Shelton Wealth Management, LLC Purchases in Q4 2024

Shelton Wealth Management, LLC

  • $188 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
30.5K
+ 584.9%
$115.08 - $119.55 $3.51M - $3.65M
35.7K $4.13M
RH
Rh

Consumer Cyclical
4.31K
New
$311.9 - $446.04 $1.34M - $1.92M
4.31K $1.69M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
66.1K
+ 31.12%
$23.25 - $23.37 $1.54M - $1.55M
279K $6.5M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
68.8K
+ 31.77%
$22.72 - $23.0 $1.56M - $1.58M
285K $6.51M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
71.8K
+ 32.45%
$22.1 - $22.59 $1.59M - $1.62M
293K $6.5M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
73.8K
+ 33.15%
$21.81 - $22.48 $1.61M - $1.66M
297K $6.49M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
76.6K
+ 33.74%
$21.25 - $22.07 $1.63M - $1.69M
304K $6.48M
HXL
Hexcel Corp

Industrials
19.7K
New
$58.56 - $65.31 $1.15M - $1.28M
19.7K $1.23M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
20.5K
+ 10.0%
$59.74 - $60.03 $1.22M - $1.23M
225K $13.5M
PINS
Pinterest, Inc.

Communication Services
39.7K
New
$28.24 - $34.15 $1.12M - $1.36M
39.7K $1.15M
S
Sentinel One, Inc.

Technology
48.8K
New
$22.05 - $28.68 $1.08M - $1.4M
48.8K $1.08M
AIR
Aar Corp

Industrials
17.4K
New
$58.4 - $70.82 $1.02M - $1.23M
17.4K $1.07M
SLB
Schlumberger Limited

Energy
27.5K
New
$36.83 - $45.59 $1.01M - $1.25M
27.5K $1.05M
DELL
Dell Technologies Inc.

Technology
8.75K
New
$111.96 - $144.21 $980K - $1.26M
8.75K $1.01M
ON
On Semiconductor Corp

Technology
15.1K
New
$63.05 - $74.7 $951K - $1.13M
15.1K $950K
VKTX
Viking Therapeutics, Inc.

Healthcare
22.2K
New
$38.28 - $78.03 $850K - $1.73M
22.2K $893K
BDX
Becton Dickinson & CO

Healthcare
3.93K
New
$220.02 - $243.75 $864K - $957K
3.93K $891K
WFC
Wells Fargo & Company

Financial Services
20
+ 0.07%
$54.98 - $77.35 $1.1K - $1.55K
29.6K $2.08M
SQ
Block, Inc.

Technology
437
+ 2.41%
$65.06 - $98.92 $28.4K - $43.2K
18.5K $1.58M
TSLA
Tesla, Inc.

Consumer Cyclical
886
New
$213.65 - $479.86 $189K - $425K
886 $357K
AVGO
Broadcom Inc.

Technology
171
+ 3.25%
$159.67 - $250.0 $27.3K - $42.8K
5.43K $1.26M
LNTH
Lantheus Holdings, Inc.

Healthcare
5.24K
+ 77.79%
$76.22 - $116.71 $399K - $611K
12K $1.07M
ASML
Asml Holding Nv

Technology
631
+ 54.54%
$658.43 - $872.27 $415K - $550K
1.79K $1.24M
ALC
Alcon Inc

Healthcare
4.47K
+ 62.69%
$83.87 - $99.15 $375K - $443K
11.6K $984K
BSX
Boston Scientific Corp

Healthcare
2.46K
+ 27.84%
$83.62 - $91.5 $205K - $225K
11.3K $1.01M
LLY
Eli Lilly & CO

Healthcare
422
+ 57.57%
$727.2 - $932.06 $307K - $393K
1.16K $891K
FDX
Fedex Corp

Industrials
740
+ 18.72%
$260.5 - $305.15 $193K - $226K
4.69K $1.32M
PANW
Palo Alto Networks Inc

Technology
1.28K
New
$181.96 - $405.9 $232K - $518K
1.28K $231K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
6.66K
New
$34.01 - $41.29 $227K - $275K
6.66K $227K
UBER
Uber Technologies, Inc

Technology
3.75K
New
$59.93 - $86.34 $224K - $323K
3.75K $225K
V
Visa Inc.

Financial Services
69
+ 1.63%
$273.87 - $320.91 $18.9K - $22.1K
4.29K $1.36M
FANG
Diamondback Energy, Inc.

Energy
1.56K
+ 20.94%
$153.06 - $199.5 $239K - $312K
9.03K $1.48M
C
Citigroup Inc

Financial Services
609
+ 3.95%
$61.31 - $72.5 $37.3K - $44.2K
16K $1.13M
CTVA
Corteva, Inc.

Basic Materials
3.11K
+ 36.99%
$55.21 - $64.13 $172K - $199K
11.5K $656K
JPM
Jpmorgan Chase & CO

Financial Services
79
+ 1.6%
$205.18 - $250.29 $16.2K - $19.8K
5.01K $1.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
3K
+ 49.66%
$75.95 - $88.05 $228K - $264K
9.03K $688K
AAPL
Apple Inc.

Technology
35
+ 0.5%
$221.69 - $259.02 $7.76K - $9.07K
6.97K $1.74M
META
Meta Platforms, Inc.

Communication Services
119
+ 6.74%
$554.08 - $632.68 $65.9K - $75.3K
1.88K $1.11M
GRAB
Grab Holdings LTD

Technology
20.3K
New
$3.6 - $5.67 $73.1K - $115K
20.3K $95K
RIOT
Riot Blockchain, Inc.

Technology
9.29K
New
$7.08 - $14.97 $65.8K - $139K
9.29K $94K
ZS
Zscaler, Inc.

Technology
171
+ 2.78%
$166.99 - $211.99 $28.6K - $36.3K
6.32K $1.14M
TMUS
T Mobile Us, Inc.

Communication Services
56
+ 1.12%
$206.1 - $246.94 $11.5K - $13.8K
5.06K $1.12M
CBRE
Cbre Group, Inc.

Real Estate
214
+ 2.87%
$119.22 - $140.71 $25.5K - $30.1K
7.66K $1.01M
FCX
Freeport Mcmoran Inc

Basic Materials
7.62K
+ 41.17%
$38.08 - $50.82 $290K - $387K
26.1K $995K
D
Dominion Energy, Inc

Utilities
2.03K
+ 17.33%
$52.63 - $60.92 $107K - $124K
13.8K $741K
ADBE
Adobe Inc.

Technology
381
+ 24.69%
$437.39 - $552.96 $167K - $211K
1.92K $855K
YUM
Yum Brands Inc

Consumer Cyclical
400
New
$130.36 - $139.54 $52.1K - $55.8K
400 $53K
PH
Parker Hannifin Corp

Industrials
70
+ 3.71%
$621.74 - $709.46 $43.5K - $49.7K
1.96K $1.24M
ETN
Eaton Corp PLC

Industrials
100
+ 3.49%
$326.96 - $377.52 $32.7K - $37.8K
2.97K $984K
Activity Summary
Buys All Purchases 77 New Holdings 26 Increased Positions 51 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 19 Puts 0
Track This Portfolio

Track Shelton Wealth Management, LLC Portfolio

Follow Shelton Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shelton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shelton Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email