Shelton Wealth Management, LLC Options Holdings

Shelton Wealth Management, LLC

  • $201 Million
  • Q2 2025

Options Holdings Table

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

ETFs
PUT
$1.1 Million
2K
Q2 2025
New holding
AVGO
Broadcom Inc.

Technology
CALL
$992,000
3.6K
Q2 2025
New holding
APP
App Lovin Corp

Technology
CALL
$945,000
2.7K
Q2 2025
New holding
LMT
Lockheed Martin Corp

Industrials
CALL
$463,000
1K
Q2 2025
New holding
DDOG
Datadog, Inc.

Technology
CALL
$402,000
3K
Q2 2025
New holding
GRAB
Grab Holdings LTD

Technology
CALL
$352,000
70K
Q2 2025
Added 250.0%
FICO
Fair Isaac Corp

Technology
CALL
$365,000
200
Q2 2025
New holding
SLV
I Shares Silver Trust

ETFs
CALL
$328,000
10K
Q2 2025
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$283,000
2K
Q2 2025
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$264,000
1.5K
Q2 2025
Reduced 81.25%
BE
Bloom Energy Corp

Industrials
CALL
$239,000
10K
Q2 2025
New holding
AAPL
Apple Inc.

Technology
CALL
$246,000
1.2K
Q2 2025
New holding
INTC
Intel Corp

Technology
CALL
$224,000
10K
Q2 2025
New holding
SHOP
Shopify Inc.

Technology
CALL
$230,000
2K
Q2 2025
New holding
QBTS
D Wave Quantum Inc.

Technology
CALL
$204,000
14K
Q2 2025
New holding
OKTA
Okta, Inc.

Technology
CALL
$199,000
2K
Q2 2025
New holding
WMT
Walmart Inc.

Consumer Defensive
CALL
$195,000
2K
Q2 2025
New holding
BA
Boeing CO

Industrials
CALL
$209,000
1K
Q2 2025
New holding
BRZE
Braze, Inc.

Technology
CALL
$210,000
7.5K
Q2 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$136,000
1K
Q2 2025
New holding
PR
Permian Resources Corporation

Energy
CALL
$137,000
10K
Q4 2024
New holding
RGTI
Rigetti Computing, Inc.

Technology
CALL
$118,000
10K
Q2 2025
New holding
UEC
Uranium Energy Corp

Energy
CALL
$102,000
15K
Q4 2024
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$95,000
300
Q1 2025
New holding
SKYT
Sky Water Technology, Inc

Technology
CALL
$98,000
10K
Q2 2025
New holding
PTON
Peloton Interactive, Inc.

Consumer Cyclical
CALL
$106,000
15.3K
Q2 2025
New holding
Tempus Ai Inc
CALL
$0
3K
Q2 2025
New holding
Ishares Bitcoin Trust ETF
CALL
$0
3.5K
Q2 2025
New holding
Lam Research Corp
CALL
$0
2K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $201 Million
  • Prior Value $180 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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