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Portfolio (Quarterly) Guide ↗

Ashton Thomas Private Wealth, LLC

· CIK 0002019663
13F Portfolio $4.1B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 997 New
Page 6 of 50  ·  997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GBCI GLACIER BANCORP INC NEW Financial Services 199,819.0 $8.8M 0.21% NEW $44.05 +5.5%
102 SPGI S&P GLOBAL INC Financial Services 16,674.0 $8.7M 0.21% NEW $522.59 -22.7%
103 SYK STRYKER CORPORATION Healthcare 24,521.0 $8.6M 0.21% NEW $352.35 -13.3%
104 SCHZ SCHWAB STRATEGIC TR 369,548.0 $8.6M 0.21% NEW $23.37 -1.9%
105 PG PROCTER AND GAMBLE CO Consumer Defensive 60,089.0 $8.6M 0.21% NEW $143.31 -0.4%
106 FV FIRST TR EXCHANGE TRADED FD 136,623.0 $8.6M 0.21% NEW $62.92 +10.9%
107 TSLA Tesla Inc Consumer Cyclical 19,043.0 $8.6M 0.21% NEW $449.71 -1.4%
108 J P MORGAN EXCHANGE TRADED F 166,276.0 $8.4M 0.21% NEW $50.75
109 GDX VANECK ETF TRUST 97,603.0 $8.4M 0.20% NEW $85.77 +1.8%
110 LMBS FIRST TR EXCHANGETRADED FD 166,379.0 $8.3M 0.20% NEW $49.99 -0.5%
111 IUSB ISHARES TR 173,428.0 $8.1M 0.20% NEW $46.54 -1.8%
112 UNH UNITEDHEALTH GROUP INC Healthcare 24,407.0 $8.1M 0.20% NEW $330.11 +20.9%
113 ADBE Adobe Inc Technology 22,876.0 $8.0M 0.20% NEW $350.00 -29.3%
114 IYW ISHARES TR 39,584.0 $7.9M 0.19% NEW $199.68 +19.6%
115 QCOM Qualcomm Inc Technology 45,734.0 $7.8M 0.19% NEW $171.05 +17.0%
116 XLF SELECT SECTOR SPDR TR 141,387.0 $7.7M 0.19% NEW $54.77 -6.6%
117 BK BANK NEW YORK MELLON CORP Financial Services 66,238.0 $7.7M 0.19% NEW $116.09 +16.3%
118 NFLX Netflix Inc Communication Services 81,701.0 $7.7M 0.19% NEW $93.76 -7.3%
119 EMLP FIRST TR EXCHANGETRADED FD 202,068.0 $7.7M 0.19% NEW $37.87 +15.3%
120 FTSM FIRST TR EXCHANGETRADED FD 127,520.0 $7.6M 0.19% NEW $59.93 -0.1%
Page 6 of 50  ·  997 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 27.7%
Financial Services 26.5%
Industrials 10.3%
Healthcare 9.1%
Communication Services 6.9%
Consumer Cyclical 6.1%
Energy 5.6%
Consumer Defensive 4.4%
Utilities 1.9%
Basic Materials 1.2%