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Portfolio (Quarterly) Guide ↗

Ashton Thomas Private Wealth, LLC

· CIK 0002019663
13F Portfolio $4.1B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 997 New
Page 37 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 KNSL KINSALE CAP GROUP INC Financial Services 1,051.0 $411K 0.01% NEW $391.12 -22.3%
722 ACVU HARTFORD FDS EXCHANGE TRADED 14,995.0 $411K 0.01% NEW $27.41 +8.2%
723 FCX FreeportMcmoran Inc Basic Materials 8,081.0 $410K 0.01% NEW $50.79 +30.2%
724 GNMA ISHARES TR 9,208.0 $410K 0.01% NEW $44.54 -1.6%
725 XMLV INVESCO EXCH TRADED FD TR II 6,560.0 $409K 0.01% NEW $62.37 +2.9%
726 VONV VANGUARD SCOTTSDALE FDS 4,422.0 $408K 0.01% NEW $92.30 +10.4%
727 MLI Mueller Inds Inc Industrials 3,546.0 $407K 0.01% NEW $114.80 +21.3%
728 DOV DOVER CORP Industrials 2,085.0 $407K 0.01% NEW $195.21 +9.8%
729 STE STERIS PLC Healthcare 1,605.0 $407K 0.01% NEW $253.52 -14.8%
730 VVX V2X INC Industrials 7,389.0 $403K 0.01% NEW $54.55 +30.1%
731 XDSQ INNOVATOR ETFS TRUST 9,558.0 $398K 0.01% NEW $41.62 +2.0%
732 LGND LIGAND PHARMACEUTICALS INC Healthcare 2,103.0 $398K 0.01% NEW $189.07 +15.8%
733 HHH HOWARD HUGHES HOLDINGS INC Real Estate 4,979.0 $397K 0.01% NEW $79.77 -18.9%
734 AIA ISHARES TR 4,027.0 $393K 0.01% NEW $97.50 +35.5%
735 MGC VANGUARD WORLD FD 1,562.0 $392K 0.01% NEW $251.17 +8.4%
736 CAH Cardinal Health Inc Healthcare 1,900.0 $390K 0.01% NEW $205.48 -5.0%
737 SJNK SPDR SERIES TRUST 15,304.0 $387K 0.01% NEW $25.32 -1.6%
738 AXS AXIS CAP HLDGS LTD Financial Services 3,593.0 $386K 0.01% NEW $107.53 -7.8%
739 SIVR ABRDN SILVER ETF TRUST Financial Services 5,704.0 $386K 0.01% NEW $67.64 +7.2%
740 TDG Transdigm Group Inc Industrials 290.0 $386K 0.01% NEW $1329.85 -11.4%
Page 37 of 50  ·  997 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 27.7%
Financial Services 26.5%
Industrials 10.3%
Healthcare 9.1%
Communication Services 6.9%
Consumer Cyclical 6.1%
Energy 5.6%
Consumer Defensive 4.4%
Utilities 1.9%
Basic Materials 1.2%