Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: SHELTON WEALTH MANAGEMENT LLC
  City: FORT WORTH
  State: TX
  Zip: 76102
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $159,035,000
  Total Value Change : $18,163,000
  Securities Held Change : 10
   
All Securities Held : 114
  New Positions : 14
  Closed Positions : 5
  Increased Positions : 57
  Unchanged Positions : 4
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (STNE)1 Year Chart         STNE Stoneco Ltd 38 New $0.00 $857,000 51,600 0.54% 857,000 51,600 0.023    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 44 New $0.00 $771,000 15,676 0.48% 771,000 15,676 0.015    N/A
   (HALO)1 Year Chart         HALO Halozyme Therapeutics Inc 48 New $43.82 $734,000 18,040 0.46% 734,000 18,040 0.013    Biotechnology
   (ETN)1 Year Chart         ETN Eaton Corp 51 New $340.89 $709,000 2,269 0.45% 709,000 2,269 0.001    Diversified Machinery
   (LPX)1 Year Chart         LPX Louisiana Pacific Corp 55 New $89.88 $683,000 8,144 0.43% 683,000 8,144 0.007    Lumber,Wood Production
   (CACI)1 Year Chart         CACI CACI International Inc 62 New $429.02 $622,000 1,642 0.39% 622,000 1,642 0.007    Technical Services
   (LUK)1 Year Chart         LUK Leucadia National Corp 66 New $46.47 $577,000 13,078 0.36% 577,000 13,078 0.002    Integrated Telecommun...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 71 New $461.18 $538,000 1,287 0.34% 538,000 1,287 0    Investment Brokerage ...
   (BSX)1 Year Chart         BSX Boston Scientific Corp 76 New $75.63 $491,000 7,174 0.31% 491,000 7,174 0.001    Medical Instruments &...
   (RE)1 Year Chart         RE Everest Re Group Ltd 79 New $391.78 $461,000 1,159 0.29% 461,000 1,159 0.001    Life & Health Insurance
   (CBG)1 Year Chart         CBG CBRE Group Inc 85 New $87.50 $406,000 4,176 0.26% 406,000 4,176 0.001    Property Management
   (JLL)1 Year Chart         JLL Jones Lang Lasalle Inc 94 New $199.00 $316,000 1,619 0.2% 316,000 1,619 0.003    Property Management
   (ATO)1 Year Chart         ATO Atmos Energy Corp 98 New $112.61 $301,000 2,535 0.19% 301,000 2,535 0.003    Gas Utilities
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 110 New $351.47 $204,000 637 0.13% 204,000 637 0    N/A
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us