Shelton Wealth Management, LLC Purchases in Q3 2024

Shelton Wealth Management, LLC

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ASPN
Aspen Aerogels Inc

Industrials
42.6K
New
$18.5 - $31.72 $789K - $1.35M
42.6K $1.18M
APP
App Lovin Corp

Technology
2.67K
+ 19.76%
$67.14 - $130.65 $179K - $349K
16.2K $2.11M
ETN
Eaton Corp PLC

Industrials
2.87K
New
$272.52 - $333.02 $781K - $955K
2.87K $949K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
34K
+ 17.6%
$21.22 - $22.22 $721K - $755K
227K $5.02M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
33.5K
+ 17.69%
$21.7 - $22.6 $726K - $756K
223K $5.01M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
33.7K
+ 18.01%
$21.96 - $22.69 $741K - $766K
221K $5.01M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
33.7K
+ 18.45%
$22.55 - $23.1 $761K - $779K
217K $4.99M
NXPI
Nxp Semiconductors N.V.

Technology
3.5K
New
$225.14 - $290.78 $789K - $1.02M
3.5K $841K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
34.1K
+ 19.12%
$23.13 - $23.43 $789K - $799K
213K $4.98M
CEG
Constellation Energy Corp

Utilities
1.73K
+ 62.8%
$167.08 - $262.86 $290K - $456K
4.5K $1.17M
DD
Du Pont De Nemours, Inc.

Basic Materials
6.03K
New
$77.22 - $89.49 $466K - $540K
6.03K $537K
VBK
Vanguard Small Cap Growth ETF

ETFs
969
+ 9.36%
$240.48 - $267.94 $233K - $260K
11.3K $3.03M
CBRE
Cbre Group, Inc.

Real Estate
1.48K
+ 24.89%
$85.97 - $124.48 $128K - $185K
7.45K $926K
CCJ
Cameco Corp

Energy
8.06K
+ 42.96%
$36.9 - $53.72 $297K - $433K
26.8K $1.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
67
+ 25.09%
$3305.62 - $4268.05 $221K - $286K
334 $1.41M
VRT
Vertiv Holdings CO

Industrials
3.99K
+ 42.79%
$86.66 - $86.66 $346K - $346K
13.3K $1.15M
TTD
Trade Desk, Inc.

Technology
1.68K
+ 13.47%
$83.08 - $110.79 $140K - $186K
14.2K $1.55M
JLL
Jones Lang Lasalle Inc

Real Estate
756
+ 37.72%
$198.7 - $272.0 $150K - $206K
2.76K $745K
NVDA
Nvidia Corp

Technology
2.88K
+ 18.54%
$98.91 - $134.91 $285K - $389K
18.4K $2.24M
D
Dominion Energy, Inc

Utilities
4.1K
+ 53.73%
$48.01 - $58.53 $197K - $240K
11.7K $678K
PH
Parker Hannifin Corp

Industrials
115
+ 6.49%
$501.01 - $635.92 $57.6K - $73.1K
1.89K $1.19M
SQ
Block, Inc.

Technology
3.46K
+ 23.65%
$57.21 - $72.07 $198K - $250K
18.1K $1.22M
AMD
Advanced Micro Devices Inc

Technology
1.41K
+ 15.18%
$128.67 - $183.96 $181K - $259K
10.7K $1.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
47
+ 1.26%
$405.19 - $478.57 $19K - $22.5K
3.76K $1.73M
AMZN
Amazon Com Inc

Consumer Cyclical
1.49K
+ 13.74%
$161.02 - $200.0 $239K - $297K
12.3K $2.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
534
New
$332.02 - $382.76 $177K - $204K
534 $200K
META
Meta Platforms, Inc.

Communication Services
140
+ 8.62%
$453.41 - $572.44 $63.5K - $80.1K
1.77K $1.01M
SAIA
Saia Inc

Industrials
632
+ 27.16%
$367.6 - $509.42 $232K - $322K
2.96K $1.29M
NU
Nu Holdings Ltd.

Financial Services
8.84K
+ 10.08%
$10.71 - $15.14 $94.7K - $134K
96.5K $1.32M
FCX
Freeport Mcmoran Inc

Basic Materials
3.29K
+ 21.58%
$39.52 - $51.92 $130K - $171K
18.5K $924K
PGR
Progressive Corp

Financial Services
68
+ 1.91%
$209.46 - $259.24 $14.2K - $17.6K
3.64K $922K
NFLX
Netflix Inc

Communication Services
193
+ 15.27%
$598.55 - $722.26 $116K - $139K
1.46K $1.03M
AAPL
Apple Inc.

Technology
110
+ 1.61%
$207.23 - $234.82 $22.8K - $25.8K
6.93K $1.61M
ANET
Arista Networks, Inc.

Technology
188
+ 6.21%
$311.42 - $388.21 $58.5K - $73K
3.22K $1.23M
V
Visa Inc.

Financial Services
447
+ 11.84%
$253.74 - $291.56 $113K - $130K
4.22K $1.16M
BSX
Boston Scientific Corp

Healthcare
998
+ 12.75%
$72.96 - $84.0 $72.8K - $83.8K
8.83K $739K
CSX
Csx Corp

Industrials
2.58K
+ 8.08%
$32.48 - $35.45 $83.7K - $91.4K
34.5K $1.19M
ALC
Alcon Inc

Healthcare
427
+ 6.37%
$88.07 - $100.79 $37.6K - $43K
7.13K $713K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.11%
$460.3 - $584.56 $460 - $585
898 $524K
TGT
Target Corp

Consumer Defensive
521
+ 16.95%
$133.47 - $159.25 $69.5K - $83K
3.6K $560K
C
Citigroup Inc

Financial Services
1.8K
+ 13.23%
$56.11 - $67.61 $101K - $122K
15.4K $964K
AVGO
Broadcom Inc.

Technology
4.74K
+ 924.76%
$136.27 - $1745.86 $646K - $8.28M
5.26K $906K
JNJ
Johnson & Johnson

Healthcare
42
+ 0.87%
$145.48 - $167.38 $6.11K - $7.03K
4.86K $787K
HD
Home Depot, Inc.

Consumer Cyclical
90
+ 12.43%
$333.64 - $405.2 $30K - $36.5K
814 $329K
GS
Goldman Sachs Group Inc

Financial Services
13
+ 0.83%
$459.02 - $510.25 $5.97K - $6.63K
1.59K $785K
JPM
Jpmorgan Chase & CO

Financial Services
125
+ 2.6%
$194.9 - $224.8 $24.4K - $28.1K
4.93K $1.04M
LLY
Eli Lilly & CO

Healthcare
89
+ 13.82%
$772.14 - $960.02 $68.7K - $85.4K
733 $649K
ORCL
Oracle Corp

Technology
6
+ 0.27%
$125.9 - $170.35 $755 - $1.02K
2.2K $374K
STZ
Constellation Brands, Inc.

Consumer Defensive
245
+ 9.21%
$236.42 - $259.82 $57.9K - $63.7K
2.91K $748K
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 10 Puts 2
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