Shelton Wealth Management, LLC Portfolio Holdings

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025

Shelton Wealth Management, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $213 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Enhanced Traded Fd Iv with a value of $12.9M, Ishares Tr Ibonds Dec 2030 Ter with a value of $8.21M, Ishares Tr Ibonds Dec 2029 Tre with a value of $8.19M, Ishares Tr Ibonds Dec 2028 Ter with a value of $8.17M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $8.16M.

Examining the 13F form we can see an increase of $12.1M in the current position value, from $201M to 213M.

Below you can find more details about Shelton Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
ETFs: $105 Million
Technology: $32.4 Million
Financial Services: $16.1 Million
Consumer Cyclical: $11.8 Million
Industrials: $10.4 Million
Communication Services: $6.83 Million
Healthcare: $6.69 Million
Energy: $5.45 Million
Other: $9.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$4.04 Million 1.9% of portfolio
5,620
Q3 2025 Added 4.36%
$465B
$3.3 Million 1.55% of portfolio
17,702
Q3 2025 Reduced 7.35%
$1.65T
$2.9 Million 1.37% of portfolio
11,946
Q3 2025 Reduced 0.98%
$2.39T
$2.57 Million 1.21% of portfolio
11,722
Q3 2025 Added 2.79%
$317B
$2.49 Million 1.17% of portfolio
29,696
Q3 2025 Added 0.07%
$3.78T
$2.28 Million 1.07% of portfolio
4,399
Q3 2025 Reduced 22.57%
$1.29T
$2.17 Million 1.02% of portfolio
4,874
Q3 2025 Added 406.65%
$388B
$2.12 Million 1.0% of portfolio
13,110
Q3 2025 Reduced 9.79%
$181B
$2.06 Million 0.97% of portfolio
21,010
Q3 2025 Added 6.14%
$36.7B
$2.06 Million 0.97% of portfolio
24,595
Q3 2025 Reduced 7.03%
$56.3B
$1.96 Million 0.92% of portfolio
122,453
Q3 2025 Added 7.1%
$103B
$1.9 Million 0.89% of portfolio
813
Q3 2025 Added 8.4%
$107B
$1.87 Million 0.88% of portfolio
2,465
Q3 2025 Added 4.1%
$268B
$1.87 Million 0.88% of portfolio
11,174
Q3 2025 Reduced 12.27%
$75.4B
$1.84 Million 0.86% of portfolio
14,010
Q3 2025 Added 1.51%
$4.3T
$1.82 Million 0.86% of portfolio
7,156
Q3 2025 Added 2.17%
$61.4B
$1.61 Million 0.76% of portfolio
7,931
Q3 2025 Added 212.37%
$42.8B
$1.62 Million 0.76% of portfolio
5,391
Q3 2025 Reduced 6.7%
$140B
$1.58 Million 0.74% of portfolio
4,228
Q3 2025 Reduced 0.56%
$22B
$1.57 Million 0.74% of portfolio
28,901
Q3 2025 Added 15.75%
$881B
$1.54 Million 0.72% of portfolio
4,888
Q3 2025 Reduced 0.24%
$533B
$1.49 Million 0.7% of portfolio
4,370
Q3 2025 Added 7.98%
$9.75B
$1.49 Million 0.7% of portfolio
20,297
Q3 2025 Added 25.32%
$190B
$1.46 Million 0.68% of portfolio
14,339
Q3 2025 Reduced 6.82%
$12B
$1.4 Million 0.66% of portfolio
21,390
Q3 2025 Added 5.34%
$269B
$1.38 Million 0.65% of portfolio
5,755
Q3 2025 Added 10.0%
$228B
$1.37 Million 0.65% of portfolio
10,248
Q3 2025 Added 7.38%
$72.7B
$1.31 Million 0.62% of portfolio
997
Q3 2025 Added 4.07%
$111B
$1.31 Million 0.62% of portfolio
3,982
Q3 2025 Reduced 2.93%
$59.6B
$1.28 Million 0.6% of portfolio
5,960
Q3 2025 Reduced 15.01%
$49.4B
$1.27 Million 0.6% of portfolio
8,059
Q3 2025 Reduced 0.62%
$3.57B
$1.26 Million 0.59% of portfolio
16,341
Q3 2025 Added 5.82%
$1.37T
$1.26 Million 0.59% of portfolio
1,712
Q3 2025 Reduced 2.95%
$169B
$1.24 Million 0.58% of portfolio
1,343
Q3 2025 Added 10.63%
$265B
$1.21 Million 0.57% of portfolio
1,518
Q3 2025 Reduced 6.93%
$191B
$1.18 Million 0.56% of portfolio
219
Q3 2025 Reduced 0.45%
$32.7B
$1.17 Million 0.55% of portfolio
13,462
Q3 2025 Reduced 10.18%
$3.66B
$1.17 Million 0.55% of portfolio
10,436
Q3 2025 New
$29.6B
$1.14 Million 0.54% of portfolio
3,428
Q3 2025 Added 9.56%
$73.7B
$1.13 Million 0.53% of portfolio
13,454
Q3 2025 New
$136B
$1.1 Million 0.52% of portfolio
2,972
Q3 2025 Added 8.86%
$21.7B
$1.09 Million 0.51% of portfolio
10,867
Q3 2025 Added 2.68%
$11.9B
$1.08 Million 0.51% of portfolio
25,578
Q3 2025 Added 8.51%
$875M
$1.06 Million 0.5% of portfolio
27,110
Q3 2025 Added 6.28%
$132B
$1.05 Million 0.5% of portfolio
4,266
Q3 2025 Added 16.62%
$14.5B
$1.05 Million 0.49% of portfolio
3,520
Q3 2025 Added 1.76%
$57.4B
$1.02 Million 0.48% of portfolio
26,128
Q3 2025 Reduced 0.2%
$662B
$997,000 0.47% of portfolio
1,985
Q2 2025 Reduced 0.35%
$971B
$969,000 0.46% of portfolio
1,271
Q3 2025 Added 6.45%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $213 Million
  • Prior Value $201 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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