Long-term investor
Shelton Wealth Management, LLC @sheltonwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001903883).
Record
- Tracked since 2025-06-30 (450 days), 267 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +22.7% · 1 year n/a · all +23.4%
- Max drawdown n/a · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33739Q408 · 5.1% · long · since 2025-06-30
- 46436E841 · 4.3% · long · since 2025-06-30
- 46436E833 · 4.3% · long · since 2025-06-30
- 46436E825 · 4.3% · long · since 2025-06-30
- 46436E460 · 4.3% · long · since 2026-03-31
- 46436E593 · 4.3% · long · since 2025-06-30
- 464287499 · 3.7% · long · since 2025-06-30
- 464287622 · 2.4% · long · since 2025-06-30
- 33733E104 · 2.1% · long · since 2025-06-30
- 46434G764 · 1.7% · long · since 2025-06-30
- 808524201 · 1.7% · long · since 2025-06-30
- 464287432 · 1.7% · long · since 2025-06-30