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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 50 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ROKU ROKU INC Communication Services 2,177.0 $301K 0.01% NEW $138.14 +14.0%
982 MMU WESTERN ASSET MANAGED MUNS F Financial Services 28,830.0 $300K 0.01% +8K +37.7% $10.42 -2.3%
983 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 27,000.0 $300K 0.01% +8K +38.5% $11.11 -3.7%
984 EDIV SPDR INDEX SHS FDS 7,305.0 $299K 0.01% $40.96 +2.9%
985 ICLN ISHARES TR 14,599.0 $299K 0.01% +10K +242.5% $20.49 -14.2%
986 MLPX GLOBAL X FDS 4,056.0 $299K 0.01% +508.0 +14.3% $73.66 +1.0%
987 ACGL ARCH CAP GROUP LTD Financial Services 3,077.0 $299K 0.01% -122.0 -3.8% $97.06 +2.4%
988 APP APPLOVIN CORP Technology 579.0 $298K 0.01% NEW $515.23 -40.7%
989 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 10,003.0 $298K 0.01% $29.78 -20.0%
990 SPMB SPDR SERIES TRUST 13,311.0 $297K 0.01% -31K -70.2% $22.31 -1.6%
991 Siriuspoint LTD 12,372.0 $297K 0.01% $24.00
992 VVX V2X INC Industrials 3,971.0 $296K 0.01% +787.0 +24.7% $74.56 +5.3%
993 IDXX Idexx Labs Inc Healthcare 562.0 $296K 0.01% -9.0 -1.6% $526.44 +5.8%
994 SBRA SABRA HEALTH CARE REIT INC Real Estate 15,111.0 $295K 0.01% $19.51 +4.5%
995 TTC Toro Co Industrials 3,022.0 $294K 0.01% +408.0 +15.6% $97.42 +2.1%
996 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 20,441.0 $294K 0.01% $14.38 -2.0%
997 JNK SPDR SERIES TRUST 3,049.0 $294K 0.01% -401.0 -11.6% $96.37 -0.5%
998 FNK FIRST TR EXCHANGE-TRADED ALP 4,763.0 $292K 0.01% $61.31 +5.6%
999 KHC KRAFT HEINZ CO Consumer Defensive 12,345.0 $292K 0.01% +165.0 +1.4% $23.62 +8.3%
1000 DRAM ROUNDHILL ETF TRUST 3,926.0 $290K 0.01% NEW $73.85 -21.9%
Page 50 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%