Calton & Associates, Inc. Purchases in Q2 2025

Calton & Associates, Inc.

  • $542 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
21.2K
+ 9.43%
$30.29 - $30.83 $642K - $654K
246K $7.59M
TSLA
Tesla, Inc.

Consumer Cyclical
1.32K
+ 33.02%
$221.86 - $362.89 $293K - $479K
5.32K $1.69M
XOM
Exxon Mobil Corp

Energy
7.39K
+ 52.53%
$99.93 - $119.04 $738K - $879K
21.4K $2.31M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.66K
New
$180.84 - $240.32 $482K - $640K
2.66K $639K
IGV
Ishares Expanded Tech Software

ETFs
5.71K
New
$80.15 - $109.5 $458K - $625K
5.71K $625K
META
Meta Platforms, Inc.

Communication Services
411
+ 22.94%
$484.66 - $738.09 $199K - $303K
2.2K $1.63M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.3K
+ 88.67%
$34.72 - $42.74 $428K - $526K
26.2K $1.12M
WMT
Walmart Inc.

Consumer Defensive
3.24K
+ 14.34%
$81.79 - $99.98 $265K - $323K
25.8K $2.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.33K
+ 140.59%
$51.16 - $62.02 $426K - $517K
14.3K $884K
IVV
Ishares Core S&P 500 ETF

ETFs
684
+ 36.34%
$498.8 - $620.9 $341K - $425K
2.57K $1.59M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.18K
New
$82.17 - $99.96 $426K - $518K
5.18K $508K
GLD
Spdr Gold Trust

ETFs
1.19K
+ 14.25%
$273.71 - $316.29 $326K - $376K
9.54K $2.91M
BA
Boeing CO

Industrials
2.35K
New
$136.59 - $217.51 $321K - $511K
2.35K $492K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.77K
New
$61.92 - $81.5 $358K - $471K
5.77K $470K
LMT
Lockheed Martin Corp

Industrials
859
+ 19.82%
$430.82 - $486.45 $370K - $418K
5.19K $2.4M
GOOG
Alphabet Inc.

Communication Services
1.91K
+ 31.42%
$146.58 - $180.01 $280K - $343K
7.98K $1.42M
VPU
Vanguard Utilities ETF

ETFs
2.5K
+ 58.21%
$158.36 - $178.82 $395K - $446K
6.78K $1.2M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.82K
New
$60.22 - $80.1 $350K - $466K
5.82K $465K
VDC
Vanguard Consumer Staples ETF

ETFs
2.08K
+ 16.12%
$204.89 - $224.73 $427K - $468K
15K $3.29M
ITA
Ishares Tr

ETFs
623
+ 6.54%
$135.31 - $188.64 $84.3K - $118K
10.2K $1.91M
VRT
Vertiv Holdings CO

Industrials
5.22K
New
N/A
5.22K $452K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.69K
+ 85.58%
$75.05 - $77.34 $427K - $440K
12.3K $953K
FDL
First Tr Morningstar Dividend

ETFs
10.8K
+ 106.96%
$38.19 - $43.19 $414K - $468K
21K $878K
EPI
Wisdomtree Tr India Earnings F

ETFs
7.15K
+ 28.7%
$41.3 - $47.52 $295K - $340K
32K $1.52M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.04K
+ 40.02%
$152.93 - $181.74 $311K - $370K
7.12K $1.29M
FTLS
First Tr Long/Short Equity ETF

ETFs
6.22K
New
$60.06 - $66.28 $374K - $413K
6.22K $412K
FTCS
First Trust Capital Strength E

ETFs
4.49K
New
$81.6 - $92.39 $367K - $415K
4.49K $408K
EMR
Emerson Electric CO

Industrials
3.03K
New
$94.15 - $133.33 $285K - $403K
3.03K $403K
UNP
Union Pacific Corp

Industrials
1.72K
New
$208.27 - $238.46 $358K - $410K
1.72K $395K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.91K
+ 68.41%
$100.35 - $100.71 $392K - $394K
9.62K $968K
AVGO
Broadcom Inc.

Technology
372
+ 14.02%
$146.29 - $275.65 $54.4K - $103K
3.03K $833K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.63K
New
$225.56 - $335.19 $367K - $545K
1.63K $386K
IWM
Ishares Russell 2000 ETF

ETFs
438
+ 2.46%
$174.82 - $215.79 $76.6K - $94.5K
18.3K $3.94M
WM
Waste Management Inc

Industrials
1.68K
New
$216.47 - $242.1 $364K - $407K
1.68K $384K
ITOT
Ishares Core S&P Total U.S. St

ETFs
649
+ 2.94%
$108.12 - $135.04 $70.2K - $87.6K
22.7K $3.06M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.6K
New
$48.5 - $49.35 $369K - $375K
7.6K $374K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.83K
+ 9.37%
$51.14 - $57.0 $349K - $389K
79.7K $4.53M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.73K
New
$57.46 - $75.58 $272K - $357K
4.73K $357K
GLW
Corning Inc

Technology
6.56K
New
$39.07 - $52.59 $256K - $345K
6.56K $344K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.8K
New
$72.61 - $88.75 $276K - $337K
3.8K $337K
MCK
Mckesson Corp

Healthcare
456
New
$652.83 - $732.78 $298K - $334K
456 $334K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.07K
+ 72.23%
$141.37 - $228.57 $151K - $244K
2.55K $577K
SOXX
Ishares Semiconductor ETF

ETFs
1.39K
New
$154.86 - $239.07 $214K - $331K
1.39K $330K
SYM
Symbotic Inc.

Financial Services
8.5K
New
$17.5 - $38.85 $149K - $330K
8.5K $330K
HYG
Ishares Tr

ETFs
3.96K
+ 73.72%
$75.75 - $80.65 $300K - $320K
9.34K $753K
OEF
Ishares S&P 100 ETF

ETFs
1.2K
+ 79.23%
N/A
2.71K $720K
RDVY
First Trust Rising Dividend Ac

ETFs
4.44K
+ 48.05%
$51.6 - $62.74 $229K - $279K
13.7K $858K
FTGC
First Trust Global Tactical CO

ETFs
12.8K
New
$23.09 - $25.91 $295K - $331K
12.8K $315K
CGDV
Capital Group Divid Value ETF

ETFs
5.44K
+ 20.83%
$31.93 - $39.49 $174K - $215K
31.5K $1.25M
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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