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  Name: SHELTON WEALTH MANAGEMENT LLC
  City: FORT WORTH
  State: TX
  Zip: 76102
   
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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
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 111 Closed $346.03 $0 0 0% -216,000 -711 0    Closed - End Fund - E...
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 115 Closed $456.95 $0 0 0% -297,000 -730 0    Drug Manufacturers - ...
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 114 Closed $985.02 $0 0 0% -264,000 -301 0    Biotechnology
   (GWW)1 Year Chart         GWW WW Grainger Inc 113 Closed $966.40 $0 0 0% -272,000 -328 0    Electronics Wholesale
   (TEX)1 Year Chart         TEX Terex Corp 112 Closed $60.97 $0 0 0% -422,000 -7,352 0    Farm & Construction M...

      5 Records Found
  1    
Page 1 of 1
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