StockDriftsStockDriftsTop 50 Shelton Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FD | 5.7% | 216.4K | $12.9M | +0.86%(+1.84K) | $59.72(+0.23%) | 2026-03-31 | |
| IBTH | ISHARES TR | 4.51% | 456.4K | $10.2M | +17.96%(+69.50K) | $22.31(+0.28%) | 2026-03-31 | |
| IBTI | ISHARES TR | 4.5% | 458.4K | $10.2M | +17.67%(+68.86K) | $22.12(+0.17%) | 2026-03-31 | |
| IBTJ | ISHARES TR | 4.49% | 466.9K | $10.2M | +17.41%(+69.24K) | $21.65(+0.12%) | 2026-03-31 | |
| IBTK | ISHARES TR | 4.47% | 515.1K | $10.2M | +17.14%(+75.37K) | $19.53(+0.13%) | 2026-03-31 | |
| IBTL | ISHARES TR | 4.46% | 495.8K | $10.1M | new | $20.46(-1.28%) | 2026-03-31 | |
| IWR | ISHARES TR | 4.1% | 95.8K | $9.3M | +21.48%(+16.93K) | $86.11(+21.64%) | 2026-03-31 | |
| IWB | ISHARES TR | 2.38% | 15.2K | $5.4M | -1.69%(-261) | $253.97(+59.20%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 2.25% | 55.1K | $5.1M | -5.59%(-3.26K) | $79.69(+15.75%) | 2026-03-31 | |
| TLT | ISHARES TR | 1.9% | 49.7K | $4.3M | -0.98%(-490) | $90.62(-6.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.28% | +23.46% |
| Top 20 Holdings Unweighted | +8.99% | +29.48% |
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