Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Shelton Wealth Management, Llc > Profile

Instuitional Investor - Shelton Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Shelton Wealth Management, Llc
Portfolio Value $140,868,188
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 253,702 $15,135,887 10.74%
2.
Ishares Trust
 IEF 102,312 $7,952,700 5.64%
3.
First Tr Exchange-Traded Fd
 98,480 $7,882,336 5.59%
4.
Schwab Strategic Trust
 FNDF 107,271 $6,050,060 4.29%
5.
First Tr Exchange-Traded Fd
 107,672 $5,563,387 3.94%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)