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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 54 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 BN BROOKFIELD CORP Financial Services 5,813.0 $248K 0.01% +427.0 +7.9% $42.65 -2.3%
1062 PK PARK HOTELS & RESORTS INC Real Estate 17,354.0 $247K 0.01% -2K -10.6% $14.25 +10.7%
1063 DDOG DATADOG INC Technology 947.0 $247K 0.01% NEW $260.36 -9.5%
1064 JXN JACKSON FINANCIAL INC Financial Services 2,407.0 $246K 0.01% $102.39 +26.8%
1065 EPR EPR PPTYS Real Estate 4,246.0 $246K 0.01% +227.0 +5.7% $58.01 +4.0%
1066 XT ISHARES TR 2,981.0 $246K 0.01% +144.0 +5.1% $82.62 +0.3%
1067 KDP Keurig DR Pepper Inc Consumer Defensive 7,522.0 $246K 0.01% NEW $32.73 -2.1%
1068 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 11,960.0 $246K 0.01% $20.56 +0.9%
1069 SNY SANOFI SA Healthcare 5,752.0 $245K 0.01% -56K -90.6% $42.66 +7.5%
1070 VSGX VANGUARD WORLD FD 2,976.0 $245K 0.01% $82.34 +1.4%
1071 TSN TYSON FOODS INC Consumer Defensive 4,272.0 $245K 0.01% NEW $57.25 +2.1%
1072 CGCB CAPITAL GRP FIXED INCM ETF T 9,340.0 $245K 0.01% $26.18 -1.3%
1073 CNC CENTENE CORP DEL Healthcare 3,792.0 $243K 0.01% NEW $64.19 +1.3%
1074 WTFC WINTRUST FINL CORP Financial Services 1,510.0 $243K 0.01% NEW $160.72 -5.0%
1075 BLOCK INC 3,184.0 $242K 0.01% NEW $76.00
1076 PTLC PACER FDS TR 4,150.0 $242K 0.01% NEW $58.26 +2.4%
1077 FDT FIRST TR EXCH TRD ALPHDX FD 2,537.0 $240K 0.01% +850.0 +50.4% $94.69 +0.6%
1078 MKC MCCORMICK & CO INC Consumer Defensive 4,762.0 $240K 0.01% -6K -56.4% $50.42 +9.9%
1079 PJT PJT PARTNERS INC Financial Services 1,581.0 $239K 0.01% -69.0 -4.2% $150.94 +15.9%
1080 CLOI VANECK ETF TRUST 4,504.0 $238K 0.01% NEW $52.95 -0.1%
Page 54 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%