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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 9 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VANGUARD MUN BD FDS 64,478.0 $6.5M 0.14% -1K -1.8% $100.97
162 DUK Duke Energy Corp New Utilities 51,199.0 $6.5M 0.14% +22K +76.0% $126.58 -5.3%
163 VOT VANGUARD INDEX FDS 21,062.0 $6.5M 0.14% +373.0 +1.8% $306.30 -0.3%
164 BND VANGUARD BD INDEX FDS 87,321.0 $6.4M 0.13% +48K +122.6% $73.41 -1.6%
165 PLTR PALANTIR TECHNOLOGIES INC Technology 54,499.0 $6.4M 0.13% -14K -20.6% $116.67 +54.2%
166 GOVT ISHARES TR 278,657.0 $6.3M 0.13% +80K +40.4% $22.78 -1.4%
167 TMO THERMO FISHER SCIENTIFIC INC Healthcare 12,543.0 $6.3M 0.13% +719.0 +6.1% $501.37 +25.5%
168 IALT BLACKROCK ETF TRUST 221,815.0 $6.2M 0.13% NEW $28.05 +3.3%
169 TT TRANE TECHNOLOGIES PLC Industrials 12,539.0 $6.2M 0.13% +316.0 +2.6% $491.14 -7.7%
170 THRO BLACKROCK ETF TRUST 142,522.0 $6.1M 0.13% +10K +7.7% $43.11 +1.2%
171 MCD MCDONALDS CORP Consumer Cyclical 22,513.0 $6.1M 0.13% -430.0 -1.9% $270.31 +0.2%
172 BUYW NORTHERN LTS FD TR IV 416,325.0 $6.0M 0.12% +60K +16.9% $14.45 +1.2%
173 SSO PROSHARES TR 88,620.0 $6.0M 0.12% -9K -9.2% $67.38 +4.1%
174 PLD PROLOGIS INC. Real Estate 44,055.0 $6.0M 0.12% +5K +14.0% $135.47 +4.7%
175 VIG VANGUARD SPECIALIZED FUNDS 25,164.0 $6.0M 0.12% +462.0 +1.9% $236.62 +3.1%
176 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 8,411.0 $5.9M 0.12% +113.0 +1.4% $703.35 -0.5%
177 SGOV ISHARES TR 58,705.0 $5.9M 0.12% +34K +134.6% $100.67 -0.0%
178 TJX TJX COS INC NEW Consumer Cyclical 38,955.0 $5.9M 0.12% +2K +4.7% $151.50 -7.3%
179 OEF ISHARES TR 16,065.0 $5.9M 0.12% -2K -9.1% $365.86 +3.3%
180 ABT Abbott Laboratories Healthcare 63,808.0 $5.8M 0.12% $90.74 +28.5%
Page 9 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%