Calton & Associates, Inc. Purchases in Q3 2024

Calton & Associates, Inc.

  • $250 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
26.4K
+ 1066.53%
$434.77 - $502.96 $11.5M - $13.3M
28.9K $14.1M
AAPL
Apple Inc.

Technology
49.5K
+ 1860.06%
$207.23 - $234.82 $10.2M - $11.6M
52.1K $12.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
163K
+ 1314.77%
$53.41 - $57.9 $8.71M - $9.44M
175K $10.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
120K
+ 255.18%
$50.2 - $50.48 $6.04M - $6.07M
167K $8.41M
FLRN
Spdr Bloomberg Investment Grad

ETFs
177K
+ 16536.04%
$30.55 - $30.85 $5.41M - $5.46M
178K $5.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.6K
+ 695.96%
$405.19 - $478.57 $4.68M - $5.53M
13.2K $6.08M
VFH
Vanguard Financial ETF

ETFs
41K
+ 636.66%
$99.27 - $111.21 $4.07M - $4.56M
47.5K $5.22M
CGGR
Capital Group Growth ETF Shs C

ETFs
91K
+ 455.23%
$30.71 - $34.79 $2.79M - $3.17M
111K $3.86M
JEPI
J P Morgan Exchange Traded Fd

ETFs
53.2K
+ 659.29%
$54.98 - $59.51 $2.93M - $3.17M
61.3K $3.65M
MGC
Vanguard Mega Cap ETF

ETFs
15.2K
+ 893.9%
$185.93 - $206.64 $2.83M - $3.15M
16.9K $3.5M
VHT
Vanguard Health Care ETF

ETFs
9.21K
+ 403.37%
$261.88 - $288.1 $2.41M - $2.65M
11.5K $3.24M
AMZN
Amazon Com Inc

Consumer Cyclical
13.9K
+ 1000.36%
$161.02 - $200.0 $2.23M - $2.77M
15.2K $2.84M
HD
Home Depot, Inc.

Consumer Cyclical
5.4K
+ 226.73%
$333.64 - $405.2 $1.8M - $2.19M
7.79K $3.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.3K
+ 115.2%
$60.84 - $67.51 $1.96M - $2.18M
60.3K $4.07M
XLK
Technology Sector Spdr

ETFs
9.58K
+ 327.95%
$197.34 - $237.68 $1.89M - $2.28M
12.5K $2.82M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
87.8K
+ 5881.31%
$22.38 - $23.66 $1.97M - $2.08M
89.3K $2.09M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
27.1K
+ 550.75%
$68.53 - $74.13 $1.86M - $2.01M
32.1K $2.35M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
41.8K
+ 2861.15%
$42.22 - $48.62 $1.77M - $2.03M
43.3K $2.01M
FDVV
Fidelity High Dividend ETF

ETFs
35.4K
+ 525.11%
$46.26 - $50.65 $1.64M - $1.79M
42.1K $2.13M
SRLN
Ssga Active Trust

ETFs
29.5K
+ 119.0%
$40.93 - $41.85 $1.21M - $1.24M
54.3K $2.27M
MGV
Vanguard Mega Cap Value

ETFs
9.49K
+ 731.61%
$118.0 - $128.28 $1.12M - $1.22M
10.8K $1.38M
XLV
Select Sector Spdr Fund Health

ETFs
7.44K
+ 83.75%
$143.3 - $157.24 $1.07M - $1.17M
16.3K $2.51M
CGGO
Capital Group Global Growth Eq

ETFs
35.9K
+ 1953.83%
$27.25 - $30.52 $979K - $1.1M
37.8K $1.14M
NVDA
Nvidia Corp

Technology
7.44K
+ 56.31%
$98.91 - $134.91 $736K - $1M
20.7K $2.51M
CGDV
Capital Group Divid Value ETF

ETFs
22.3K
+ 872.63%
$32.96 - $36.48 $733K - $812K
24.8K $903K
FSK
Fs Kkr Capital Corp

Financial Services
40.6K
+ 905.47%
$18.74 - $20.43 $760K - $829K
45K $888K
VRIG
Invesco Actively Managed ETF F

ETFs
31.1K
+ 204.43%
$25.05 - $25.21 $780K - $785K
46.4K $1.16M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
19.2K
+ 290.91%
$33.89 - $41.64 $650K - $798K
25.8K $1.03M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
7.26K
+ 41.68%
$96.3 - $106.49 $699K - $773K
24.7K $2.58M
BMY
Bristol Myers Squibb CO

Healthcare
14.4K
+ 1317.09%
$39.66 - $51.75 $571K - $746K
15.5K $802K
WMT
Walmart Inc.

Consumer Defensive
8.48K
+ 87.0%
$66.91 - $81.4 $567K - $690K
18.2K $1.47M
XLE
Energy Sector Spdr

ETFs
7.7K
+ 298.14%
$84.35 - $93.39 $649K - $719K
10.3K $902K
EPI
Wisdomtree Tr India Earnings F

ETFs
13.2K
+ 745.92%
$47.41 - $50.82 $628K - $673K
15K $757K
EDOG
Alps ETF Emerging Sector Divi

ETFs
28.6K
+ 328.17%
$20.29 - $23.19 $579K - $662K
37.3K $853K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11K
+ 804.63%
$49.7 - $56.11 $545K - $615K
12.3K $676K
TIP
Ishares Tr Tips Bd ETF

ETFs
5.28K
+ 61.91%
$105.92 - $110.83 $559K - $585K
13.8K $1.52M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
13.9K
+ 544.03%
$39.37 - $41.68 $549K - $581K
16.5K $683K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
10.3K
+ 503.36%
$47.72 - $53.81 $494K - $557K
12.4K $660K
DIS
Walt Disney CO

Communication Services
5.68K
+ 124.15%
$85.6 - $98.61 $486K - $560K
10.2K $985K
PDP
Invesco Exchange Traded Fd Tr

ETFs
5.02K
+ 249.43%
$91.9 - $103.31 $461K - $519K
7.03K $726K
PFF
Ishares Trust Ishares Pfd And

ETFs
15.5K
+ 124.23%
$31.18 - $33.5 $484K - $520K
28K $931K
KRE
Spdr S&P Regional Banking ETF

ETFs
9.12K
+ 49.69%
$47.94 - $59.23 $437K - $540K
27.5K $1.56M
SLV
I Shares Silver Trust

ETFs
18.1K
+ 837.63%
$24.33 - $29.38 $440K - $531K
20.2K $574K
PECO
Phillips Edison & Company, Inc.

Real Estate
13.5K
+ 56.6%
$32.1 - $38.93 $432K - $524K
37.2K $1.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.4K
+ 42.2%
$48.51 - $52.86 $456K - $497K
31.7K $1.67M
ET
Energy Transfer LP

Energy
29.4K
+ 1178.74%
$15.43 - $16.44 $454K - $484K
31.9K $512K
XLF
Financial Sector Spdr

ETFs
10K
+ 70.34%
$40.84 - $45.74 $409K - $458K
24.2K $1.1M
PEG
Public Service Enterprise Group Inc

Utilities
4.67K
+ 254.25%
$73.58 - $89.21 $343K - $416K
6.5K $580K
NRZ
New Residential Investment Corp.

Real Estate
55.9K
+ 492.3%
N/A
67.2K $487K
Activity Summary
Buys All Purchases 119 New Holdings 0 Increased Positions 119 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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