• 13F History

SHELTON WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$174M
Signature - Title
Justin Fulmer - Vice President - Operations
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by SHELTON WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SHELTON WEALTH MANAGEMENT, LLC reported 116 stock holdings with total value $174M as of Q1 2025. Top holdings included FTSM, IBTJ, IBTI, IBTK, and IBTH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 116 $174M +$19.2M -$19.7M -$435K FTSM, IBTJ, IBTI, IBTK, IBTH 13F-HR 4/21/2025, 05:03 PM
Q4 2024 120 $183M +$37.5M -$30.5M +$7.08M FTSM, IBTG, IBTH, IBTF, IBTI 13F-HR 1/15/2025, 02:47 PM
Q3 2024 110 $176M +$16.1M -$12.5M +$3.56M FTSM, IWR, FTCS, TLT, IWB 13F-HR 10/21/2024, 11:47 AM
Q2 2024 117 $167M +$32.9M -$23.7M +$9.21M FTSM, IWR, FTCS, TLT, SCHX 13F-HR 7/23/2024, 10:58 AM
Q1 2024 114 $159M +$25.6M -$14.1M +$11.5M FTSM, IWR, FTCS, SCHX, TLT 13F-HR 5/14/2024, 09:55 AM
Q4 2023 104 $141M +$36.9M -$30.5M +$6.43M FTSM, IWR, FTCS, SCHX, RDVY 13F-HR 2/14/2024, 11:29 AM
Q3 2023 70 $125M +$2.43M -$3.46M -$1.04M FTSM, FTCS, IWR, TLT, FTGC 13F-HR 11/1/2023, 12:03 PM
Q2 2023 69 $129M +$5.48M -$4.91M +$573K FTSM, IWR, FTCS, TLT, SCHX 13F-HR 8/1/2023, 10:16 AM
Q1 2023 66 $123M +$13.1M -$15M -$1.82M FTSM, FTCS, IWR, SCHX, TLT 13F-HR 5/8/2023, 02:27 PM
Q4 2022 64 $127M +$17.3M -$7.81M +$9.51M FTSM, IWR, FTCS, SCHX, RDVY 13F-HR 2/9/2023, 05:27 PM
Q3 2022 61 $112M +$1.07M -$86.4K +$988K FTSM, IWR, FTCS, SCHX, FTGC 13F-HR 11/8/2022, 04:46 PM
Q2 2022 62 $118M +$21.3M -$9.55M +$11.8M FTSM, IWR, FTCS, SCHX, FTGC 13F-HR 7/28/2022, 10:43 AM
Q1 2022 68 $127M +$15.6M -$6.93M +$8.64M FTSM, IWR, FTCS, FTGC, IWB 13F-HR 5/10/2022, 01:18 PM
Q4 2021 71 $127M FTSM, IWR, FTCS, IWB, FTGC 13F-HR 1/26/2022, 04:00 PM