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
SGMO
Sangamo Therapeutics, Inc

Healthcare
28K
New
$0.78 - $2.87 $21.8K - $80.4K
28K $28K
PEP
Pepsico Inc

Consumer Defensive
167
New
$151.29 - $176.1 $25.3K - $29.4K
167 $25K
JLL
Jones Lang Lasalle Inc

Real Estate
275
+ 9.96%
$246.93 - $283.67 $67.9K - $78K
3.04K $768K
EOG
Eog Resources Inc

Energy
165
+ 4.07%
$118.22 - $136.54 $19.5K - $22.5K
4.22K $517K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.03%
$94.43 - $105.47 $94.4 - $105
2.99K $303K
UEC
Uranium Energy Corp

Energy
1.06K
New
$6.55 - $8.6 $6.96K - $9.13K
1.06K $7K
TWLO
Twilio Inc

Communication Services
20
New
$63.73 - $114.96 $1.27K - $2.3K
20 $2K
Lam Research Corp
19.1K
New
N/A
19.1K $0
Canadian Pacific Kansas City
3.96K
+ 31.86%
N/A
16.4K $0
Linde PLC
1.56K
New
N/A
1.56K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
5K
New
N/A
5K $0
PGR
Progressive Corp

Financial Services
209
+ 5.75%
$239.6 - $268.88 $50.1K - $56.2K
3.85K $921K
ABT
Abbott Laboratories

Healthcare
4
+ 0.2%
$111.93 - $119.39 $448 - $478
1.99K $224K
WELL
Welltower Inc.

Real Estate
11
+ 0.51%
$123.11 - $139.3 $1.35K - $1.53K
2.16K $272K
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 2.46%
$385.02 - $431.37 $7.7K - $8.63K
834 $324K
ORCL
Oracle Corp

Technology
5
+ 0.23%
$165.41 - $192.43 $827 - $962
2.2K $367K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
273
+ 6.68%
$89.81 - $104.0 $24.5K - $28.4K
4.36K $392K
MSFT
Microsoft Corp

Technology
17
+ 0.53%
$406.35 - $454.46 $6.91K - $7.73K
3.22K $1.36M
XOM
Exxon Mobil Corp

Energy
9
+ 0.12%
$105.51 - $125.37 $950 - $1.13K
7.76K $834K
KLAC
Kla Corp

Technology
6
+ 1.09%
$614.46 - $829.55 $3.69K - $4.98K
554 $349K
CEG
Constellation Energy Corp

Utilities
200
+ 4.45%
$224.28 - $285.52 $44.9K - $57.1K
4.7K $1.06M
AMAT
Applied Materials Inc

Technology
13
+ 0.39%
$161.44 - $213.89 $2.1K - $2.78K
3.35K $543K
MELI
Mercadolibre Inc

Consumer Cyclical
53
+ 6.64%
$1666.0 - $2117.3 $88.3K - $112K
851 $1.45M
NU
Nu Holdings Ltd.

Financial Services
4.99K
+ 5.17%
$10.24 - $15.89 $51.1K - $79.3K
102K $1.05M
AMD
Advanced Micro Devices Inc

Technology
1.41K
+ 13.24%
$118.88 - $172.8 $168K - $244K
12.1K $1.46M
SCHX
Schwab Strategic Tr Us Large C

ETFs
127K
+ 169.04%
$22.4 - $68.28 $2.84M - $8.67M
202K $4.69M
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
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