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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 37 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CMC Commercial Metals Co Basic Materials 9,400.0 $590K 0.01% -22K -69.8% $62.75 +5.7%
722 AGZ ISHARES TR 5,390.0 $589K 0.01% -201.0 -3.6% $109.28 -0.8%
723 BEPC BROOKFIELD RENEWABLE CORP Utilities 15,777.0 $586K 0.01% +2K +17.6% $37.12 -10.4%
724 MCO MOODYS CORP Financial Services 1,289.0 $584K 0.01% +243.0 +23.2% $452.92 +11.1%
725 IXUS ISHARES TR 6,117.0 $584K 0.01% +65.0 +1.1% $95.44 +2.6%
726 BCS BARCLAYS PLC Financial Services 21,688.0 $583K 0.01% +2K +9.9% $26.86 -0.1%
727 TDG Transdigm Group Inc Industrials 436.0 $581K 0.01% -6.0 -1.4% $1332.04 -9.9%
728 VBK VANGUARD INDEX FDS 1,572.0 $575K 0.01% -39.0 -2.4% $365.59 -1.9%
729 INNOVATOR ETFS TRUST 20,914.0 $574K 0.01% +2K +8.4% $27.46
730 IFRA ISHARES TR 9,104.0 $574K 0.01% -172.0 -1.9% $63.04 -5.3%
731 CI THE CIGNA GROUP Healthcare 2,075.0 $572K 0.01% -1K -39.8% $275.61 +0.7%
732 FTGC FIRST TR EXCHANGE TRAD FD VI 21,139.0 $572K 0.01% -2K -10.5% $27.05 +12.9%
733 DFUV DIMENSIONAL ETF TRUST 10,310.0 $567K 0.01% $55.01 +4.4%
734 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,439.0 $563K 0.01% +473.0 +49.0% $391.45 -4.1%
735 DOV DOVER CORP Industrials 2,505.0 $562K 0.01% $224.28 -10.0%
736 RBC RBC BEARINGS INC Industrials 871.0 $561K 0.01% -68.0 -7.2% $644.06 -21.5%
737 TROW PRICE T ROWE GROUP INC Financial Services 4,902.0 $557K 0.01% -6K -54.1% $113.68 -1.9%
738 XBI SPDR SERIES TRUST 3,520.0 $557K 0.01% -40.0 -1.1% $158.25 +4.7%
739 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,909.0 $555K 0.01% -4K -65.5% $290.64 -8.2%
740 SPIB SPDR SERIES TRUST 16,428.0 $550K 0.01% +707.0 +4.5% $33.46 -1.1%
Page 37 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%