Shelton Wealth Management, LLC Top Holdings and 13F Report (2025) About Shelton Wealth Management, LLCInvestment ActivityShelton Wealth Management, LLC has $183.92 million in total holdings as of March 31, 2025.Shelton Wealth Management, LLC owns shares of 122 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 13.50% of the portfolio was purchased this quarter.About 14.33% of the portfolio was sold this quarter.This quarter, Shelton Wealth Management, LLC has purchased 126 new stocks and bought additional shares in 50 stocks.Shelton Wealth Management, LLC sold shares of 51 stocks and completely divested from 13 stocks this quarter.Largest Holdings First Trust Enhanced Short Maturity ETF $13,113,359iShares iBonds Dec 2029 Term Treasury ETF $7,278,756iShares iBonds Dec 2028 Term Treasury ETF $7,251,787iShares iBonds Dec 2030 Term Treasury ETF $7,229,513iShares iBonds Dec 2027 Term Treasury ETF $7,209,756 Largest New Holdings this Quarter 46436E593 - iShares iBonds Dec 2030 Term Treasury ETF $7,229,513 Holding46090E103 - Invesco QQQ $2,144,840 Holding244199105 - Deere & Company $938,700 Holding595112103 - Micron Technology $903,618 HoldingM7S64H106 - monday.com $889,236 Holding Largest Purchases this Quarter iShares iBonds Dec 2030 Term Treasury ETF 367,727 shares (about $7.23M)iShares 20+ Year Treasury Bond ETF 32,170 shares (about $2.93M)Invesco QQQ 4,574 shares (about $2.14M)Freeport-McMoRan 31,584 shares (about $1.20M)Alphabet 7,000 shares (about $1.08M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 6,000 shares (about $3.36M)iShares 3-7 Year Treasury Bond ETF 18,306 shares (about $2.16M)SPDR S&P Oil & Gas Exploration & Production ETF 8,586 shares (about $1.13M)CSX 23,410 shares (about $688.96K)Johnson & Johnson 3,989 shares (about $661.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShelton Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTSMFirst Trust Enhanced Short Maturity ETF$13,113,359$365,025 ▼-2.7%219,1407.1%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$7,278,756$666,750 ▲10.1%334,3484.0%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$7,251,787$653,705 ▲9.9%325,9233.9%ManufacturingIBTKiShares iBonds Dec 2030 Term Treasury ETF$7,229,513$7,229,513 ▲New Holding367,7273.9%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$7,209,756$643,947 ▲9.8%321,5773.9%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$7,180,174$635,346 ▲9.7%312,9983.9%ManufacturingIWRiShares Russell Mid-Cap ETF$5,407,311$303,360 ▼-5.3%63,5632.9%ETFFTCSFirst Trust Capital Strength ETF$5,148,967$183,671 ▼-3.4%57,4412.8%ETFIWBiShares Russell 1000 ETF$5,051,088$307 ▲0.0%16,4672.7%ETFSCHXSchwab US Large-Cap ETF$4,079,425$383,264 ▼-8.6%184,7572.2%ETFTLTiShares 20+ Year Treasury Bond ETF$3,504,850$2,928,446 ▲508.1%38,5021.9%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$3,402,483$360,550 ▼-9.6%58,1221.8%ManufacturingFPEIFirst Trust Institutional Preferred Securities and Income ETF$3,098,992$159,006 ▲5.4%165,7221.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,083,268$43,741 ▲1.4%55,9681.7%ManufacturingFTGCFirst Trust Global Tactical Commodity Strategy Fund$2,477,115$424,549 ▲20.7%97,0661.3%ManufacturingVBKVanguard Small-Cap Growth ETF$2,325,256$254,529 ▼-9.9%9,2361.3%ETFFCXFreeport-McMoRan$2,185,054$1,195,771 ▲120.9%57,7141.2%Basic MaterialsQQQInvesco QQQ$2,144,840$2,144,840 ▲New Holding4,5741.2%FinanceNVDANVIDIA$2,141,881$14,306 ▼-0.7%19,7631.2%Computer and TechnologyWFCWells Fargo & Company$2,128,880$1,364 ▲0.1%29,6541.2%FinanceIEIiShares 3-7 Year Treasury Bond ETF$2,060,156$2,162,579 ▼-51.2%17,4391.1%ETFAMZNAmazon.com$2,030,074$63,927 ▼-3.1%10,6701.1%Retail/WholesaleIGMiShares Expanded Tech Sector ETF$2,005,591$156,041 ▼-7.2%22,1201.1%ETFIJRiShares Core S&P Small-Cap ETF$1,941,423$84,701 ▼-4.2%18,5661.1%ETFGOOGLAlphabet$1,940,728$1,082,478 ▲126.1%12,5501.1%Computer and TechnologyMELIMercadoLibre$1,677,748$17,558 ▲1.1%8600.9%Retail/WholesaleAAPLApple$1,569,010$21,548 ▲1.4%7,0630.9%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,494,425$7,490 ▼-0.5%19,7540.8%ETFIWMiShares Russell 2000 ETF$1,488,395$3,790 ▲0.3%7,4610.8%FinanceVVisa$1,459,411$44,862 ▼-3.0%4,1640.8%Business ServicesFANGDiamondback Energy$1,458,724$15,508 ▲1.1%9,1240.8%EnergyTMUST-Mobile US$1,442,121$91,750 ▲6.8%5,4070.8%Computer and TechnologyAPPLOVIN CORP$1,437,197$370,163 ▼-20.5%5,4240.8%COM CL AAMDAdvanced Micro Devices$1,344,764$637,296 ▼-32.2%13,0890.7%Computer and TechnologyPINSPinterest$1,342,455$73,656 ▼-5.2%43,3050.7%Computer and TechnologyZSZscaler$1,303,619$50,200 ▲4.0%6,5700.7%Computer and TechnologyLAM RESEARCH CORP$1,290,587$240,495 ▼-15.7%17,7520.7%COM NEWNUNU$1,226,670$187,249 ▲18.0%119,7920.7%FinanceMSFTMicrosoft$1,223,635$15,765 ▲1.3%3,2600.7%Computer and TechnologyPHParker-Hannifin$1,197,869$8,508 ▲0.7%1,9710.7%IndustrialsNFLXNetflix$1,191,773$80,198 ▼-6.3%1,2780.6%Consumer DiscretionaryFDXFedEx$1,172,220$28,276 ▲2.5%4,8090.6%TransportationJPMJPMorgan Chase & Co.$1,162,514$65,497 ▼-5.3%4,7390.6%FinancePGRProgressive$1,161,767$73,300 ▲6.7%4,1050.6%FinanceSLBSchlumberger$1,159,324$10,910 ▲0.9%27,7350.6%EnergyOIHVanEck Oil Services ETF$1,133,658$9,698 ▼-0.8%4,3250.6%ETFSPYSPDR S&P 500 ETF Trust$1,118,780$3,356,340 ▼-75.0%2,0000.6%FinanceALCAlcon$1,082,677$18,796 ▼-1.7%11,4050.6%MedicalASMLASML$1,078,762$106,021 ▼-8.9%1,6280.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,060,899$48,465 ▼-4.4%1,9920.6%FinanceRHRH$1,055,548$46,179 ▲4.6%4,5030.6%Consumer StaplesLNTHLantheus$1,051,445$116,730 ▼-10.0%10,7730.6%MedicalCCJCameco$1,043,819$21,691 ▲2.1%25,3600.6%Basic MaterialsARISTA NETWORKS INC$1,034,281$10,460 ▲1.0%13,3490.6%COM SHSBKNGBooking$1,031,948$4,607 ▲0.4%2240.6%Retail/WholesaleCPCanadian Pacific Kansas City$1,022,328$129,116 ▼-11.2%14,5610.6%TransportationSAIASaia$1,015,444$32,148 ▲3.3%2,9060.6%TransportationCCitigroup$1,011,907$125,654 ▼-11.0%14,2540.6%FinanceBSXBoston Scientific$1,010,111$128,218 ▼-11.3%10,0130.5%MedicalBLOCK INC$1,008,310$107,954 ▼-9.7%18,5590.5%CL AMETAMeta Platforms$1,008,054$77,809 ▼-7.2%1,7490.5%Computer and TechnologyLLYEli Lilly and Company$999,351$45,425 ▲4.8%1,2100.5%MedicalLPLALPL Financial$994,178$92,581 ▼-8.5%3,0390.5%FinanceISCGiShares Morningstar Small-Cap Growth ETF$985,598$75,008 ▼-7.1%21,8780.5%ETFCBRECBRE Group$971,957$29,818 ▼-3.0%7,4320.5%FinanceHXLHexcel$970,021$106,837 ▼-9.9%17,7140.5%AerospaceDEDeere & Company$938,700$938,700 ▲New Holding2,0000.5%IndustrialsAVGOBroadcom$927,255$18,418 ▲2.0%5,5380.5%Computer and TechnologyXOMExxon Mobil$923,430$951 ▲0.1%7,7640.5%EnergyDELLDell Technologies$918,336$120,865 ▲15.2%10,0750.5%Computer and TechnologyAIRAAR$903,623$71,891 ▼-7.4%16,1390.5%AerospaceMUMicron Technology$903,618$903,618 ▲New Holding10,4000.5%Computer and TechnologyONONON$896,846$99,435 ▼-10.0%20,4200.5%Retail/WholesaleMNDYmonday.com$889,236$889,236 ▲New Holding3,6570.5%Computer and TechnologyNOWServiceNow$879,735$44,584 ▼-4.8%1,1050.5%Computer and TechnologyAXTAAxalta Coating Systems$857,378$636,466 ▲288.1%25,8480.5%Basic MaterialsBDXBecton, Dickinson and Company$855,539$44,209 ▼-4.9%3,7350.5%MedicalNLRVanEck Uranium+Nuclear Energy ETF$822,604$822,604 ▲New Holding11,2270.4%ETFGSThe Goldman Sachs Group$816,157$42,611 ▼-5.0%1,4940.4%FinanceETNEaton$814,139$7,611 ▲0.9%2,9950.4%IndustrialsVRTVertiv$789,002$38,266 ▲5.1%10,9280.4%Computer and TechnologyJEFJefferies Financial Group$784,212$12,107 ▼-1.5%14,6390.4%FinanceDDominion Energy$781,616$9,532 ▲1.2%13,9400.4%UtilitiesTTDTrade Desk$743,262$25,773 ▲3.6%13,5830.4%Computer and TechnologyJLLJones Lang LaSalle$739,268$13,139 ▼-1.7%2,9820.4%FinanceLINDE PLC$733,849$7,450 ▲1.0%1,5760.4%SHSFLRFluor$733,594$733,594 ▲New Holding20,4800.4%ConstructionCEGConstellation Energy$729,406$217,128 ▼-22.9%3,6180.4%EnergyIJHiShares Core S&P Mid-Cap ETF$698,858$20,306 ▼-2.8%11,9770.4%ETFXBISPDR S&P Biotech ETF$698,352$344,837 ▲97.5%8,6110.4%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$679,216$1,130,841 ▼-62.5%5,1570.4%ETFCTVACorteva$657,430$67,335 ▼-9.3%10,4470.4%Consumer StaplesPEPPepsiCo$624,8000.0%4,1670.3%Consumer StaplesEOGEOG Resources$542,085$641 ▲0.1%4,2270.3%EnergyONTOOnto Innovation$503,804$503,804 ▲New Holding4,1520.3%Computer and TechnologyUBERUber Technologies$491,441$145,720 ▼-22.9%6,7450.3%Computer and TechnologyAMATApplied Materials$485,719$290 ▲0.1%3,3470.3%Computer and TechnologyTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$455,1500.0%5,0000.2%ETFPBProsperity Bancshares$450,9870.0%6,3190.2%FinanceLMTLockheed Martin$401,507$447 ▲0.1%8990.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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