Shelton Wealth Management, LLC Portfolio Holdings

Shelton Wealth Management, LLC

  • $188 Million
  • Q4 2024

Shelton Wealth Management, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $188 Million distributed in 142 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 $13.5M, Ishares Tr Ibonds Dec 2026 Ter with a value of $6.51M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.5M, Ishares Tr Ibonds Dec 2028 Ter with a value of $6.49M, and Ishares Tr Ibonds Dec 2025 Ter with a value of $6.5M.

Examining the 13F form we can see an increase of $8.05M in the current position value, from $180M to 188M.

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

Portfolio value $188 Million
ETFs: $106 Million
Technology: $24.9 Million
Financial Services: $12.6 Million
Industrials: $9.7 Million
Consumer Cyclical: $9.42 Million
Healthcare: $6.75 Million
Communication Services: $6.04 Million
Energy: $5.41 Million
Other: $7.51 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $188 Million
  • Prior Value $180 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 26 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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