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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shelton Wealth Management LLC
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|---|---|
| CRD # | 312686 |
| SEC # | 801-120423 |
| CIK # | 0001903883 |
| AUM | $323.2 M (2025-03-10) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 817-415-2877 |
| Address | 100 Throckmorton Street Fort Worth, TX 76102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.0 | ||
| Applovin Corp | 2.8 | ||
| Microsoft Corp | 2.8 | ||
| Amazon Com Inc | 2.5 | ||
| Broadcom Inc | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| Wells Fargo & Co/MN | 2.4 | ||
| Advanced Micro Devices Inc | 2.3 | ||
| Lam Research Corp | 2.0 | ||
| Cameco Corp | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 17.9 |
| (b) Individuals (high net worth individuals) | 89 | 304.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 467 | 323.2 |
| By Discretionary | ||
| Discretionary | 288 | 281.7 |
| Non-Discretionary | 179 | 41.5 |
| Total | 467 | 323.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.2 | |
| Total | 467 | 323.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001903883] |
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