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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
BMYBristol-myers Squibb Co
Recent Activity
Exited
0%
$776,100↑ Call
15,000 shares@ $51.74 avg price
DEDeere & Co
Recent Activity
Exited
0%
$625,995↑ Call
1,500 shares@ $417.33 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$560,321
3,595 shares@ $155.87 avg price
MNSTMonster Beverage Corp New
Recent Activity
Exited
0%
$407,396↓ Put
7,809 shares@ $52.18 avg price
DISDisney Walt Co
Recent Activity
Exited
0%
$307,904↑ Call
3,201 shares@ $96.19 avg price
ELFE L F Beauty Inc
Recent Activity
Exited
0%
$294,381
2,700 shares@ $109.03 avg price
FTNTFortinet Inc
Recent Activity
Exited
0%
$232,650↑ Call
3,000 shares@ $77.55 avg price
SLVIshares Silver Tr
Recent Activity
Exited
0%
$213,075↑ Call
7,500 shares@ $28.41 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$212,126
2,642 shares@ $80.29 avg price
NUENucor Corp
Recent Activity
Exited
0%
$203,216
1,352 shares@ $150.31 avg price