Shelton Wealth Management, LLC Top Holdings and 13F Report (2025) About Shelton Wealth Management, LLCInvestment ActivityShelton Wealth Management, LLC has $193.36 million in total holdings as of December 31, 2024.Shelton Wealth Management, LLC owns shares of 126 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 23.60% of the portfolio was purchased this quarter.About 17.40% of the portfolio was sold this quarter.This quarter, Shelton Wealth Management, LLC has purchased 115 new stocks and bought additional shares in 50 stocks.Shelton Wealth Management, LLC sold shares of 38 stocks and completely divested from 21 stocks this quarter.Largest Holdings First Trust Enhanced Short Maturity ETF $13,462,574iShares iBonds Dec 2026 Term Treasury ETF $6,507,739iShares iBonds Dec 2027 Term Treasury ETF $6,500,414iShares iBonds Dec 2025 Term Treasury ETF $6,499,584iShares iBonds Dec 2028 Term Treasury ETF $6,495,359 Largest New Holdings this Quarter SPDR S&P 500 ETF Trust $4,688,640 HoldingRH $1,694,799 HoldingLAM RESEARCH CORP $1,521,190 HoldingARISTA NETWORKS INC $1,460,543 HoldingPinterest $1,324,749 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 8,000 shares (about $4.69M)iShares 3-7 Year Treasury Bond ETF 30,526 shares (about $3.53M)Schwab US Large-Cap ETF 126,991 shares (about $2.94M)RH 4,306 shares (about $1.69M)iShares iBonds Dec 2029 Term Treasury ETF 76,616 shares (about $1.63M) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 50,005 shares (about $4.37M)APPLOVIN CORP 9,358 shares (about $3.03M)First Trust Global Tactical Commodity Strategy Fund 115,537 shares (about $2.76M)Alphabet 5,559 shares (about $1.05M)Berkshire Hathaway 1,681 shares (about $761.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShelton Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTSMFirst Trust Enhanced Short Maturity ETF$13,462,574$1,224,028 ▲10.0%225,2407.0%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$6,507,739$1,569,146 ▲31.8%285,3023.4%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$6,500,414$1,592,746 ▲32.5%292,8553.4%ManufacturingIBTFiShares iBonds Dec 2025 Term Treasury ETF$6,499,584$1,542,571 ▲31.1%278,7133.4%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$6,495,359$1,617,099 ▲33.1%296,5433.4%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$6,477,244$1,633,936 ▲33.7%303,7213.3%ManufacturingIWRiShares Russell Mid-Cap ETF$5,934,245$484,524 ▼-7.5%67,1293.1%ETFIWBiShares Russell 1000 ETF$5,304,687$96,648 ▼-1.8%16,4662.7%ETFFTCSFirst Trust Capital Strength ETF$5,224,406$671,383 ▼-11.4%59,4902.7%ETFSPYSPDR S&P 500 ETF Trust$4,688,640$4,688,640 ▲New Holding8,0002.4%FinanceSCHXSchwab US Large-Cap ETF$4,685,029$2,943,653 ▲169.0%202,1152.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,130,335$3,527,280 ▲584.9%35,7452.1%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$3,801,603$517,064 ▼-12.0%64,2812.0%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$3,059,389$424,358 ▼-12.2%55,1741.6%ManufacturingFPEIFirst Trust Institutional Preferred Securities and Income ETF$2,939,996$237,920 ▼-7.5%157,2191.5%ETFVBKVanguard Small-Cap Growth ETF$2,869,908$301,639 ▼-9.5%10,2471.5%ETFNVDANVIDIA$2,671,659$6,312 ▼-0.2%19,8951.4%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$2,433,884$199,889 ▼-7.6%23,8411.3%ETFAMZNAmazon.com$2,414,606$501,745 ▼-17.2%11,0061.2%Retail/WholesaleAMDAdvanced Micro Devices$2,330,281$653,957 ▲39.0%19,2921.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,232,523$159,812 ▼-6.7%19,3761.2%ETFAPPLOVIN CORP$2,208,844$3,030,401 ▼-57.8%6,8211.1%COM CL AWFCWells Fargo & Company$2,081,560$1,405 ▲0.1%29,6351.1%FinanceFTGCFirst Trust Global Tactical Commodity Strategy Fund$1,924,700$2,764,815 ▼-59.0%80,4301.0%ManufacturingXOPSPDR S&P Oil & Gas Exploration & Production ETF$1,819,200$410,621 ▼-18.4%13,7430.9%ETFSQBlock$1,746,205$37,141 ▲2.2%20,5460.9%Business ServicesAAPLApple$1,744,391$8,765 ▲0.5%6,9660.9%Computer and TechnologyRHRH$1,694,799$1,694,799 ▲New Holding4,3060.9%Consumer StaplesIWMiShares Russell 2000 ETF$1,644,384$663 ▼0.0%7,4420.9%FinanceTTDTrade Desk$1,541,053$124,699 ▼-7.5%13,1120.8%Computer and TechnologyLAM RESEARCH CORP$1,521,190$1,521,190 ▲New Holding21,0600.8%COM NEWFANGDiamondback Energy$1,478,932$256,073 ▲20.9%9,0270.8%Oils/EnergyARISTA NETWORKS INC$1,460,543$1,460,543 ▲New Holding13,2140.8%COM SHSMELIMercadoLibre$1,447,074$90,123 ▲6.6%8510.7%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,395,302$186,036 ▼-11.8%19,8530.7%ETFVVisa$1,356,428$21,807 ▲1.6%4,2920.7%Business ServicesMSFTMicrosoft$1,356,178$7,164 ▲0.5%3,2180.7%Computer and TechnologyPINSPinterest$1,324,749$1,324,749 ▲New Holding45,6810.7%Computer and TechnologyFDXFedEx$1,320,184$208,169 ▲18.7%4,6930.7%TransportationSAIASaia$1,282,424$66,081 ▼-4.9%2,8140.7%TransportationCCJCameco$1,276,170$102,215 ▼-7.4%24,8330.7%Basic MaterialsAVGOBroadcom$1,258,521$39,648 ▲3.3%5,4280.7%Computer and TechnologyPHParker-Hannifin$1,244,990$44,532 ▲3.7%1,9570.6%Industrial ProductsONONON$1,242,403$378,023 ▼-23.3%22,6840.6%Retail/WholesaleASMLASML$1,239,227$437,333 ▲54.5%1,7880.6%Computer and TechnologyHXLHexcel$1,232,996$1,232,996 ▲New Holding19,6650.6%AerospaceNOWServiceNow$1,230,799$69,968 ▼-5.4%1,1610.6%Computer and TechnologyNFLXNetflix$1,215,760$82,893 ▼-6.4%1,3640.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,199,949$18,936 ▲1.6%5,0060.6%FinanceCPCanadian Pacific Kansas City$1,186,869$286,803 ▲31.9%16,4000.6%TransportationOIHVanEck Oil Services ETF$1,183,094$220,508 ▼-15.7%4,3620.6%ETFVRTVertiv$1,181,317$331,060 ▼-21.9%10,3980.6%Computer and TechnologyJEFJefferies Financial Group$1,165,408$78,007 ▼-6.3%14,8650.6%FinanceISCGiShares Morningstar Small-Cap Growth ETF$1,164,414$117,712 ▼-9.2%23,5430.6%ETFZSZscaler$1,139,650$30,850 ▲2.8%6,3170.6%Computer and TechnologyCCitigroup$1,127,940$42,868 ▲4.0%16,0240.6%FinanceTMUST-Mobile US$1,117,566$12,361 ▲1.1%5,0630.6%Computer and TechnologyBKNGBooking$1,107,958$551,495 ▼-33.2%2230.6%Retail/WholesaleMETAMeta Platforms$1,103,101$69,676 ▲6.7%1,8840.6%Computer and TechnologyLPLALPL Financial$1,084,666$1,084,666 ▲New Holding3,3220.6%FinanceSSentinelOne$1,083,804$1,083,804 ▲New Holding48,8200.6%Computer and TechnologyLNTHLantheus$1,070,747$468,502 ▲77.8%11,9690.6%MedicalAIRAAR$1,067,681$1,067,681 ▲New Holding17,4230.6%AerospaceSLBSchlumberger$1,053,353$1,053,353 ▲New Holding27,4740.5%Oils/EnergyNUNU$1,051,602$51,727 ▲5.2%101,5060.5%FinanceGOOGLAlphabet$1,050,603$1,052,307 ▼-50.0%5,5500.5%Computer and TechnologyCEGConstellation Energy$1,050,216$44,738 ▲4.4%4,6950.5%Oils/EnergyCSXCSX$1,016,731$96,487 ▼-8.7%31,5070.5%TransportationDELLDell Technologies$1,008,235$1,008,235 ▲New Holding8,7490.5%Computer and TechnologyBSXBoston Scientific$1,007,887$219,459 ▲27.8%11,2840.5%MedicalCBRECBRE Group$1,005,681$28,096 ▲2.9%7,6600.5%FinanceFCXFreeport-McMoRan$995,033$290,170 ▲41.2%26,1300.5%Basic MaterialsALCAlcon$984,979$379,543 ▲62.7%11,6030.5%MedicalETNEaton$984,661$33,187 ▲3.5%2,9670.5%Industrial ProductsONOnsemi$950,542$950,542 ▲New Holding15,0760.5%Computer and TechnologyBRK.BBerkshire Hathaway$944,182$761,963 ▼-44.7%2,0830.5%FinancePGRProgressive$921,540$50,078 ▲5.7%3,8460.5%FinanceGSThe Goldman Sachs Group$900,159$8,017 ▼-0.9%1,5720.5%FinanceVKTXViking Therapeutics$893,288$893,288 ▲New Holding22,1990.5%MedicalLLYEli Lilly and Company$891,660$325,784 ▲57.6%1,1550.5%MedicalBDXBecton, Dickinson and Company$891,145$891,145 ▲New Holding3,9280.5%MedicalADBEAdobe$855,564$169,423 ▲24.7%1,9240.4%Computer and TechnologyXOMExxon Mobil$834,290$968 ▲0.1%7,7560.4%Oils/EnergyJLLJones Lang LaSalle$768,280$69,614 ▲10.0%3,0350.4%FinanceIJHiShares Core S&P Mid-Cap ETF$767,971$7,103 ▼-0.9%12,3250.4%ETFJNJJohnson & Johnson$762,469$519,063 ▼-40.5%5,2720.4%MedicalDDominion Energy$741,652$109,551 ▲17.3%13,7700.4%UtilitiesDDDuPont de Nemours$688,466$228,447 ▲49.7%9,0290.4%Basic MaterialsCTVACorteva$656,008$177,146 ▲37.0%11,5170.3%Consumer StaplesLINDE PLC$653,125$653,125 ▲New Holding1,5600.3%SHSPEPPepsiCo$633,634$633,634 ▲New Holding4,1670.3%Consumer StaplesTLTiShares 20+ Year Treasury Bond ETF$552,954$4,366,782 ▼-88.8%6,3320.3%ETFAMATApplied Materials$544,061$2,114 ▲0.4%3,3450.3%Computer and TechnologyUBERUber Technologies$527,498$527,498 ▲New Holding8,7450.3%Computer and TechnologyEOGEOG Resources$517,570$20,227 ▲4.1%4,2220.3%Oils/EnergyPBProsperity Bancshares$476,1370.0%6,3190.2%FinanceYUMYum! Brands$456,144$456,144 ▲New Holding3,4000.2%Retail/WholesaleVHTVanguard Health Care ETF$448,230$114,911 ▼-20.4%1,7670.2%ETFTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$436,650$436,650 ▲New Holding5,0000.2%ETFLMTLockheed Martin$436,2580.0%8980.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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