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CIK: 0001903883
Total reported value
$254.9M
$254.9M
126 檔
15.5%
In Q4 2024, Shelton Wealth Management, LLC's U.S. equity holdings reached a combined market value of $254.9M, distributed across 126 disclosed stock positions.
Shelton Wealth Management, LLC executed strategic sector rebalancing during Q4 2024, establishing 18 new positions while fully exiting 13 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 6.96% | -0.55% | +10.00% | |
| 2 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.37% | — | +31.77% | |
| 3 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 3.36% | -0.21% | +32.45% | |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 3.36% | — | +31.12% | |
| 5 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 3.36% | -0.21% | +33.15% | |
| 6 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 3.35% | -0.20% | +33.74% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.07% | -0.36% | -7.55% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.74% | +0.03% | -1.79% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.70% | -0.13% | -11.39% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.42% | — | — | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.42% | -0.04% | +169.04% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.14% | -0.16% | +584.90% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-Other | 1.97% | +0.03% | -11.97% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.58% | +0.12% | -12.18% | |
| 15 | FPEI | First Trust Institutional Pr | ETF-Other | 1.52% | -0.07% | -7.49% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.48% | +0.02% | -9.51% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | -0.08% | -0.24% | |
| 18 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.26% | +0.10% | -7.59% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.12% | -17.20% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.21% | +0.63% | +39.01% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.15% | +0.04% | -6.68% | |
| 22 | APP | Applovin Corp-class A | Stock-Tech | 1.14% | -0.10% | -57.84% | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 1.08% | -0.07% | +0.07% | |
| 24 | FTGC | First Trust Global Tactical | ETF-Other | 1.00% | -0.05% | -58.96% | |
| 25 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.94% | -0.10% | -18.41% | |
| 26 | XYZ | Block Inc | Stock-Financials | 0.90% | — | +2.17% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.90% | -0.07% | +0.51% | |
| 28 | RH | Rh | Stock-Consumer Disc | 0.88% | — | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | +0.06% | -0.04% | |
| 30 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.80% | — | -7.49% | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.79% | +0.37% | — | |
| 32 | FANG | Diamondback Energy Inc | Stock-Energy | 0.76% | -0.08% | +20.94% | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 0.76% | +0.07% | — | |
| 34 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.75% | -0.02% | +6.64% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.72% | -0.01% | -11.76% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.01% | +1.63% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.12% | +0.53% | |
| 38 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.69% | — | — | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 0.68% | — | +18.72% | |
| 40 | SAIA | Saia Inc | Stock-Industrials | 0.66% | — | -4.90% | |
| 41 | CCJ | Cameco CORP | Stock-Energy | 0.66% | -0.19% | -7.42% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.07% | +3.25% | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.64% | -0.01% | +3.71% | |
| 44 | ✓ | On Holding AG | Stock-Other | 0.64% | +0.12% | -23.33% | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.64% | +0.11% | +54.54% | |
| 46 | HXL | Hexcel CORP | Stock-Industrials | 0.64% | — | — | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.64% | -0.01% | -5.38% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | — | -6.38% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.02% | +1.60% | |
| 50 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.61% | +0.14% | +31.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.4% | NEW | New buy |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | +1.8% | +584.90% | Add |
| 3 | RH | Rh | +0.9% | NEW | New buy |
| 4 | LRCX | Lam Research CORP | +0.8% | NEW | New buy |
| 5 | ANET | Arista Networks Inc | +0.8% | NEW | New buy |
| 6 | PINS | Pinterest Inc- Class A | +0.7% | NEW | New buy |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | +0.7% | +31.12% | Add |
| 8 | IBTG | Ishares Ibonds Dec 2026 Term | +0.7% | +31.77% | Add |
| 9 | IBTH | Ishares Ibonds Dec 2027 Term | +0.6% | +32.45% | Add |
| 10 | IBTI | Ishares Ibonds Dec 2028 Term | +0.6% | +33.15% | Add |
| 11 | HXL | Hexcel CORP | +0.6% | NEW | New buy |
| 12 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.6% | +33.74% | Add |
| 13 | LPLA | Lpl Financial Holdings Inc | +0.6% | NEW | New buy |
| 14 | S | Sentinelone Inc -class A | +0.6% | NEW | New buy |
| 15 | AIR | Aar CORP | +0.6% | NEW | New buy |
| 16 | SLB | Slb LTD | +0.5% | NEW | New buy |
| 17 | DELL | Dell Technologies -c | +0.5% | NEW | New buy |
| 18 | ON | On Semiconductor | +0.5% | NEW | New buy |
| 19 | VKTX | Viking Therapeutics Inc | +0.5% | NEW | New buy |
| 20 | BDX | Becton Dickinson And Co | +0.5% | NEW | New buy |
| 21 | LIN | Linde plc | +0.3% | NEW | New buy |
| 22 | PEP | Pepsico Inc | +0.3% | NEW | New buy |
| 23 | FTSM | First Trust Enh Short Mat Fd | +0.3% | +10.00% | Add |
| 24 | UBER | Uber Technologies Inc | +0.3% | NEW | New buy |
| 25 | YUM | Yum! Brands Inc | +0.2% | NEW | New buy |
| 26 | STZ | Constellation Brands Inc-a | -0.3% | -63.83% | Trim |
| 27 | TGT | Target CORP | -0.3% | EXIT | Sold out |
| 28 | DE | Deere & Co | -0.3% | EXIT | Sold out |
| 29 | AMD | Advanced Micro Devices | -0.4% | +39.01% | Add |
| 30 | RDVY | First Trust Rising Dividend | -0.4% | -11.97% | Trim |
| 31 | JNJ | Johnson & Johnson | -0.4% | -40.50% | Trim |
| 32 | IWR | Ishares Russell Mid-cap ETF | -0.4% | -7.55% | Trim |
| 33 | BMY | Bristol-myers Squibb Co | -0.4% | EXIT | Sold out |
| 34 | SMCIUSD | Super Micro Computer Inc | -0.4% | EXIT | Sold out |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -44.66% | Trim |
| 36 | NXPI | NXP Semiconductors N.V. | -0.5% | EXIT | Sold out |
| 37 | OXY | Occidental Petroleum CORP | -0.5% | EXIT | Sold out |
| 38 | HAL | Halliburton Co | -0.5% | EXIT | Sold out |
| 39 | OKTA | Okta Inc | -0.5% | EXIT | Sold out |
| 40 | AMZN | Amazon.com Inc | -0.5% | -17.20% | Trim |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.5% | -12.18% | Trim |
| 42 | HALO | Halozyme Therapeutics Inc | -0.5% | EXIT | Sold out |
| 43 | ARM | Arm Holdings Plc-adr | -0.6% | EXIT | Sold out |
| 44 | FTCS | First Trust Capital Strength | -0.6% | -11.39% | Trim |
| 45 | ASPN | Aspen Aerogels Inc | -0.6% | EXIT | Sold out |
| 46 | QQQ | Invesco Qqq Trust Series 1 | -0.6% | EXIT | Sold out |
| 47 | ANETEUR | Arista Networks Inc | -0.7% | EXIT | Sold out |
| 48 | GOOGL | Alphabet Inc-cl A | -0.8% | -50.04% | Trim |
| 49 | FTGC | First Trust Global Tactical | -1.5% | -58.96% | Trim |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -2.7% | -88.76% | Trim |
According to official SEC Form 13F filings, Shelton Wealth Management, LLC reported a total U.S. public equity portfolio value of $254.9M across 126 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FTSM, IBTG, IBTH) accounted for 15.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPY
市值: $4.7M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $1.2M
During Q4 2024, Shelton Wealth Management, LLC's top holdings by market value included FTSM (7.0%)、IBTG (3.4%)、IBTH (3.4%). The largest single position, FTSM, represented 7.0% of total portfolio value.
In Q4 2024, Shelton Wealth Management, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 8 positions, trimming 11 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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