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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
IEI +39,373+$4,612
IBTJ +90,125+$1,963
IBTI +88,017+$1,955
IBTH +87,041+$1,949
IBTG +84,836+$1,939
IBTF +82,927+$1,931
ZS +3,580+$793
ANET +2,942+$693
MELI +436+$685
FCX +15,600+$664
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ABBV -2,457-$366
NXPI -1,383-$276
NUE -1,560-$244
CLF -14,678-$229
ASH -2,788-$228
OLN -4,221-$211
THW -13,000-$152
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
FTSM +20,509+$1,280
ABNB +3,277+$444
AMD +3,236+$718
GOOGL +2,625+$409
AMZN +2,325+$534
FANG +2,060+$320
JPM +1,830+$395
STZ +1,240+$290
XBI +1,235+$159
V +1,077+$327
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
FPEI -106,994-$1,643
FTGC -88,030-$2,469
TLT -72,145-$6,146
RDVY -39,591-$1,204
SCHX -32,338-$1,014
IWR -29,290-$1,160
FTCS -27,214-$1,373
EMXC -23,785-$707
ISCG -11,768-$252
Shelton Wealth Management LLC Info
Size ($ in 1000's)
At 12/31/2023: $140,872
At 09/30/2023: $125,045

Shelton Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shelton Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Shelton Wealth Management LLC
As of  12/31/2023, we find all stocks held by Shelton Wealth Management LLC to be as follows, presented in the table below with each row detailing each Shelton Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Shelton Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Shelton Wealth Management LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
FIRST TR EXCHANGE TRADED FD (FTSM) 253,702 +20,509 $15,136
     FTSM253,702+20,509$15,136
ISHARES TR (IWR) 102,312 -29,290 $7,953
     IWR102,312-29,290$7,953
FIRST TR EXCHANGE TRADED FD (FTCS) 98,480 -27,214 $7,882
     FTCS98,480-27,214$7,882
SCHWAB STRATEGIC TR 107,271 -32,338 $6,050
     SCHX107,271-32,338$6,050
FIRST TR EXCHANGE TRADED FD (RDVY) 107,672 -39,591 $5,563
     RDVY107,672-39,591$5,563
ISHARES TR (IWB) 20,056 -5,429 $5,260
     IWB20,056-5,429$5,260
FIRST TR EXCHANGE TRAD FD VI (FTGC) 228,367 -88,030 $5,125
     FTGC228,367-88,030$5,125
ISHARES INC (EMXC) 85,687 -23,785 $4,748
     EMXC85,687-23,785$4,748
ISHARES TR (IEI) 39,373 +39,373 $4,612
     IEI39,373+39,373$4,612
ISHARES TR (IJR) 33,184 -10,380 $3,592
     IJR33,184-10,380$3,592
ISHARES TR (IGM) 7,263 -2,615 $3,255
     IGM7,263-2,615$3,255
FIRST TR EXCH TRADED FD III (FPEI) 171,378 -106,994 $3,056
     FPEI171,378-106,994$3,056
SPDR SER TR (XOP) 22,302 -7,841 $3,053
     XOP22,302-7,841$3,053
VANGUARD INDEX FDS (VBK) 12,138 -3,193 $2,935
     VBK12,138-3,193$2,935
ISHARES TR (TLT) 24,808 -72,145 $2,453
     TLT24,808-72,145$2,453
ISHARES TR (IEFA) 32,846 -9,535 $2,311
     IEFA32,846-9,535$2,311
ISHARES TR (IBTJ) 90,125 +90,125 $1,963
     IBTJ90,125+90,125$1,963
ISHARES TR (IBTI) 88,017 +88,017 $1,955
     IBTI88,017+88,017$1,955
ISHARES TR (IBTH) 87,041 +87,041 $1,949
     IBTH87,041+87,041$1,949
ISHARES TR (IBTG) 84,836 +84,836 $1,939
     IBTG84,836+84,836$1,939
ISHARES TR (IBTF) 82,927 +82,927 $1,931
     IBTF82,927+82,927$1,931
VANECK ETF TRUST (OIH) 6,149 -2,448 $1,903
     OIH6,149-2,448$1,903
ISHARES TR (ISCG) 38,885 -11,768 $1,711
     ISCG38,885-11,768$1,711
ISHARES TR (IWM) 7,882 UNCH $1,582
     IWM7,882UNCH$1,582
AMAZON COM INC 9,587 +2,325 $1,457
     AMZN9,587+2,325$1,457
WELLS FARGO CO NEW 29,544 +29 $1,454
     WFC29,544+29$1,454
APPLE INC 7,383 -80 $1,422
     AAPL7,383-80$1,422
BRISTOL MYERS SQUIBB CO 24,928 -24 $1,279
     BMY24,928-24$1,279
ADVANCED MICRO DEVICES INC 8,638 +3,236 $1,273
     AMD8,638+3,236$1,273
NVIDIA CORPORATION 2,563 +775 $1,269
     NVDA2,563+775$1,269
MICROSOFT CORP 3,333 -106 $1,253
     MSFT3,333-106$1,253
BERKSHIRE HATHAWAY INC DEL      $1,026
     BRK.B2,878+676$1,026
ALPHABET INC 7,335 +2,625 $1,025
     GOOGL7,335+2,625$1,025
DIAMONDBACK ENERGY INC 6,533 +2,060 $1,013
     FANG6,533+2,060$1,013
BROADCOM INC 789 -56 $881
     AVGO789-56$881
JPMORGAN CHASE & CO 5,148 +1,830 $876
     JPM5,148+1,830$876
ZSCALER INC 3,580 +3,580 $793
     ZS3,580+3,580$793
VANGUARD WORLD FDS (VHT) 3,080 -632 $772
     VHT3,080-632$772
AIRBNB INC 5,486 +3,277 $747
     ABNB5,486+3,277$747
ISHARES TR (IJH) 2,608 UNCH $723
     IJH2,608UNCH$723
ARISTA NETWORKS INC 2,942 +2,942 $693
     ANET2,942+2,942$693
MERCADOLIBRE INC 436 +436 $685
     MELI436+436$685
VISA INC 2,614 +1,077 $681
     V2,614+1,077$681
LOCKHEED MARTIN CORP 1,495 +603 $677
     LMT1,495+603$677
FREEPORT MCMORAN INC 15,600 +15,600 $664
     FCX15,600+15,600$664
EOG RES INC 5,290 -469 $640
     EOG5,290-469$640
ASML HOLDING N V 837 +837 $634
     ASML837+837$634
APPLIED MATLS INC 3,869 -180 $627
     AMAT3,869-180$627
RAMBUS INC DEL 8,498 +8,498 $580
     RMBS8,498+8,498$580
FISERV INC 4,265 +4,265 $567
     FI4,265+4,265$567
DEERE & CO 1,401 +758 $560
     DE1,401+758$560
ON SEMICONDUCTOR CORP 6,600 +6,600 $551
     ON6,600+6,600$551
CATERPILLAR INC 1,842 +1,842 $545
     CAT1,842+1,842$545
CONSTELLATION BRANDS INC 2,233 +1,240 $540
     STZ2,233+1,240$540
MCDONALDS CORP 1,623 +1,623 $481
     MCD1,623+1,623$481
CADENCE DESIGN SYSTEM INC 1,747 +1,747 $476
     CDNS1,747+1,747$476
FEDEX CORP 1,881 +1,881 $476
     FDX1,881+1,881$476
SAP SE 3,033 +3,033 $469
     SAP3,033+3,033$469
CUMMINS INC 1,933 +39 $463
     CMI1,933+39$463
BOOKING HOLDINGS INC 130 +130 $461
     BKNG130+130$461
PROSPERITY BANCSHARES INC (PB) 6,319 UNCH $428
     PB6,319UNCH$428
TEREX CORP NEW 7,352 +7,352 $422
     TEX7,352+7,352$422
EXXON MOBIL CORP 4,193 UNCH $419
     XOM4,193UNCH$419
OCCIDENTAL PETE CORP 6,967 +6,967 $416
     OXY6,967+6,967$416
PARKER HANNIFIN CORP 896 +896 $413
     PH896+896$413
PIONEER NAT RES CO 1,790 -103 $403
     PXD1,790-103$403
TAKE TWO INTERACTIVE SOFTWAR 2,477 +2,477 $399
     TTWO2,477+2,477$399
PINTEREST INC 10,555 +10,555 $391
     PINS10,555+10,555$391
NEWMONT CORP 9,321 +9,321 $386
     NEM9,321+9,321$386
T MOBILE US INC 2,344 +2,344 $376
     TMUS2,344+2,344$376
HALLIBURTON CO 10,378 +10,378 $375
     HAL10,378+10,378$375
SPDR SER TR (XBI) 4,184 +1,235 $374
     XBI4,184+1,235$374
CAMECO CORP 8,625 +8,625 $372
     CCJ8,625+8,625$372
CF INDS HLDGS INC 4,612 +4,612 $367
     CF4,612+4,612$367
NETFLIX INC 748 +748 $364
     NFLX748+748$364
KLA CORP 621 -14 $361
     KLAC621-14$361
META PLATFORMS INC 979 +979 $347
     META979+979$347
EXELIXIS INC 14,226 +14,226 $341
     EXEL14,226+14,226$341
LOWES COS INC 1,531 +186 $341
     LOW1,531+186$341
CANADIAN PACIFIC KANSAS CITY 4,216 +4,216 $333
     CP4,216+4,216$333
LEIDOS HOLDINGS INC 3,074 +3,074 $333
     LDOS3,074+3,074$333
ALCON AG 4,253 +4,253 $332
     ALC4,253+4,253$332
COSTCO WHSL CORP NEW 494 +494 $326
     COST494+494$326
MONSTER BEVERAGE CORP NEW 5,499 +5,499 $317
     MNST5,499+5,499$317
ELI LILLY & CO 521 +521 $304
     LLY521+521$304
ZIMMER BIOMET HOLDINGS INC 2,492 UNCH $303
     ZBH2,492UNCH$303
VERTEX PHARMACEUTICALS INC 730 +730 $297
     VRTX730+730$297
ABRDN HEALTHCARE OPPORTUNITI 15,879 -843 $288
     THQ15,879-843$288
PROGRESSIVE CORP 1,777 +1,777 $283
     PGR1,777+1,777$283
THE TRADE DESK INC 3,922 +928 $282
     TTD3,922+928$282
BANK AMERICA CORP 8,321 -2,989 $280
     BAC8,321-2,989$280
UNITEDHEALTH GROUP INC 527 +527 $277
     UNH527+527$277
ISHARES TR (IVW) 3,666 +6 $275
     IVW3,666+6$275
MICROCHIP TECHNOLOGY INC. 3,022 +56 $273
     MCHP3,022+56$273
GRAINGER W W INC 328 +328 $272
     GWW328+328$272
HOME DEPOT INC 776 +13 $269
     HD776+13$269
REGENERON PHARMACEUTICALS 301 +301 $264
     REGN301+301$264
CONSTELLATION ENERGY CORP 2,101 +2,101 $246
     CEG2,101+2,101$246
GLOBAL X FDS 8,658 +282 $240
     URA8,658+282$240
OVINTIV INC 5,357 -1,271 $235
     OVV5,357-1,271$235
VALERO ENERGY CORP 1,796 -491 $233
     VLO1,796-491$233
ORACLE CORP 2,177 +8 $230
     ORCL2,177+8$230
ABBOTT LABS 1,991 +1,991 $219
     ABT1,991+1,991$219
ISHARES TR (IWF) 711 +711 $216
     IWF711+711$216
ABBVIE INC $0 (exited)
     ABBV0-2,457$0
ASHLAND INC $0 (exited)
     ASH0-2,788$0
CLEVELAND CLIFFS INC NEW $0 (exited)
     CLF0-14,678$0
NUCOR CORP $0 (exited)
     NUE0-1,560$0
NXP SEMICONDUCTORS N V $0 (exited)
     NXPI0-1,383$0
OLIN CORP $0 (exited)
     OLN0-4,221$0
TEKLA WORLD HEALTHCARE FD 0 -13,000 $0 (exited)
     THW0-13,000$0

See Summary: Shelton Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Shelton Wealth Management LLC

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