Shelton Wealth Management, LLC Sells in Q3 2024

Shelton Wealth Management, LLC

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-10.4K
- 4.83%
$59.61 - $60.15 $619K - $625K
205K $12.3M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-918
- 5.17%
$126.87 - $148.36 $116K - $136K
16.8K $2.22M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.82K
- 11.56%
$61.11 - $67.85 $600K - $666K
75.1K $5.1M
FTCS
First Trust Capital Strength E

ETFs
-8.74K
- 11.52%
$83.58 - $90.94 $731K - $795K
67.1K $6.1M
RDVY
First Trust Rising Dividend Ac

ETFs
-10.8K
- 12.94%
$53.68 - $59.24 $582K - $643K
73K $4.32M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.27K
- 9.08%
$56.04 - $62.99 $352K - $395K
62.8K $3.84M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-177
- 3.31%
$268.61 - $337.37 $47.5K - $59.7K
5.18K $1.47M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.03K
- 9.67%
$89.91 - $101.33 $542K - $611K
56.3K $5.53M
IGM
Ishares Expanded Tech Sector E

ETFs
-2.3K
- 8.2%
$84.03 - $98.62 $194K - $227K
25.8K $2.48M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.94K
- 36.68%
$42.22 - $48.62 $166K - $192K
6.8K $316K
FDX
Fedex Corp

Industrials
-42
- 1.05%
$254.64 - $313.52 $10.7K - $13.2K
3.95K $1.08M
IEFA
Ishares Tr

ETFs
-2.95K
- 11.59%
$70.09 - $78.74 $207K - $232K
22.5K $1.76M
XOM
Exxon Mobil Corp

Energy
-916
- 10.57%
$109.72 - $119.0 $101K - $109K
7.75K $908K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-10.2K
- 5.68%
$18.36 - $19.08 $188K - $195K
170K $3.24M
VHT
Vanguard Health Care ETF

ETFs
-310
- 12.25%
$261.88 - $288.1 $81.2K - $89.3K
2.22K $626K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-585
- 10.08%
$114.73 - $120.23 $67.1K - $70.3K
5.22K $624K
ISCG
Ishares Morningstar Small Cap

ETFs
-2.84K
- 9.87%
$44.24 - $49.07 $126K - $139K
25.9K $1.27M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.31K
- 7.99%
$79.92 - $88.19 $504K - $556K
72.6K $6.4M
CTVA
Corteva, Inc.

Basic Materials
-318
- 3.64%
$50.72 - $58.78 $16.1K - $18.7K
8.41K $494K
NOW
Service Now, Inc.

Technology
-122
- 9.04%
$730.87 - $937.36 $89.2K - $114K
1.23K $1.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-100
- 7.65%
$213.3 - $270.78 $21.3K - $27.1K
1.21K $327K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-121
- 0.69%
$51.3 - $64.42 $6.21K - $7.79K
17.4K $996K
JEF
Jefferies Financial Group Inc.

Financial Services
-1.86K
- 10.49%
$49.97 - $62.49 $92.8K - $116K
15.9K $976K
IWM
Ishares Russell 2000 ETF

ETFs
-135
- 1.78%
$200.87 - $224.6 $27.1K - $30.3K
7.45K $1.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-864
- 4.0%
$105.53 - $118.34 $91.2K - $102K
20.8K $2.43M
TMUS
T Mobile Us, Inc.

Communication Services
-11
- 0.22%
$175.14 - $206.36 $1.93K - $2.27K
5.01K $1.03M
LNTH
Lantheus Holdings, Inc.

Healthcare
-497
- 6.88%
$77.7 - $123.62 $38.6K - $61.4K
6.73K $738K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-119
- 0.7%
$283.28 - $314.39 $33.7K - $37.4K
16.8K $5.27M
MELI
Mercadolibre Inc

Consumer Cyclical
-12
- 1.48%
$1591.44 - $2140.1 $19.1K - $25.7K
798 $1.64M
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 10 Puts 2
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