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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
SQBlock Inc
Recent Activity
Increased 2.18%
0.91%
$1.746M↑ Call
20,546 shares@ $85.0 avg price
AAPLApple Inc
Recent Activity
Increased 0.51%
0.91%
$1.744M
6,966 shares@ $250.42 avg price
FANGDiamondback Energy Inc
Recent Activity
Increased 20.95%
0.77%
$1.479M
9,027 shares@ $163.84 avg price
MELIMercadolibre Inc
Recent Activity
Increased 6.65%
0.75%
$1.447M
851 shares@ $1700.44 avg price
VVisa Inc
Recent Activity
Increased 1.64%
0.71%
$1.356M
4,292 shares@ $316.04 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.54%
0.71%
$1.356M
3,218 shares@ $421.44 avg price
FDXFedex Corp
Recent Activity
Increased 18.72%
0.69%
$1.32M
4,693 shares@ $281.31 avg price
AVGOBroadcom Inc
Recent Activity
Increased 3.26%
0.66%
$1.259M
5,428 shares@ $231.86 avg price
PHParker-hannifin Corp
Recent Activity
Increased 3.71%
0.65%
$1.245M
1,957 shares@ $636.18 avg price
ASMLAsml Holding N V
Recent Activity
Increased 54.54%
0.65%
$1.239M
1,788 shares@ $693.08 avg price