Shelton Wealth Management, LLC Portfolio Holdings

Shelton Wealth Management, LLC

  • $180 Million
  • Q3 2024

Shelton Wealth Management, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $180 Million distributed in 125 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 $12.3M, Ishares Russell Mid Cap ETF with a value of $6.4M, First Trust Capital Strength E with a value of $6.1M, Ishares Barclays 20+ Year Trea with a value of $5.53M, and Ishares Tr Russell 1000 ETF with a value of $5.27M.

Examining the 13F form we can see an increase of $5.64M in the current position value, from $174M to 180M.

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

Portfolio value $180 Million
ETFs: $103 Million
Technology: $23.2 Million
Financial Services: $11.2 Million
Industrials: $9.19 Million
Consumer Cyclical: $8.02 Million
Healthcare: $6.27 Million
Energy: $5.72 Million
Communication Services: $5.22 Million
Other: $7.96 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $180 Million
  • Prior Value $174 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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