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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 42 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 EPHE ISHARES TR 18,679.0 $451K 0.01% +18K +3371.9% $24.16 +4.4%
822 IJUN INNOVATOR ETFS TRUST 14,439.0 $450K 0.01% NEW $31.18 +2.7%
823 VIRT VIRTU FINL INC Financial Services 7,541.0 $449K 0.01% -65.0 -0.8% $59.57 +14.0%
824 DYFI ETF OPPORTUNITIES TRUST 19,592.0 $446K 0.01% -8K -29.0% $22.77 -0.5%
825 LBRT LIBERTY ENERGY INC Energy 17,027.0 $446K 0.01% +2K +11.6% $26.19 -26.1%
826 FAF FIRST AMERN FINL CORP Financial Services 6,494.0 $445K 0.01% $68.59 +4.6%
827 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 22,283.0 $443K 0.01% +2K +9.3% $19.89 +10.8%
828 NPK INTERNATIONAL INC 27,813.0 $443K 0.01% +175.0 +0.6% $15.91
829 FIRST HAWAIIAN INC 15,020.0 $440K 0.01% -4K -19.7% $29.30
830 LKQ LKQ Corp Consumer Cyclical 16,645.0 $438K 0.01% -8K -32.6% $26.33 -2.1%
831 EWZ ISHARES INC 12,686.0 $438K 0.01% +10K +474.6% $34.50 +1.6%
832 XMLV INVESCO EXCH TRADED FD TR II 6,576.0 $436K 0.01% $66.33 +2.1%
833 EWW ISHARES INC 5,780.0 $435K 0.01% +6K +2974.5% $75.26 +2.8%
834 TMAT NORTHERN LTS FD TR IV 13,828.0 $435K 0.01% +165.0 +1.2% $31.43 -7.6%
835 IQVIA HLDGS INC 2,242.0 $433K 0.01% +277.0 +14.1% $193.22
836 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 10,537.0 $432K 0.01% +3K +48.9% $41.03 -10.1%
837 ETHA ISHARES ETHEREUM TR Financial Services 36,197.0 $430K 0.01% +2K +6.2% $11.89 +53.4%
838 IONQ Ionq Inc Technology 8,074.0 $430K 0.01% NEW $53.26 -15.8%
839 EWM ISHARES INC 15,953.0 $430K 0.01% +12K +280.4% $26.95 +6.3%
840 NOC NORTHROP GRUMMAN CORP Industrials 839.0 $427K 0.01% +434.0 +107.2% $509.38 +8.2%
Page 42 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%