Shelton Wealth Management, LLC Options Holdings

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025

Options Holdings Table

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

ETFs
CALL
$1.8 Million
3K
Q3 2025
New holding
LMT
Lockheed Martin Corp

Industrials
CALL
$499,000
1K
Q2 2025
New holding
PG
Procter & Gamble CO

Consumer Defensive
CALL
$460,000
3K
Q3 2025
New holding
GRAB
Grab Holdings LTD

Technology
CALL
$421,000
70K
Q2 2025
Added 250.0%
MAR
Marriott International Inc

Consumer Cyclical
CALL
$390,000
1.5K
Q3 2025
New holding
S
Sentinel One, Inc.

Technology
CALL
$228,000
13K
Q3 2025
New holding
MP
Mp Materials Corp.

Basic Materials
CALL
$234,000
3.5K
Q3 2025
New holding
ABNB
Airbnb, Inc.

Consumer Cyclical
CALL
$242,000
2K
Q3 2025
New holding
WMT
Walmart Inc.

Consumer Defensive
CALL
$206,000
2K
Q2 2025
New holding
BABA
Alibaba Group Holding LTD

Consumer Cyclical
CALL
$214,000
1.2K
Q3 2025
New holding
TMDX
Trans Medics Group, Inc.

Healthcare
CALL
$168,000
1.5K
Q3 2025
New holding
NU
Nu Holdings Ltd.

Financial Services
CALL
$160,000
10K
Q3 2025
New holding
SE
Sea LTD

Consumer Cyclical
CALL
$142,000
800
Q3 2025
New holding
UPST
Upstart Holdings, Inc.

Financial Services
CALL
$152,000
3K
Q3 2025
New holding
PR
Permian Resources Corporation

Energy
CALL
$128,000
10K
Q4 2024
New holding
ACHR
Archer Aviation Inc.

Industrials
CALL
$124,000
13K
Q3 2025
New holding
MRVL
Marvell Technology, Inc.

Technology
CALL
$84,000
1K
Q3 2025
New holding
EOSE
Eos Energy Enterprises, Inc.

Industrials
CALL
$55,000
5K
Q3 2025
New holding
COIN
Coinbase Global, Inc.

Technology
CALL
$67,000
200
Q3 2025
New holding
HCAT
Health Catalyst, Inc.

Healthcare
CALL
$57,000
20K
Q3 2025
New holding
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
CALL
$28,000
13K
Q3 2025
New holding
Tempus Ai Inc
CALL
$0
1.5K
Q3 2025
Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $213 Million
  • Prior Value $201 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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