Calton & Associates, Inc. Purchases in Q2 2025

Calton & Associates, Inc.

  • $542 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.6K
+ 43.68%
$416.06 - $551.64 $7.32M - $9.71M
57.9K $31.9M
VFH
Vanguard Financial ETF

ETFs
77K
New
$104.87 - $127.3 $8.07M - $9.8M
77K $9.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
98.1K
+ 320.67%
$91.43 - $91.74 $8.97M - $9M
129K $11.8M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
181K
+ 654.07%
$38.18 - $45.52 $6.92M - $8.26M
209K $9.15M
NVDA
Nvidia Corp

Technology
45.4K
New
$94.31 - $157.99 $4.28M - $7.17M
45.4K $7.17M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
70.9K
+ 46.31%
$58.41 - $72.69 $4.14M - $5.16M
224K $16.3M
FDVV
Fidelity High Dividend ETF

ETFs
106K
+ 66.75%
$43.6 - $52.02 $4.64M - $5.54M
266K $13.8M
FVD
First Tr Value Line Divid Inde

ETFs
96.7K
+ 1146.59%
$40.62 - $45.12 $3.93M - $4.37M
105K $4.7M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
40.8K
+ 118.0%
$99.1 - $99.49 $4.04M - $4.06M
75.4K $7.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.73K
+ 13.87%
$496.48 - $617.85 $1.85M - $2.3M
30.6K $18.9M
MSFT
Microsoft Corp

Technology
2.84K
+ 18.36%
$354.56 - $497.45 $1.01M - $1.41M
18.3K $9.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
33.4K
+ 469.91%
$85.42 - $94.39 $2.85M - $3.15M
40.5K $3.8M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
46.8K
+ 839.42%
$59.8 - $60.07 $2.8M - $2.81M
52.4K $3.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.3K
+ 167.95%
$171.4 - $227.1 $1.94M - $2.57M
18K $4.1M
IVE
Ishares S&P 500 Value ETF

ETFs
13K
New
$168.34 - $195.42 $2.18M - $2.54M
13K $2.54M
XLK
Technology Sector Spdr

ETFs
3.04K
+ 9.38%
$179.73 - $253.23 $547K - $770K
35.5K $8.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
48.5K
+ 23.28%
$22.27 - $29.21 $1.08M - $1.42M
257K $7.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
59.4K
+ 465.78%
$29.52 - $35.31 $1.75M - $2.1M
72.1K $2.54M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
60.9K
+ 205.39%
$27.3 - $31.8 $1.66M - $1.94M
90.5K $2.88M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
30.6K
New
$55.57 - $62.73 $1.7M - $1.92M
30.6K $1.89M
SHV
Ishares Tr

ETFs
13.8K
+ 640.1%
$110.06 - $110.46 $1.52M - $1.52M
15.9K $1.76M
IVW
Ishares S&P 500 Growth ETF

ETFs
11.5K
+ 87.24%
$82.96 - $110.1 $954K - $1.27M
24.7K $2.72M
VUG
Vanguard Growth ETF

ETFs
117
+ 0.58%
$329.49 - $438.4 $38.6K - $51.3K
20.2K $8.87M
MGC
Vanguard Mega Cap ETF

ETFs
2.99K
+ 10.78%
$179.23 - $224.92 $535K - $671K
30.7K $6.9M
MGV
Vanguard Mega Cap Value

ETFs
8.84K
+ 18.77%
$114.87 - $131.25 $1.02M - $1.16M
56K $7.34M
VRIG
Invesco Actively Managed ETF F

ETFs
48.5K
+ 13.04%
$24.89 - $25.14 $1.21M - $1.22M
420K $10.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.19K
+ 14.51%
$456.74 - $568.03 $541K - $673K
9.35K $5.31M
CVX
Chevron Corp

Energy
9.01K
+ 97.49%
$133.73 - $168.51 $1.2M - $1.52M
18.3K $2.61M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
47.3K
New
$22.18 - $23.36 $1.05M - $1.1M
47.3K $1.06M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.88K
New
$273.67 - $366.17 $788K - $1.05M
2.88K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
1.93K
+ 20.94%
$210.28 - $289.91 $405K - $559K
11.1K $3.23M
CAT
Caterpillar Inc

Industrials
2.49K
New
$273.94 - $388.21 $681K - $965K
2.49K $964K
COF
Capital One Financial Corp

Financial Services
4.33K
New
$150.57 - $212.76 $652K - $921K
4.33K $921K
CGGR
Capital Group Growth ETF Shs C

ETFs
4.2K
+ 3.59%
$30.53 - $40.65 $128K - $171K
121K $4.92M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
7.1K
New
$114.16 - $129.6 $811K - $921K
7.1K $916K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
12K
New
$60.34 - $74.89 $724K - $898K
12K $898K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
9.51K
New
$70.44 - $86.87 $670K - $826K
9.51K $825K
PLTR
Palantir Technologies Inc.

Technology
3.41K
+ 53.13%
$74.01 - $144.25 $252K - $491K
9.82K $1.34M
ADBE
Adobe Inc.

Technology
2.05K
New
$340.0 - $420.68 $695K - $860K
2.05K $791K
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.2K
New
$35.9 - $43.76 $653K - $797K
18.2K $786K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.95K
New
$82.32 - $112.47 $572K - $782K
6.95K $782K
ENPH
Enphase Energy, Inc.

Technology
19.6K
New
$34.56 - $62.52 $676K - $1.22M
19.6K $775K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.81K
New
$320.42 - $424.58 $581K - $769K
1.81K $769K
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 6.17%
$167.32 - $223.3 $185K - $247K
19K $4.18M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.06K
+ 15.65%
$179.95 - $278.88 $191K - $296K
7.85K $2.19M
HUBB
Hubbell Inc

Industrials
1.81K
New
$315.94 - $408.41 $571K - $738K
1.81K $737K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
9.69K
New
$40.51 - $71.03 $393K - $688K
9.69K $681K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.21K
New
$90.56 - $109.49 $562K - $680K
6.21K $678K
STLG
Ishares Factors Us Growth Styl

ETFs
13.2K
New
N/A
13.2K $662K
Activity Summary
Buys All Purchases 271 New Holdings 93 Increased Positions 178 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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