SHELTON WEALTH MANAGEMENT, LLC Q2 2025 Filing

Filed July 11, 2025

Portfolio Value

$207.6M

Holdings

125

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (125 positions)

StockValue
FTSMFIRST TR EXCHANGE-TRADED FD
$12.5M
IBTKISHARES TR
$7.7M
IBMSISHARES TR
$7.6M
IBTIISHARES TR
$7.6M
IBTHISHARES TR
$7.6M
IBTGISHARES TR
$7.6M
IWRISHARES TR
$5.7M
IWBISHARES TR
$5.3M
FTCSFIRST TR EXCHANGE-TRADED FD
$5.2M
TLTISHARES TR
$4.4M
SCHXSCHWAB STRATEGIC TR
$4.4M
IEIISHARES TR
$4.1M
RDVYFIRST TR EXCHANGE TRADED FD
$3.6M
EMXCISHARES INC
$3.6M
NVDANVIDIA CORPORATION
$3.0M
APPAPPLOVIN CORP
$2.8M
MSFTMICROSOFT CORP
$2.8M
VBKVANGUARD INDEX FDS
$2.6M
AMZNAMAZON COM INC
$2.5M
AVGOBROADCOM INC
$2.5M
IGMISHARES TR
$2.5M
GOOGLALPHABET INC
$2.4M
WFCWELLS FARGO CO NEW
$2.4M
AMDADVANCED MICRO DEVICES INC
$2.3M
IJRISHARES TR
$2.1M
LRCXLAM RESEARCH CORP
$2.0M
CCOCAMECO CORP
$2.0M
MLB1MERCADOLIBRE INC
$2.0M
VRTVERTIV HOLDINGS CO
$1.9M
UBERUBER TECHNOLOGIES INC
$1.8M
EMREMERSON ELEC CO
$1.8M
ZSZSCALER INC
$1.8M
AAPLAPPLE INC
$1.7M
PHPARKER-HANNIFIN CORP
$1.7M
IWMISHARES TR
$1.6M
NLRVANECK ETF TRUST
$1.6M
MUMICRON TECHNOLOGY INC
$1.6M
NUNU HLDGS LTD
$1.6M
TWLOTWILIO INC
$1.6M
CPCANADIAN PACIFIC KANSAS CITY
$1.5M
FOURSHIFT4 PMTS INC
$1.5M
ETNEATON CORP PLC
$1.5M
AQLTISHARES TR
$1.5M
T7DTRANSDIGM GROUP INC
$1.5M
EQTEQT CORP
$1.5M
VVISA INC
$1.4M
ANETARISTA NETWORKS INC
$1.4M
CMGCHIPOTLE MEXICAN GRILL INC
$1.4M
MCHPMICROCHIP TECHNOLOGY INC.
$1.4M
JPMJPMORGAN CHASE & CO.
$1.4M
NETCLOUDFLARE INC
$1.4M
TTDTHE TRADE DESK INC
$1.4M
ASMLASML HOLDING N V
$1.3M
CEGCONSTELLATION ENERGY CORP
$1.3M
TRVCCITIGROUP INC
$1.3M
METAMETA PLATFORMS INC
$1.3M
ABTABBOTT LABS
$1.3M
MNDYMONDAY COM LTD
$1.3M
BKNGBOOKING HOLDINGS INC
$1.3M
NOWSERVICENOW INC
$1.2M
TMUST-MOBILE US INC
$1.2M
ONONON HLDG AG
$1.2M
CVXCHEVRON CORP NEW
$1.2M
OIHVANECK ETF TRUST
$1.2M
LPLALPL FINL HLDGS INC
$1.2M
GSGOLDMAN SACHS GROUP INC
$1.2M
NDQINVESCO QQQ TR
$1.1M
CBRECBRE GROUP INC
$1.1M
FCXFREEPORT-MCMORAN INC
$1.1M
JEFJEFFERIES FINL GROUP INC
$1.1M
SYKSTRYKER CORPORATION
$1.1M
ISCGISHARES TR
$1.1M
FPEIFIRST TR EXCH TRADED FD III
$1.1M
PGRPROGRESSIVE CORP
$976K
BRK/BBERKSHIRE HATHAWAY INC DEL
$964K
ALCALCON AG
$937K
LLYELI LILLY & CO
$931K
AXTAAXALTA COATING SYS LTD
$888K
JLLJONES LANG LASALLE INC
$885K
XBISPDR SERIES TRUST
$885K
LMTLOCKHEED MARTIN CORP
$876K
HALOHALOZYME THERAPEUTICS INC
$843K
XOMEXXON MOBIL CORP
$838K
DDOMINION ENERGY INC
$835K
LINLINDE PLC
$806K
CTVACORTEVA INC
$743K
IJHISHARES TR
$671K
AMATAPPLIED MATLS INC
$622K
XOPSPDR SERIES TRUST
$548K
PANWPALO ALTO NETWORKS INC
$520K
KLACKLA CORP
$504K
EOGEOG RES INC
$499K
ORCLORACLE CORP
$484K
GRABGRAB HOLDINGS LIMITED
$459K
PBPROSPERITY BANCSHARES INC
$444K
FANGDIAMONDBACK ENERGY INC
$424K
DDOGDATADOG INC
$406K
TSLATESLA INC
$401K
URAGLOBAL X FDS
$397K
FTGCFIRST TR EXCHANGE TRAD FD VI
$397K
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