Shelton Wealth Management

Shelton Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Shelton Wealth Management

Shelton Wealth Management holds 71 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchange-traded First Tr Enh New (FTSM) 12.1 $15M 258k 59.80
Ishares Tr Rus Mid Cap Etf (IWR) 9.1 $12M 139k 83.01
First Tr Exchange-traded Cap Strength Etf (FTCS) 8.4 $11M 127k 84.55
Ishares Tr Rus 1000 Etf (IWB) 6.9 $8.8M 33k 264.44
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 6.7 $8.5M 370k 23.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.4 $8.1M 71k 113.82
Ishares Tr Core S&p Scp Etf (IJR) 5.8 $7.4M 65k 114.51
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.7 $7.2M 142k 50.85
Ishares Tr Expnd Tec Sc Etf (IGM) 3.2 $4.1M 9.3k 439.06
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.7 $3.4M 12k 281.82
First Tr Exchange-traded Risng Divd Achiv (RDVY) 2.7 $3.4M 65k 51.79
Ishares Msci Emrg Chn (EMXC) 2.6 $3.3M 54k 60.63
First Tr Value Line Divid In SHS (FVD) 2.4 $3.1M 72k 43.03
Ishares Tr MRGSTR SM CP GR (ISCG) 2.0 $2.6M 52k 49.65
Ishares Tr Core Msci Eafe (IEFA) 1.8 $2.3M 31k 74.63
Apple (AAPL) 1.5 $1.9M 11k 177.58
Bristol Myers Squibb (BMY) 1.2 $1.6M 25k 62.34
Wells Fargo & Company (WFC) 1.1 $1.4M 28k 47.97
Amazon (AMZN) 0.9 $1.2M 352.00 3335.23
Microsoft Corporation (MSFT) 0.8 $953k 2.8k 336.27
Ishares Tr Russell 2000 Etf (IWM) 0.7 $877k 3.9k 222.42
NVIDIA Corporation (NVDA) 0.7 $831k 2.8k 293.95
Micron Technology (MU) 0.6 $819k 8.8k 93.11
Analog Devices (ADI) 0.6 $731k 4.2k 175.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $676k 2.4k 283.20
Applied Materials (AMAT) 0.5 $671k 4.3k 157.36
Broadcom (AVGO) 0.5 $648k 974.00 665.30
Advanced Micro Devices (AMD) 0.5 $614k 4.3k 143.83
Vanguard World Fds Health Car Etf (VHT) 0.5 $595k 2.2k 266.34
EOG Resources (EOG) 0.5 $592k 6.7k 88.88
Diamondback Energy (FANG) 0.4 $564k 5.2k 107.82
JPMorgan Chase & Co. (JPM) 0.4 $554k 3.5k 158.47
Alphabet Cap Stk Cl A (GOOGL) 0.4 $478k 165.00 2896.97
Bank of America Corporation (BAC) 0.4 $460k 10k 44.52
Prosperity Bancshares (PB) 0.4 $457k 6.3k 72.32
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $451k 4.7k 95.19
Meta Platforms Cl A (META) 0.4 $445k 1.3k 336.36
Tekla Healthcare Opportuniti SHS (THQ) 0.3 $437k 17k 25.66
Home Depot (HD) 0.3 $435k 1.0k 415.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $425k 1.4k 298.66
Cleveland-cliffs (CLF) 0.3 $403k 19k 21.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $391k 1.3k 305.23
FedEx Corporation (FDX) 0.3 $358k 1.4k 258.67
Ashland (ASH) 0.3 $343k 3.2k 107.59
Visa Com Cl A (V) 0.3 $338k 1.6k 216.94
Pioneer Natural Resources 0.3 $337k 1.9k 181.87
Citigroup Com New (C) 0.3 $336k 5.6k 60.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $320k 1.9k 167.98
Zimmer Holdings (ZBH) 0.2 $317k 2.5k 127.21
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $308k 3.7k 83.74
Cummins (CMI) 0.2 $300k 1.4k 218.34
salesforce (CRM) 0.2 $300k 1.2k 254.02
Stryker Corporation (SYK) 0.2 $296k 1.1k 266.91
United States Steel Corporation (X) 0.2 $295k 12k 23.78
Lockheed Martin Corporation (LMT) 0.2 $277k 779.00 355.58
Constellation Brands Cl A (STZ) 0.2 $265k 1.1k 250.95
F5 Networks (FFIV) 0.2 $258k 1.1k 244.32
Olin Corp Com Par $1 (OLN) 0.2 $258k 4.5k 57.54
Nexstar Media Group Cl A (NXST) 0.2 $243k 1.6k 150.84
Camden Ppty Tr Sh Ben Int (CPT) 0.2 $240k 1.3k 178.97
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $236k 1.9k 122.41
Microchip Technology (MCHP) 0.2 $235k 2.7k 86.91
Abbott Laboratories (ABT) 0.2 $233k 1.7k 140.96
Southwest Airlines (LUV) 0.2 $227k 5.3k 42.82
American Tower Reit (AMT) 0.2 $226k 771.00 293.13
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $225k 3.6k 62.48
Walt Disney Company (DIS) 0.2 $217k 1.4k 154.89
Johnson & Johnson (JNJ) 0.2 $214k 1.2k 171.34
Tekla World Healthcare Ben Int Shs (THW) 0.2 $212k 13k 16.31
Air Products & Chemicals (APD) 0.2 $206k 678.00 303.83
Exxon Mobil Corporation (XOM) 0.2 $202k 3.3k 61.08