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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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Page 1 of 1 |
Menu
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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 |
|
FTSM |
First Trust Enhanced Short ... |
1 |
- |
$59.69 |
$15,136,000 |
253,702 |
10.74% |
1,280,000 |
20,509 |
0.03 |
N/A |
|
|
AMZN |
Amazon.com Inc |
21 |
- |
$187.48 |
$1,457,000 |
9,587 |
1.03% |
534,000 |
2,325 |
0 |
Internet Software & S... |
|
|
WFC |
Wells Fargo & Co |
22 |
- |
$61.89 |
$1,454,000 |
29,544 |
1.03% |
248,000 |
29 |
0.001 |
Domestic Money Center... |
|
|
AMD |
Advanced Micro Devices Inc |
25 |
- |
$151.92 |
$1,273,000 |
8,638 |
0.9% |
718,000 |
3,236 |
0.001 |
Semiconductor- Broad... |
|
|
NVDA |
NVIDIA Corporation |
26 |
- |
$898.78 |
$1,269,000 |
2,563 |
0.9% |
491,000 |
775 |
0 |
Semiconductor - Speci... |
|
|
BRK.B |
Berkshire Hathaway B |
28 |
- |
$412.05 |
$1,026,000 |
2,878 |
0.73% |
255,000 |
676 |
0 |
Property & Casualty I... |
|
|
GOOGL |
Alphabet Inc |
29 |
- |
$168.65 |
$1,025,000 |
7,335 |
0.73% |
409,000 |
2,625 |
0 |
Search Engines & Info... |
|
|
FANG |
Diamondback Energy, Inc. |
30 |
- |
$202.19 |
$1,013,000 |
6,533 |
0.72% |
320,000 |
2,060 |
0.004 |
Independent Oil & Gas |
|
|
JPM |
JP Morgan Chase & Co |
32 |
- |
$198.77 |
$876,000 |
5,148 |
0.62% |
395,000 |
1,830 |
0 |
Domestic Money Center... |
|
|
ABNB |
Airbnb, Inc. |
35 |
- |
$146.32 |
$747,000 |
5,486 |
0.53% |
444,000 |
3,277 |
0.002 |
N/A |
|
|
V |
Visa Inc |
39 |
- |
$280.74 |
$681,000 |
2,614 |
0.48% |
327,000 |
1,077 |
0 |
Business Services |
|
|
LMT |
Lockheed Martin Corp |
40 |
- |
$468.88 |
$677,000 |
1,495 |
0.48% |
312,000 |
603 |
0.001 |
Aerospace/Defense - M... |
|
|
DE |
Deere & Co |
47 |
- |
$407.89 |
$560,000 |
1,401 |
0.4% |
317,000 |
758 |
0 |
Farm & Construction M... |
|
|
STZ |
Constellation Brands Inc |
50 |
- |
$261.95 |
$540,000 |
2,233 |
0.38% |
290,000 |
1,240 |
0.001 |
Beverage - Wineries &... |
|
|
CMI |
Cummins Inc |
55 |
- |
$298.61 |
$463,000 |
1,933 |
0.33% |
30,000 |
39 |
0.001 |
Diversified Machinery |
|
|
XBI |
streetTRACKS Series Trust S... |
68 |
- |
$88.14 |
$374,000 |
4,184 |
0.27% |
159,000 |
1,235 |
0.001 |
Closed - End Fund - E... |
|
|
LOW |
Lowes Companies Inc |
75 |
- |
$235.03 |
$341,000 |
1,531 |
0.24% |
61,000 |
186 |
0 |
Home Improvement Stores |
|
|
TTD |
Trade Desk, Inc. |
86 |
- |
$87.26 |
$282,000 |
3,922 |
0.2% |
48,000 |
928 |
0.001 |
N/A |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
89 |
- |
$84.71 |
$275,000 |
3,666 |
0.2% |
25,000 |
6 |
0.001 |
Closed - End Fund - E... |
|
|
MCHP |
Microchip Technology Inc |
90 |
- |
$91.50 |
$273,000 |
3,022 |
0.19% |
42,000 |
56 |
0.001 |
Semiconductor - Speci... |
|
|
HD |
Home Depot Inc |
92 |
- |
$346.43 |
$269,000 |
776 |
0.19% |
38,000 |
13 |
0 |
Home Improvement Stores |
|
|
URA |
Global X Uranium ETF |
95 |
- |
$31.22 |
$240,000 |
8,658 |
0.17% |
14,000 |
282 |
0.007 |
Closed - End Fund - E... |
|
|
ORCL |
Oracle Corp |
98 |
- |
$116.67 |
$230,000 |
2,177 |
0.16% |
0 |
8 |
0 |
Application Software |
|
|
ABT |
Abbott Laboratories |
99 |
- |
$104.74 |
$219,000 |
1,991 |
0.16% |
219,000 |
1,991 |
0 |
Drug Manufacturers - ... |
|
|
IWF |
iShares Russell 1000 Growth |
100 |
- |
$336.67 |
$216,000 |
711 |
0.15% |
216,000 |
711 |
0 |
Closed - End Fund - E... |
|
