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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 31 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TLH ISHARES TR 8,401.0 $843K 0.02% -11K -56.3% $100.35 -3.6%
602 ESGD ISHARES TR 8,161.0 $839K 0.02% +178.0 +2.2% $102.81 +4.4%
603 LNG Cheniere Energy Inc Energy 3,503.0 $837K 0.02% -1K -24.8% $239.01 +16.1%
604 XYL XYLEM INC Industrials 7,075.0 $836K 0.02% +430.0 +6.5% $118.20 -4.0%
605 EGY Vaalco Energy Inc Energy 164,594.0 $836K 0.02% +2K +1.2% $5.08 +16.9%
606 FOCT FIRST TR EXCHNG TRADED FD VI 15,987.0 $836K 0.02% +1K +9.8% $52.29 +2.3%
607 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,338.0 $834K 0.02% -100.0 -2.9% $249.94 -4.1%
608 SDY SPDR SERIES TRUST 5,480.0 $834K 0.02% -90.0 -1.6% $152.18 +4.1%
609 DGRW WISDOMTREE TR 8,710.0 $833K 0.02% -12K -58.1% $95.62 +3.8%
610 FLOT ISHARES TR 16,261.0 $830K 0.02% -914.0 -5.3% $51.05 -0.1%
611 CALF PACER FDS TR 16,356.0 $828K 0.02% -1K -5.8% $50.61 +14.2%
612 MELI Mercadolibre Inc Consumer Cyclical 487.0 $827K 0.02% +14.0 +3.0% $1697.39 +13.3%
613 FITB Fifth Third Bancorp Financial Services 14,645.0 $826K 0.02% +389.0 +2.7% $56.37 -2.7%
614 USFR WISDOMTREE TR 16,211.0 $816K 0.02% NEW $50.35 +0.3%
615 TTD The Trade Desk Inc Technology 45,030.0 $814K 0.02% -15K -25.5% $18.08 -27.1%
616 UNM Unum Group Financial Services 9,105.0 $814K 0.02% -288.0 -3.1% $89.40 -1.8%
617 FDEM FIDELITY COVINGTON TRUST 22,376.0 $813K 0.02% -185.0 -0.8% $36.33 -0.7%
618 VGK VANGUARD INTL EQUITY INDEX F 9,165.0 $811K 0.02% -255.0 -2.7% $88.54 +4.7%
619 SPG SIMON PPTY GROUP INC NEW Real Estate 3,624.0 $811K 0.02% +34.0 +0.9% $223.65 -2.4%
620 CMCSA COMCAST CORP NEW Communication Services 32,892.0 $808K 0.02% -231K -87.5% $24.55 +9.4%
Page 31 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%