Justin Fulmer

@Shelton Wealth Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$193.358M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPYSpdr S&p 500 Etf Tr Recent Activity New Position	2.43%	$4.689M↑ Call 8,000 shares@ $586.08 avg price	New Position
RHRh Recent Activity New Position	0.88%	$1.695M 4,306 shares@ $393.6 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.79%	$1.521M↑ Call 21,060 shares@ $72.24 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.76%	$1.461M 13,214 shares@ $110.53 avg price	New Position
PINSPinterest Inc Recent Activity New Position	0.69%	$1.325M↑ Call 45,681 shares@ $29.0 avg price	New Position
HXLHexcel Corp New Recent Activity New Position	0.64%	$1.233M 19,665 shares@ $62.71 avg price	New Position
LPLALpl Finl Hldgs Inc Recent Activity New Position	0.57%	$1.085M 3,322 shares@ $326.51 avg price	New Position
SSentinelone Inc Recent Activity New Position	0.57%	$1.084M 48,820 shares@ $22.2 avg price	New Position
AIRAar Corp Recent Activity New Position	0.56%	$1.068M 17,423 shares@ $61.28 avg price	New Position
SLBSchlumberger Ltd Recent Activity New Position	0.55%	$1.053M 27,474 shares@ $38.34 avg price	New Position