Shelton Wealth Management, LLC Options Holdings

Shelton Wealth Management, LLC

  • $180 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$2.11 Million
4.5K
Q1 2025
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$1.24 Million
8K
Q1 2025
Added 700.0%
FCX
Freeport Mcmoran Inc

Basic Materials
CALL
$1.14 Million
30K
Q1 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$1.12 Million
2K
Q1 2025
Reduced 75.0%
DE
Deere & CO

Industrials
CALL
$938,000
2K
Q1 2025
New holding
PEP
Pepsico Inc

Consumer Defensive
CALL
$599,000
4K
Q4 2024
New holding
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
CALL
$251,000
5K
Q1 2025
New holding
RH
Rh

Consumer Cyclical
CALL
$234,000
1K
Q1 2025
New holding
UBER
Uber Technologies, Inc

Technology
CALL
$218,000
3K
Q1 2025
Reduced 40.0%
NVDA
Nvidia Corp

Technology
CALL
$216,000
2K
Q4 2024
Added 33.33%
VRT
Vertiv Holdings CO

Industrials
CALL
$138,000
1.6K
Q1 2025
New holding
PR
Permian Resources Corporation

Energy
CALL
$138,000
10K
Q4 2024
New holding
FRSH
Freshworks Inc.

Technology
CALL
$141,000
10K
Q4 2024
New holding
GRAB
Grab Holdings LTD

Technology
CALL
$90,000
20K
Q4 2024
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$77,000
300
Q1 2025
New holding
UEC
Uranium Energy Corp

Energy
CALL
$71,000
15K
Q4 2024
New holding
QS
Quantum Scape Corp

Consumer Cyclical
CALL
$62,000
15K
Q4 2024
New holding
Arista Networks Inc
CALL
$0
2K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $180 Million
  • Prior Value $188 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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