$112 Million is the total value of SHELTON WEALTH MANAGEMENT, LLC's 61 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OLN | Exit | OLIN CORP | $0 | – | -4,388 | -100.0% | -0.17% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -1,296 | -100.0% | -0.22% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -6,375 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 14.3% |
| ISHARES TR | 8 | Q3 2023 | 9.5% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 8.4% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 6.5% |
| FIRST TR EXCHANGE TRAD FD VI | 8 | Q3 2023 | 6.7% |
| ISHARES TR | 8 | Q3 2023 | 6.9% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 5.7% |
| ISHARES TR | 8 | Q3 2023 | 6.1% |
| ISHARES TR | 8 | Q3 2023 | 3.8% |
| ISHARES INC | 8 | Q3 2023 | 4.4% |
View SHELTON WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-26 |
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.