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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 38 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ADVISORS INNER CIRCLE FD II 17,239.0 $548K 0.01% +6K +56.4% $31.81
742 LNT Alliant Energy Corp Utilities 7,173.0 $547K 0.01% -156.0 -2.1% $76.29 -11.0%
743 TD TORONTO DOMINION BK ONT Financial Services 4,505.0 $547K 0.01% -312.0 -6.5% $121.42 -3.5%
744 DCO Ducommun Inc Del Industrials 2,951.0 $547K 0.01% $185.21 +3.5%
745 MATX Matson Inc Industrials 2,839.0 $546K 0.01% $192.23 +15.9%
746 AEE Ameren Corp Utilities 4,827.0 $546K 0.01% +1K +31.6% $113.04 -6.1%
747 VANGUARD CALIF TAX FREE FDS 5,421.0 $545K 0.01% +2K +58.0% $100.60
748 ROP ROPER TECHNOLOGIES INC Industrials 1,611.0 $545K 0.01% -2K -51.2% $338.40 +21.7%
749 IGIB ISHARES TR 10,251.0 $545K 0.01% -825.0 -7.5% $53.17 -1.9%
750 INMD INMODE LTD Healthcare 37,264.0 $545K 0.01% $14.62 +3.0%
751 PMAY INNOVATOR ETFS TRUST 13,179.0 $544K 0.01% NEW $41.30 +1.8%
752 XOCT FIRST TR EXCHNG TRADED FD VI 13,756.0 $543K 0.01% $39.50 +1.4%
753 AZN ASTRAZENECA PLC Healthcare 2,872.0 $542K 0.01% +538.0 +23.1% $188.63 -12.0%
754 AMER SPORTS INC 15,965.0 $540K 0.01% NEW $33.84
755 UNILEVER PLC 8,975.0 $540K 0.01% -5K -37.7% $60.12
756 FFIV F5 INC Technology 1,297.0 $540K 0.01% -251.0 -16.2% $415.96 -7.5%
757 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,704.0 $539K 0.01% -490.0 -22.3% $316.09 -9.4%
758 MGC VANGUARD WORLD FD 1,968.0 $539K 0.01% +406.0 +26.0% $273.63 +2.4%
759 CASY CASEYS GEN STORES INC Consumer Cyclical 676.0 $537K 0.01% -67.0 -9.0% $794.79 +5.2%
760 XAR SPDR SERIES TRUST 1,886.0 $535K 0.01% -32.0 -1.7% $283.82 -3.9%
Page 38 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%