Shelton Wealth Management, LLC Purchases in Q1 2025

Shelton Wealth Management, LLC

  • $180 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
368K
New
$19.0 - $19.66 $6.99M - $7.23M
368K $7.23M
TLT
Ishares Barclays 20+ Year Trea

ETFs
32.2K
+ 508.05%
$85.29 - $92.57 $2.74M - $2.98M
38.5K $3.5M
MU
Micron Technology Inc

Technology
10.4K
New
$86.89 - $109.38 $904K - $1.14M
10.4K $903K
MNDY
Monday.Com Ltd.

Technology
3.66K
New
$213.0 - $327.92 $779K - $1.2M
3.66K $889K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
11.2K
New
$73.27 - $96.21 $823K - $1.08M
11.2K $822K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
30.6K
+ 10.08%
$21.16 - $21.77 $648K - $667K
334K $7.28M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
29.4K
+ 9.91%
$21.77 - $22.25 $640K - $654K
326K $7.25M
FLR
Fluor Corp

Industrials
20.5K
New
$34.29 - $55.28 $702K - $1.13M
20.5K $733K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
28.7K
+ 9.81%
$22.11 - $22.43 $635K - $644K
322K $7.21M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
27.7K
+ 9.71%
$22.77 - $22.94 $631K - $635K
313K $7.18M
FTGC
First Trust Global Tactical CO

ETFs
16.6K
+ 20.68%
$23.95 - $25.86 $398K - $430K
97.1K $2.48M
ONTO
Onto Innovation Inc.

Technology
4.15K
New
$121.34 - $224.5 $504K - $932K
4.15K $503K
TMUS
T Mobile Us, Inc.

Communication Services
344
+ 6.79%
$211.3 - $272.83 $72.7K - $93.9K
5.41K $1.44M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
4.25K
+ 97.55%
$81.1 - $94.7 $345K - $403K
8.61K $698K
PGR
Progressive Corp

Financial Services
259
+ 6.73%
$235.61 - $291.22 $61K - $75.4K
4.11K $1.16M
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 1.06%
$1739.0 - $2260.0 $15.7K - $20.3K
860 $1.68M
NU
Nu Holdings Ltd.

Financial Services
18.3K
+ 18.01%
$10.12 - $13.95 $185K - $255K
120K $1.23M
ZS
Zscaler, Inc.

Technology
253
+ 4.01%
$181.66 - $216.87 $46K - $54.9K
6.57K $1.3M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
8.5K
+ 5.41%
$18.54 - $18.88 $158K - $161K
166K $3.1M
LLY
Eli Lilly & CO

Healthcare
55
+ 4.76%
$725.72 - $929.72 $39.9K - $51.1K
1.21K $999K
SLB
Schlumberger Limited

Energy
261
+ 0.95%
$38.4 - $43.74 $10K - $11.4K
27.7K $1.16M
XOM
Exxon Mobil Corp

Energy
8
+ 0.1%
$105.44 - $118.93 $844 - $951
7.76K $923K
WELL
Welltower Inc.

Real Estate
9
+ 0.42%
$124.05 - $156.86 $1.12K - $1.41K
2.17K $332K
FCX
Freeport Mcmoran Inc

Basic Materials
1.58K
+ 6.06%
$34.5 - $43.01 $54.6K - $68.1K
27.7K $1.05M
WFC
Wells Fargo & Company

Financial Services
19
+ 0.06%
$66.78 - $81.42 $1.27K - $1.55K
29.7K $2.13M
D
Dominion Energy, Inc

Utilities
170
+ 1.23%
$52.85 - $57.43 $8.98K - $9.76K
13.9K $781K
ABT
Abbott Laboratories

Healthcare
4
+ 0.2%
$111.1 - $140.22 $444 - $561
1.99K $264K
QQQ
Invesco Qqq Trust, Series 1

ETFs
74
New
$468.34 - $539.52 $34.7K - $39.9K
74 $34K
JNJ
Johnson & Johnson

Healthcare
11
+ 0.86%
$142.06 - $167.7 $1.56K - $1.84K
1.28K $212K
KLAC
Kla Corp

Technology
1
+ 0.18%
$636.62 - $777.63 $637 - $778
555 $377K
EOG
Eog Resources Inc

Energy
5
+ 0.12%
$120.54 - $138.05 $603 - $690
4.23K $542K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
794
+ 1.44%
$54.25 - $57.64 $43.1K - $45.8K
56K $3.08M
Linde PLC
16
+ 1.03%
N/A
1.58K $0
BAC
Bank Of America Corp

Financial Services
3
+ 0.05%
$39.61 - $47.74 $119 - $143
5.65K $235K
FANG
Diamondback Energy, Inc.

Energy
97
+ 1.07%
$139.9 - $180.18 $13.6K - $17.5K
9.12K $1.46M
CSX
Csx Corp

Industrials
90
+ 1.12%
$29.11 - $33.67 $2.62K - $3.03K
8.1K $238K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.03%
$92.45 - $106.69 $92.5 - $107
2.99K $277K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.11%
$423.19 - $506.29 $423 - $506
899 $401K
PH
Parker Hannifin Corp

Industrials
14
+ 0.72%
$591.65 - $707.05 $8.28K - $9.9K
1.97K $1.2M
AMAT
Applied Materials Inc

Technology
2
+ 0.06%
$145.06 - $195.51 $290 - $391
3.35K $485K
ORCL
Oracle Corp

Technology
5
+ 0.23%
$139.81 - $186.47 $699 - $932
2.21K $308K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.45%
$4295.4 - $5141.88 $4.3K - $5.14K
224 $1.03M
DELL
Dell Technologies Inc.

Technology
1.33K
+ 15.16%
$90.34 - $124.66 $120K - $165K
10.1K $918K
AMD
Advanced Micro Devices Inc

Technology
997
+ 8.25%
$96.63 - $129.55 $96.3K - $129K
13.1K $1.34M
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 1.02%
$222.15 - $428.22 $2K - $3.85K
895 $231K
MSFT
Microsoft Corp

Technology
42
+ 1.31%
$375.39 - $447.2 $15.8K - $18.8K
3.26K $1.22M
FDX
Fedex Corp

Industrials
116
+ 2.47%
$230.33 - $281.53 $26.7K - $32.7K
4.81K $1.17M
IWM
Ishares Russell 2000 ETF

ETFs
19
+ 0.26%
$198.1 - $229.79 $3.76K - $4.37K
7.46K $1.49M
ETN
Eaton Corp PLC

Industrials
28
+ 0.94%
$271.83 - $371.23 $7.61K - $10.4K
3K $814K
Activity Summary
Buys All Purchases 57 New Holdings 7 Increased Positions 50 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 11 Puts 0
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