Shelton Wealth Management, LLC Portfolio Holdings

Shelton Wealth Management, LLC

  • $201 Million
  • Q2 2025

Shelton Wealth Management, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Enhanced Traded Fd Iv with a value of $12.5M, Ishares Tr Ibonds Dec 2030 Ter with a value of $7.65M, Ishares Tr Ibonds Dec 2029 Tre with a value of $7.62M, Ishares Tr Ibonds Dec 2028 Ter with a value of $7.6M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $7.57M.

Examining the 13F form we can see an increase of $21M in the current position value, from $180M to 201M.

Below you can find more details about Shelton Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $201 Million
ETFs: $98.9 Million
Technology: $35.1 Million
Financial Services: $14.2 Million
Industrials: $9.65 Million
Consumer Cyclical: $9.17 Million
Energy: $6.63 Million
Communication Services: $6.5 Million
Healthcare: $5.09 Million
Other: $7.62 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$3.02 Million 1.51% of portfolio
19,107
Q2 2025 Added 7.57%
$3.77T
$2.83 Million 1.41% of portfolio
5,681
Q2 2025 Added 74.26%
$2.32T
$2.5 Million 1.25% of portfolio
11,404
Q2 2025 Added 6.88%
$313B
$2.38 Million 1.19% of portfolio
29,675
Q2 2025 Added 0.07%
$1.14T
$2.13 Million 1.06% of portfolio
12,064
Q2 2025 Added 165.14%
$250B
$2.06 Million 1.03% of portfolio
14,532
Q2 2025 Added 11.02%
$33.7B
$1.96 Million 0.98% of portfolio
26,455
Q2 2025 Added 4.32%
$120B
$1.96 Million 0.98% of portfolio
750
Q2 2025 Reduced 12.79%
$102B
$1.89 Million 0.94% of portfolio
5,385
Q2 2025 Reduced 0.72%
$85.3B
$1.84 Million 0.92% of portfolio
13,802
Q2 2025 New
$182B
$1.85 Million 0.92% of portfolio
19,794
Q2 2025 Added 428.54%
$40.9B
$1.81 Million 0.9% of portfolio
5,778
Q2 2025 Reduced 12.05%
$92.6B
$1.65 Million 0.82% of portfolio
2,368
Q2 2025 Added 20.14%
$119B
$1.57 Million 0.78% of portfolio
12,737
Q2 2025 Added 22.47%
$45.6B
$1.57 Million 0.78% of portfolio
114,333
Q2 2025 Reduced 4.56%
$148B
$1.52 Million 0.76% of portfolio
4,252
Q2 2025 Added 41.97%
$113B
$1.48 Million 0.74% of portfolio
5,354
Q2 2025 Reduced 3.32%
$19.9B
$1.46 Million 0.73% of portfolio
24,968
Q2 2025 New
$85.2B
$1.46 Million 0.73% of portfolio
958
Q2 2025 New
$575B
$1.44 Million 0.72% of portfolio
4,047
Q2 2025 Reduced 2.81%
$3.45T
$1.44 Million 0.72% of portfolio
7,004
Q2 2025 Reduced 0.84%
$855B
$1.42 Million 0.71% of portfolio
4,900
Q2 2025 Added 3.4%
$1.45B
$1.43 Million 0.71% of portfolio
25,509
Q2 2025 New
$41.6B
$1.43 Million 0.71% of portfolio
20,292
Q2 2025 New
$53.9B
$1.37 Million 0.68% of portfolio
7,013
Q2 2025 New
$36.3B
$1.37 Million 0.68% of portfolio
19,059
Q2 2025 Added 40.32%
$280B
$1.35 Million 0.67% of portfolio
1,683
Q2 2025 Added 3.38%
$104B
$1.32 Million 0.66% of portfolio
4,102
Q2 2025 Added 13.38%
$22.7B
$1.32 Million 0.66% of portfolio
10,583
Q2 2025 New
$220B
$1.3 Million 0.65% of portfolio
9,544
Q2 2025 Added 379.12%
$1.58T
$1.3 Million 0.65% of portfolio
1,764
Q2 2025 Added 0.86%
$32.7B
$1.3 Million 0.65% of portfolio
14,988
Q2 2025 Added 60.68%
$182B
$1.31 Million 0.65% of portfolio
15,388
Q2 2025 Added 7.96%
$12.6B
$1.28 Million 0.64% of portfolio
4,078
Q2 2025 Added 11.51%
$229B
$1.27 Million 0.63% of portfolio
220
Q2 2025 Reduced 1.79%
$290B
$1.25 Million 0.62% of portfolio
5,232
Q2 2025 Reduced 3.24%
$194B
$1.25 Million 0.62% of portfolio
1,214
Q2 2025 Added 9.86%
$14.1B
$1.23 Million 0.61% of portfolio
23,572
Q2 2025 Added 15.44%
$294B
$1.2 Million 0.6% of portfolio
8,389
Q2 2025 New
$239B
$1.15 Million 0.58% of portfolio
1,631
Q2 2025 Added 9.17%
$29.9B
$1.17 Million 0.58% of portfolio
3,129
Q2 2025 Added 2.96%
$65.5B
$1.13 Million 0.57% of portfolio
26,180
Q2 2025 Reduced 5.54%
$45.9B
$1.14 Million 0.57% of portfolio
8,109
Q2 2025 Added 9.11%
$12.9B
$1.11 Million 0.55% of portfolio
20,306
Q2 2025 Added 38.71%
$149B
$1.08 Million 0.54% of portfolio
2,730
Q2 2025 New
$145B
$976,000 0.49% of portfolio
3,658
Q2 2025 Reduced 10.89%
$622B
$964,000 0.48% of portfolio
1,985
Q2 2025 Reduced 0.35%
$43.5B
$937,000 0.47% of portfolio
10,619
Q2 2025 Reduced 6.89%
$738B
$930,000 0.46% of portfolio
1,194
Q2 2025 Reduced 1.32%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $201 Million
  • Prior Value $180 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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