In a recent 13F-HR filing, Shelton Wealth Management, LLC disclosed its holdings as of the reporting period. This filing is significant as it provides insights into the investment decisions made by the firm, including changes in its portfolio composition. Investors and analysts often track 13F filings to gauge the investment strategies of institutional investors like Shelton Wealth Management, LLC.
Shelton Wealth Management, LLC is a registered investment advisory firm based in Spokane, Washington. The company offers a range of investment management services to individuals, high-net-worth clients, and institutional investors. With a focus on providing personalized investment solutions, Shelton Wealth Management, LLC aims to help clients achieve their financial goals. For more information about Shelton Wealth Management, LLC, you can visit their website.
The 13F-HR filing submitted by Shelton Wealth Management, LLC is a quarterly report required by the Securities and Exchange Commission (SEC). This form discloses the firm’s holdings of publicly traded securities, providing details on the positions held and any changes made during the reporting period. By reviewing the 13F filing, investors can gain valuable insights into the investment activities of Shelton Wealth Management, LLC and potentially identify investment opportunities.
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Shelton Wealth Management, LLC Submits 13F-HR Form to SEC (Filer 0001903883)
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