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Home > Institutional Investor > Shelton Wealth Management, Llc > 13F Holdings

Instuitional Investor - Shelton Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 208,380 $12,475,708 6.01%
2.
Ishares Tr
 385,684 $7,651,971 3.69%
3.
Ishares Tr
 347,632 $7,620,093 3.67%
4.
Ishares Tr
 339,810 $7,598,152 3.66%
5.
Ishares Tr
 336,748 $7,573,463 3.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)