Shelton Wealth Management, LLC Reduced Holdings in Q1 2025

Shelton Wealth Management, LLC

  • $180 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-18.3K
- 51.21%
$114.57 - $118.14 $2.1M - $2.16M
17.4K $2.06M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-8.59K
- 62.48%
$120.5 - $145.97 $1.03M - $1.25M
5.16K $679K
RH
Rh

Consumer Cyclical
-803
- 18.65%
$216.63 - $454.52 $174K - $365K
3.5K $821K
S
Sentinel One, Inc.

Technology
-32.6K
- 66.8%
$18.17 - $24.97 $593K - $814K
16.2K $294K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-17.4K
- 8.59%
$21.75 - $24.28 $378K - $421K
185K $4.08M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.01K
- 9.87%
$247.97 - $296.33 $251K - $300K
9.24K $2.33M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.57K
- 5.31%
$82.81 - $92.93 $295K - $331K
63.6K $5.41M
APP
App Lovin Corp

Technology
-597
- 9.92%
$238.08 - $510.13 $142K - $305K
5.42K $1.44M
NVDA
Nvidia Corp

Technology
-132
- 0.74%
$106.98 - $149.43 $14.1K - $19.7K
17.8K $1.93M
IGM
Ishares Expanded Tech Sector E

ETFs
-1.72K
- 7.22%
$90.67 - $108.46 $156K - $187K
22.1K $2.01M
AMZN
Amazon Com Inc

Consumer Cyclical
-336
- 3.05%
$190.26 - $242.06 $63.9K - $81.3K
10.7K $2.03M
JEF
Jefferies Financial Group Inc.

Financial Services
-226
- 1.52%
$52.22 - $81.31 $11.8K - $18.4K
14.6K $784K
NOW
Service Now, Inc.

Technology
-56
- 4.82%
$783.83 - $1170.39 $43.9K - $65.5K
1.11K $879K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.1K
- 2.71%
$59.78 - $60.03 $365K - $366K
219K $13.1M
ONON
On Holding Ag

Consumer Cyclical
-2.26K
- 9.98%
$43.92 - $63.62 $99.4K - $144K
20.4K $896K
CEG
Constellation Energy Corp

Utilities
-1.08K
- 22.94%
$201.63 - $347.44 $217K - $374K
3.62K $729K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-810
- 4.18%
$102.49 - $119.96 $83K - $97.2K
18.6K $1.94M
HXL
Hexcel Corp

Industrials
-1.95K
- 9.92%
$54.76 - $70.69 $107K - $138K
17.7K $970K
VHT
Vanguard Health Care ETF

ETFs
-969
- 54.84%
$254.06 - $273.83 $246K - $265K
798 $211K
ISCG
Ishares Morningstar Small Cap

ETFs
-1.67K
- 7.07%
$44.44 - $52.05 $74K - $86.7K
21.9K $985K
AIR
Aar Corp

Industrials
-1.28K
- 7.37%
$55.99 - $72.21 $71.9K - $92.7K
16.1K $903K
ASML
Asml Holding Nv

Technology
-160
- 8.95%
$662.63 - $776.99 $106K - $124K
1.63K $1.08M
C
Citigroup Inc

Financial Services
-1.77K
- 11.05%
$67.23 - $84.63 $119K - $150K
14.3K $1.01M
META
Meta Platforms, Inc.

Communication Services
-135
- 7.17%
$576.36 - $736.67 $77.8K - $99.5K
1.75K $1.01M
VRT
Vertiv Holdings CO

Industrials
-1.07K
- 10.29%
N/A
9.33K $808K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-283
- 8.52%
$308.87 - $383.33 $87.4K - $108K
3.04K $994K
GS
Goldman Sachs Group Inc

Financial Services
-78
- 4.96%
$524.81 - $672.19 $40.9K - $52.4K
1.49K $816K
FTCS
First Trust Capital Strength E

ETFs
-2.05K
- 3.44%
$86.39 - $91.35 $177K - $187K
57.4K $5.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-348
- 2.82%
$57.21 - $65.8 $19.9K - $22.9K
12K $698K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-37
- 0.85%
$246.3 - $299.62 $9.11K - $11.1K
4.33K $1.13M
HD
Home Depot, Inc.

Consumer Cyclical
-81
- 9.71%
$347.25 - $424.87 $28.1K - $34.4K
753 $275K
JPM
Jpmorgan Chase & CO

Financial Services
-267
- 5.33%
$225.19 - $279.95 $60.1K - $74.7K
4.74K $1.16M
BDX
Becton Dickinson & CO

Healthcare
-193
- 4.91%
$222.79 - $249.08 $43K - $48.1K
3.74K $855K
CBRE
Cbre Group, Inc.

Real Estate
-228
- 2.98%
$121.79 - $147.13 $27.8K - $33.5K
7.43K $971K
JLL
Jones Lang Lasalle Inc

Real Estate
-53
- 1.75%
$238.0 - $284.76 $12.6K - $15.1K
2.98K $739K
NFLX
Netflix Inc

Communication Services
-86
- 6.3%
$828.4 - $1058.6 $71.2K - $91K
1.28K $1.19M
LNTH
Lantheus Holdings, Inc.

Healthcare
-1.2K
- 9.99%
$78.23 - $110.01 $93.6K - $132K
10.8K $1.05M
Canadian Pacific Kansas City
-1.84K
- 11.21%
N/A
14.6K $0
Arista Networks Inc
-1.87K
- 14.11%
N/A
11.3K $0
Lam Research Corp
-1.31K
- 6.86%
N/A
17.8K $0
CTVA
Corteva, Inc.

Basic Materials
-1.07K
- 9.29%
$55.94 - $66.15 $59.9K - $70.8K
10.4K $657K
BSX
Boston Scientific Corp

Healthcare
-1.27K
- 11.26%
$89.38 - $106.18 $114K - $135K
10K $1.01M
PINS
Pinterest, Inc.

Communication Services
-2.38K
- 5.99%
$29.79 - $40.0 $70.8K - $95K
37.3K $1.16M
ALC
Alcon Inc

Healthcare
-198
- 1.71%
$82.73 - $96.8 $16.4K - $19.2K
11.4K $1.08M
IEFA
Ishares Tr

ETFs
-99
- 0.5%
$69.57 - $78.65 $6.89K - $7.79K
19.8K $1.49M
V
Visa Inc.

Financial Services
-128
- 2.98%
$306.92 - $362.71 $39.3K - $46.4K
4.16K $1.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-91
- 4.37%
$442.66 - $534.52 $40.3K - $48.6K
1.99K $1.06M
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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