Calton & Associates, Inc. Purchases and Sells in Q4 2024

Calton & Associates, Inc.

$211 Million
Q4 2024

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	6.42K + 54.93%	$378.79 - $428.11 $2.43M - $2.75M	18.1K $7.44M
MGC	10.4K + 61.45%	$204.21 - $220.18 $2.13M - $2.29M	27.3K $5.81M
SPYD	46.8K + 72.81%	$43.02 - $47.32 $2.02M - $2.22M	111K $4.81M
VHT	8.42K + 73.3%	$250.81 - $283.3 $2.11M - $2.39M	19.9K $5.05M
XLK	7.37K + 58.98%	$220.26 - $241.44 $1.62M - $1.78M	19.9K $4.62M
SLYV	19K + 81.05%	$84.34 - $95.14 $1.61M - $1.81M	42.5K $3.71M

New Holdings

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PTLC	27.9K New	$52.0 - $55.66 $1.45M - $1.55M	27.9K $1.49M
XLY	4.73K New	$194.8 - $239.43 $921K - $1.13M	4.73K $1.06M
IVW	10.3K New	$94.43 - $105.47 $973K - $1.09M	10.3K $1.05M
VDE	8.32K New	$116.67 - $136.78 $970K - $1.14M	8.32K $1.01M
TER	6.78K New	$102.58 - $133.62 $695K - $905K	6.78K $853K
IVT	27.3K New	$28.52 - $31.3 $779K - $855K	27.3K $822K

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-98.5K - 56.15%	$56.06 - $61.35 $5.52M - $6.04M	76.9K $4.34M
JEPI	-57.4K - 93.71%	$57.53 - $60.83 $3.3M - $3.49M	3.86K $221K
BRK-B	-5.93K - 44.86%	$442.29 - $483.08 $2.62M - $2.86M	7.29K $3.3M
USFR	-55.1K - 32.88%	$50.23 - $50.46 $2.77M - $2.78M	112K $5.65M
SPY	-5.05K - 23.46%	$567.81 - $607.81 $2.87M - $3.07M	16.5K $9.66M
IWM	-10.8K - 75.86%	$216.13 - $242.4 $2.33M - $2.62M	3.43K $758K

Activity Summary All Purchases 117 New Holdings 50 Increased Positions 67 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

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