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
$456B
$3.02 Million 1.51% of portfolio
19,107
Q2 2025 Added 7.57%
$3.95T
$2.83 Million 1.41% of portfolio
5,681
Q2 2025 Added 74.26%
$2.26T
$2.5 Million 1.25% of portfolio
11,404
Q2 2025 Added 6.88%
$302B
$2.38 Million 1.19% of portfolio
29,675
Q2 2025 Added 0.07%
$1.21T
$2.13 Million 1.06% of portfolio
12,064
Q2 2025 Added 165.14%
$282B
$2.06 Million 1.03% of portfolio
14,532
Q2 2025 Added 11.02%
$33.9B
$1.96 Million 0.98% of portfolio
26,455
Q2 2025 Added 4.32%
$118B
$1.96 Million 0.98% of portfolio
750
Q2 2025 Reduced 12.79%
$136B
$1.89 Million 0.94% of portfolio
5,385
Q2 2025 Reduced 0.72%
$78.6B
$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%
$39.4B
$1.81 Million 0.9% of portfolio
5,778
Q2 2025 Reduced 12.05%
$96.6B
$1.65 Million 0.82% of portfolio
2,368
Q2 2025 Added 20.14%
$139B
$1.57 Million 0.78% of portfolio
12,737
Q2 2025 Added 22.47%
$43.6B
$1.57 Million 0.78% of portfolio
114,333
Q2 2025 Reduced 4.56%
$145B
$1.52 Million 0.76% of portfolio
4,252
Q2 2025 Added 41.97%
$127B
$1.48 Million 0.74% of portfolio
5,354
Q2 2025 Reduced 3.32%
$18.8B
$1.46 Million 0.73% of portfolio
24,968
Q2 2025 New
$76.5B
$1.46 Million 0.73% of portfolio
958
Q2 2025 New
$551B
$1.44 Million 0.72% of portfolio
4,047
Q2 2025 Reduced 2.81%
$3.69T
$1.44 Million 0.72% of portfolio
7,004
Q2 2025 Reduced 0.84%
$859B
$1.42 Million 0.71% of portfolio
4,900
Q2 2025 Added 3.4%
$1.19B
$1.43 Million 0.71% of portfolio
25,509
Q2 2025 New
$35.6B
$1.43 Million 0.71% of portfolio
20,292
Q2 2025 New
$57.3B
$1.37 Million 0.68% of portfolio
7,013
Q2 2025 New
$23.7B
$1.37 Million 0.68% of portfolio
19,059
Q2 2025 Added 40.32%
$295B
$1.35 Million 0.67% of portfolio
1,683
Q2 2025 Added 3.38%
$111B
$1.32 Million 0.66% of portfolio
4,102
Q2 2025 Added 13.38%
$16.5B
$1.32 Million 0.66% of portfolio
10,583
Q2 2025 New
$229B
$1.3 Million 0.65% of portfolio
9,544
Q2 2025 Added 379.12%
$1.78T
$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%
$185B
$1.31 Million 0.65% of portfolio
15,388
Q2 2025 Added 7.96%
$7.5B
$1.28 Million 0.64% of portfolio
4,078
Q2 2025 Added 11.51%
$217B
$1.27 Million 0.63% of portfolio
220
Q2 2025 Reduced 1.79%
$314B
$1.25 Million 0.62% of portfolio
5,232
Q2 2025 Reduced 3.24%
$172B
$1.25 Million 0.62% of portfolio
1,214
Q2 2025 Added 9.86%
$14B
$1.23 Million 0.61% of portfolio
23,572
Q2 2025 Added 15.44%
$302B
$1.2 Million 0.6% of portfolio
8,389
Q2 2025 New
$254B
$1.15 Million 0.58% of portfolio
1,631
Q2 2025 Added 9.17%
$29.8B
$1.17 Million 0.58% of portfolio
3,129
Q2 2025 Added 2.96%
$60.2B
$1.13 Million 0.57% of portfolio
26,180
Q2 2025 Reduced 5.54%
$50.1B
$1.14 Million 0.57% of portfolio
8,109
Q2 2025 Added 9.11%
$14B
$1.11 Million 0.55% of portfolio
20,306
Q2 2025 Added 38.71%
$142B
$1.08 Million 0.54% of portfolio
2,730
Q2 2025 New
$142B
$976,000 0.49% of portfolio
3,658
Q2 2025 Reduced 10.89%
$621B
$964,000 0.48% of portfolio
1,985
Q2 2025 Reduced 0.35%
$42.2B
$937,000 0.47% of portfolio
10,619
Q2 2025 Reduced 6.89%
$608B
$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
Track This Portfolio

Track Shelton Wealth Management, LLC Portfolio

Follow Shelton Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shelton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shelton Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email