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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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