SHELTON WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Fort Worth, TX
CIK
0001903883
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 104 140,868 FTSM, IWR, FTCS, SCHX 13F-HR 2/14/2024 000172554724000527
Q3 2023 64 125,047 FTSM, FTCS, IWR, TLT 13F-HR 11/1/2023 000172554723001692
Q2 2023 69 129,006 FTSM, IWR, FTCS, TLT 13F-HR 8/1/2023 000172554723000160
Q1 2023 66 123,277 FTSM, FTCS, IWR, SCHX 13F-HR 5/8/2023 000172554723000116
Q4 2022 64 126,637 FTSM, IWR, FTCS, SCHX 13F-HR 2/9/2023 000172554723000047
Q3 2022 61 112,271 FTSM, IWR, FTCS, SCHX 13F-HR 11/8/2022 000172554722000195
Q2 2022 62 117,665 FTSM, IWR, FTCS, SCHX 13F-HR 7/28/2022 000172554722000125
Q1 2022 68 126,758 FTSM, IWR, FTCS, FTGC 13F-HR 5/10/2022 000172554722000090
Q4 2021 71 127,064 FTSM, IWR, FTCS, IWB 13F-HR 1/26/2022 000172554722000013