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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SHELTON WEALTH MANAGEMENT, LLC

Quarter ended Q2 2024 · Filed July 23, 2024 · Accession 0001725547-24-003437

Total Value
$176.4M
Positions
136
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (136)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHANGE-TRADED FD33739Q408215,152$12.8M7.27%
2ISHARES TR46428749978,917$6.4M3.63%
3FIRST TR EXCHANGE-TRADED FD33733E10475,879$6.4M3.62%
4ISHARES TR46428743262,369$5.7M3.25%
5SCHWAB STRATEGIC TR80852420184,940$5.5M3.09%
6ISHARES TR46428762216,885$5.0M2.85%
7FIRST TR EXCHANGE TRAD FD VI33739H101200,498$4.8M2.72%
8FIRST TR EXCHANGE-TRADED FD33738R50683,873$4.6M2.60%
9ISHARES TR46436E866178,445$4.1M2.35%
10ISHARES TR46436E858182,784$4.1M2.35%
11ISHARES TR46436E841187,360$4.1M2.35%
12ISHARES TR46436E833189,245$4.1M2.34%
13ISHARES TR46436E825193,123$4.1M2.34%
14ISHARES INC46434G76469,100$4.1M2.32%
15FIRST TR EXCH TRADED FD III33739P855180,177$3.3M1.88%
16ISHARES TR46428754928,102$2.7M1.50%
17VANGUARD INDEX FDS92290859510,355$2.6M1.47%
18SPDR SER TR78468R55617,763$2.6M1.47%
19ISHARES TR46428780421,627$2.3M1.31%
20AMAZON COM INCAMZN10,808$2.1M1.18%
21NVIDIA CORPORATIONNVDA15,558$1.9M1.09%
22ISHARES TR46432F84225,450$1.8M1.05%
23WELLS FARGO CO NEW94974610129,589$1.8M1.00%
24VANECK ETF TRUST92189H6075,352$1.7M0.96%
25ALPHABET INCGOOG9,143$1.7M0.94%
26ISHARES TR4642876557,580$1.5M0.87%
27BERKSHIRE HATHAWAY INC DELBRK-A3,717$1.5M0.86%
28ADVANCED MICRO DEVICES INCAMD9,271$1.5M0.85%
29DIAMONDBACK ENERGY INCFANG7,195$1.4M0.82%
30APPLE INCAAPL6,821$1.4M0.81%
31MICROSOFT CORPMSFT3,133$1.4M0.79%
32MERCADOLIBRE INCMELI810$1.3M0.75%
33ISHARES TR46428860428,763$1.3M0.74%
34AIRBNB INCABNB8,250$1.3M0.71%
35THE TRADE DESK INC88339J10512,491$1.2M0.69%
36FEDEX CORPFDX3,995$1.2M0.68%
37ADVANCED MICRO DEVICES INCAMD7,200$1.2M0.66%
38APPLE INCAAPL5,500$1.2M0.66%
39NU HLDGS LTDNU87,674$1.1M0.64%
40APPLOVIN CORPAPP13,509$1.1M0.64%
41CARPENTER TECHNOLOGY CORPCRS10,132$1.1M0.63%
42SAIA INCSAIA2,327$1.1M0.63%
43CSX CORPCSX31,919$1.1M0.61%
44ARISTA NETWORKS INCANET3,028$1.1M0.60%
45SERVICENOW INCNOW1,349$1.1M0.60%
46BOOKING HOLDINGS INCBKNG267$1.1M0.60%
47ZSCALER INCZS5,370$1.0M0.59%
48OKTA INCOKTA10,922$1.0M0.58%
49ARM HOLDINGS PLC0420682056,099$997,9180.57%
50EXXON MOBIL CORPXOM8,663$997,2380.57%
51VISA INCV3,776$991,1430.56%
52JPMORGAN CHASE & CO.VYLD4,802$971,2050.55%
53AMAZON COM INCAMZN5,000$966,2500.55%
54OCCIDENTAL PETE CORP67459910515,069$949,7990.54%
55ASML HOLDING N VASMLF924$945,0030.54%
56BLOCK INCBSQKZ14,645$944,4560.54%
57ON HLDG AGH5919C10423,886$926,7770.53%
58CAMECO CORPCCJ18,762$923,0900.52%
59HALOZYME THERAPEUTICS INCHALO17,533$918,0280.52%
60ALPHABET INCGOOG5,000$910,7500.52%
61CANADIAN PACIFIC KANSAS CITYCP11,490$904,6080.51%
62HALLIBURTON COHAL26,575$897,7040.51%
63PARKER-HANNIFIN CORPPH1,772$896,2950.51%
64PINTEREST INCPINS20,190$889,7730.50%
65T-MOBILE US INCTMUSZ5,018$884,0710.50%
66JEFFERIES FINL GROUP INC47233W10917,718$881,6530.50%
67CITIGROUP INCC-PR13,614$863,9440.49%
68SUPER MICRO COMPUTER INCSMCI1,048$858,6790.49%
69NETFLIX INCNFLX1,264$853,0480.48%
70BROADCOM INCAVGO513$824,0670.47%
71META PLATFORMS INCMETA1,625$819,3580.46%
72VERTIV HOLDINGS COVRT9,323$807,0920.46%
73LEIDOS HOLDINGS INCLDOS5,481$799,5680.45%
74ADOBE INCADBE1,428$793,3110.45%
75APPLIED MATLS INC0382221053,315$782,2260.44%
76PROGRESSIVE CORP7433151033,569$741,3170.42%
77FREEPORT-MCMORAN INCFCX15,225$739,9350.42%
78ISHARES TR46428750712,439$727,9300.41%
79GOLDMAN SACHS GROUP INCGSCE1,573$711,4990.40%
80JOHNSON & JOHNSONJNJ4,819$704,3540.40%
81CONSTELLATION BRANDS INCSTZ2,661$684,5520.39%
82VANGUARD WORLD FD92204A5042,530$672,8830.38%
83ISHARES TR4642886615,804$670,1880.38%
84BRISTOL-MYERS SQUIBB COCELG-RI15,000$622,9500.35%
85PFIZER INCPFE22,000$615,5600.35%
86BOSTON SCIENTIFIC CORPBSX7,829$602,9110.34%
87ALCON AGALC6,705$597,2810.34%
88JOHNSON & JOHNSONJNJ4,000$584,6400.33%
89ELI LILLY & COLLY644$583,0650.33%
90LANTHEUS HLDGS INCLNTH7,229$580,4160.33%
91DEERE & CODE1,500$560,4450.32%
92CONSTELLATION ENERGY CORPCEG2,761$552,8510.31%
93CBRE GROUP INCCBRE5,962$531,2740.30%
94CUMMINS INCCMI1,834$507,8410.29%
95EOG RES INCEOG3,914$492,6650.28%
96E L F BEAUTY INCELF2,300$484,6560.27%
97CORTEVA INCCTVA8,725$470,6270.27%
98PACER FDS TR69374H85710,744$468,0100.27%
99TARGET CORPTGT3,074$455,0750.26%
100NEWMONT CORPNEMCL10,261$429,6280.24%
101KLA CORPKLAC519$428,2070.24%
102LOCKHEED MARTIN CORPLMT897$418,7830.24%
103JONES LANG LASALLE INCJLL2,004$411,3810.23%
104TAKE-TWO INTERACTIVE SOFTWARTTWO2,500$388,7250.22%
105PROSPERITY BANCSHARES INCPB6,319$386,3440.22%
106DOMINION ENERGY INCD7,634$374,0660.21%
107SPDR SER TR78464A8703,930$364,3500.21%
108HOME DEPOT INCHD1,000$344,2400.20%
109HOME DEPOT INCHD1,000$344,2400.20%
110ORACLE CORPORCL-PD2,192$309,5260.18%
111CATERPILLAR INCCAT892$297,0860.17%
112AMAZON COM INCAMZN1,500$289,8750.16%
113LOWES COS INC5486611071,308$288,2720.16%
114GLOBAL X FDS37954Y8719,803$283,7970.16%
115ISHARES TR4642873092,991$276,7780.16%
116ALPHABET INCGOOG1,500$273,2250.15%
117HOME DEPOT INCHD724$249,2300.14%
118MICROCHIP TECHNOLOGY INC.MCHPP2,642$241,7430.14%
119SERVICENOW INCNOW300$236,0010.13%
120VALERO ENERGY CORPVLO1,451$227,4040.13%
121BANK AMERICA CORP0605051045,648$224,6170.13%
122WELLTOWER INCWELL2,141$223,1750.13%
123OVINTIV INCOVV4,710$220,7580.13%
124CROWDSTRIKE HLDGS INCCRWD575$220,3340.12%
125NUCOR CORPNUE1,337$211,3250.12%
126STONECO LTDSTNE17,507$209,9090.12%
127ABBOTT LABSABLZF1,979$205,6840.12%
128TESLA INCTSLA1,000$197,8800.11%
129ARM HOLDINGS PLC0420682051,200$196,3440.11%
130ARM HOLDINGS PLC042068205800$130,8960.07%
131NVIDIA CORPORATIONNVDA1,000$123,5400.07%
132FREEPORT-MCMORAN INCFCX2,000$97,2000.06%
133TESLA INCTSLA252$49,8660.03%
134TAKE-TWO INTERACTIVE SOFTWARTTWO122$18,9700.01%
135PFIZER INCPFE200$5,5960.00%
136DEERE & CODE1$3740.00%