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