SHELTON WEALTH MANAGEMENT, LLC
128 holdingsFiling period: 2026-03-31Current AUM: $250.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | 216.4K | $12.9M | $12.9M | 5.16% | +1.8K | 2026-03-31 |
| 2 | IBTH | ISHARES TR | 456.4K | $10.2M | $10.2M | 4.07% | +69.5K | 2026-03-31 |
| 3 | IBTI | ISHARES TR | 458.4K | $10.2M | $10.1M | 4.04% | +68.9K | 2026-03-31 |
| 4 | IBTJ | ISHARES TR | 466.9K | $10.2M | $10.1M | 4.02% | +69.2K | 2026-03-31 |
| 5 | IBTK | ISHARES TR | 515.1K | $10.2M | $10.0M | 3.99% | +75.4K | 2026-03-31 |
| 6 | IBTL | ISHARES TR | 495.8K | $10.1M | $9.9M | 3.95% | -- | 2026-03-31 |
| 7 | IWR | ISHARES TR | 95.8K | $9.3M | $10.5M | 4.19% | +16.9K | 2026-03-31 |
| 8 | IWB | ISHARES TR | 15.2K | $5.4M | $6.2M | 2.47% | -261 | 2026-03-31 |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | 55.1K | $5.1M | $5.4M | 2.17% | -3,260 | 2026-03-31 |
| 10 | TLT | ISHARES TR | 49.7K | $4.3M | $4.1M | 1.63% | -490 | 2026-03-31 |
| 11 | IEI | ISHARES TR | 34.9K | $4.1M | $4.1M | 1.62% | -604 | 2026-03-31 |
| 12 | SCHX | SCHWAB STRATEGIC TR | 156.4K | $4.0M | $4.6M | 1.84% | -7,069 | 2026-03-31 |
| 13 | EMXC | ISHARES INC | 46.4K | $3.7M | $4.3M | 1.71% | -6,847 | 2026-03-31 |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | 48.3K | $3.3M | $3.9M | 1.56% | -4,641 | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 17.0K | $3.0M | $3.4M | 1.36% | -2,202 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 9.9K | $2.9M | $3.5M | 1.41% | -2,378 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 13.4K | $2.8M | $3.6M | 1.45% | +798 | 2026-03-31 |
| 18 | LRCX | LAM RESEARCH CORP | 12.2K | $2.6M | $3.6M | 1.43% | -6,180 | 2026-03-31 |
| 19 | VBK | VANGUARD INDEX FDS | 8.4K | $2.5M | $2.9M | 1.14% | -327 | 2026-03-31 |
| 20 | VRT | VERTIV HOLDINGS CO | 9.6K | $2.4M | $2.3M | 0.92% | -4,280 | 2026-03-31 |
| 21 | WFC | WELLS FARGO & CO | 29.8K | $2.4M | $2.6M | 1.03% | +99 | 2026-03-31 |
| 22 | APP | APPLOVIN CORP | 5.9K | $2.4M | $2.3M | 0.94% | -273 | 2026-03-31 |
| 23 | CCJ | CAMECO CORP | 21.5K | $2.3M | $1.9M | 0.74% | -6,384 | 2026-03-31 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | 11.2K | $2.3M | $5.3M | 2.13% | -2,779 | 2026-03-31 |
| 25 | IGM | ISHARES TR | 18.6K | $2.2M | $2.9M | 1.14% | -342 | 2026-03-31 |
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