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| Name: |
SHELTON WEALTH MANAGEMENT LLC |
| City: |
FORT WORTH |
| State: |
TX |
| Zip: |
76102 |
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data |
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| Holdings
Found :
5 |
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Unchanged Positions |
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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 |
|
IWM |
iShares Tr Russell 2000 Indx |
20 |
- |
$204.31 |
$1,582,000 |
7,882 |
1.12% |
189,000 |
0 |
0 |
Closed - End Fund - E... |
|
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IJH |
iShares S&P MidCap 400 Index |
36 |
- |
$59.81 |
$723,000 |
2,608 |
0.51% |
73,000 |
0 |
0.001 |
Closed - End Fund - E... |
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PB |
Prosperity Bancshares Inc |
57 |
- |
$62.98 |
$428,000 |
6,319 |
0.3% |
83,000 |
0 |
0.007 |
Domestic Regional Banks |
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XOM |
Exxon Mobil Corp |
59 |
- |
$117.96 |
$419,000 |
4,193 |
0.3% |
-74,000 |
0 |
0 |
Integrated Oil & Gas |
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ZBH |
Zimmer Holdings Inc |
82 |
- |
$121.31 |
$303,000 |
2,492 |
0.22% |
23,000 |
0 |
0.001 |
Medical Appliances & ... |
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