Shelton Wealth Management

Shelton Wealth Management as of March 31, 2025

Portfolio Holdings for Shelton Wealth Management

Shelton Wealth Management holds 122 positions in its portfolio as reported in the March 2025 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) 7.1 $13M 219k 59.84
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 4.0 $7.3M 334k 21.77
Ishares Tr Ibonds 28 Trm Ts (IBTI) 3.9 $7.3M 326k 22.25
Ishares Tr Ibond Dec 2030 (IBTK) 3.9 $7.2M 368k 19.66
Ishares Tr Ibonds 27 Trm Ts (IBTH) 3.9 $7.2M 322k 22.42
Ishares Tr Ibonds 26 Trm Ts (IBTG) 3.9 $7.2M 313k 22.94
Ishares Tr Rus Mid Cap Etf (IWR) 2.9 $5.4M 64k 85.07
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.8 $5.1M 57k 89.64
Ishares Tr Rus 1000 Etf (IWB) 2.7 $5.1M 17k 306.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $4.1M 185k 22.08
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.9 $3.5M 39k 91.03
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.8 $3.4M 58k 58.54
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.7 $3.1M 166k 18.70
Ishares Msci Emrg Chn (EMXC) 1.7 $3.1M 56k 55.09
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 1.3 $2.5M 97k 25.52
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $2.3M 9.2k 251.76
Freeport-mcmoran CL B Call Option (FCX) 1.2 $2.2M 58k 37.86
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) 1.2 $2.1M 4.6k 468.92
NVIDIA Corporation Call Option (NVDA) 1.2 $2.1M 20k 108.38
Wells Fargo & Company (WFC) 1.2 $2.1M 30k 71.79
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.1 $2.1M 17k 118.14
Amazon (AMZN) 1.1 $2.0M 11k 190.26
Ishares Tr Expnd Tec Sc Etf (IGM) 1.1 $2.0M 22k 90.67
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $1.9M 19k 104.57
Alphabet Cap Stk Cl A Call Option (GOOGL) 1.1 $1.9M 13k 154.64
MercadoLibre (MELI) 0.9 $1.7M 860.00 1950.87
Apple (AAPL) 0.9 $1.6M 7.1k 222.15
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.5M 20k 75.65
Ishares Tr Russell 2000 Etf (IWM) 0.8 $1.5M 7.5k 199.49
Visa Com Cl A (V) 0.8 $1.5M 4.2k 350.48
Diamondback Energy (FANG) 0.8 $1.5M 9.1k 159.88
Metropcs Communications (TMUS) 0.8 $1.4M 5.4k 266.71
Applovin Corp Com Cl A (APP) 0.8 $1.4M 5.4k 264.97
Advanced Micro Devices (AMD) 0.7 $1.3M 13k 102.74
Pinterest Cl A Call Option (PINS) 0.7 $1.3M 43k 31.00
Zscaler Incorporated (ZS) 0.7 $1.3M 6.6k 198.42
Lam Research Corp Com New (LRCX) 0.7 $1.3M 18k 72.70
Nu Hldgs Ord Shs Cl A (NU) 0.7 $1.2M 120k 10.24
Microsoft Corporation (MSFT) 0.7 $1.2M 3.3k 375.35
Parker-Hannifin Corporation (PH) 0.7 $1.2M 2.0k 607.75
Netflix (NFLX) 0.6 $1.2M 1.3k 932.53
FedEx Corporation (FDX) 0.6 $1.2M 4.8k 243.76
JPMorgan Chase & Co. (JPM) 0.6 $1.2M 4.7k 245.31
Progressive Corporation (PGR) 0.6 $1.2M 4.1k 283.01
Schlumberger Com Stk (SLB) 0.6 $1.2M 28k 41.80
Vaneck Etf Trust Oil Services Etf (OIH) 0.6 $1.1M 4.3k 262.12
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 0.6 $1.1M 2.0k 559.39
Alcon Ord Shs (ALC) 0.6 $1.1M 11k 94.93
Asml Holding N V N Y Registry Shs (ASML) 0.6 $1.1M 1.6k 662.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.1M 2.0k 532.58
Rh Call Option (RH) 0.6 $1.1M 4.5k 234.41
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.6 $1.1M 11k 97.60
Cameco Corporation (CCJ) 0.6 $1.0M 25k 41.16
Arista Networks Com Shs Call Option (ANET) 0.6 $1.0M 13k 77.48
Booking Holdings (BKNG) 0.6 $1.0M 224.00 4606.91
Canadian Pacific Kansas City (CP) 0.6 $1.0M 15k 70.21
Saia (SAIA) 0.6 $1.0M 2.9k 349.43
Citigroup Com New (C) 0.6 $1.0M 14k 70.99
Boston Scientific Corporation (BSX) 0.5 $1.0M 10k 100.88
Block Cl A (XYZ) 0.5 $1.0M 19k 54.33
Meta Platforms Cl A (META) 0.5 $1.0M 1.7k 576.36
Eli Lilly & Co. (LLY) 0.5 $999k 1.2k 825.91
Lpl Financial Holdings (LPLA) 0.5 $994k 3.0k 327.14
Ishares Tr MRGSTR SM CP GR (ISCG) 0.5 $986k 22k 45.05
Cbre Group Cl A (CBRE) 0.5 $972k 7.4k 130.78
Hexcel Corporation (HXL) 0.5 $970k 18k 54.76
Deere & Company Call Option (DE) 0.5 $939k 2.0k 469.35
Broadcom (AVGO) 0.5 $927k 5.5k 167.44
Exxon Mobil Corporation (XOM) 0.5 $923k 7.8k 118.94
Dell Technologies CL C (DELL) 0.5 $918k 10k 91.15
Aar (AIR) 0.5 $904k 16k 55.99
Micron Technology (MU) 0.5 $904k 10k 86.89
On Hldg Namen Akt A (ONON) 0.5 $897k 20k 43.92
Monday SHS (MNDY) 0.5 $889k 3.7k 243.16
Servicenow (NOW) 0.5 $880k 1.1k 796.14
Axalta Coating Sys (AXTA) 0.5 $857k 26k 33.17
Becton, Dickinson and (BDX) 0.5 $856k 3.7k 229.06
Vaneck Etf Trust Uranium And Nucl (NLR) 0.4 $823k 11k 73.27
Goldman Sachs (GS) 0.4 $816k 1.5k 546.29
Eaton Corp SHS (ETN) 0.4 $814k 3.0k 271.83
Vertiv Holdings Com Cl A Call Option (VRT) 0.4 $789k 11k 72.20
Jefferies Finl Group (JEF) 0.4 $784k 15k 53.57
Dominion Resources (D) 0.4 $782k 14k 56.07
The Trade Desk Com Cl A (TTD) 0.4 $743k 14k 54.72
Jones Lang LaSalle Incorporated (JLL) 0.4 $739k 3.0k 247.91
Linde SHS (LIN) 0.4 $734k 1.6k 465.64
Fluor Corporation (FLR) 0.4 $734k 21k 35.82
Constellation Energy (CEG) 0.4 $729k 3.6k 201.60
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $699k 12k 58.35
Spdr Ser Tr S&p Biotech (XBI) 0.4 $698k 8.6k 81.10
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.4 $679k 5.2k 131.71
Corteva (CTVA) 0.4 $657k 10k 62.93
Pepsi Call Option (PEP) 0.3 $625k 4.2k 149.94
EOG Resources (EOG) 0.3 $542k 4.2k 128.24
Onto Innovation (ONTO) 0.3 $504k 4.2k 121.34
Uber Technologies Call Option (UBER) 0.3 $491k 6.7k 72.86
Applied Materials (AMAT) 0.3 $486k 3.3k 145.12
Ishares Tr 20+ Year Tr Bd (TLTW) 0.2 $455k 5.0k 91.03
Prosperity Bancshares (PB) 0.2 $451k 6.3k 71.37
Lockheed Martin Corporation (LMT) 0.2 $402k 899.00 446.62
Kla Corp Com New (KLAC) 0.2 $377k 555.00 679.32
Welltower Inc Com reit (WELL) 0.2 $333k 2.2k 153.21
Tesla Motors Call Option (TSLA) 0.2 $310k 1.2k 259.16
Oracle Corporation (ORCL) 0.2 $309k 2.2k 139.81
Sentinelone Cl A (S) 0.2 $295k 16k 18.18
Lowe's Companies (LOW) 0.2 $282k 1.2k 233.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $278k 3.0k 92.84
Home Depot (HD) 0.2 $276k 753.00 366.49
Abbott Laboratories (ABT) 0.1 $264k 2.0k 132.62
Chipotle Mexican Grill Call Option (CMG) 0.1 $251k 5.0k 50.21
CSX Corporation (CSX) 0.1 $238k 8.1k 29.43
Bank of America Corporation (BAC) 0.1 $236k 5.7k 41.73
Global X Fds Global X Uranium (URA) 0.1 $226k 9.9k 22.92
Palo Alto Networks (PANW) 0.1 $218k 1.3k 170.64
Johnson & Johnson (JNJ) 0.1 $213k 1.3k 165.78
Vanguard World Health Car Etf (VHT) 0.1 $211k 798.00 264.73
Grab Holdings Class A Ord Call Option (GRAB) 0.1 $183k 40k 4.53
Freshworks Class A Com Call Option (FRSH) 0.1 $141k 10k 14.11
Permian Resources Corp Class A Com Call Option (PR) 0.1 $139k 10k 13.85
Uranium Energy Call Option (UEC) 0.0 $77k 16k 4.78
Quantumscape Corp Com Cl A Call Option (QS) 0.0 $62k 15k 4.16
Sangamo Biosciences (SGMO) 0.0 $18k 28k 0.66