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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 Q1 2025 · Filed April 21, 2025 · Accession 0001725547-25-001425

Total Value
$183.9M
Positions
135
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (135)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHANGE-TRADED FD33739Q408219,140$13.1M7.13%
2ISHARES TR46436E825334,348$7.3M3.96%
3ISHARES TR46436E833325,923$7.3M3.94%
4ISHARES TR46436E593367,727$7.2M3.93%
5ISHARES TR46436E841321,577$7.2M3.92%
6ISHARES TR46436E858312,998$7.2M3.90%
7ISHARES TR46428749963,563$5.4M2.94%
8FIRST TR EXCHANGE-TRADED FD33733E10457,441$5.1M2.80%
9ISHARES TR46428762216,467$5.1M2.75%
10SCHWAB STRATEGIC TR808524201184,757$4.1M2.22%
11ISHARES TR46428743238,502$3.5M1.91%
12FIRST TR EXCHANGE TRADED FD33738R50658,122$3.4M1.85%
13FIRST TR EXCH TRADED FD III33739P855165,722$3.1M1.68%
14ISHARES INC46434G76455,968$3.1M1.68%
15FIRST TR EXCHANGE TRAD FD VI33739H10197,066$2.5M1.35%
16VANGUARD INDEX FDS9229085959,236$2.3M1.26%
17WELLS FARGO CO NEW94974610129,654$2.1M1.16%
18INVESCO QQQ TRIVZ4,500$2.1M1.15%
19ISHARES TR46428866117,439$2.1M1.12%
20AMAZON COM INCAMZN10,670$2.0M1.10%
21ISHARES TR46428754922,120$2.0M1.09%
22ISHARES TR46428780418,566$1.9M1.06%
23NVIDIA CORPORATIONNVDA17,763$1.9M1.05%
24MERCADOLIBRE INCMELI860$1.7M0.91%
25APPLE INCAAPL7,063$1.6M0.85%
26ISHARES TR46432F84219,754$1.5M0.81%
27ISHARES TR4642876557,461$1.5M0.81%
28VISA INCV4,164$1.5M0.79%
29DIAMONDBACK ENERGY INCFANG9,124$1.5M0.79%
30T-MOBILE US INCTMUSZ5,407$1.4M0.78%
31APPLOVIN CORPAPP5,424$1.4M0.78%
32ADVANCED MICRO DEVICES INCAMD13,089$1.3M0.73%
33ZSCALER INCZS6,570$1.3M0.71%
34LAM RESEARCH CORPLRCX17,752$1.3M0.70%
35ALPHABET INCGOOG8,000$1.2M0.67%
36NU HLDGS LTDNU119,792$1.2M0.67%
37MICROSOFT CORPMSFT3,260$1.2M0.67%
38PARKER-HANNIFIN CORPPH1,971$1.2M0.65%
39NETFLIX INCNFLX1,278$1.2M0.65%
40FEDEX CORPFDX4,809$1.2M0.64%
41JPMORGAN CHASE & CO.VYLD4,739$1.2M0.63%
42PROGRESSIVE CORP7433151034,105$1.2M0.63%
43SCHLUMBERGER LTDSLB27,735$1.2M0.63%
44PINTEREST INCPINS37,305$1.2M0.63%
45FREEPORT-MCMORAN INCFCX30,000$1.1M0.62%
46VANECK ETF TRUST92189H6074,325$1.1M0.62%
47SPDR S&P 500 ETF TRSPY2,000$1.1M0.61%
48ALCON AGALC11,405$1.1M0.59%
49ASML HOLDING N VASMLF1,628$1.1M0.59%
50BERKSHIRE HATHAWAY INC DELBRK-A1,992$1.1M0.58%
51LANTHEUS HLDGS INCLNTH10,773$1.1M0.57%
52FREEPORT-MCMORAN INCFCX27,714$1.0M0.57%
53CAMECO CORPCCJ25,360$1.0M0.57%
54BOOKING HOLDINGS INCBKNG224$1.0M0.56%
55CANADIAN PACIFIC KANSAS CITYCP14,561$1.0M0.56%
56SAIA INCSAIA2,906$1.0M0.55%
57CITIGROUP INCC-PR14,254$1.0M0.55%
58BOSTON SCIENTIFIC CORPBSX10,013$1.0M0.55%
59BLOCK INCBSQKZ18,559$1.0M0.55%
60META PLATFORMS INCMETA1,749$1.0M0.55%
61ELI LILLY & COLLY1,210$999,3510.54%
62LPL FINL HLDGS INC50212V1003,039$994,1780.54%
63ISHARES TR46428860421,878$985,5980.54%
64CBRE GROUP INCCBRE7,432$971,9570.53%
65HEXCEL CORP NEW42829110817,714$970,0210.53%
66DEERE & CODE2,000$938,7000.51%
67BROADCOM INCAVGO5,538$927,2550.50%
68EXXON MOBIL CORPXOM7,764$923,4300.50%
69DELL TECHNOLOGIES INCDELL10,075$918,3360.50%
70AAR CORPAIR16,139$903,6230.49%
71MICRON TECHNOLOGY INCMU10,400$903,6180.49%
72ON HLDG AGH5919C10420,420$896,8460.49%
73MONDAY COM LTDMNDY3,657$889,2360.48%
74SERVICENOW INCNOW1,105$879,7350.48%
75ARISTA NETWORKS INCANET11,349$879,3210.48%
76AXALTA COATING SYS LTDAXTA25,848$857,3780.47%
77BECTON DICKINSON & COBDX3,735$855,5390.47%
78VANECK ETF TRUST92189F60111,227$822,6040.45%
79RHRH3,503$821,1380.45%
80GOLDMAN SACHS GROUP INCGSCE1,494$816,1570.44%
81EATON CORP PLCETN2,995$814,1390.44%
82JEFFERIES FINL GROUP INC47233W10914,639$784,2120.43%
83DOMINION ENERGY INCD13,940$781,6160.42%
84THE TRADE DESK INC88339J10513,583$743,2620.40%
85JONES LANG LASALLE INCJLL2,982$739,2680.40%
86LINDE PLCLIN1,576$733,8490.40%
87FLUOR CORP NEWFLR20,480$733,5940.40%
88CONSTELLATION ENERGY CORPCEG3,618$729,4060.40%
89ALPHABET INCGOOG4,550$703,6080.38%
90ISHARES TR46428750711,977$698,8580.38%
91SPDR SER TR78464A8708,611$698,3520.38%
92SPDR SER TR78468R5565,157$679,2160.37%
93VERTIV HOLDINGS COVRT9,328$673,4820.37%
94CORTEVA INCCTVA10,447$657,4300.36%
95PEPSICO INCPEP4,000$599,7600.33%
96EOG RES INCEOG4,227$542,0850.29%
97ONTO INNOVATION INCONTO4,152$503,8040.27%
98APPLIED MATLS INC0382221053,347$485,7190.26%
99ISHARES TR46436E3385,000$455,1500.25%
100PROSPERITY BANCSHARES INCPB6,319$450,9870.25%
101LOCKHEED MARTIN CORPLMT899$401,5070.22%
102KLA CORPKLAC555$377,0250.20%
103WELLTOWER INCWELL2,173$332,9220.18%
104ORACLE CORPORCL-PD2,208$308,6920.17%
105SENTINELONE INCS16,207$294,6430.16%
106LOWES COS INC5486611071,208$281,6470.15%
107ISHARES TR4642873092,994$277,9740.15%
108HOME DEPOT INCHD753$275,9670.15%
109UBER TECHNOLOGIES INCUBER3,745$272,8610.15%
110ABBOTT LABSABLZF1,992$264,1750.14%
111CHIPOTLE MEXICAN GRILL INCCMG5,000$251,0500.14%
112CSX CORPCSX8,097$238,2950.13%
113BANK AMERICA CORP0605051045,651$235,8170.13%
114RHRH1,000$234,4100.13%
115TESLA INCTSLA895$231,9480.13%
116GLOBAL X FDS37954Y8719,878$226,4040.12%
117UBER TECHNOLOGIES INCUBER3,000$218,5800.12%
118PALO ALTO NETWORKS INCPANW1,275$217,5660.12%
119NVIDIA CORPORATIONNVDA2,000$216,7600.12%
120JOHNSON & JOHNSONJNJ1,283$212,6920.12%
121VANGUARD WORLD FD92204A504798$211,2550.11%
122PINTEREST INCPINS6,000$186,0000.10%
123ARISTA NETWORKS INCANET2,000$154,9600.08%
124FRESHWORKS INCFRSH10,000$141,1000.08%
125PERMIAN RESOURCES CORPPR10,000$138,5000.08%
126VERTIV HOLDINGS COVRT1,600$115,5200.06%
127GRAB HOLDINGS LIMITEDGRABW20,300$91,9590.05%
128GRAB HOLDINGS LIMITEDGRABW20,000$90,6000.05%
129TESLA INCTSLA300$77,7480.04%
130URANIUM ENERGY CORPUEC15,000$71,7000.04%
131QUANTUMSCAPE CORPQS15,000$62,4000.03%
132INVESCO QQQ TRIVZ74$34,7000.02%
133PEPSICO INCPEP167$25,0400.01%
134SANGAMO THERAPEUTICS INCSGMO28,000$18,3620.01%
135URANIUM ENERGY CORPUEC1,062$5,0760.00%