EQTIX
Shelton Equity Income Fund
1W: -0.7%
1M: -1.8%
3M: +0.2%
YTD: +4.3%
1Y: +4.4%
3Y: +44.4%
5Y: +47.6%
$18.22
+0.11 (+0.61%)
Weekly Expected Move ±1.3%
$18
$18
$18
$18
$19
Total Changes (90d)
0
New Holdings
0
Removed Holdings
0
132 changes · Page 1 of 3
| Date | Holding Name | Ticker | Change Type | Old Value | New Value |
|---|---|---|---|---|---|
| 2026-02-28 | CVX | CVX | New | — | 55400 shares |
| 2026-02-28 | MSFT | MSFT | New | — | 36600 shares |
| 2026-02-28 | GS | GS | New | — | 13000 shares |
| 2026-02-28 | C | C | New | — | 184800 shares |
| 2026-02-28 | SCHW | SCHW | New | — | 139300 shares |
| 2026-02-28 | NDAQ | NDAQ | New | — | 20900 shares |
| 2026-02-28 | WMT | WMT | New | — | 162444 shares |
| 2026-02-28 | CL | CL | New | — | 75300 shares |
| 2026-02-28 | CARR | CARR | New | — | 87800 shares |
| 2026-02-28 | MNST | MNST | New | — | 130300 shares |
| 2026-02-28 | DE | DE | New | — | 26000 shares |
| 2026-02-28 | IT | IT | New | — | 7880 shares |
| 2026-02-28 | MRK | MRK | New | — | 24400 shares |
| 2026-02-28 | CMCSA | CMCSA | New | — | 333200 shares |
| 2026-02-28 | GOOGL.SW | GOOGL.SW | New | — | 113000 shares |
| 2026-02-28 | EBAY | EBAY | New | — | 79900 shares |
| 2026-02-28 | BA | BA | New | — | 13300 shares |
| 2026-02-28 | JPM | JPM | New | — | 26640 shares |
| 2026-02-28 | SNPS | SNPS | New | — | 12720 shares |
| 2026-02-28 | CMG | CMG | New | — | 154000 shares |
| 2026-02-28 | TXN | TXN | New | — | 17400 shares |
| 2026-02-28 | VST | VST | New | — | 18400 shares |
| 2026-02-28 | CNC | CNC | New | — | 42700 shares |
| 2026-02-28 | ABBV | ABBV | New | — | 12200 shares |
| 2026-02-28 | NTAP | NTAP | New | — | 64580 shares |
| 2026-02-28 | CVS | CVS | New | — | 93660 shares |
| 2026-02-28 | LI.PA | LI.PA | New | — | -100 shares |
| 2026-02-28 | TFC | TFC | New | — | 123700 shares |
| 2026-02-28 | TGT | TGT | New | — | 12660 shares |
| 2026-02-28 | TRV | TRV | New | — | 52873 shares |
| 2026-02-28 | UBER | UBER | New | — | 56800 shares |
| 2026-02-28 | CBRE | CBRE | New | — | 85560 shares |
| 2026-02-28 | JNJ | JNJ | New | — | 99316 shares |
| 2026-02-28 | BAC | BAC | New | — | 134000 shares |
| 2026-02-28 | HLT | HLT | New | — | 15400 shares |
| 2026-02-28 | NEE-PN | NEE-PN | New | — | 50800 shares |
| 2026-02-28 | VZ | VZ | New | — | 69800 shares |
| 2026-02-28 | XOM | XOM | New | — | 81100 shares |
| 2026-02-28 | UPS | UPS | New | — | 49400 shares |
| 2026-02-28 | WM | WM | New | — | 28525 shares |
| 2026-02-28 | TSLA | TSLA | New | — | 24350 shares |
| 2026-02-28 | ADP | ADP | New | — | 6480 shares |
| 2026-02-28 | CDNS | CDNS | New | — | 33600 shares |
| 2026-02-28 | NOW | NOW | New | — | 7986 shares |
| 2026-02-28 | CF | CF | New | — | 67520 shares |
| 2026-02-28 | REGN | REGN | New | — | 5485 shares |
| 2026-02-28 | PFE | PFE | New | — | 119600 shares |
| 2026-02-28 | STZ | STZ | New | — | 15070 shares |
| 2026-02-28 | IBM | IBM | New | — | 41265 shares |
| 2026-02-28 | NEM | NEM | New | — | 46700 shares |