test

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
SCHXSchwab Strategic Tr
Recent Activity
Increased 169.05%
2.43%
$4.685M
202,115 shares@ $23.19 avg price
IEIIshares Tr
Recent Activity
Increased 584.91%
2.14%
$4.13M
35,745 shares@ $115.56 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -11.97%
1.97%
$3.802M
64,281 shares@ $59.15 avg price
EMXCIshares Inc
Recent Activity
Decreased -12.18%
1.59%
$3.059M
55,174 shares@ $55.45 avg price
FPEIFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -7.48%
1.53%
$2.94M
157,219 shares@ $18.71 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -9.51%
1.49%
$2.87M
10,247 shares@ $280.08 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.23%
1.39%
$2.672M↑ Call
19,895 shares@ $134.29 avg price
IGMIshares Tr
Recent Activity
Decreased -7.58%
1.26%
$2.434M
23,841 shares@ $102.09 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -17.2%
1.25%
$2.415M
11,006 shares@ $219.39 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 39.02%
1.21%
$2.33M↑ Call
19,292 shares@ $120.8 avg price