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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 57 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 TRGP TARGA RES CORP Energy 806.0 $216K 0.01% NEW $268.14 +11.5%
1122 CMS CMS ENERGY CORP Utilities 2,824.0 $216K 0.01% NEW $76.50 -10.8%
1123 BRO Brown & Brown Inc Financial Services 3,367.0 $216K 0.01% -146.0 -4.2% $64.14 +13.7%
1124 PPIH PERMA-PIPE INTL HLDGS INC Industrials 7,922.0 $216K 0.00% +439.0 +5.9% $27.23 +1.4%
1125 BSCS INVESCO EXCH TRD SLF IDX FD 10,503.0 $214K 0.00% +3K +48.1% $20.36 +0.1%
1126 FLXS Flexsteel Inds Inc Consumer Cyclical 2,860.0 $213K 0.00% NEW $74.48 +9.3%
1127 BSX BOSTON SCIENTIFIC CORP Healthcare 4,983.0 $213K 0.00% -6K -54.2% $42.68 +18.0%
1128 RWR SPDR SERIES TRUST 1,873.0 $212K 0.00% -238.0 -11.3% $112.97 +1.3%
1129 BSCT INVESCO EXCH TRD SLF IDX FD 11,330.0 $210K 0.00% +4K +48.9% $18.57 -0.1%
1130 CVLC MORGAN STANLEY ETF TRUST 2,220.0 $210K 0.00% NEW $94.47 +1.7%
1131 NOK NOKIA CORP Technology 15,774.0 $209K 0.00% NEW $13.28 -23.1%
1132 LRN Stride Inc Consumer Defensive 2,428.0 $209K 0.00% NEW $86.24 -2.2%
1133 DFAX DIMENSIONAL ETF TRUST 5,680.0 $209K 0.00% +153.0 +2.8% $36.84 +3.6%
1134 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,329.0 $209K 0.00% NEW $156.96 -8.4%
1135 RDIV INVESCO EXCH TRADED FD TR II 3,566.0 $207K 0.00% $58.00 +10.1%
1136 RELX RELX PLC Communication Services 6,529.0 $207K 0.00% -2K -21.4% $31.67 +13.4%
1137 AGM FEDERAL AGRIC MTG CORP Financial Services 1,036.0 $206K 0.00% NEW $199.27 +10.8%
1138 PSP INVESCO EXCHANGE TRADED FD T 3,695.0 $206K 0.00% $55.70 +14.1%
1139 STT STATE STR CORP Financial Services 1,212.0 $206K 0.00% NEW $169.60 +10.3%
1140 VEEV VEEVA SYS INC Healthcare 1,155.0 $205K 0.00% -83.0 -6.7% $177.47 +39.7%
Page 57 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%