0001725547-22-000195.txt : 20221109 0001725547-22-000195.hdr.sgml : 20221109 20221108174638 ACCESSION NUMBER: 0001725547-22-000195 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221108 EFFECTIVENESS DATE: 20221109 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: 221370143 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 09-30-2022 09-30-2022 false SHELTON WEALTH MANAGEMENT, LLC

201 MAIN STREET SUITE 1230 FORT WORTH TX 76102

13F HOLDINGS REPORT 028-21498 N Justin Fulmer (817) 415-1632 Justin Fulmer Fort Worth TX 11-08-2022 0 61 112271 false INFORMATION TABLE 2 Form13fInfoTable.xml ABBVIE INC COM 00287Y109 223 1660 SH SOLE 0 0 1659 ADVANCED MICRO DEVICES INC COM 007903107 379 5976 SH SOLE 0 0 5976 ALPHABET INC CAP STK CL A 02079K305 446 4660 SH SOLE 0 0 4660 AMAZON COM INC COM 023135106 859 7600 SH SOLE 0 0 7600 APPLE INC COM 037833100 1152 8338 SH SOLE 0 0 8337 APPLIED MATLS INC COM 038222105 431 5264 SH SOLE 0 0 5263 ASHLAND INC COM 044186104 275 2896 SH SOLE 0 0 2896 BK OF AMERICA CORP COM 060505104 338 11206 SH SOLE 0 0 11205 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 622 2329 SH SOLE 0 0 2329 BRISTOL-MYERS SQUIBB CO COM 110122108 1772 24928 SH SOLE 0 0 24928 BROADCOM INC COM 11135F101 417 940 SH SOLE 0 0 940 CLEVELAND-CLIFFS INC NEW COM 185899101 338 25122 SH SOLE 0 0 25122 CONSTELLATION BRANDS INC CL A 21036P108 243 1060 SH SOLE 0 0 1059 CUMMINS INC COM 231021106 249 1223 SH SOLE 0 0 1222 DIAMONDBACK ENERGY INC COM 25278X109 537 4455 SH SOLE 0 0 4454 EOG RES INC COM 26875P101 665 5951 SH SOLE 0 0 5950 EXXON MOBIL CORP COM 30231G102 289 3307 SH SOLE 0 0 3307 FEDEX CORP COM 31428X106 205 1384 SH SOLE 0 0 1384 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 8477 127628 SH SOLE 0 0 127628 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1741 48654 SH SOLE 0 0 48654 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 6268 161216 SH SOLE 0 0 161216 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 6289 248183 SH SOLE 0 0 248182 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 4789 279236 SH SOLE 0 0 279236 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 13249 223340 SH SOLE 0 0 223339 HOME DEPOT INC COM 437076102 294 1065 SH SOLE 0 0 1065 ISHARES TR S&P 500 GRWT ETF 464287309 222 3833 SH SOLE 0 0 3833 ISHARES TR 20 YR TR BD ETF 464287432 2256 22016 SH SOLE 0 0 22015 ISHARES TR 7-10 YR TRSY BD 464287440 2299 23952 SH SOLE 0 0 23951 ISHARES TR RUS MID CAP ETF 464287499 9881 158979 SH SOLE 0 0 158979 ISHARES TR CORE S&P MCP ETF 464287507 599 2732 SH SOLE 0 0 2732 ISHARES TR EXPND TEC SC ETF 464287549 3341 12086 SH SOLE 0 0 12086 ISHARES TR RUS 1000 ETF 464287622 6246 31654 SH SOLE 0 0 31654 ISHARES TR RUS 2000 VAL ETF 464287630 1745 13534 SH SOLE 0 0 13533 ISHARES TR RUSSELL 2000 ETF 464287655 714 4332 SH SOLE 0 0 4332 ISHARES TR CORE S&P SCP ETF 464287804 5191 59541 SH SOLE 0 0 59540 ISHARES TR MRGSTR SM CP GR 464288604 2577 74337 SH SOLE 0 0 74337 ISHARES TR CORE MSCI EAFE 46432F842 2412 45792 SH SOLE 0 0 45791 ISHARES INC MSCI EMRG CHN 46434G764 3109 70218 SH SOLE 0 0 70218 JPMORGAN CHASE & CO COM 46625H100 388 3716 SH SOLE 0 0 3715 JOHNSON & JOHNSON COM 478160104 205 1256 SH SOLE 0 0 1255 KLA CORP COM NEW 482480100 216 713 SH SOLE 0 0 712 LOCKHEED MARTIN CORP COM 539830109 302 781 SH SOLE 0 0 781 MICROSOFT CORP COM 594918104 769 3303 SH SOLE 0 0 3303 MICRON TECHNOLOGY INC COM 595112103 507 10110 SH SOLE 0 0 10110 NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 203 1216 SH SOLE 0 0 1216 NVIDIA CORPORATION COM 67066G104 412 3392 SH SOLE 0 0 3392 OVINTIV INC COM 69047Q102 259 5637 SH SOLE 0 0 5637 PIONEER NAT RES CO COM 723787107 371 1715 SH SOLE 0 0 1714 PROSPERITY BANCSHARES INC COM 743606105 421 6319 SH SOLE 0 0 6319 SPDR SER TR S&P OILGAS EXP 78468R556 2506 20093 SH SOLE 0 0 20092 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6759 159605 SH SOLE 0 0 159604 TEKLA HEALTHCARE OPPORTUNITI SHS 879105104 308 17013 SH SOLE 0 0 17013 TEKLA WORLD HEALTHCARE FD BEN INT SHS 87911L108 167 13000 SH SOLE 0 0 13000 UNITED STATES STL CORP NEW COM 912909108 319 17590 SH SOLE 0 0 17590 VALERO ENERGY CORP COM 91913Y100 210 1970 SH SOLE 0 0 1970 VANECK ETF TRUST OIL SERVICES ETF 92189H607 840 3975 SH SOLE 0 0 3975 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1443 6452 SH SOLE 0 0 6452 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2701 13842 SH SOLE 0 0 13842 VISA INC COM CL A 92826C839 352 1981 SH SOLE 0 0 1981 WELLS FARGO CO NEW COM 949746101 1213 30162 SH SOLE 0 0 30161 ZIMMER BIOMET HOLDINGS INC COM 98956P102 261 2492 SH SOLE 0 0 2492