0001725547-22-000090.txt : 20220510 0001725547-22-000090.hdr.sgml : 20220510 20220510131810 ACCESSION NUMBER: 0001725547-22-000090 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22908654 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 03-31-2022 03-31-2022 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 05-10-2022 0 68 126758 false
INFORMATION TABLE 2 Form13fInfoTable.xml ADVANCED MICRO DEVICES INC COM 007903107 484 4430 SH SOLE 0 0 4430 ALPHABET INC CAP STK CL A 02079K305 617 222 SH SOLE 0 0 222 AMAZON COM INC COM 023135106 1161 356 SH SOLE 0 0 356 ANALOG DEVICES INC COM 032654105 687 4158 SH SOLE 0 0 4158 APPLE INC COM 037833100 1456 8338 SH SOLE 0 0 8337 APPLIED MATLS INC COM 038222105 583 4422 SH SOLE 0 0 4422 ASHLAND GLOBAL HLDGS INC COM 044186104 307 3124 SH SOLE 0 0 3124 BK OF AMERICA CORP COM 060505104 426 10331 SH SOLE 0 0 10330 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 502 1423 SH SOLE 0 0 1423 BRISTOL-MYERS SQUIBB CO COM 110122108 1820 24928 SH SOLE 0 0 24928 BROADCOM INC COM 11135F101 581 923 SH SOLE 0 0 923 CAMDEN PPTY TR SH BEN INT 133131102 223 1341 SH SOLE 0 0 1340 CITIGROUP INC COM NEW 172967424 288 5401 SH SOLE 0 0 5401 CLEVELAND-CLIFFS INC NEW COM 185899101 774 24026 SH SOLE 0 0 24026 CONSTELLATION BRANDS INC CL A 21036P108 244 1058 SH SOLE 0 0 1057 CUMMINS INC COM 231021106 314 1532 SH SOLE 0 0 1532 DIAMONDBACK ENERGY INC COM 25278X109 647 4720 SH SOLE 0 0 4719 EOG RES INC COM 26875P101 730 6119 SH SOLE 0 0 6118 EXXON MOBIL CORP COM 30231G102 273 3307 SH SOLE 0 0 3307 FEDEX CORP COM 31428X106 359 1552 SH SOLE 0 0 1552 F5 INC COM 315616102 230 1101 SH SOLE 0 0 1101 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 9443 120758 SH SOLE 0 0 120757 FIRST TR VALUE LINE DIVID IN SHS 33734H106 2385 56388 SH SOLE 0 0 56387 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 5763 117619 SH SOLE 0 0 117619 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 8538 300319 SH SOLE 0 0 300319 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 12831 215534 SH SOLE 0 0 215534 HOME DEPOT INC COM 437076102 309 1033 SH SOLE 0 0 1033 ISHARES TR S&P 500 GRWT ETF 464287309 286 3749 SH SOLE 0 0 3748 ISHARES TR RUS MDCP VAL ETF 464287473 229 1912 SH SOLE 0 0 1912 ISHARES TR RUS MID CAP ETF 464287499 12100 155052 SH SOLE 0 0 155052 ISHARES TR CORE S&P MCP ETF 464287507 722 2690 SH SOLE 0 0 2690 ISHARES TR EXPND TEC SC ETF 464287549 3654 9403 SH SOLE 0 0 9403 ISHARES TR RUS 1000 VAL ETF 464287598 314 1889 SH SOLE 0 0 1889 ISHARES TR RUS 1000 GRW ETF 464287614 364 1312 SH SOLE 0 0 1312 ISHARES TR RUS 1000 ETF 464287622 8171 32673 SH SOLE 0 0 32673 ISHARES TR RUS 2000 VAL ETF 464287630 1701 10541 SH SOLE 0 0 10541 ISHARES TR RUSSELL 2000 ETF 464287655 921 4488 SH SOLE 0 0 4488 ISHARES TR CORE S&P SCP ETF 464287804 7741 71752 SH SOLE 0 0 71752 ISHARES TR MRGSTR SM CP GR 464288604 2524 57128 SH SOLE 0 0 57128 ISHARES TR CORE MSCI EAFE 46432F842 3096 44534 SH SOLE 0 0 44533 ISHARES INC MSCI EMRG CHN 46434G764 3724 64002 SH SOLE 0 0 64001 JPMORGAN CHASE & CO COM 46625H100 478 3505 SH SOLE 0 0 3505 JOHNSON & JOHNSON COM 478160104 222 1254 SH SOLE 0 0 1254 LOCKHEED MARTIN CORP COM 539830109 341 772 SH SOLE 0 0 771 MICROSOFT CORP COM 594918104 1014 3288 SH SOLE 0 0 3288 MICROCHIP TECHNOLOGY INC. COM 595017104 219 2910 SH SOLE 0 0 2910 MICRON TECHNOLOGY INC COM 595112103 658 8447 SH SOLE 0 0 8446 NEXSTAR MEDIA GROUP INC CL A 65336K103 254 1349 SH SOLE 0 0 1349 NVIDIA CORPORATION COM 67066G104 827 3032 SH SOLE 0 0 3031 OLIN CORP COM PAR $1 680665205 236 4509 SH SOLE 0 0 4509 OVINTIV INC COM 69047Q102 321 5939 SH SOLE 0 0 5939 PIONEER NAT RES CO COM 723787107 436 1742 SH SOLE 0 0 1741 PROSPERITY BANCSHARES INC COM 743606105 438 6319 SH SOLE 0 0 6319 SPDR SER TR S&P OILGAS EXP 78468R556 299 2219 SH SOLE 0 0 2218 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7395 137317 SH SOLE 0 0 137316 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 6657 134379 SH SOLE 0 0 134379 SELECT SECTOR SPDR TR ENERGY 81369Y506 888 11615 SH SOLE 0 0 11615 SOUTHWEST AIRLS CO COM 844741108 259 5652 SH SOLE 0 0 5652 STRYKER CORPORATION COM 863667101 324 1211 SH SOLE 0 0 1211 TEKLA HEALTHCARE OPPORTUNITI SHS 879105104 377 16941 SH SOLE 0 0 16940 TEKLA WORLD HEALTHCARE FD BEN INT SHS 87911L108 198 13000 SH SOLE 0 0 13000 UNITED STATES STL CORP NEW COM 912909108 603 15988 SH SOLE 0 0 15988 VALERO ENERGY CORP COM 91913Y100 225 2212 SH SOLE 0 0 2211 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1505 5917 SH SOLE 0 0 5917 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2921 11773 SH SOLE 0 0 11773 VISA INC COM CL A 92826C839 371 1675 SH SOLE 0 0 1675 WELLS FARGO CO NEW COM 949746101 1451 29939 SH SOLE 0 0 29939 ZIMMER BIOMET HOLDINGS INC COM 98956P102 319 2492 SH SOLE 0 0 2492