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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 Q3 2024 · Filed October 21, 2024 · Accession 0001725547-24-005961

Total Value
$184.1M
Positions
125
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (125)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHANGE-TRADED FD33739Q408204,761$12.3M6.66%
2ISHARES TR46428749972,610$6.4M3.48%
3FIRST TR EXCHANGE-TRADED FD33733E10467,135$6.1M3.31%
4ISHARES TR46428743256,337$5.5M3.00%
5ISHARES TR46428762216,766$5.3M2.86%
6SCHWAB STRATEGIC TR80852420175,124$5.1M2.77%
7ISHARES TR46436E825227,105$5.0M2.73%
8ISHARES TR46436E833222,715$5.0M2.72%
9ISHARES TR46436E841221,099$5.0M2.72%
10ISHARES TR46436E858216,510$5.0M2.71%
11ISHARES TR46436E866212,565$5.0M2.70%
12FIRST TR EXCHANGE TRAD FD VI33739H101195,967$4.6M2.52%
13FIRST TR EXCHANGE-TRADED FD33738R50673,024$4.3M2.35%
14ISHARES INC46434G76462,827$3.8M2.09%
15FIRST TR EXCH TRADED FD III33739P855169,942$3.2M1.76%
16VANGUARD INDEX FDS92290859511,324$3.0M1.64%
17ISHARES TR46428754925,799$2.5M1.34%
18ISHARES TR46428780420,763$2.4M1.32%
19AMAZON COM INCAMZN12,293$2.3M1.24%
20NVIDIA CORPORATIONNVDA18,442$2.2M1.22%
21SPDR SER TR78468R55616,845$2.2M1.20%
22APPLOVIN CORPAPP16,179$2.1M1.15%
23ISHARES TR46432F84222,500$1.8M0.95%
24ADVANCED MICRO DEVICES INCAMD10,678$1.8M0.95%
25BERKSHIRE HATHAWAY INC DELBRK-A3,764$1.7M0.94%
26ALPHABET INCGOOG10,109$1.7M0.91%
27WELLS FARGO CO NEW94974610129,615$1.7M0.91%
28ISHARES TR4642876557,445$1.6M0.89%
29MERCADOLIBRE INCMELI798$1.6M0.89%
30APPLE INCAAPL6,931$1.6M0.88%
31THE TRADE DESK INC88339J10514,173$1.6M0.84%
32ON HLDG AGH5919C10429,586$1.5M0.81%
33VANECK ETF TRUST92189H6075,175$1.5M0.80%
34BOOKING HOLDINGS INCBKNG334$1.4M0.76%
35MICROSOFT CORPMSFT3,201$1.4M0.75%
36VERTIV HOLDINGS COVRT13,312$1.3M0.72%
37NU HLDGS LTDNU96,513$1.3M0.72%
38SAIA INCSAIA2,959$1.3M0.70%
39DIAMONDBACK ENERGY INCFANG7,464$1.3M0.70%
40CAMECO CORPCCJ26,822$1.3M0.70%
41ISHARES TR46428860425,923$1.3M0.69%
42ARISTA NETWORKS INCANET3,216$1.2M0.67%
43BLOCK INCBSQKZ18,109$1.2M0.66%
44PARKER-HANNIFIN CORPPH1,887$1.2M0.65%
45CSX CORPCSX34,497$1.2M0.65%
46ADVANCED MICRO DEVICES INCAMD3,200$1.2M0.64%
47ASPEN AEROGELS INCASPN42,640$1.2M0.64%
48INVESCO QQQ TRIVZ2,400$1.2M0.64%
49CONSTELLATION ENERGY CORPCEG4,495$1.2M0.63%
50VISA INCV4,223$1.2M0.63%
51SERVICENOW INCNOW1,227$1.1M0.60%
52FEDEX CORPFDX3,953$1.1M0.59%
53CANADIAN PACIFIC KANSAS CITYCP12,437$1.1M0.58%
54ARM HOLDINGS PLC0420682057,376$1.1M0.57%
55ZSCALER INCZS6,146$1.1M0.57%
56JPMORGAN CHASE & CO.VYLD4,927$1.0M0.56%
57NETFLIX INCNFLX1,457$1.0M0.56%
58T-MOBILE US INCTMUSZ5,007$1.0M0.56%
59META PLATFORMS INCMETA1,765$1.0M0.55%
60HALOZYME THERAPEUTICS INCHALO17,412$996,6630.54%
61JEFFERIES FINL GROUP INC47233W10915,860$976,1830.53%
62CITIGROUP INCC-PR15,415$964,9840.52%
63ASML HOLDING N VASMLF1,157$964,0700.52%
64EATON CORP PLCETN2,867$950,2380.52%
65AMAZON COM INCAMZN1,000$931,6500.51%
66CBRE GROUP INCCBRE7,446$926,8780.50%
67FREEPORT-MCMORAN INCFCX18,510$924,0210.50%
68PROGRESSIVE CORP7433151033,637$922,9250.50%
69EXXON MOBIL CORPXOM7,747$908,1550.49%
70BROADCOM INCAVGO5,257$906,8640.49%
71OKTA INCOKTA12,109$900,1830.49%
72HALLIBURTON COHAL30,728$892,6520.48%
73OCCIDENTAL PETE CORP67459910516,653$858,2960.47%
74NXP SEMICONDUCTORS N VNXPI3,504$840,9950.46%
75ALPHABET INCGOOG1,000$829,2500.45%
76ADOBE INCADBE1,543$798,9350.43%
77SUPER MICRO COMPUTER INCSMCI1,904$792,8260.43%
78JOHNSON & JOHNSONJNJ4,861$787,8150.43%
79GOLDMAN SACHS GROUP INCGSCE1,586$785,2440.43%
80BRISTOL-MYERS SQUIBB COCELG-RI15,000$776,1000.42%
81ISHARES TR46428750712,439$775,1980.42%
82CONSTELLATION BRANDS INCSTZ2,906$748,7780.41%
83JONES LANG LASALLE INCJLL2,760$744,6760.40%
84BOSTON SCIENTIFIC CORPBSX8,827$739,7030.40%
85LANTHEUS HLDGS INCLNTH6,732$738,8370.40%
86ALCON AGALC7,132$713,6990.39%
87DOMINION ENERGY INCD11,736$678,2230.37%
88APPLIED MATLS INC0382221053,332$673,2240.37%
89ELI LILLY & COLLY733$649,3940.35%
90JOHNSON & JOHNSONJNJ4,000$648,2400.35%
91VANGUARD WORLD FD92204A5042,220$626,4000.34%
92DEERE & CODE1,500$625,9950.34%
93ISHARES TR4642886615,219$624,2180.34%
94TARGET CORPTGT3,595$560,3210.30%
95DUPONT DE NEMOURS INCDD6,033$537,6030.29%
96LOCKHEED MARTIN CORPLMT898$525,0590.29%
97EOG RES INCEOG4,057$498,6720.27%
98CORTEVA INCCTVA8,407$494,2480.27%
99PROSPERITY BANCSHARES INCPB6,319$455,4100.25%
100KLA CORPKLAC548$424,1290.23%
101SPDR SER TR78464A8704,086$403,6970.22%
102MONSTER BEVERAGE CORP NEWMNST7,500$391,2750.21%
103ORACLE CORPORCL-PD2,198$374,5790.20%
104HOME DEPOT INCHD814$329,8330.18%
105LOWES COS INC5486611071,208$327,0770.18%
106PACER FDS TR69374H8576,803$316,4800.17%
107E L F BEAUTY INCELF2,700$294,3810.16%
108DISNEY WALT CO2546871063,000$288,5700.16%
109ISHARES TR4642873092,992$286,5080.16%
110GLOBAL X FDS37954Y8719,878$282,6100.15%
111WELLTOWER INCWELL2,153$275,6540.15%
112FORTINET INCFTNT3,000$232,6500.13%
113ABBOTT LABSABLZF1,984$226,1560.12%
114BANK AMERICA CORP0605051045,648$224,1090.12%
115ISHARES SILVER TRSLV7,500$213,0750.12%
116MICROCHIP TECHNOLOGY INC.MCHPP2,642$212,1260.12%
117NUCOR CORPNUE1,352$203,2160.11%
118ISHARES TR464287614534$200,4530.11%
119CHIPOTLE MEXICAN GRILL INCCMG3,500$200,0950.11%
120NVIDIA CORPORATIONNVDA1,500$182,1600.10%
121HOME DEPOT INCHD400$162,0800.09%
122BLOCK INCBSQKZ2,000$134,2600.07%
123DISNEY WALT CO254687106201$19,3340.01%
124MONSTER BEVERAGE CORP NEWMNST309$16,1210.01%
125INVESCO QQQ TRIVZ12$5,8570.00%