2M 0.03% +4K +30.1% $65.46 +137.9%
489 MTR MESA RTY TR Energy 239,537.0 $1.2M 0.03% -5K -2.0% $4.89 -36.6%
490 VTWO VANGUARD SCOTTSDALE FDS 11,688.0 $1.2M 0.03% +256.0 +2.2% $100.17 +20.8%
491 ISRG INTUITIVE SURGICAL INC Healthcare 2,537.0 $1.2M 0.03% -555.0 -17.9% $460.93 -12.1%
492 ROP ROPER TECHNOLOGIES INC Industrials 3,304.0 $1.2M 0.03% NEW $353.81 -3.3%
493 DAL DELTA AIR LINES INC Industrials 17,483.0 $1.2M 0.03% +4K +27.2% $66.48 +39.6%
494 DD DUPONT DE NEMOURS INC Basic Materials 25,247.0 $1.2M 0.03% +2K +8.9% $45.80 +192.5%
495 MTUM ISHARES TR 4,778.0 $1.1M 0.03% -2K -24.0% $239.97 +37.3%
496 SYSB ISHARES TR 12,868.0 $1.1M 0.03% +4K +51.1% $89.00 +0.0%
497 EXEL EXELIXIS INC Healthcare 26,638.0 $1.1M 0.03% +6K +29.3% $42.89 +27.9%
498 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,556.0 $1.1M 0.03% +53.0 +2.1% $446.54 +12.3%
499 RDVI FIRST TR EXCHANGE-TRADED FD 44,467.0 $1.1M 0.03% -4K -8.7% $25.55 +13.0%
500 IEUR ISHARES TR 16,129.0 $1.1M 0.03% $70.27 +5.7%
Page 25 of 76  ·  1,502 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 26.5%
Financial Services 21.3%
Industrials 10.9%
Healthcare 10.3%
Communication Services 6.8%
Energy 6.6%
Consumer Cyclical 6.4%
Consumer Defensive 5.0%
Basic Materials 2.1%
Utilities 2.1%