Shelton Wealth Management

Shelton Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Shelton Wealth Management

Shelton Wealth Management holds 140 positions in its portfolio as reported in the December 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) 5.5 $13M 215k 59.93
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 3.7 $8.7M 398k 21.95
Ishares Tr Ibond Dec 2030 (IBTK) 3.7 $8.7M 440k 19.84
Ishares Tr Ibonds 28 Trm Ts (IBTI) 3.7 $8.7M 390k 22.36
Ishares Tr Ibonds 27 Trm Ts (IBTH) 3.7 $8.7M 387k 22.47
Ishares Tr Ibonds 26 Trm Ts (IBTG) 3.7 $8.6M 376k 22.88
Ishares Tr Rus Mid Cap Etf (IWR) 3.3 $7.6M 79k 96.27
Ishares Tr Rus 1000 Etf (IWB) 2.5 $5.8M 15k 373.44
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.3 $5.4M 58k 92.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $4.4M 164k 26.91
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.9 $4.4M 50k 87.16
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.8 $4.2M 36k 119.35
Applovin Corp Com Cl A Call Option (APP) 1.8 $4.2M 6.2k 673.82
Ishares Msci Emrg Chn (EMXC) 1.7 $3.9M 53k 72.68
Alphabet Cap Stk Cl A (GOOGL) 1.7 $3.9M 12k 313.01
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.6 $3.7M 53k 69.47
NVIDIA Corporation Call Option (NVDA) 1.5 $3.6M 19k 186.50
Micron Technology (MU) 1.4 $3.2M 11k 285.42
Lam Research Corp Com New (LRCX) 1.4 $3.2M 18k 171.18
Advanced Micro Devices Call Option (AMD) 1.3 $3.0M 14k 214.16
Amazon (AMZN) 1.2 $2.9M 13k 230.82
Wells Fargo & Company (WFC) 1.2 $2.8M 30k 93.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $2.6M 8.7k 302.11
Cameco Corporation Call Option (CCJ) 1.1 $2.6M 28k 91.49
Ishares Tr Expnd Tec Sc Etf (IGM) 1.0 $2.4M 19k 129.16
Tesla Motors (TSLA) 1.0 $2.4M 5.3k 449.72
Nu Hldgs Ord Shs Cl A Call Option (NU) 1.0 $2.3M 140k 16.74
Parker-Hannifin Corporation (PH) 1.0 $2.3M 2.6k 879.06
Microsoft Corporation (MSFT) 1.0 $2.3M 4.7k 483.61
Vertiv Holdings Com Cl A (VRT) 1.0 $2.2M 14k 162.01
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.2M 19k 120.18
Emerson Electric (EMR) 0.9 $2.0M 15k 132.72
Apple (AAPL) 0.9 $2.0M 7.4k 271.84
Asml Holding N V N Y Registry Shs (ASML) 0.8 $1.9M 1.8k 1069.86
Arista Networks Com Shs (ANET) 0.8 $1.9M 14k 131.03
Ishares Tr Russell 2000 Etf (IWM) 0.8 $1.8M 7.5k 246.16
Twilio Cl A Call Option (TWLO) 0.8 $1.8M 13k 142.24
MercadoLibre (MELI) 0.8 $1.8M 891.00 2014.26
Citigroup Com New (C) 0.8 $1.8M 15k 116.69
JPMorgan Chase & Co. (JPM) 0.7 $1.7M 5.2k 322.19
EQT Corporation (EQT) 0.7 $1.7M 31k 53.60
Visa Com Cl A (V) 0.7 $1.7M 4.7k 350.73
Transmedics Group Call Option (TMDX) 0.7 $1.6M 13k 121.65
Palo Alto Networks (PANW) 0.7 $1.6M 8.6k 184.20
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.6M 17k 89.46
Constellation Energy (CEG) 0.6 $1.5M 4.3k 353.26
Eli Lilly & Co. (LLY) 0.6 $1.4M 1.3k 1074.68
Eaton Corp SHS (ETN) 0.6 $1.4M 4.5k 318.51
Cbre Group Cl A (CBRE) 0.6 $1.4M 8.9k 160.79
Jefferies Finl Group (JEF) 0.6 $1.4M 23k 61.97
Halozyme Therapeutics (HALO) 0.6 $1.4M 21k 67.30
Freeport-mcmoran CL B (FCX) 0.6 $1.4M 28k 50.79
Vaneck Etf Trust Oil Services Etf (OIH) 0.6 $1.4M 5.0k 284.77
Goldman Sachs (GS) 0.6 $1.4M 1.6k 879.00
Affirm Hldgs Com Cl A Call Option (AFRM) 0.6 $1.4M 19k 74.43
On Hldg Namen Akt A (ONON) 0.6 $1.3M 29k 46.48
Lpl Financial Holdings (LPLA) 0.6 $1.3M 3.7k 357.17
Zscaler Incorporated (ZS) 0.6 $1.3M 5.8k 224.92
Spdr Series Trust State Street Spd (XBI) 0.6 $1.3M 11k 121.93
Metropcs Communications (TMUS) 0.5 $1.3M 6.3k 203.05
Booking Holdings (BKNG) 0.5 $1.3M 238.00 5355.33
Jones Lang LaSalle Incorporated (JLL) 0.5 $1.2M 3.7k 336.47
Marvell Technology (MRVL) 0.5 $1.2M 15k 84.98
Cloudflare Cl A Com (NET) 0.5 $1.2M 6.3k 197.15
Meta Platforms Cl A (META) 0.5 $1.2M 1.9k 660.09
Vaneck Etf Trust Uranium And Nucl (NLR) 0.5 $1.2M 9.8k 124.20
Axalta Coating Sys (AXTA) 0.5 $1.2M 37k 32.31
Boston Scientific Corporation (BSX) 0.5 $1.2M 12k 95.35
Ishares Tr MRGSTR SM CP GR (ISCG) 0.5 $1.1M 20k 55.46
Stryker Corporation (SYK) 0.5 $1.1M 3.2k 351.49
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.5 $1.1M 57k 19.39
CSX Corporation (CSX) 0.5 $1.1M 30k 36.25
Uber Technologies (UBER) 0.4 $1.0M 13k 81.71
Dominion Resources (D) 0.4 $1.0M 17k 58.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $999k 2.0k 502.65
Canadian Pacific Kansas City (CP) 0.4 $965k 13k 73.63
Applied Materials (AMAT) 0.4 $955k 3.7k 256.96
Astera Labs Call Option (ALAB) 0.4 $941k 5.7k 166.36
Servicenow (NOW) 0.4 $861k 5.6k 153.19
Walt Disney Company (DIS) 0.4 $859k 7.6k 113.77
Sea Sponsord Ads Call Option (SE) 0.4 $851k 6.7k 127.57
Linde SHS (LIN) 0.4 $840k 2.0k 426.39
Carpenter Technology Corporation (CRS) 0.3 $760k 2.4k 314.84
Corteva (CTVA) 0.3 $722k 11k 67.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $712k 11k 66.00
TransDigm Group Incorporated (TDG) 0.3 $712k 535.00 1329.85
General Dynamics Corporation (GD) 0.3 $675k 2.0k 336.66
Kla Corp Com New (KLAC) 0.3 $663k 545.00 1216.04
Exxon Mobil Corporation (XOM) 0.3 $635k 5.3k 120.35
Progressive Corporation (PGR) 0.3 $620k 2.7k 227.72
Broadcom (AVGO) 0.2 $563k 1.6k 346.05
Spdr Series Trust State Street Spd (XOP) 0.2 $554k 4.4k 126.26
Global X Fds Global X Uranium (URA) 0.2 $510k 12k 42.73
EOG Resources (EOG) 0.2 $499k 4.8k 105.02
Oracle Corporation Call Option (ORCL) 0.2 $492k 2.5k 194.91
Diamondback Energy (FANG) 0.2 $479k 3.2k 150.34
Tempus Ai Cl A Call Option (TEM) 0.2 $450k 7.6k 59.05
Aon Shs Cl A (AON) 0.2 $442k 1.3k 352.88
Prosperity Bancshares (PB) 0.2 $437k 6.3k 69.11
Lockheed Martin Corporation (LMT) 0.2 $434k 896.00 483.79
Procter & Gamble Company Call Option (PG) 0.2 $430k 3.0k 143.31
Welltower Inc Com reit (WELL) 0.2 $409k 2.2k 185.59
Spdr Gold Tr Gold Shs Put Option (GLD) 0.2 $396k 1.0k 396.31
Ge Vernova Call Option (GEV) 0.2 $392k 599.00 653.57
Kratos Defense & Sec Solutio Com New (KTOS) 0.2 $375k 4.9k 75.91
Robinhood Mkts Com Cl A Call Option (HOOD) 0.2 $358k 3.2k 113.10
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.2 $358k 15k 23.23
Bank of America Corporation (BAC) 0.2 $351k 6.4k 55.00
Mp Materials Corp Com Cl A Call Option (MP) 0.2 $351k 6.9k 50.52
Lowe's Companies (LOW) 0.1 $333k 1.4k 241.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $332k 541.00 614.31
Grab Holdings Class A Ord Call Option (GRAB) 0.1 $307k 62k 4.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $304k 2.5k 123.28
Applied Digital Corp Com New (APLD) 0.1 $292k 12k 24.52
Eos Energy Enterprises Com Cl A Call Option (EOSE) 0.1 $290k 25k 11.46
Vistra Energy (VST) 0.1 $283k 1.8k 161.33
Abbott Laboratories (ABT) 0.1 $271k 2.2k 125.29
Johnson & Johnson (JNJ) 0.1 $269k 1.3k 206.88
Coinbase Global Com Cl A Call Option (COIN) 0.1 $255k 1.1k 226.14
Coupang Cl A (CPNG) 0.1 $249k 11k 23.59
Palantir Technologies Cl A Call Option (PLTR) 0.1 $249k 1.4k 177.75
Ishares Tr Core S&p500 Etf (IVV) 0.1 $245k 357.00 685.38
Upstart Hldgs Call Option (UPST) 0.1 $241k 5.5k 43.73
Caterpillar (CAT) 0.1 $237k 414.00 573.52
Snowflake Com Shs (SNOW) 0.1 $236k 1.1k 219.36
Realty Income (O) 0.1 $233k 4.1k 56.37
Reddit Cl A Call Option (RDDT) 0.1 $232k 1.0k 229.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $228k 482.00 473.30
S&p Global Call Option (SPGI) 0.1 $209k 400.00 522.59
Vanguard World Health Car Etf (VHT) 0.1 $201k 698.00 287.85
Sentinelone Cl A Call Option (S) 0.1 $195k 13k 15.00
Riot Blockchain Call Option (RIOT) 0.1 $171k 14k 12.67
Permian Resources Corp Class A Com Call Option (PR) 0.1 $140k 10k 14.03
Ondas Hldgs Com New Call Option (ONDS) 0.1 $127k 13k 9.76
Corvus Pharmaceuticals (CRVS) 0.1 $120k 16k 7.70
Prime Medicine (PRME) 0.0 $70k 20k 3.47
Health Catalyst Call Option (HCAT) 0.0 $48k 20k 2.39
Iovance Biotherapeutics Call Option (IOVA) 0.0 $36k 13k 2.73
Bitfarms Call Option (BITF) 0.0 $35k 15k 2.35
Richtech Robotics CL B Call Option (RR) 0.0 $32k 10k 3.23