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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.61%
0.63%
$1.2M
5,006 shares@ $239.71 avg price
CPCanadian Pacific Kansas City
Recent Activity
Increased 31.87%
0.62%
$1.187M
16,400 shares@ $72.38 avg price
ZSZscaler Inc
Recent Activity
Increased 2.79%
0.59%
$1.14M
6,317 shares@ $180.42 avg price
CCitigroup Inc
Recent Activity
Increased 3.96%
0.59%
$1.128M
16,024 shares@ $70.4 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 1.12%
0.58%
$1.118M
5,063 shares@ $220.74 avg price
METAMeta Platforms Inc
Recent Activity
Increased 6.75%
0.58%
$1.103M
1,884 shares@ $585.52 avg price
LNTHLantheus Hldgs Inc
Recent Activity
Increased 77.8%
0.56%
$1.071M
11,969 shares@ $89.47 avg price
NUNu Hldgs Ltd
Recent Activity
Increased 5.18%
0.55%
$1.052M
101,506 shares@ $10.36 avg price
CEGConstellation Energy Corp
Recent Activity
Increased 4.45%
0.55%
$1.05M
4,695 shares@ $223.69 avg price
BSXBoston Scientific Corp
Recent Activity
Increased 27.84%
0.53%
$1.008M
11,284 shares@ $89.33 avg price