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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 5 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IVLU ISHARES TR 317,809.0 $13.3M 0.28% +8K +2.4% $41.82 +5.1%
82 HD HOME DEPOT INC Consumer Cyclical 37,254.0 $13.1M 0.27% +6K +18.3% $352.68 -5.2%
83 CVX CHEVRON CORPORATION Energy 79,011.0 $13.1M 0.27% -5K -5.5% $165.76 +24.2%
84 XLE SELECT SECTOR SPDR TR 239,479.0 $12.7M 0.27% +41K +20.5% $53.11 +20.0%
85 IJK ISHARES TR 107,553.0 $12.6M 0.26% +6K +5.4% $117.50 -2.1%
86 PANW PALO ALTO NETWORKS INC Technology 35,285.0 $12.0M 0.25% +2K +7.3% $341.02 +2.5%
87 CGCP CAPITAL GRP FIXED INCM ETF T 538,086.0 $12.0M 0.25% +45K +9.2% $22.29 -1.2%
88 UNP UNION PAC CORP Industrials 43,925.0 $11.9M 0.25% +1K +3.5% $272.00 +11.8%
89 VTEB VANGUARD MUN BD FDS 234,855.0 $11.9M 0.25% +24K +11.4% $50.58 -2.0%
90 BSJS INVESCO EXCH TRD SLF IDX FD 543,796.0 $11.8M 0.25% +14K +2.7% $21.75 +0.4%
91 CRWD CROWDSTRIKE HLDGS INC Technology 15,020.0 $11.5M 0.24% +2K +12.6% $190.78 -0.2%
92 VXUS VANGUARD STAR FDS 133,629.0 $11.4M 0.24% +109K +451.6% $85.49 +1.8%
93 ETN EATON CORP PLC Industrials 26,790.0 $11.4M 0.24% +1K +4.5% $426.13 -2.5%
94 WMT WALMART INC Consumer Defensive 99,262.0 $11.2M 0.23% +5K +5.0% $113.26 -8.3%
95 LMBS FIRST TR EXCHANGE-TRADED FD 221,517.0 $11.0M 0.23% +43K +23.9% $49.78 -0.1%
96 AMAT APPLIED MATLS INC Technology 14,999.0 $10.8M 0.23% +2K +18.3% $723.00 -31.4%
97 GBCI GLACIER BANCORP INC NEW Financial Services 210,011.0 $10.8M 0.23% +10K +4.8% $51.58 -8.4%
98 VWO VANGUARD INTL EQUITY INDEX F 180,176.0 $10.8M 0.22% +10K +5.6% $59.69 +0.6%
99 VOE VANGUARD INDEX FDS 53,747.0 $10.6M 0.22% $197.60 +5.2%
100 XLF SELECT SECTOR SPDR TR 198,035.0 $10.6M 0.22% +76K +61.9% $53.61 +6.2%
Page 5 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%