Shelton-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "GRAB",
  "AIR",
  null,
  null,
  null,
  null,
  null,
  null,
  "ONON",
  "MU",
  "ZS",
  "ABT",
  "JEF",
  "JLL",
  "GOOGL",
  "ASML",
  "AVGO",
  "APP",
  "LOW",
  "CP.TO",
  "BSX",
  null,
  null,
  "D",
  "QS",
  "EOG",
  "UEC",
  null,
  "FCX",
  "SGMO",
  "HD",
  null,
  null,
  null,
  "FRSH",
  "EMXC",
  "AMAT",
  "BKNG",
  "META",
  "IVW",
  "IJH",
  null,
  "LRCX",
  "LIN",
  null,
  "MSFT",
  "TMUS",
  "HXL",
  "NU",
  "IJR",
  "ANET",
  "KLAC",
  "ORCL",
  null,
  "VHT",
  "PANW",
  "PEP",
  "PGR",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "LMT",
  "LPLA",
  "IEFA",
  "SCHX",
  "NOW",
  "SLB",
  "UBER",
  "ALC",
  "PR",
  "VRT",
  "SAIA",
  "RH",
  "AMD",
  "IWR",
  null,
  "AMZN",
  null,
  "VBK",
  "V",
  "WFC",
  "WELL",
  "ONTO",
  "FLR",
  "MNDY",
  "TTD",
  "PB",
  "S",
  "LNTH",
  "MELI",
  "FDX",
  null,
  null,
  "AXTA",
  "BAC",
  "BRK-B",
  "BDX",
  null,
  "CCJ",
  "CBRE",
  "CMG",
  "C",
  "CEG",
  "CTVA",
  "CSX",
  "DELL",
  "DE",
  "FANG",
  "IWB",
  "QQQ",
  "IWM",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 122
Total Value: 177470604
Accession Number: 0001725547-25-001425
Form Type: 13F-HR
CIK: shelton-wealth-management
Manager Name: Shelton-Wealth-Management

Data Enrichment

83% identified

101 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

122 positions • $177.5M total value

122 positions • $177.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287804

Shares:18.6K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$177.5M)

NVIDIA CORP

Shares:17.8K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$177.5M)

MERCADOLIBRE INC

Shares:860

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$177.5M)

Apple Inc.

Shares:7.1K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$177.5M)

46432F842

Shares:19.8K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$177.5M)

464287655

Shares:7.5K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$177.5M)

VISA INC.

Shares:4.2K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$177.5M)

Diamondback Energy, Inc.

Shares:9.1K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$177.5M)

T-Mobile US, Inc.

Shares:5.4K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$177.5M)

AppLovin Corp

Shares:5.4K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$177.5M)

ADVANCED MICRO DEVICES INC

Shares:13.1K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$177.5M)

Zscaler, Inc.

Shares:6.6K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$177.5M)

LAM RESEARCH CORP

Shares:17.8K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$177.5M)

Nu Holdings Ltd.

Shares:119.8K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$177.5M)

MICROSOFT CORP

Shares:3.3K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$177.5M)

Parker-Hannifin Corp

Shares:2.0K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$177.5M)

NETFLIX INC

Shares:1.3K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$177.5M)

FEDEX CORP

Shares:4.8K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$177.5M)

JPMORGAN CHASE & CO

Shares:4.7K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$177.5M)

PROGRESSIVE CORP/OH/

Shares:4.1K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$177.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJRcusip464287804)	18.6K	QoQ -4.18% (-810) YoY -17.07% (-3.8K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$177.5M)	QoQ -13.03% (-$291.1K) YoY -21.53% (-$532.9K)
NVIDIA CORP(NVDAcusip67066G104)	17.8K	QoQ -0.73% (-132) YoY +608.53% (-15.3K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$177.5M)	QoQ -19.88% (-$478.0K) YoY -15.04% (-$340.8K)
MERCADOLIBRE INC(MELIcusip58733R102)	860	QoQ +1.05% (+9) YoY +61.04% (+326)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$177.5M)	QoQ +15.94% (+$230.7K) YoY +107.79% (+$870.4K)
Apple Inc.(AAPLcusip037833100)	7.1K	QoQ +1.39% (-97) YoY -7.61% (-582)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$177.5M)	QoQ -10.05% (-$175.4K) YoY +19.67% (-$258.0K)
(IEFAcusip46432F842)	19.8K	QoQ -0.49% (-99) YoY -32.83% (-9.7K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$177.5M)	QoQ +7.10% (-$99.1K) YoY -31.54% (-$688.6K)
(IWMcusip464287655)	7.5K	QoQ +0.25% (-19) YoY -2.11% (-161)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$177.5M)	QoQ -9.48% (-$156.0K) YoY -7.14% (-$114.5K)
VISA INC.(Vcusip92826C839)	4.2K	QoQ -2.98% (-128) YoY +32.02% (+1.0K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$177.5M)	QoQ +7.59% (-$103.0K) YoY +65.75% (+$579.0K)
Diamondback Energy, Inc.(FANGcusip25278X109)	9.1K	QoQ +1.07% (-97) YoY +17.60% (-1.4K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$177.5M)	QoQ -1.36% (-$20.2K) YoY -5.11% (-$78.7K)
T-Mobile US, Inc.(TMUScusip872590104)	5.4K	QoQ +6.79% (+344) YoY +62.95% (+2.1K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$177.5M)	QoQ +29.04% (+$324.6K) YoY +166.28% (+$900.6K)
AppLovin Corp(APPcusip03831W108)	5.4K	QoQ -9.91% (-597) YoY NEW(+5.4K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$177.5M)	QoQ -26.28% (-$512.6K) YoY NEW(+$1.4M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	13.1K	QoQ +8.24% (-997) YoY +61.55% (-5.0K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$177.5M)	QoQ -7.93% (-$115.8K) YoY -8.03% (-$117.6K)
Zscaler, Inc.(ZScusip98980G102)	6.6K	QoQ +4.00% (+253) YoY +63.84% (+2.6K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$177.5M)	QoQ +14.38% (+$164.0K) YoY +68.76% (+$531.2K)
LAM RESEARCH CORP(LRCXcusip512807306)	17.8K	QoQ -6.86% (-1.3K) YoY NEW(+17.8K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$177.5M)	QoQ -6.25% (-$86.1K) YoY NEW(+$1.3M)
Nu Holdings Ltd.(NUcusipG6683N103)	119.8K	QoQ +18.01% (+18.3K) YoY NEW(+119.8K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$177.5M)	QoQ +16.64% (+$175.1K) YoY NEW(+$1.2M)
MICROSOFT CORP(MSFTcusip594918104)	3.3K	QoQ +1.30% (-42) YoY -2.74% (-92)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$177.5M)	QoQ -9.77% (-$132.5K) YoY -13.25% (-$187.0K)
Parker-Hannifin Corp(PHcusip701094104)	2.0K	QoQ +0.71% (-14) YoY +52.79% (+681)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$177.5M)	QoQ -3.78% (-$47.1K) YoY +67.07% (+$480.9K)
NETFLIX INC(NFLXcusip64110L106)	1.3K	QoQ -6.30% (-86) YoY +36.68% (+343)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$177.5M)	QoQ -1.97% (-$24.0K) YoY +109.87% (+$623.9K)
FEDEX CORP(FDXcusip31428X106)	4.8K	QoQ +2.47% (-116) YoY +62.79% (+1.9K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$177.5M)	QoQ -11.20% (-$148.0K) YoY +36.95% (+$316.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.7K	QoQ -5.33% (-267) YoY -14.64% (-813)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$177.5M)	QoQ -3.11% (-$37.4K) YoY +4.52% (-$50.4K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	4.1K	QoQ +6.73% (+259) YoY +63.74% (+1.6K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$177.5M)	QoQ +26.06% (+$240.2K) YoY +124.06% (+$643.3K)