Shelton Wealth Management, LLC Reduced Holdings in Q3 2025

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-3.69K
- 68.92%
$264.74 - $369.57 $977K - $1.36M
1.66K $548K
MSFT
Microsoft Corp

Technology
-1.28K
- 22.57%
$491.09 - $535.64 $630K - $687K
4.4K $2.28M
XOM
Exxon Mobil Corp

Energy
-2.84K
- 36.57%
$105.83 - $117.22 $301K - $333K
4.93K $555K
ZS
Zscaler, Inc.

Technology
-387
- 6.7%
$267.68 - $316.5 $104K - $122K
5.39K $1.62M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-3.62K
- 24.76%
$105.16 - $140.03 $381K - $507K
11K $1.49M
VRT
Vertiv Holdings CO

Industrials
-1.53K
- 10.18%
N/A
13.5K $1.17M
FCX
Freeport Mcmoran Inc

Basic Materials
-52
- 0.2%
$35.34 - $47.21 $1.84K - $2.45K
26.1K $1.02M
NET
Cloudflare, Inc.

Technology
-1.05K
- 15.01%
$181.39 - $228.28 $191K - $240K
5.96K $1.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.45%
$5364.25 - $5815.92 $5.36K - $5.82K
219 $1.18M
CTVA
Corteva, Inc.

Basic Materials
-39
- 0.39%
$67.08 - $77.12 $2.62K - $3.01K
9.94K $671K
CEG
Constellation Energy Corp

Utilities
-120
- 2.93%
$298.82 - $354.89 $35.9K - $42.6K
3.98K $1.31M
FANG
Diamondback Energy, Inc.

Energy
-123
- 3.99%
$134.53 - $152.5 $16.5K - $18.8K
2.96K $423K
Arista Networks Inc
-363
- 2.59%
N/A
13.7K $0
Lam Research Corp
-930
- 4.96%
N/A
17.8K $0
RDVY
First Trust Rising Dividend Ac

ETFs
-3.67K
- 6.4%
$62.38 - $67.29 $229K - $247K
53.6K $3.61M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-54
- 0.1%
$18.93 - $19.47 $1.02K - $1.05K
56.6K $1.09M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11.9K
- 6.64%
$24.46 - $26.5 $292K - $316K
168K $4.42M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-2
- 0.05%
$121.81 - $137.24 $244 - $274
4.35K $575K
ISCG
Ishares Morningstar Small Cap

ETFs
-906
- 4.18%
$49.84 - $55.14 $45.2K - $50K
20.8K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
-113
- 6.93%
$696.56 - $806.32 $78.7K - $91.1K
1.52K $1.21M
IEFA
Ishares Tr

ETFs
-126
- 0.71%
$81.7 - $87.53 $10.3K - $11K
17.6K $1.53M
AMD
Advanced Micro Devices Inc

Technology
-1.42K
- 9.79%
$134.8 - $184.42 $192K - $262K
13.1K $2.12M
ETN
Eaton Corp PLC

Industrials
-24
- 0.56%
$342.99 - $392.76 $8.23K - $9.43K
4.23K $1.58M
KLAC
Kla Corp

Technology
-18
- 3.2%
$843.9 - $1078.6 $15.2K - $19.4K
545 $587K
IGM
Ishares Expanded Tech Sector E

ETFs
-1.69K
- 7.71%
$110.96 - $127.67 $187K - $215K
20.2K $2.54M
VBK
Vanguard Small Cap Growth ETF

ETFs
-326
- 3.51%
$276.51 - $305.12 $90.1K - $99.5K
8.97K $2.67M
CCJ
Cameco Corp

Energy
-1.86K
- 7.03%
$70.47 - $86.89 $131K - $162K
24.6K $2.06M
JPM
Jpmorgan Chase & CO

Financial Services
-12
- 0.24%
$282.78 - $316.06 $3.39K - $3.79K
4.89K $1.54M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.82K
- 3.2%
$62.54 - $68.42 $114K - $125K
55.1K $3.72M
CBRE
Cbre Group, Inc.

Real Estate
-50
- 0.62%
$137.04 - $165.9 $6.85K - $8.3K
8.06K $1.27M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-456
- 4.27%
$83.08 - $100.2 $37.9K - $45.7K
10.2K $1.02M
C
Citigroup Inc

Financial Services
-1.05K
- 6.82%
$85.57 - $103.49 $89.8K - $109K
14.3K $1.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-97
- 0.51%
$108.46 - $120.63 $10.5K - $11.7K
18.8K $2.23M
IWM
Ishares Russell 2000 ETF

ETFs
-80
- 1.05%
$214.92 - $244.84 $17.2K - $19.6K
7.53K $1.82M
NVDA
Nvidia Corp

Technology
-1.41K
- 7.35%
$153.3 - $186.58 $215K - $262K
17.7K $3.3M
MU
Micron Technology Inc

Technology
-1.56K
- 12.27%
$104.88 - $168.89 $164K - $264K
11.2K $1.87M
GOOGL
Alphabet Inc.

Communication Services
-118
- 0.98%
$174.36 - $254.72 $20.6K - $30.1K
11.9K $2.9M
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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