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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
 225,240 $13,462,574 6.96%
2.
Ishares Tr
 285,302 $6,507,739 3.36%
3.
Ishares Tr
 292,855 $6,500,414 3.36%
4.
Ishares Tr
 278,713 $6,499,584 3.36%
5.
Ishares Tr
 296,543 $6,495,359 3.35%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)