Shelton Wealth Management

Shelton Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Shelton Wealth Management

Shelton Wealth Management holds 64 positions in its portfolio as reported in the December 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) 14.3 $18M 305k 59.44
Ishares Tr Rus Mid Cap Etf (IWR) 8.0 $10M 151k 67.45
First Tr Exchange-traded Cap Strength Etf (FTCS) 7.6 $9.7M 129k 74.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.6 $7.2M 159k 45.15
First Tr Exchange-traded Risng Divd Achiv (RDVY) 5.5 $7.0M 159k 43.92
Ishares Tr Rus 1000 Etf (IWB) 5.3 $6.7M 32k 210.52
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 5.0 $6.4M 259k 24.49
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 4.1 $5.2M 294k 17.81
Ishares Tr Core S&p Scp Etf (IJR) 3.8 $4.8M 51k 94.64
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.2 $4.0M 42k 95.78
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.2 $4.0M 40k 99.56
Ishares Tr Expnd Tec Sc Etf (IGM) 3.0 $3.8M 14k 280.01
Spdr Ser Tr S&p Oilgas Exp (XOP) 2.5 $3.1M 23k 135.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.1 $2.6M 13k 200.54
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 1.8 $2.2M 90k 24.78
Vaneck Etf Trust Oil Services Etf (OIH) 1.6 $2.0M 6.5k 304.07
Bristol Myers Squibb (BMY) 1.4 $1.8M 25k 71.95
Ishares Tr Msci Eafe Etf (EFA) 1.4 $1.8M 27k 65.64
Ishares Tr MRGSTR SM CP GR (ISCG) 1.4 $1.7M 48k 36.04
Vanguard World Fds Health Car Etf (VHT) 1.3 $1.6M 6.4k 248.06
First Tr Value Line Divid In SHS (FVD) 1.2 $1.5M 39k 39.91
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.4M 7.8k 174.36
Wells Fargo & Company (WFC) 1.0 $1.2M 30k 41.29
Ishares Tr Core Msci Eafe (IEFA) 1.0 $1.2M 20k 61.64
Ishares Msci Emrg Chn (EMXC) 0.9 $1.1M 24k 47.47
Apple (AAPL) 0.8 $1.0M 7.9k 129.92
Microsoft Corporation (MSFT) 0.6 $780k 3.3k 239.82
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.6 $744k 15k 49.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $691k 2.2k 308.90
EOG Resources (EOG) 0.5 $665k 5.1k 129.52
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $654k 2.7k 241.89
Broadcom (AVGO) 0.5 $623k 1.1k 559.33
Amazon (AMZN) 0.5 $598k 7.1k 84.00
NVIDIA Corporation (NVDA) 0.5 $581k 4.0k 146.12
Applied Materials (AMAT) 0.5 $575k 5.9k 97.37
Diamondback Energy (FANG) 0.4 $493k 3.6k 136.78
Advanced Micro Devices (AMD) 0.4 $477k 7.4k 64.77
JPMorgan Chase & Co. (JPM) 0.4 $468k 3.5k 134.12
Prosperity Bancshares (PB) 0.4 $459k 6.3k 72.68
Micron Technology (MU) 0.4 $456k 9.1k 49.98
Alphabet Cap Stk Cl A (GOOGL) 0.3 $438k 5.0k 88.23
Lockheed Martin Corporation (LMT) 0.3 $382k 786.00 486.41
Bank of America Corporation (BAC) 0.3 $367k 11k 33.12
Visa Com Cl A (V) 0.3 $367k 1.8k 207.74
Exxon Mobil Corporation (XOM) 0.3 $365k 3.3k 110.31
Pioneer Natural Resources 0.3 $360k 1.6k 228.36
Kla Corp Com New (KLAC) 0.3 $358k 949.00 377.23
Tekla Healthcare Opportuniti SHS (THQ) 0.3 $338k 17k 19.81
Home Depot (HD) 0.3 $319k 1.0k 315.86
Zimmer Holdings (ZBH) 0.3 $318k 2.5k 127.50
United States Steel Corporation (X) 0.3 $318k 13k 25.05
Ashland (ASH) 0.2 $293k 2.7k 107.53
Abbvie (ABBV) 0.2 $284k 1.8k 161.60
Encana Corporation (OVV) 0.2 $269k 5.3k 50.71
Cummins (CMI) 0.2 $249k 1.0k 242.18
Valero Energy Corporation (VLO) 0.2 $247k 1.9k 126.86
Cleveland-cliffs (CLF) 0.2 $233k 15k 16.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $224k 3.8k 58.51
Constellation Brands Cl A (STZ) 0.2 $224k 967.00 231.84
Olin Corp Com Par $1 (OLN) 0.2 $219k 4.1k 52.94
Abbott Laboratories (ABT) 0.2 $216k 2.0k 109.78
Microchip Technology (MCHP) 0.2 $214k 3.1k 70.25
Spdr Ser Tr S&p Biotech (XBI) 0.2 $204k 2.5k 83.00
Tekla World Healthcare Ben Int Shs (THW) 0.2 $191k 13k 14.65