Shelton Wealth Management, LLC Incresed Positions in Q3 2025

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
235
+ 4.36%
$335.1 - $718.54 $78.7K - $169K
5.62K $4.04M
TSLA
Tesla, Inc.

Consumer Cyclical
3.91K
+ 406.65%
$293.94 - $444.72 $1.15M - $1.74M
4.87K $2.17M
PANW
Palo Alto Networks Inc

Technology
5.39K
+ 212.37%
$167.06 - $208.19 $901K - $1.12M
7.93K $1.61M
HALO
Halozyme Therapeutics, Inc.

Healthcare
4.1K
+ 25.32%
$52.92 - $78.28 $217K - $321K
20.3K $1.49M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
25.5K
+ 7.74%
$22.84 - $22.95 $583K - $585K
355K $8.14M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.6K
+ 7.6%
$22.36 - $22.52 $572K - $577K
362K $8.16M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
25.2K
+ 7.42%
$22.19 - $22.44 $560K - $566K
365K $8.17M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
25.2K
+ 7.24%
$21.68 - $22.04 $546K - $555K
373K $8.19M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
27.4K
+ 7.11%
$19.57 - $19.98 $537K - $548K
413K $8.21M
IWB
Ishares Tr Russell 1000 ETF

ETFs
159
+ 1.02%
$339.37 - $366.46 $54K - $58.3K
15.7K $5.73M
NU
Nu Holdings Ltd.

Financial Services
8.12K
+ 7.1%
$11.92 - $16.3 $96.8K - $132K
122K $1.96M
AAPL
Apple Inc.

Technology
152
+ 2.17%
$202.38 - $256.87 $30.8K - $39K
7.16K $1.82M
ASML
Asml Holding Nv

Technology
51
+ 3.03%
$689.63 - $968.09 $35.2K - $49.4K
1.73K $1.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
529
+ 714.86%
$546.99 - $602.2 $289K - $319K
603 $362K
FTCS
First Trust Capital Strength E

ETFs
1.75K
+ 3.08%
$89.72 - $93.74 $157K - $164K
58.7K $5.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
128
+ 0.21%
$92.26 - $97.51 $11.8K - $12.5K
62K $5.98M
JEF
Jefferies Financial Group Inc.

Financial Services
1.08K
+ 5.34%
$54.67 - $70.36 $59.3K - $76.3K
21.4K $1.4M
CRS
Carpenter Technology Corp

Industrials
1.29K
+ 138.22%
$232.4 - $287.42 $300K - $371K
2.23K $546K
PH
Parker Hannifin Corp

Industrials
97
+ 4.1%
$697.13 - $769.67 $67.6K - $74.7K
2.47K $1.87M
UBER
Uber Technologies, Inc

Technology
1.22K
+ 6.14%
$86.91 - $99.57 $106K - $121K
21K $2.06M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.37K
+ 2.74%
$85.01 - $90.35 $116K - $124K
51.3K $4.58M
JLL
Jones Lang Lasalle Inc

Real Estate
61
+ 1.76%
$248.95 - $319.66 $15.2K - $19.5K
3.52K $1.05M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
33
+ 0.65%
$232.86 - $268.01 $7.68K - $8.84K
5.14K $1.33M
ORCL
Oracle Corp

Technology
4
+ 0.18%
$218.96 - $328.33 $876 - $1.31K
2.22K $624K
TMUS
T Mobile Us, Inc.

Communication Services
523
+ 10.0%
$226.02 - $259.01 $118K - $135K
5.76K $1.38M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
929
+ 2.67%
$117.65 - $120.08 $109K - $112K
35.7K $4.27M
D
Dominion Energy, Inc

Utilities
880
+ 5.95%
$56.32 - $62.1 $49.6K - $54.6K
15.7K $958K
EQT
Eqt Corp

Energy
3.93K
+ 15.75%
$49.19 - $59.19 $193K - $233K
28.9K $1.57M
GRAB
Grab Holdings LTD

Technology
15.5K
+ 73.2%
$4.77 - $6.45 $74K - $100K
36.7K $221K
WFC
Wells Fargo & Company

Financial Services
21
+ 0.07%
$77.05 - $85.16 $1.62K - $1.79K
29.7K $2.49M
URA
Global X Uranium ETF

ETFs
452
+ 4.41%
$36.45 - $50.4 $16.5K - $22.8K
10.7K $509K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
970
+ 8.97%
$62.09 - $66.51 $60.2K - $64.5K
11.8K $769K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
4.52K
+ 15.12%
$27.79 - $32.38 $126K - $146K
34.4K $985K
AMAT
Applied Materials Inc

Technology
60
+ 1.77%
$156.25 - $204.95 $9.38K - $12.3K
3.46K $707K
PGR
Progressive Corp

Financial Services
608
+ 16.62%
$238.61 - $264.3 $145K - $161K
4.27K $1.05M
ABT
Abbott Laboratories

Healthcare
704
+ 7.38%
$120.51 - $136.62 $84.8K - $96.2K
10.2K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
318
+ 2.79%
$211.65 - $238.24 $67.3K - $75.8K
11.7K $2.57M
V
Visa Inc.

Financial Services
323
+ 7.98%
$332.09 - $358.86 $107K - $116K
4.37K $1.49M
WELL
Welltower Inc.

Real Estate
10
+ 0.46%
$150.71 - $178.14 $1.51K - $1.78K
2.19K $390K
CSX
Csx Corp

Industrials
772
+ 8.31%
$32.05 - $36.52 $24.7K - $28.2K
10.1K $357K
LOW
Lowes Companies Inc

Consumer Cyclical
41
+ 3.39%
$215.01 - $273.02 $8.82K - $11.2K
1.25K $313K
LLY
Eli Lilly & CO

Healthcare
77
+ 6.45%
$625.65 - $812.69 $48.2K - $62.6K
1.27K $969K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.45%
$410.74 - $499.21 $1.64K - $2K
896 $447K
BAC
Bank Of America Corp

Financial Services
173
+ 3.06%
$44.92 - $52.42 $7.77K - $9.07K
5.83K $300K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.04%
$108.97 - $121.65 $109 - $122
2.64K $318K
SYK
Stryker Corp

Healthcare
242
+ 8.86%
$368.57 - $403.53 $89.2K - $97.7K
2.97K $1.1M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.13%
$94.4 - $104.27 $189 - $209
1.51K $155K
COIN
Coinbase Global, Inc.

Technology
33
+ 4.55%
$297.99 - $419.78 $9.83K - $13.9K
758 $255K
Tempus Ai Inc
4.04K
+ 198.97%
N/A
6.07K $0
Activity Summary
Buys All Purchases 88 New Holdings 25 Increased Positions 63 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 18 Puts 0
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