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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 : 2023-12-31
  Total Value : $140,872,000
  Total Value Change : $15,827,000
  Securities Held Change : 40
   
All Securities Held : 104
  New Positions : 45
  Closed Positions : 7
  Increased Positions : 25
  Unchanged Positions : 5
  Decreased Positions : 29

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     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
   (NUE)1 Year Chart         NUE Nucor Corp 104 Closed $174.47 $0 0 0% -244,000 -1,560 0    Steel & Iron
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 103 Closed $261.73 $0 0 0% -276,000 -1,383 0    Semiconductor- Broad...
   (ASH)1 Year Chart         ASH Ashland Inc 102 Closed $98.04 $0 0 0% -228,000 -2,788 0    Specialty Chemicals
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 101 Closed $160.75 $0 0 0% -366,000 -2,457 0    Drug Manufacturers - ...
   (OLN)1 Year Chart         OLN Olin Corp 107 Closed $55.31 $0 0 0% -211,000 -4,221 0    Synthetics
   (CLF)1 Year Chart         CLF Cleveland-Cliffs Inc 106 Closed $17.32 $0 0 0% -229,000 -14,678 0    Steel & Iron
   (THW)1 Year Chart         THW Tekla World Healthcare Fund 105 Closed $12.91 $0 0 0% -152,000 -13,000 0    N/A

      7 Records Found
  1    
Page 1 of 1
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