The Analysis of SHELTON WEALTH MANAGEMENT, LLC's Holdings

Currently, SHELTON WEALTH MANAGEMENT, LLC holds 133 types of securities in its portfolio with a total value $229.3M. In the most recent quarter, they have increased their positions in IWR (+16.9K shares, valued at $1.6M), AFRM (+17.7K shares, valued at $1.3M), BSX (+12.4K shares, valued at $1.2M); decreased their positions in ABT (-8.1K shares, valued at $1.0M), UBER (-8.3K shares, valued at $679.3K), TDG (-462 shares, valued at $614.4K); initiated new positions in AFRM (+17.7K shares, valued at $1.3M), BSX (+12.4K shares, valued at $1.2M), DIS (+7.5K shares, valued at $859.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FTSM FIRST TR EXCHANGE-TRADED FD214.5K shares-0.17%2025-12-312026-01-26

IBTJ ISHARES TR397.7K shares6.67%2025-12-312026-01-26

IBTK ISHARES TR439.7K shares6.44%2025-12-312026-01-26

IBTI ISHARES TR389.6K shares6.72%2025-12-312026-01-26

IBTH ISHARES TR386.9K shares6.77%2025-12-312026-01-26

IBTG ISHARES TR376.0K shares5.97%2025-12-312026-01-26

IWR ISHARES TR78.8K shares27.21%2025-12-312026-01-26

IWB ISHARES TR15.4K shares-1.55%2025-12-312026-01-26

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD58.3K shares-0.69%2025-12-312026-01-26

SCHX SCHWAB STRATEGIC TR163.5K shares-2.55%2025-12-312026-01-26

TLT ISHARES TR50.2K shares-2.08%2025-12-312026-01-26

IEI ISHARES TR35.5K shares-0.63%2025-12-312026-01-26

APP APPLOVIN CORP6.0K shares6.81%2025-12-312026-01-26

EMXC ISHARES INC53.3K shares-3.25%2025-12-312026-01-26

ALPHABET INC ALPHABET INC12.3K shares3.10%2025-12-312026-01-26

RDVY FIRST TR EXCHANGE TRADED FD52.9K shares-1.31%2025-12-312026-01-26

Sponsored

NVDA NVIDIA CORPORATION18.7K shares5.75%2025-12-312026-01-26

MU MICRON TECHNOLOGY INC11.2K shares0.49%2025-12-312026-01-26

LAM RESEARCH CORP LAM RESEARCH CORP18.4K shares3.50%2025-12-312026-01-26

AMD ADVANCED MICRO DEVICES INC13.7K shares4.57%2025-12-312026-01-26

AMZN AMAZON COM INC12.6K shares7.29%2025-12-312026-01-26

WFC WELLS FARGO CO NEW29.7K shares0.07%2025-12-312026-01-26

VBK VANGUARD INDEX FDS8.7K shares-2.48%2025-12-312026-01-26

IGM ISHARES TR18.9K shares-6.27%2025-12-312026-01-26

Sponsored

TSLA TESLA INC5.3K shares9.68%2025-12-312026-01-26

CCJ CAMECO CORP25.9K shares5.33%2025-12-312026-01-26

PH PARKER-HANNIFIN CORP2.6K shares4.79%2025-12-312026-01-26

MSFT MICROSOFT CORP4.7K shares6.43%2025-12-312026-01-26

VRT VERTIV HOLDINGS CO13.8K shares2.75%2025-12-312026-01-26

IJR ISHARES TR18.5K shares-1.24%2025-12-312026-01-26

NU NU HLDGS LTD129.6K shares5.86%2025-12-312026-01-26

EMR EMERSON ELEC CO15.2K shares8.81%2025-12-312026-01-26

Sponsored

AAPL APPLE INC7.4K shares3.44%2025-12-312026-01-26

ASML ASML HOLDING N V1.8K shares4.96%2025-12-312026-01-26

ARISTA NETWORKS INC ARISTA NETWORKS INC14.4K shares5.25%2025-12-312026-01-26

IWM ISHARES TR7.5K shares-0.92%2025-12-312026-01-26

MELI MERCADOLIBRE INC891 shares9.59%2025-12-312026-01-26

CITIGROUP INC CITIGROUP INC15.3K shares6.62%2025-12-312026-01-26

JPM JPMORGAN CHASE & CO.5.2K shares7.32%2025-12-312026-01-26

EQT CORP EQT CORP31.4K shares8.79%2025-12-312026-01-26

Sponsored

TWLO TWILIO INC11.7K shares7.58%2025-12-312026-01-26

V VISA INC4.7K shares8.03%2025-12-312026-01-26

PANW PALO ALTO NETWORKS INC8.6K shares8.35%2025-12-312026-01-26

IEFA ISHARES TR17.3K shares-1.34%2025-12-312026-01-26

CEG CONSTELLATION ENERGY CORP4.3K shares7.53%2025-12-312026-01-26

TMDX TRANSMEDICS GROUP INC11.9K shares13.88%2025-12-312026-01-26

LLY ELI LILLY & CO1.3K shares5.35%2025-12-312026-01-26

EATON CORP PLC EATON CORP PLC4.5K shares6.76%2025-12-312026-01-26

Sponsored

CBRE CBRE GROUP INC8.9K shares10.83%2025-12-312026-01-26

JEF JEFFERIES FINL GROUP INC23.1K shares7.89%2025-12-312026-01-26

HALO HALOZYME THERAPEUTICS INC21.2K shares4.51%2025-12-312026-01-26

FCX FREEPORT-MCMORAN INC27.9K shares6.93%2025-12-312026-01-26

OIH VANECK ETF TRUST5.0K shares-3.47%2025-12-312026-01-26

GS GOLDMAN SACHS GROUP INC1.6K shares5.34%2025-12-312026-01-26

ONON ON HLDG AG28.8K shares12.74%2025-12-312026-01-26

LPLA LPL FINL HLDGS INC3.7K shares8.63%2025-12-312026-01-26

Sponsored

AFRM AFFIRM HLDGS INC17.7K sharesnew addition2025-12-312026-01-26

ZS ZSCALER INC5.8K shares7.14%2025-12-312026-01-26

XBI SPDR SERIES TRUST10.5K shares3.18%2025-12-312026-01-26

TMUS T-MOBILE US INC6.3K shares9.59%2025-12-312026-01-26

BKNG BOOKING HOLDINGS INC238 shares8.68%2025-12-312026-01-26

JLL JONES LANG LASALLE INC3.7K shares5.31%2025-12-312026-01-26

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC14.7K shares9.09%2025-12-312026-01-26

NET CLOUDFLARE INC6.3K shares5.62%2025-12-312026-01-26

Sponsored

META META PLATFORMS INC1.9K shares9.23%2025-12-312026-01-26

NLR VANECK ETF TRUST9.8K shares-10.58%2025-12-312026-01-26

AXTA AXALTA COATING SYS LTD37.3K shares8.20%2025-12-312026-01-26

BSX BOSTON SCIENTIFIC CORP12.4K sharesnew addition2025-12-312026-01-26

ISCG ISHARES TR20.3K shares-2.43%2025-12-312026-01-26

SYK STRYKER CORPORATION3.2K shares7.37%2025-12-312026-01-26

FPEI FIRST TR EXCH TRADED FD III56.5K shares-0.23%2025-12-312026-01-26

CSX CSX CORP29.7K shares194.85%2025-12-312026-01-26

Sponsored

UBER UBER TECHNOLOGIES INC12.7K shares-39.57%2025-12-312026-01-26

D DOMINION ENERGY INC17.1K shares9.20%2025-12-312026-01-26

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares0.15%2025-12-312026-01-26

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY13.1K shares-36.54%2025-12-312026-01-26

AMAT APPLIED MATLS INC3.7K shares7.49%2025-12-312026-01-26

NOW SERVICENOW INC5.6K shares318.54%2025-12-312026-01-26

DIS DISNEY WALT CO7.5K sharesnew addition2025-12-312026-01-26

ALAB ASTERA LABS INC5.2K sharesnew addition2025-12-312026-01-26

Sponsored

LINDE PLC LINDE PLC2.0K shares7.71%2025-12-312026-01-26

CRS CARPENTER TECHNOLOGY CORP2.4K shares8.54%2025-12-312026-01-26

SE SEA LTD5.9K shares463.44%2025-12-312026-01-26

CTVA CORTEVA INC10.8K shares8.33%2025-12-312026-01-26

IJH ISHARES TR10.8K shares-8.54%2025-12-312026-01-26

TDG TRANSDIGM GROUP INC535 shares-46.34%2025-12-312026-01-26

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K sharesnew addition2025-12-312026-01-26

KLAC KLA CORP545 shares0.00%2025-12-312026-01-26

Sponsored

XOM EXXON MOBIL CORP5.3K shares7.06%2025-12-312026-01-26

PGR PROGRESSIVE CORP2.7K shares-36.19%2025-12-312026-01-26

BROADCOM INC BROADCOM INC1.6K shares-2.16%2025-12-312026-01-26

XOP SPDR SERIES TRUST4.4K shares0.87%2025-12-312026-01-26

URA GLOBAL X FDS11.9K shares11.68%2025-12-312026-01-26

EOG EOG RES INC4.8K shares7.68%2025-12-312026-01-26

FANG DIAMONDBACK ENERGY INC3.2K shares7.57%2025-12-312026-01-26

AON PLC AON PLC1.3K sharesnew addition2025-12-312026-01-26

Sponsored

PB PROSPERITY BANCSHARES INC6.3K shares0.00%2025-12-312026-01-26

LMT LOCKHEED MARTIN CORP896 shares0.00%2025-12-312026-01-26

ORCL ORACLE CORP2.2K shares0.18%2025-12-312026-01-26

WELL WELLTOWER INC2.2K shares0.36%2025-12-312026-01-26

TEM TEMPUS AI INC6.7K shares10.59%2025-12-312026-01-26

KTOS KRATOS DEFENSE & SEC SOLUTIO4.9K shares13.13%2025-12-312026-01-26

FTGC FIRST TR EXCHANGE TRAD FD VI15.4K shares-4.28%2025-12-312026-01-26

BAC BANK AMERICA CORP6.4K shares9.42%2025-12-312026-01-26

Sponsored

LOW LOWES COS INC1.4K shares10.65%2025-12-312026-01-26

INVESCO QQQ TR INVESCO QQQ TR541 shares-10.28%2025-12-312026-01-26

IVW ISHARES TR2.5K shares-6.59%2025-12-312026-01-26

APLD APPLIED DIGITAL CORP11.9K shares15.63%2025-12-312026-01-26

HOOD ROBINHOOD MKTS INC2.6K shares21.41%2025-12-312026-01-26

VST VISTRA CORP1.8K sharesnew addition2025-12-312026-01-26

EOSE EOS ENERGY ENTERPRISES INC24.3K shares16.53%2025-12-312026-01-26

ABT ABBOTT LABS2.2K shares-78.88%2025-12-312026-01-26

Sponsored

JNJ JOHNSON & JOHNSON1.3K shares0.46%2025-12-312026-01-26

GEV GE VERNOVA INC399 sharesnew addition2025-12-312026-01-26

CPNG COUPANG INC10.6K shares14.24%2025-12-312026-01-26

IVV ISHARES TR357 shares0.00%2025-12-312026-01-26

CAT CATERPILLAR INC414 sharesnew addition2025-12-312026-01-26

SNOW SNOWFLAKE INC1.1K shares15.33%2025-12-312026-01-26

O REALTY INCOME CORP4.1K shares13.58%2025-12-312026-01-26

IWF ISHARES TR482 shares-8.71%2025-12-312026-01-26

Sponsored

MP MP MATERIALS CORP4.4K shares11.79%2025-12-312026-01-26

COIN COINBASE GLOBAL INC927 shares22.30%2025-12-312026-01-26

GRAB GRAB HOLDINGS LIMITED41.5K shares13.10%2025-12-312026-01-26

VHT VANGUARD WORLD FD698 sharesnew addition2025-12-312026-01-26

RIOT RIOT PLATFORMS INC11.5K sharesnew addition2025-12-312026-01-26

RDDT REDDIT INC608 sharesnew addition2025-12-312026-01-26

CRVS CORVUS PHARMACEUTICALS INC15.6K shares13.80%2025-12-312026-01-26

PLTR PALANTIR TECHNOLOGIES INC400 sharesnew addition2025-12-312026-01-26

Sponsored

PRME PRIME MEDICINE INC20.1K shares15.77%2025-12-312026-01-26

UPST UPSTART HLDGS INC1.0K shares0.00%2025-12-312026-01-26

IOVA IOVANCE BIOTHERAPEUTICS INC300 shares0.00%2025-12-312026-01-26

ONDS ONDAS HLDGS INC45 sharesnew addition2025-12-312026-01-26

S SENTINELONE INC8 shares0.00%2025-12-312026-01-26

Call Option Holdings

PG Call CallPROCTER AND GAMBLE CO3.0K shares0.00%2025-12-312026-01-26

SPGI Call CallS&P GLOBAL INC400 sharesnew addition2025-12-312026-01-26

UPST Call CallUPSTART HLDGS INC4.5K shares50.00%2025-12-312026-01-26

S Call CallSENTINELONE INC13.0K shares0.00%2025-12-312026-01-26

CCJ Call CallCAMECO CORP2.0K sharesnew addition2025-12-312026-01-26

TMDX Call CallTRANSMEDICS GROUP INC1.5K shares0.00%2025-12-312026-01-26

PLTR Call CallPALANTIR TECHNOLOGIES INC1.0K sharesnew addition2025-12-312026-01-26

TWLO Call CallTWILIO INC1.2K shares-40.00%2025-12-312026-01-26

NU Call CallNU HLDGS LTD10.0K shares0.00%2025-12-312026-01-26

PR Call CallPERMIAN RESOURCES CORP10.0K shares0.00%2025-12-312026-01-26

APP Call CallAPPLOVIN CORP200 sharesnew addition2025-12-312026-01-26

GEV Call CallGE VERNOVA INC200 sharesnew addition2025-12-312026-01-26

ONDS Call CallONDAS HLDGS INC13.0K sharesnew addition2025-12-312026-01-26

MP Call CallMP MATERIALS CORP2.5K shares-28.57%2025-12-312026-01-26

SE Call CallSEA LTD800 shares0.00%2025-12-312026-01-26

GRAB Call CallGRAB HOLDINGS LIMITED20.0K shares-71.43%2025-12-312026-01-26

NVDA Call CallNVIDIA CORPORATION500 sharesnew addition2025-12-312026-01-26

RDDT Call CallREDDIT INC400 sharesnew addition2025-12-312026-01-26

AFRM Call CallAFFIRM HLDGS INC1.2K sharesnew addition2025-12-312026-01-26

ALAB Call CallASTERA LABS INC500 sharesnew addition2025-12-312026-01-26

HOOD Call CallROBINHOOD MKTS INC600 sharesnew addition2025-12-312026-01-26

AMD Call CallADVANCED MICRO DEVICES INC300 sharesnew addition2025-12-312026-01-26

ORCL Call CallORACLE CORP300 sharesnew addition2025-12-312026-01-26

TEM Call CallTEMPUS AI INC900 shares-40.00%2025-12-312026-01-26

HCAT Call CallHEALTH CATALYST INC20.0K shares0.00%2025-12-312026-01-26

COIN Call CallCOINBASE GLOBAL INC200 shares0.00%2025-12-312026-01-26

IOVA Call CallIOVANCE BIOTHERAPEUTICS INC13.0K shares0.00%2025-12-312026-01-26

BITF Call CallBITFARMS LTD15.0K sharesnew addition2025-12-312026-01-26

RR Call CallRICHTECH ROBOTICS INC10.0K sharesnew addition2025-12-312026-01-26

RIOT Call CallRIOT PLATFORMS INC2.0K sharesnew addition2025-12-312026-01-26

EOSE Call CallEOS ENERGY ENTERPRISES INC1.0K shares-80.00%2025-12-312026-01-26

Put Option Holdings

GLD Put PutSPDR GOLD TR1.0K sharesnew addition2025-12-312026-01-26