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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
DELLDell Technologies Inc
Recent Activity
New Position
0.53%
$1.008M
8,749 shares@ $115.25 avg price
ONOn Semiconductor Corp
Recent Activity
New Position
0.5%
$950,542
15,076 shares@ $63.06 avg price
VKTXViking Therapeutics Inc
Recent Activity
New Position
0.47%
$893,288
22,199 shares@ $40.25 avg price
BDXBecton Dickinson & Co
Recent Activity
New Position
0.47%
$891,145
3,928 shares@ $226.87 avg price
LINLinde Plc
Recent Activity
New Position
0.34%
$653,125
1,560 shares@ $418.67 avg price
PEPPepsico Inc
Recent Activity
New Position
0.33%
$633,634↑ Call
4,167 shares@ $152.06 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.28%
$527,498↑ Call
8,745 shares@ $60.32 avg price
YUMYum Brands Inc
Recent Activity
New Position
0.24%
$456,144↑ Call
3,400 shares@ $134.16 avg price
TLTWIshares Tr
Recent Activity
New Position
0.23%
$436,650
5,000 shares@ $87.33 avg price
TSLATesla Inc
Recent Activity
New Position
0.19%
$357,802
886 shares@ $403.84 avg price