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 Market Cap. of $10 Billions to $200 Billions
