Shelton Wealth Management, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $180 Million distributed in 125 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 $12.3M, Ishares Russell Mid Cap ETF with a value of $6.4M, First Trust Capital Strength E with a value of $6.1M, Ishares Barclays 20+ Year Trea with a value of $5.53M, and Ishares Tr Russell 1000 ETF with a value of $5.27M.
Examining the 13F form we can see an increase of $5.64M in the current position value, from $174M to 180M.
Below you can find more details about Shelton Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$180 Million
ETFs: $103 Million
Technology: $23.2 Million
Financial Services: $11.2 Million
Industrials: $9.19 Million
Consumer Cyclical: $8.02 Million
Healthcare: $6.27 Million
Energy: $5.72 Million
Communication Services: $5.22 Million
Other: $7.96 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
