| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 14.3% |
| ISHARES TR | 11 | Q2 2024 | 9.5% |
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 8.4% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 6.5% |
| FIRST TR EXCHANGE TRAD FD VI | 11 | Q2 2024 | 6.7% |
| ISHARES TR | 11 | Q2 2024 | 6.9% |
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 5.7% |
| ISHARES TR | 11 | Q2 2024 | 6.1% |
| ISHARES INC | 11 | Q2 2024 | 4.4% |
| ISHARES TR | 11 | Q2 2024 | 3.8% |
View SHELTON WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-28 |
View SHELTON WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.