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Justin Fulmer

@Shelton Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$193.358MTotal holdings126
Assets growth rate5.02%Assets growth rate (2-Q avg)4.71%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shelton Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Shelton Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 193.358M in assets, with a quarterly growth rate of 5.02% and a 2-quarter average growth rate of 4.71%. The portfolio is managed by Justin Fulmer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 10.01%
6.97%
$13.463M
225,240 shares@ $59.77 avg price
IBTGIshares Tr
Recent Activity
Increased 31.78%
3.37%
$6.508M
285,302 shares@ $22.82 avg price
IBTHIshares Tr
Recent Activity
Increased 32.46%
3.37%
$6.5M
292,855 shares@ $22.2 avg price
IBTFIshares Tr
Recent Activity
Increased 31.12%
3.37%
$6.5M
278,713 shares@ $23.32 avg price
IBTIIshares Tr
Recent Activity
Increased 33.15%
3.36%
$6.495M
296,543 shares@ $21.91 avg price
IBTJIshares Tr
Recent Activity
Increased 33.74%
3.35%
$6.477M
303,721 shares@ $21.33 avg price
IWRIshares Tr
Recent Activity
Decreased -7.54%
3.07%
$5.934M
67,129 shares@ $88.41 avg price
IWBIshares Tr
Recent Activity
Decreased -1.78%
2.75%
$5.305M
16,466 shares@ $322.17 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -11.38%
2.71%
$5.224M
59,490 shares@ $87.82 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
2.43%
$4.689M↑ Call
8,000 shares@ $586.08 avg price