HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 FIRST TR EXCHANGE TRADED FD (FTSM) |
253,702 | +20,509 | $15,136 |
| FTSM | 253,702 | +20,509 | $15,136 |
| ISHARES TR (IWR) |
102,312 | -29,290 | $7,953 |
| IWR | 102,312 | -29,290 | $7,953 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
98,480 | -27,214 | $7,882 |
| FTCS | 98,480 | -27,214 | $7,882 |
| SCHWAB STRATEGIC TR |
107,271 | -32,338 | $6,050 |
| SCHX | 107,271 | -32,338 | $6,050 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
107,672 | -39,591 | $5,563 |
| RDVY | 107,672 | -39,591 | $5,563 |
| ISHARES TR (IWB) |
20,056 | -5,429 | $5,260 |
| IWB | 20,056 | -5,429 | $5,260 |
| FIRST TR EXCHANGE TRAD FD VI (FTGC) |
228,367 | -88,030 | $5,125 |
| FTGC | 228,367 | -88,030 | $5,125 |
| ISHARES INC (EMXC) |
85,687 | -23,785 | $4,748 |
| EMXC | 85,687 | -23,785 | $4,748 |
| ISHARES TR (IEI) |
39,373 | +39,373 | $4,612 |
| IEI | 39,373 | +39,373 | $4,612 |
| ISHARES TR (IJR) |
33,184 | -10,380 | $3,592 |
| IJR | 33,184 | -10,380 | $3,592 |
| ISHARES TR (IGM) |
7,263 | -2,615 | $3,255 |
| IGM | 7,263 | -2,615 | $3,255 |
| FIRST TR EXCH TRADED FD III (FPEI) |
171,378 | -106,994 | $3,056 |
| FPEI | 171,378 | -106,994 | $3,056 |
| SPDR SER TR (XOP) |
22,302 | -7,841 | $3,053 |
| XOP | 22,302 | -7,841 | $3,053 |
| VANGUARD INDEX FDS (VBK) |
12,138 | -3,193 | $2,935 |
| VBK | 12,138 | -3,193 | $2,935 |
| ISHARES TR (TLT) |
24,808 | -72,145 | $2,453 |
| TLT | 24,808 | -72,145 | $2,453 |
| ISHARES TR (IEFA) |
32,846 | -9,535 | $2,311 |
| IEFA | 32,846 | -9,535 | $2,311 |
| ISHARES TR (IBTJ) |
90,125 | +90,125 | $1,963 |
| IBTJ | 90,125 | +90,125 | $1,963 |
| ISHARES TR (IBTI) |
88,017 | +88,017 | $1,955 |
| IBTI | 88,017 | +88,017 | $1,955 |
| ISHARES TR (IBTH) |
87,041 | +87,041 | $1,949 |
| IBTH | 87,041 | +87,041 | $1,949 |
| ISHARES TR (IBTG) |
84,836 | +84,836 | $1,939 |
| IBTG | 84,836 | +84,836 | $1,939 |
| ISHARES TR (IBTF) |
82,927 | +82,927 | $1,931 |
| IBTF | 82,927 | +82,927 | $1,931 |
| VANECK ETF TRUST (OIH) |
6,149 | -2,448 | $1,903 |
| OIH | 6,149 | -2,448 | $1,903 |
| ISHARES TR (ISCG) |
38,885 | -11,768 | $1,711 |
| ISCG | 38,885 | -11,768 | $1,711 |
| ISHARES TR (IWM) |
7,882 | UNCH | $1,582 |
| IWM | 7,882 | UNCH | $1,582 |
| AMAZON COM INC |
9,587 | +2,325 | $1,457 |
| AMZN | 9,587 | +2,325 | $1,457 |
| WELLS FARGO CO NEW |
29,544 | +29 | $1,454 |
| WFC | 29,544 | +29 | $1,454 |
| APPLE INC |
7,383 | -80 | $1,422 |
| AAPL | 7,383 | -80 | $1,422 |
| BRISTOL MYERS SQUIBB CO |
24,928 | -24 | $1,279 |
| BMY | 24,928 | -24 | $1,279 |
| ADVANCED MICRO DEVICES INC |
8,638 | +3,236 | $1,273 |
| AMD | 8,638 | +3,236 | $1,273 |
| NVIDIA CORPORATION |
2,563 | +775 | $1,269 |
| NVDA | 2,563 | +775 | $1,269 |
| MICROSOFT CORP |
3,333 | -106 | $1,253 |
| MSFT | 3,333 | -106 | $1,253 |
 BERKSHIRE HATHAWAY INC DEL |
$1,026 | ||
| BRK.B | 2,878 | +676 | $1,026 |
| ALPHABET INC |
7,335 | +2,625 | $1,025 |
| GOOGL | 7,335 | +2,625 | $1,025 |
| DIAMONDBACK ENERGY INC |
6,533 | +2,060 | $1,013 |
| FANG | 6,533 | +2,060 | $1,013 |
| BROADCOM INC |
789 | -56 | $881 |
| AVGO | 789 | -56 | $881 |
| JPMORGAN CHASE & CO |
5,148 | +1,830 | $876 |
| JPM | 5,148 | +1,830 | $876 |
| ZSCALER INC |
3,580 | +3,580 | $793 |
| ZS | 3,580 | +3,580 | $793 |
| VANGUARD WORLD FDS (VHT) |
3,080 | -632 | $772 |
| VHT | 3,080 | -632 | $772 |
| AIRBNB INC |
5,486 | +3,277 | $747 |
| ABNB | 5,486 | +3,277 | $747 |
| ISHARES TR (IJH) |
2,608 | UNCH | $723 |
| IJH | 2,608 | UNCH | $723 |
| ARISTA NETWORKS INC |
2,942 | +2,942 | $693 |
| ANET | 2,942 | +2,942 | $693 |
| MERCADOLIBRE INC |
436 | +436 | $685 |
| MELI | 436 | +436 | $685 |
| VISA INC |
2,614 | +1,077 | $681 |
| V | 2,614 | +1,077 | $681 |
| LOCKHEED MARTIN CORP |
1,495 | +603 | $677 |
| LMT | 1,495 | +603 | $677 |
| FREEPORT MCMORAN INC |
15,600 | +15,600 | $664 |
| FCX | 15,600 | +15,600 | $664 |
| EOG RES INC |
5,290 | -469 | $640 |
| EOG | 5,290 | -469 | $640 |
| ASML HOLDING N V |
837 | +837 | $634 |
| ASML | 837 | +837 | $634 |
| APPLIED MATLS INC |
3,869 | -180 | $627 |
| AMAT | 3,869 | -180 | $627 |
| RAMBUS INC DEL |
8,498 | +8,498 | $580 |
| RMBS | 8,498 | +8,498 | $580 |
| FISERV INC |
4,265 | +4,265 | $567 |
| FI | 4,265 | +4,265 | $567 |
See Full List: All Stocks Held By Shelton Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Shelton Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $140,872 At 09/30/2023: $125,045 Shelton Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shelton Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
