Shelton Wealth Management, LLC Incresed Positions in Q2 2025

Shelton Wealth Management, LLC

  • $201 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
17.4K
+ 99.54%
$116.93 - $119.39 $2.03M - $2.07M
34.8K $4.14M
MSFT
Microsoft Corp

Technology
2.42K
+ 74.26%
$354.56 - $497.45 $858K - $1.2M
5.68K $2.83M
UBER
Uber Technologies, Inc

Technology
16K
+ 428.54%
$64.62 - $93.3 $1.04M - $1.5M
19.8K $1.85M
GOOGL
Alphabet Inc.

Communication Services
7.51K
+ 165.14%
$144.7 - $178.6 $1.09M - $1.34M
12.1K $2.13M
NVDA
Nvidia Corp

Technology
1.34K
+ 7.57%
$94.31 - $157.99 $127K - $212K
19.1K $3.02M
ABT
Abbott Laboratories

Healthcare
7.55K
+ 379.12%
$123.95 - $138.08 $936K - $1.04M
9.54K $1.3M
CCJ
Cameco Corp

Energy
1.1K
+ 4.32%
$36.68 - $74.46 $40.2K - $81.5K
26.5K $1.96M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.4K
+ 29.67%
$83.97 - $92.85 $959K - $1.06M
49.9K $4.41M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.4K
+ 30.24%
$66.89 - $111.18 $227K - $377K
14.6K $1.63M
AMD
Advanced Micro Devices Inc

Technology
1.44K
+ 11.02%
$78.21 - $143.81 $113K - $208K
14.5K $2.06M
MU
Micron Technology Inc

Technology
2.34K
+ 22.47%
$64.72 - $127.91 $151K - $299K
12.7K $1.57M
TTD
Trade Desk, Inc.

Technology
5.48K
+ 40.32%
$45.27 - $79.4 $248K - $435K
19.1K $1.37M
CEG
Constellation Energy Corp

Utilities
484
+ 13.38%
$170.96 - $322.76 $82.7K - $156K
4.1K $1.32M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
910
+ 1.63%
$50.08 - $63.14 $45.6K - $57.5K
56.9K $3.59M
VRT
Vertiv Holdings CO

Industrials
5.66K
+ 60.68%
N/A
15K $1.3M
AMZN
Amazon Com Inc

Consumer Cyclical
734
+ 6.88%
$167.32 - $223.3 $123K - $164K
11.4K $2.5M
PH
Parker Hannifin Corp

Industrials
397
+ 20.14%
$517.23 - $700.54 $205K - $278K
2.37K $1.65M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
18K
+ 4.88%
$19.44 - $19.88 $349K - $357K
386K $7.65M
MNDY
Monday.Com Ltd.

Technology
421
+ 11.51%
$217.77 - $314.48 $91.7K - $132K
4.08K $1.28M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
16.3K
+ 5.22%
$22.81 - $22.97 $373K - $375K
329K $7.55M
NOW
Service Now, Inc.

Technology
109
+ 9.86%
$721.65 - $1040.18 $78.7K - $113K
1.21K $1.25M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.2K
+ 4.72%
$22.3 - $22.57 $338K - $342K
337K $7.57M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.9K
+ 4.26%
$22.09 - $22.44 $307K - $312K
340K $7.6M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
13.3K
+ 3.97%
$21.57 - $21.99 $287K - $292K
348K $7.62M
GS
Goldman Sachs Group Inc

Financial Services
137
+ 9.17%
$462.22 - $707.75 $63.3K - $97K
1.63K $1.15M
ONON
On Holding Ag

Consumer Cyclical
3.15K
+ 15.44%
$37.65 - $60.68 $119K - $191K
23.6K $1.23M
JEF
Jefferies Financial Group Inc.

Financial Services
5.67K
+ 38.71%
$41.06 - $56.09 $233K - $318K
20.3K $1.11M
PANW
Palo Alto Networks Inc

Technology
1.26K
+ 99.14%
$152.44 - $204.64 $193K - $259K
2.54K $519K
C
Citigroup Inc

Financial Services
1.13K
+ 7.96%
$58.13 - $85.12 $65.9K - $96.5K
15.4K $1.31M
META
Meta Platforms, Inc.

Communication Services
15
+ 0.86%
$484.66 - $738.09 $7.27K - $11.1K
1.76K $1.3M
ASML
Asml Holding Nv

Technology
55
+ 3.38%
$595.37 - $815.24 $32.7K - $44.8K
1.68K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
161
+ 3.4%
$210.28 - $289.91 $33.9K - $46.7K
4.9K $1.42M
WFC
Wells Fargo & Company

Financial Services
21
+ 0.07%
$60.98 - $80.12 $1.28K - $1.68K
29.7K $2.38M
VBK
Vanguard Small Cap Growth ETF

ETFs
58
+ 0.63%
$219.76 - $276.94 $12.7K - $16.1K
9.29K $2.57M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.06K
+ 23.89%
$69.8 - $85.28 $144K - $175K
10.7K $884K
LPLA
Lpl Financial Holdings Inc.

Financial Services
90
+ 2.96%
$283.31 - $388.96 $25.5K - $35K
3.13K $1.17M
ORCL
Oracle Corp

Technology
8
+ 0.36%
$122.82 - $218.63 $983 - $1.75K
2.22K $484K
URA
Global X Uranium ETF

ETFs
362
+ 3.66%
$20.26 - $38.81 $7.33K - $14K
10.2K $397K
CBRE
Cbre Group, Inc.

Real Estate
677
+ 9.11%
$113.94 - $140.12 $77.1K - $94.9K
8.11K $1.14M
IWM
Ishares Russell 2000 ETF

ETFs
153
+ 2.05%
$174.82 - $215.79 $26.7K - $33K
7.61K $1.64M
JLL
Jones Lang Lasalle Inc

Real Estate
477
+ 16.0%
$204.57 - $256.96 $97.6K - $123K
3.46K $884K
AMAT
Applied Materials Inc

Technology
51
+ 1.52%
$126.95 - $183.52 $6.47K - $9.36K
3.4K $622K
KLAC
Kla Corp

Technology
8
+ 1.44%
$576.53 - $902.94 $4.61K - $7.22K
563 $504K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
300
+ 1.62%
$90.56 - $109.49 $27.2K - $32.8K
18.9K $2.06M
TSLA
Tesla, Inc.

Consumer Cyclical
67
+ 7.49%
$221.86 - $362.89 $14.9K - $24.3K
962 $305K
CSX
Csx Corp

Industrials
1.2K
+ 14.8%
$26.69 - $32.91 $32K - $39.4K
9.3K $303K
D
Dominion Energy, Inc

Utilities
842
+ 6.04%
$49.66 - $58.0 $41.8K - $48.8K
14.8K $835K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
777
+ 17.97%
$196.72 - $266.32 $153K - $207K
5.1K $1.17M
BAC
Bank Of America Corp

Financial Services
3
+ 0.05%
$34.39 - $47.46 $103 - $142
5.65K $267K
Activity Summary
Buys All Purchases 80 New Holdings 22 Increased Positions 58 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 26 Puts 1
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