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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 : 4     View All Holdings Currently Viewing:  Unchanged 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
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 27 - $42.34 $1,352,000 24,928 0.85% 73,000 0 0.001    Drug Manufacturers - ...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 77 - $115.48 $487,000 4,193 0.31% 68,000 0 0    Integrated Oil & Gas
   (PB)1 Year Chart         PB Prosperity Bancshares Inc 84 - $63.22 $416,000 6,319 0.26% -12,000 0 0    Domestic Regional Banks
   (ZBH)1 Year Chart         ZBH Zimmer Holdings Inc 93 - $119.33 $329,000 2,492 0.21% 26,000 0 0.001    Medical Appliances & ...

      4 Records Found
  1    
Page 1 of 1
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