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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
IJRIshares Tr
Recent Activity
Decreased -6.68%
1.16%
$2.233M
19,376 shares@ $115.23 avg price
APPApplovin Corp
Recent Activity
Decreased -57.84%
1.15%
$2.209M↑ Call
6,821 shares@ $323.83 avg price
WFCWells Fargo Co New
Recent Activity
Increased 0.07%
1.08%
$2.082M
29,635 shares@ $70.24 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Decreased -58.95%
1%
$1.925M
80,430 shares@ $23.94 avg price
XOPSpdr Ser Tr
Recent Activity
Decreased -18.41%
0.95%
$1.819M
13,743 shares@ $132.38 avg price
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
RHRh
Recent Activity
New Position
0.88%
$1.695M
4,306 shares@ $393.6 avg price
IWMIshares Tr
Recent Activity
Decreased -0.04%
0.86%
$1.644M
7,442 shares@ $220.96 avg price
TTDThe Trade Desk Inc
Recent Activity
Decreased -7.48%
0.8%
$1.541M
13,112 shares@ $117.53 avg price