Shelton Wealth Management, LLC Options Holdings

Shelton Wealth Management, LLC

  • $188 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$4.69 Million
8K
Q4 2024
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$869,000
7.2K
Q4 2024
Added 125.0%
CSX
Csx Corp

Industrials
CALL
$758,000
23.5K
Q4 2024
New holding
PEP
Pepsico Inc

Consumer Defensive
CALL
$608,000
4K
Q4 2024
New holding
JNJ
Johnson & Johnson

Healthcare
CALL
$578,000
4K
Q2 2024
New holding
YUM
Yum Brands Inc

Consumer Cyclical
CALL
$402,000
3K
Q4 2024
New holding
UBER
Uber Technologies, Inc

Technology
CALL
$301,000
5K
Q4 2024
New holding
NVDA
Nvidia Corp

Technology
CALL
$268,000
2K
Q4 2024
Added 33.33%
APP
App Lovin Corp

Technology
CALL
$259,000
800
Q4 2024
New holding
HRL
Hormel Foods Corp

Consumer Defensive
CALL
$235,000
7.5K
Q4 2024
New holding
TWLO
Twilio Inc

Communication Services
CALL
$216,000
2K
Q4 2024
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$189,000
1K
Q3 2024
Reduced 80.0%
FRSH
Freshworks Inc.

Technology
CALL
$161,000
10K
Q4 2024
New holding
PINS
Pinterest, Inc.

Communication Services
CALL
$174,000
6K
Q4 2024
New holding
SQ
Block, Inc.

Technology
CALL
$169,000
2K
Q3 2024
New holding
PR
Permian Resources Corporation

Energy
CALL
$143,000
10K
Q4 2024
New holding
UEC
Uranium Energy Corp

Energy
CALL
$100,000
15K
Q4 2024
New holding
GRAB
Grab Holdings LTD

Technology
CALL
$94,000
20K
Q4 2024
New holding
QS
Quantum Scape Corp

Consumer Cyclical
CALL
$77,000
15K
Q4 2024
New holding
RIOT
Riot Blockchain, Inc.

Technology
CALL
$51,000
5K
Q4 2024
New holding
Lam Research Corp
CALL
$0
2K
Q4 2024
New holding

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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