0001725547-23-001692.txt : 20231101 0001725547-23-001692.hdr.sgml : 20231101 20231101120329 ACCESSION NUMBER: 0001725547-23-001692 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231101 DATE AS OF CHANGE: 20231101 EFFECTIVENESS DATE: 20231101 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SHELTON WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001903883 IRS NUMBER: 861667954 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21498 FILM NUMBER: 231367254 BUSINESS ADDRESS: STREET 1: 201 MAIN STREET STREET 2: SUITE 1230 CITY: FORT WORTH STATE: TX ZIP: 76102 BUSINESS PHONE: (817) 415-1632 MAIL ADDRESS: STREET 1: 201 MAIN STREET STREET 2: SUITE 1230 CITY: FORT WORTH STATE: TX ZIP: 76102 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001903883 XXXXXXXX 09-30-2023 09-30-2023 false SHELTON WEALTH MANAGEMENT, LLC

201 MAIN STREET SUITE 1230 FORT WORTH TX 76102

13F HOLDINGS REPORT 028-21498 000312686 801-120423 N Justin Fulmer (817) 415-1632 Justin Fulmer Fort Worth TX 11-01-2023 0 64 125047436 false INFORMATION TABLE 2 Form13fInfoTable.xml ABBVIE INC COM 00287Y109 366240 2457 SH SOLE 0 0 2457 ADVANCED MICRO DEVICES INC COM 007903107 555434 5402 SH SOLE 0 0 5402 AIRBNB INC COM CL A 009066101 303097 2209 SH SOLE 0 0 2209 ALPHABET INC CAP STK CL A 02079K305 616351 4710 SH SOLE 0 0 4710 AMAZON COM INC COM 023135106 923145 7262 SH SOLE 0 0 7262 APPLE INC COM 037833100 1277841 7463 SH SOLE 0 0 7463 APPLIED MATLS INC COM 038222105 560682 4049 SH SOLE 0 0 4049 ASHLAND INC COM 044186104 227724 2788 SH SOLE 0 0 2788 BANK AMERICA CORP COM 060505104 309693 11310 SH SOLE 0 0 11310 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 771361 2202 SH SOLE 0 0 2202 BRISTOL-MYERS SQUIBB CO COM 110122108 1448214 24952 SH SOLE 0 0 24952 BROADCOM INC COM 11135F101 702063 845 SH SOLE 0 0 845 CLEVELAND-CLIFFS INC NEW COM 185899101 229417 14678 SH SOLE 0 0 14678 CONSTELLATION BRANDS INC CL A 21036P108 249817 993 SH SOLE 0 0 993 CUMMINS INC COM 231021106 432763 1894 SH SOLE 0 0 1894 DEERE & CO COM 244199105 242687 643 SH SOLE 0 0 643 DIAMONDBACK ENERGY INC COM 25278X109 692928 4473 SH SOLE 0 0 4473 EOG RES INC COM 26875P101 730059 5759 SH SOLE 0 0 5759 EXXON MOBIL CORP COM 30231G102 493056 4193 SH SOLE 0 0 4193 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 9254856 125694 SH SOLE 0 0 125694 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 6766748 147263 SH SOLE 0 0 147263 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 7593552 316397 SH SOLE 0 0 316397 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 4698930 278372 SH SOLE 0 0 278372 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 13856341 233193 SH SOLE 0 0 233193 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 226487 8376 SH SOLE 0 0 8376 HOME DEPOT INC COM 437076102 230548 763 SH SOLE 0 0 763 ISHARES TR S&P 500 GRWT ETF 464287309 250485 3660 SH SOLE 0 0 3660 ISHARES TR 20 YR TR BD ETF 464287432 8598840 96953 SH SOLE 0 0 96953 ISHARES TR RUS MID CAP ETF 464287499 9113461 131602 SH SOLE 0 0 131602 ISHARES TR CORE S&P MCP ETF 464287507 650305 2608 SH SOLE 0 0 2608 ISHARES TR EXPND TEC SC ETF 464287549 3775386 9878 SH SOLE 0 0 9878 ISHARES TR RUS 1000 ETF 464287622 5986681 25485 SH SOLE 0 0 25485 ISHARES TR RUSSELL 2000 ETF 464287655 1393065 7882 SH SOLE 0 0 7882 ISHARES TR CORE S&P SCP ETF 464287804 4109443 43564 SH SOLE 0 0 43564 ISHARES TR MRGSTR SM CP GR 464288604 1963314 50653 SH SOLE 0 0 50653 ISHARES TR CORE MSCI EAFE 46432F842 2727258 42381 SH SOLE 0 0 42381 ISHARES INC MSCI EMRG CHN 46434G764 5455034 109472 SH SOLE 0 0 109472 JPMORGAN CHASE & CO COM 46625H100 481321 3318 SH SOLE 0 0 3318 KLA CORP COM NEW 482480100 291593 635 SH SOLE 0 0 635 LOCKHEED MARTIN CORP COM 539830109 365168 892 SH SOLE 0 0 892 LOWES COS INC COM 548661107 279668 1345 SH SOLE 0 0 1345 MICROSOFT CORP COM 594918104 1085987 3439 SH SOLE 0 0 3439 MICROCHIP TECHNOLOGY INC. COM 595017104 231496 2966 SH SOLE 0 0 2966 NUCOR CORP COM 670346105 244001 1560 SH SOLE 0 0 1560 NVIDIA CORPORATION COM 67066G104 778091 1788 SH SOLE 0 0 1788 OLIN CORP COM PAR $1 680665205 210966 4221 SH SOLE 0 0 4221 ORACLE CORP COM 68389X105 229743 2169 SH SOLE 0 0 2169 OVINTIV INC COM 69047Q102 315294 6628 SH SOLE 0 0 6628 PIONEER NAT RES CO COM 723787107 434765 1893 SH SOLE 0 0 1893 PROSPERITY BANCSHARES INC COM 743606105 344891 6319 SH SOLE 0 0 6319 SPDR SER TR S&P BIOTECH 78464A870 215336 2949 SH SOLE 0 0 2949 SPDR SER TR S&P OILGAS EXP 78468R556 4458597 30143 SH SOLE 0 0 30143 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7064218 139609 SH SOLE 0 0 139609 TEKLA HEALTHCARE OPPORTUNITI SHS 879105104 283952 16722 SH SOLE 0 0 16722 TEKLA WORLD HEALTHCARE FD BEN INT SHS 87911L108 152360 13000 SH SOLE 0 0 13000 THE TRADE DESK INC COM CL A 88339J105 233981 2994 SH SOLE 0 0 2994 VALERO ENERGY CORP COM 91913Y100 324091 2287 SH SOLE 0 0 2287 VANECK ETF TRUST OIL SERVICES ETF 92189H607 2966420 8597 SH SOLE 0 0 8597 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 872801 3712 SH SOLE 0 0 3712 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3283709 15331 SH SOLE 0 0 15331 VISA INC COM CL A 92826C839 353548 1537 SH SOLE 0 0 1537 WELLS FARGO CO NEW COM 949746101 1205992 29515 SH SOLE 0 0 29515 ZIMMER BIOMET HOLDINGS INC COM 98956P102 279652 2492 SH SOLE 0 0 2492 NXP SEMICONDUCTORS N V COM N6596X109 276489 1383 SH SOLE 0 0 1383