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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 51 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 FVD FIRST TR EXCHANGE-TRADED FD 5,971.0 $288K 0.01% -2K -22.0% $48.18 +5.2%
1002 LMAT LEMAITRE VASCULAR INC Healthcare 2,989.0 $287K 0.01% $95.96 -14.7%
1003 PJUL INNOVATOR ETFS TRUST 5,871.0 $287K 0.01% -657.0 -10.1% $48.81 +1.6%
1004 SPBO SPDR SERIES TRUST 9,865.0 $286K 0.01% -10K -50.4% $29.04 -2.2%
1005 CENX CENTURY ALUM CO Basic Materials 6,225.0 $286K 0.01% NEW $46.01 -4.5%
1006 DMXF ISHARES TR 3,377.0 $286K 0.01% +2K +258.1% $84.61 +2.6%
1007 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,409.0 $286K 0.01% $118.53 -25.1%
1008 SCI SERVICE CORP INTL Consumer Cyclical 3,751.0 $285K 0.01% +45.0 +1.2% $75.96 +9.6%
1009 GPOR GULFPORT ENERGY CORP Energy 1,675.0 $284K 0.01% $169.70 +2.2%
1010 SCCO Southern Copper Corp Basic Materials 1,627.0 $284K 0.01% NEW $174.30 +23.9%
1011 PAPR INNOVATOR ETFS TRUST 6,701.0 $283K 0.01% +485.0 +7.8% $42.20 +1.6%
1012 MPC MARATHON PETE CORP Energy 1,103.0 $282K 0.01% -17.0 -1.5% $255.61 +41.1%
1013 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 21,900.0 $280K 0.01% +5K +28.1% $12.80 -4.5%
1014 VHT VANGUARD WORLD FD 936.0 $280K 0.01% +70.0 +8.1% $299.17 +9.5%
1015 MUA BLACKROCK MUNIASSETS FD INC Financial Services 25,400.0 $280K 0.01% +6K +28.9% $11.01 -8.8%
1016 PCAR Paccar Inc Industrials 2,328.0 $280K 0.01% -96.0 -4.0% $120.12 +9.1%
1017 UBS UBS GROUP AG Financial Services 5,642.0 $280K 0.01% +48.0 +0.9% $49.56 +7.5%
1018 GTX Garrett Motion Inc Consumer Cyclical 7,707.0 $279K 0.01% NEW $36.23 -26.5%
1019 DHI D R HORTON INC Consumer Cyclical 1,706.0 $278K 0.01% NEW $162.88 -8.9%
1020 OMCL OMNICELL COM Healthcare 6,667.0 $277K 0.01% NEW $41.52 -14.3%
Page 51 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%