0001725547-22-000013.txt : 20220126 0001725547-22-000013.hdr.sgml : 20220126 20220126170028 ACCESSION NUMBER: 0001725547-22-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220126 DATE AS OF CHANGE: 20220126 EFFECTIVENESS DATE: 20220126 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: 22558696 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 13F-HR LIVE false false 0001903883 XXXXXXXX 12-31-2021 12-31-2021 false SHELTON WEALTH MANAGEMENT, LLC
201 MAIN STREET SUITE 1230 FORT WORTH TX 76102
13F HOLDINGS REPORT 028-21498 N
Justin Fulmer Vice President - Operations (817) 415-1632 Justin Fulmer Fort Worth TX 01-26-2022 0 71 127064 false
INFORMATION TABLE 2 Form13fInfoTable.xml ABBOTT LABS COM 002824100 233 1653 SH SOLE 1653 0 0 ADVANCED MICRO DEVICES INC COM 007903107 614 4269 SH SOLE 4269 0 0 AIR PRODS & CHEMS INC COM 009158106 206 678 SH SOLE 678 0 0 ALPHABET INC CAP STK CL A 02079K305 478 165 SH SOLE 165 0 0 AMAZON COM INC COM 023135106 1174 352 SH SOLE 352 0 0 AMERICAN TOWER CORP NEW COM 03027X100 226 771 SH SOLE 771 0 0 ANALOG DEVICES INC COM 032654105 731 4158 SH SOLE 4158 0 0 APPLE INC COM 037833100 1888 10632 SH SOLE 10632 0 0 APPLIED MATLS INC COM 038222105 671 4264 SH SOLE 4263 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 343 3188 SH SOLE 3188 0 0 BK OF AMERICA CORP COM 060505104 460 10332 SH SOLE 10331 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 425 1423 SH SOLE 1423 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1554 24928 SH SOLE 24928 0 0 BROADCOM INC COM 11135F101 648 974 SH SOLE 974 0 0 CAMDEN PPTY TR SH BEN INT 133131102 240 1341 SH SOLE 1340 0 0 CITIGROUP INC COM NEW 172967424 336 5563 SH SOLE 5562 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 403 18511 SH SOLE 18511 0 0 CONSTELLATION BRANDS INC CL A 21036P108 265 1056 SH SOLE 1056 0 0 CUMMINS INC COM 231021106 300 1374 SH SOLE 1374 0 0 DIAMONDBACK ENERGY INC COM 25278X109 564 5231 SH SOLE 5231 0 0 DISNEY WALT CO COM 254687106 217 1401 SH SOLE 1400 0 0 EOG RES INC COM 26875P101 592 6661 SH SOLE 6661 0 0 EXXON MOBIL CORP COM 30231G102 202 3307 SH SOLE 3307 0 0 META PLATFORMS INC CL A 30303M102 445 1323 SH SOLE 1323 0 0 FEDEX CORP COM 31428X106 358 1384 SH SOLE 1384 0 0 F5 INC COM 315616102 258 1056 SH SOLE 1056 0 0 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 10713 126712 SH SOLE 126711 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 3082 71617 SH SOLE 71617 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 3368 65038 SH SOLE 65037 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 8537 370191 SH SOLE 370191 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 15406 257617 SH SOLE 257617 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 451 4738 SH SOLE 4738 0 0 HOME DEPOT INC COM 437076102 435 1048 SH SOLE 1048 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 308 3678 SH SOLE 3678 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 236 1928 SH SOLE 1928 0 0 ISHARES TR RUS MID CAP ETF 464287499 11505 138595 SH SOLE 138594 0 0 ISHARES TR CORE S&P MCP ETF 464287507 676 2387 SH SOLE 2387 0 0 ISHARES TR EXPND TEC SC ETF 464287549 4089 9313 SH SOLE 9313 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 320 1905 SH SOLE 1905 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 391 1281 SH SOLE 1281 0 0 ISHARES TR RUS 1000 ETF 464287622 8789 33236 SH SOLE 33236 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 877 3943 SH SOLE 3943 0 0 ISHARES TR CORE S&P SCP ETF 464287804 7383 64474 SH SOLE 64473 0 0 ISHARES TR MRGSTR SM CP GR 464288604 2580 51966 SH SOLE 51966 0 0 ISHARES TR CORE MSCI EAFE 46432F842 2288 30659 SH SOLE 30659 0 0 ISHARES INC MSCI EMRG CHN 46434G764 3280 54097 SH SOLE 54097 0 0 JPMORGAN CHASE & CO COM 46625H100 554 3496 SH SOLE 3496 0 0 JOHNSON & JOHNSON COM 478160104 214 1249 SH SOLE 1248 0 0 LOCKHEED MARTIN CORP COM 539830109 277 779 SH SOLE 779 0 0 MICROSOFT CORP COM 594918104 953 2834 SH SOLE 2833 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 235 2704 SH SOLE 2704 0 0 MICRON TECHNOLOGY INC COM 595112103 819 8796 SH SOLE 8796 0 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 243 1611 SH SOLE 1611 0 0 NVIDIA CORPORATION COM 67066G104 831 2827 SH SOLE 2826 0 0 OLIN CORP COM PAR $1 680665205 258 4484 SH SOLE 4484 0 0 PIONEER NAT RES CO COM 723787107 337 1853 SH SOLE 1852 0 0 PROSPERITY BANCSHARES INC COM 743606105 457 6319 SH SOLE 6319 0 0 SALESFORCE COM INC COM 79466L302 300 1181 SH SOLE 1181 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8083 71014 SH SOLE 71014 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 7237 142321 SH SOLE 142321 0 0 SOUTHWEST AIRLS CO COM 844741108 227 5301 SH SOLE 5301 0 0 STRYKER CORPORATION COM 863667101 296 1109 SH SOLE 1108 0 0 TEKLA HEALTHCARE OPPORTUNITI SHS 879105104 437 17028 SH SOLE 17027 0 0 TEKLA WORLD HEALTHCARE FD BEN INT SHS 87911L108 212 13000 SH SOLE 13000 0 0 UNITED STATES STL CORP NEW COM 912909108 295 12403 SH SOLE 12403 0 0 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 225 3601 SH SOLE 3601 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 595 2234 SH SOLE 2234 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3421 12139 SH SOLE 12139 0 0 VISA INC COM CL A 92826C839 338 1558 SH SOLE 1558 0 0 WELLS FARGO CO NEW COM 949746101 1358 28311 SH SOLE 28311 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 317 2492 SH SOLE 2492 0 0