Shelton Wealth Management

Shelton Wealth Management as of June 30, 2022

Portfolio Holdings for Shelton Wealth Management

Shelton Wealth Management holds 62 positions in its portfolio as reported in the June 2022 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) 11.2 $13M 223k 59.38
Ishares Tr Rus Mid Cap Etf (IWR) 8.7 $10M 159k 64.66
First Tr Exchange-traded Cap Strength Etf (FTCS) 7.6 $8.9M 127k 69.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.0 $7.1M 159k 44.66
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 5.6 $6.6M 248k 26.76
Ishares Tr Rus 1000 Etf (IWB) 5.6 $6.6M 32k 207.77
First Tr Exchange-traded Risng Divd Achiv (RDVY) 5.6 $6.6M 161k 40.92
Ishares Tr Core S&p Scp Etf (IJR) 4.7 $5.5M 60k 92.40
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 4.2 $4.9M 278k 17.72
Ishares Tr Expnd Tec Sc Etf (IGM) 3.0 $3.6M 12k 294.38
Ishares Msci Emrg Chn (EMXC) 2.8 $3.3M 70k 47.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.3 $2.7M 14k 197.00
Ishares Tr Core Msci Eafe (IEFA) 2.3 $2.7M 46k 58.84
Ishares Tr MRGSTR SM CP GR (ISCG) 2.2 $2.6M 74k 35.32
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.1 $2.5M 22k 114.85
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.1 $2.4M 24k 102.29
Spdr Ser Tr S&p Oilgas Exp (XOP) 2.0 $2.4M 20k 119.46
Bristol Myers Squibb (BMY) 1.6 $1.9M 25k 76.98
First Tr Value Line Divid In SHS (FVD) 1.6 $1.9M 49k 38.80
Ishares Tr Rus 2000 Val Etf (IWN) 1.6 $1.8M 14k 136.19
Vanguard World Fds Health Car Etf (VHT) 1.3 $1.5M 6.5k 235.47
Wells Fargo & Company (WFC) 1.0 $1.2M 30k 39.17
Apple (AAPL) 1.0 $1.1M 8.3k 136.77
Vaneck Etf Trust Oil Services Etf (OIH) 0.8 $929k 4.0k 232.60
Microsoft Corporation (MSFT) 0.7 $848k 3.3k 256.97
Amazon (AMZN) 0.7 $807k 7.6k 106.18
Ishares Tr Russell 2000 Etf (IWM) 0.6 $734k 4.3k 169.44
EOG Resources (EOG) 0.6 $656k 5.9k 110.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $639k 2.3k 272.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $618k 2.7k 226.21
Micron Technology (MU) 0.5 $559k 10k 55.23
Diamondback Energy (FANG) 0.5 $539k 4.5k 121.12
NVIDIA Corporation (NVDA) 0.4 $514k 3.4k 151.71
Alphabet Cap Stk Cl A (GOOGL) 0.4 $508k 233.00 2180.26
Applied Materials (AMAT) 0.4 $479k 5.3k 91.06
Broadcom (AVGO) 0.4 $458k 942.00 486.20
Advanced Micro Devices (AMD) 0.4 $457k 6.0k 76.50
Prosperity Bancshares (PB) 0.4 $431k 6.3k 68.21
JPMorgan Chase & Co. (JPM) 0.4 $418k 3.7k 112.61
Visa Com Cl A (V) 0.3 $390k 2.0k 196.87
Cleveland-cliffs (CLF) 0.3 $386k 25k 15.36
Pioneer Natural Resources 0.3 $379k 1.7k 223.07
Bank of America Corporation (BAC) 0.3 $349k 11k 31.16
Tekla Healthcare Opportuniti SHS (THQ) 0.3 $338k 17k 19.91
Lockheed Martin Corporation (LMT) 0.3 $334k 777.00 429.86
United States Steel Corporation (X) 0.3 $316k 18k 17.92
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $314k 6.4k 49.25
FedEx Corporation (FDX) 0.3 $314k 1.4k 226.88
Ashland (ASH) 0.3 $298k 2.9k 102.90
Home Depot (HD) 0.2 $292k 1.1k 274.18
Exxon Mobil Corporation (XOM) 0.2 $283k 3.3k 85.58
Zimmer Holdings (ZBH) 0.2 $262k 2.5k 105.14
Stryker Corporation (SYK) 0.2 $258k 1.3k 199.07
Encana Corporation (OVV) 0.2 $249k 5.6k 44.17
Constellation Brands Cl A (STZ) 0.2 $247k 1.1k 233.24
Valero Energy Corporation (VLO) 0.2 $245k 2.3k 106.24
Cummins (CMI) 0.2 $237k 1.2k 193.47
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $231k 3.8k 60.30
Kla Corp Com New (KLAC) 0.2 $227k 712.00 318.82
Johnson & Johnson (JNJ) 0.2 $222k 1.2k 177.88
Olin Corp Com Par $1 (OLN) 0.2 $203k 4.4k 46.26
Tekla World Healthcare Ben Int Shs (THW) 0.2 $187k 13k 14.38