Fund HoldingsSHELTON WEALTH MANAGEMENT, LLC

Total Portfolio Value
$125.05M
Total Bought
$4.02M
Total Sold
$5.47M
Net Transaction
-$1.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
SP O&G EXPL PRO
29,11030,143+1,0333,7504,4593.57%+708
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
309,781316,397+6,6167,0547,5946.07%+540
VANECK ETF TRUST
OIL SERVICES ETF
8,4398,597+1582,4272,9662.37%+539
ISHARES INC
MSCI EMRG CHN
98,248109,472+11,2245,1075,4554.36%+348
GLOBAL X FDS
GLOBAL X URANIUM
08,376+8,37602260.18%+226
DIAMONDBACK ENERGY INC(FANG)4,1754,473+2985486930.55%+144
EOG RES INC(EOG)5,5455,759+2146357300.58%+96
ISHARES TR
CORE MSCI EAFE
39,25242,381+3,1292,6492,7272.18%+78
OVINTIV INC(OVV)6,6006,628+282513150.25%+64
VALERO ENERGY CORP(VLO)2,2792,287+82673240.26%+57
ALPHABET INC(GOOG)4,7104,71005646160.49%+53
PIONEER NAT RES CO1,8871,893+63914350.35%+44
EXXON MOBIL CORP4,1934,19304504930.39%+43
ABBVIE INC(ABBV)2,4572,45703313660.29%+35
AIRBNB INC2,2062,209+32833030.24%+20
BERKSHIRE HATHAWAY INC DEL2,2372,202-357637710.62%+9
CONSTELLATION BRANDS INC(STZ)99399302442500.20%+5
LOCKHEED MARTIN CORP(LMT)783892+1093613650.29%+5
THE TRADE DESK INC(TTD)3,0012,994-72322340.19%+2
HOME DEPOT INC(HD)761763+22362310.18%-6
OLIN CORP(OLN)4,2214,22102172110.17%-6
NXP SEMICONDUCTORS N V
COM
1,3831,38302832760.22%-7
ISHARES TR7,4787,882+4041,4001,3931.11%-7
JPMORGAN CHASE & CO(JPM)3,3913,318-734934810.38%-12
PROSPERITY BANCSHARES INC(PB)6,3196,31903573450.28%-12
ASHLAND INC(ASH)2,7882,78802422280.18%-15
DEERE & CO(DE)638643+52582430.19%-16
BROADCOM INC(AVGO)828845+177187020.56%-16
VISA INC(V)1,5741,537-373743540.28%-20
NUCOR CORP(NUE)1,6111,560-512642440.20%-20
LOWES COS INC(LOW)1,3461,345-13042800.22%-24
AMAZON COM INC(AMZN)7,2877,262-259509230.74%-27
ORACLE CORP(ORCL)2,1622,169+72572300.18%-28
ISHARES TR3,9733,660-3132802500.20%-30
TEKLA WORLD HEALTHCARE FD13,00013,00001821520.12%-30
CUMMINS INC(CMI)1,8871,894+74634330.35%-30
SPDR SER TR
ST STR SP BIOT
2,9492,94902452150.17%-30
MICROCHIP TECHNOLOGY INC.(MCHP)2,9662,96602662310.19%-34
BANK AMERICA CORP12,03611,310-7263453100.25%-36
TEKLA HEALTHCARE OPPORTUNITI16,83616,722-1143212840.23%-37
KLA CORP(KLAC)679635-443292920.23%-38
APPLIED MATLS INC4,1984,049-1496075610.45%-46
WELLS FARGO CO NEW(WFC)29,48529,515+301,2581,2060.96%-52
VANGUARD WORLD FDS
HEALTH CAR ETF
3,7803,712-689268730.70%-53
ISHARES TR2,7052,608-977076500.52%-57
ADVANCED MICRO DEVICES INC(AMD)5,4565,402-546215550.44%-66
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
282,937278,372-4,5654,7674,6993.76%-69
ZIMMER BIOMET HOLDINGS INC(ZBH)2,4922,49203632800.22%-83
MICROSOFT CORP(MSFT)3,4813,439-421,1851,0860.87%-99
NVIDIA CORPORATION(NVDA)2,0971,788-3098877780.62%-109
ISHARES TR50,63550,653+182,0971,9631.57%-133
VANGUARD INDEX FDS14,89115,331+4403,4213,2842.63%-137
CLEVELAND-CLIFFS INC NEW(CLF)22,01414,678-7,3363692290.18%-140
BRISTOL-MYERS SQUIBB CO(BMY)24,95224,95201,5961,4481.16%-147
APPLE INC(AAPL)7,5187,463-551,4581,2781.02%-180
JOHNSON & JOHNSON(JNJ)1,2170-1,2172010-201
ISHARES TR43,30343,564+2614,3154,1093.29%-206
SCHWAB STRATEGIC TR7,8890-7,8892110-211
ABBOTT LABS1,9810-1,9812160-216
ISHARES TR8190-8192250-225
ALBEMARLE CORP(ALB)1,0770-1,0772400-240
FIRST TR EXCHANGE-TRADED FD126,687125,694-9939,5129,2557.40%-257
ISHARES TR10,5189,878-6404,1323,7753.02%-357
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
239,631233,193-6,43814,23613,85611.08%-380
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
152,429147,263-5,1667,1796,7675.41%-413
SCHWAB STRATEGIC TR142,976139,609-3,3677,4887,0645.65%-423
ISHARES TR26,36225,485-8776,4255,9874.79%-439
ISHARES TR4,7460-4,7464580-458
ISHARES TR88,58496,953+8,3699,1198,5996.88%-520
ISHARES TR132,703131,602-1,1019,6919,1137.29%-578
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