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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
ANETArista Networks Inc
Recent Activity
Exited
0%
$1.234M
3,216 shares@ $383.82 avg price
ASPNAspen Aerogels Inc
Recent Activity
Exited
0%
$1.181M
42,640 shares@ $27.7 avg price
QQQInvesco Qqq Tr
Recent Activity
Exited
0%
$1.177M↓ Put
2,412 shares@ $488.08 avg price
ARMArm Holdings Plc
Recent Activity
Exited
0%
$1.055M
7,376 shares@ $143.02 avg price
HALOHalozyme Therapeutics Inc
Recent Activity
Exited
0%
$996,663
17,412 shares@ $57.25 avg price
OKTAOkta Inc
Recent Activity
Exited
0%
$900,183
12,109 shares@ $74.34 avg price
HALHalliburton Co
Recent Activity
Exited
0%
$892,652
30,728 shares@ $29.06 avg price
OXYOccidental Pete Corp
Recent Activity
Exited
0%
$858,296
16,653 shares@ $51.55 avg price
NXPINxp Semiconductors N V
Recent Activity
Exited
0%
$840,995
3,504 shares@ $240.01 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$792,826
1,904 shares@ $416.41 avg price