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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 4 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SSFI STRATEGY SHS 840,069.0 $17.9M 0.37% +213K +34.0% $21.32 -1.2%
62 BSJR INVESCO EXCH TRD SLF IDX FD 768,762.0 $17.2M 0.36% $22.35 +0.3%
63 SHY ISHARES TR 207,508.0 $17.0M 0.35% -105K -33.6% $82.11 -0.1%
64 AMD ADVANCED MICRO DEVICES INC Technology 28,889.0 $16.8M 0.35% +1K +4.5% $580.91 -19.2%
65 EFV ISHARES TR 215,428.0 $16.5M 0.34% -56K -20.7% $76.55 +6.4%
66 GDX VANECK ETF TRUST 214,437.0 $16.2M 0.34% -30K -12.4% $75.45 +32.3%
67 CAT CATERPILLAR INC Industrials 14,645.0 $15.6M 0.33% +925.0 +6.7% $1064.89 -23.4%
68 RTX RTX CORPORATION Industrials 82,150.0 $15.6M 0.33% $189.73 +11.9%
69 MRK MERCK & CO INC Healthcare 120,301.0 $15.5M 0.32% -4K -3.0% $128.50 +16.1%
70 VB VANGUARD INDEX FDS 50,954.0 $15.4M 0.32% +1K +2.6% $303.12 -0.1%
71 RDDT REDDIT INC Communication Services 87,941.0 $15.3M 0.32% NEW $173.58 -13.4%
72 AGG ISHARES TR 154,080.0 $15.3M 0.32% +72K +88.0% $98.98 -1.5%
73 C Citigroup Inc Financial Services 107,345.0 $15.0M 0.31% +4K +4.0% $139.96 -7.4%
74 VNQ VANGUARD INDEX FDS 153,632.0 $14.8M 0.31% +3K +1.7% $96.43 +2.3%
75 JNJ Johnson & Johnson Healthcare 56,610.0 $14.4M 0.30% $253.97 +5.3%
76 VOO VANGUARD INDEX FDS 20,743.0 $14.2M 0.30% +4K +24.7% $686.80 +2.1%
77 BAC BANK OF AMER CORP Financial Services 245,574.0 $14.0M 0.29% +10K +4.3% $56.98 +8.6%
78 EFG ISHARES TR 111,344.0 $13.9M 0.29% +23K +25.8% $124.42 +0.3%
79 CIBR FIRST TR EXCHANGE-TRADED FD 152,188.0 $13.7M 0.28% -6K -3.5% $89.85 +4.0%
80 ITOT ISHARES TR 81,389.0 $13.4M 0.28% -6K -6.4% $164.27 +1.8%
Page 4 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 30.2%
Financial Services 21.0%
Industrials 11.2%
Healthcare 9.6%
Communication Services 7.2%
Consumer Cyclical 6.0%
Energy 5.0%
Consumer Defensive 4.3%
Utilities 2.0%
Real Estate 1.9%