Calton & Associates, Inc. Purchases in Q1 2025

Calton & Associates, Inc.

  • $412 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.07K
+ 149.98%
$211.47 - $267.17 $861K - $1.09M
6.79K $1.44M
XLE
Energy Sector Spdr

ETFs
9.03K
+ 124.32%
$85.7 - $93.96 $774K - $848K
16.3K $1.52M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
15.7K
+ 963.55%
$50.87 - $51.09 $797K - $801K
17.3K $883K
VZ
Verizon Communications Inc

Communication Services
17.2K
+ 101.83%
$37.81 - $46.49 $649K - $797K
34K $1.54M
EEM
Ishares Msci Emerging Markets

ETFs
17.7K
+ 868.16%
$40.81 - $45.34 $721K - $801K
19.7K $860K
XLP
Consumer Staples Sector Spdr

ETFs
9.9K
+ 322.9%
N/A
13K $985K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
17K
+ 158.77%
$41.61 - $44.72 $708K - $761K
27.7K $1.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.31K
+ 80.57%
$106.22 - $111.09 $670K - $701K
14.1K $1.57M
FSK
Fs Kkr Capital Corp

Financial Services
32.8K
+ 167.17%
$20.47 - $24.06 $671K - $789K
52.4K $1.1M
EPI
Wisdomtree Tr India Earnings F

ETFs
15.7K
+ 170.55%
$40.08 - $45.85 $629K - $720K
24.9K $1.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.03K
+ 1885.8%
$71.17 - $73.66 $643K - $665K
9.51K $698K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
11.7K
+ 83.66%
$54.9 - $62.36 $643K - $730K
25.7K $1.43M
F
Ford Motor CO

Consumer Cyclical
64.8K
+ 3733.54%
$9.12 - $10.43 $591K - $676K
66.5K $667K
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.24K
+ 382.37%
$75.99 - $81.58 $626K - $672K
10.4K $796K
VGSH
Vanguard

ETFs
10K
+ 190.72%
$58.07 - $58.69 $583K - $589K
15.3K $897K
IEFA
Ishares Tr

ETFs
7.73K
+ 175.44%
$69.57 - $78.65 $538K - $608K
12.1K $918K
EWC
Ishares Msci Canada ETF

ETFs
14.3K
+ 446.49%
$39.3 - $42.52 $560K - $606K
17.5K $711K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.2K
+ 170.19%
$169.43 - $182.84 $543K - $586K
5.09K $880K
VDE
Vanguard Energy ETF

ETFs
4.23K
+ 105.62%
$119.14 - $132.76 $503K - $561K
8.23K $1.07M
KBE
Spdr S&P Bank ETF

ETFs
10.3K
+ 695.27%
$51.28 - $59.92 $528K - $617K
11.8K $623K
TSLA
Tesla, Inc.

Consumer Cyclical
2.08K
+ 107.74%
$222.15 - $428.22 $461K - $889K
4K $1.04M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
13.3K
+ 510.0%
$38.99 - $40.37 $519K - $537K
15.9K $641K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.2K
+ 219.46%
$23.16 - $27.04 $515K - $601K
32.4K $758K
SLV
I Shares Silver Trust

ETFs
16.5K
+ 256.82%
$26.93 - $31.32 $445K - $518K
23K $711K
BAC
Bank Of America Corp

Financial Services
11.9K
+ 169.59%
$39.61 - $47.74 $471K - $568K
18.9K $788K
JPM
Jpmorgan Chase & CO

Financial Services
1.91K
+ 26.15%
$225.19 - $279.95 $430K - $534K
9.2K $2.26M
CVX
Chevron Corp

Energy
2.71K
+ 41.47%
$146.71 - $167.97 $397K - $455K
9.24K $1.55M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.43K
+ 174.78%
$48.43 - $49.9 $408K - $421K
13.3K $661K
KO
Coca Cola CO

Consumer Defensive
5.81K
+ 287.52%
$60.81 - $72.32 $353K - $420K
7.83K $560K
IYK
Ishares U.S. Consumer Staples

ETFs
5.64K
+ 467.03%
$63.29 - $71.8 $357K - $405K
6.84K $489K
GPC
Genuine Parts CO

Consumer Cyclical
3.36K
+ 89.01%
$115.91 - $129.02 $389K - $434K
7.14K $850K
PDP
Invesco Exchange Traded Fd Tr

ETFs
3.89K
+ 34.0%
$96.95 - $116.13 $377K - $451K
15.3K $1.53M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 39.38%
$192.82 - $222.1 $367K - $423K
6.74K $1.3M
SPYG
Spdr Portfolio

ETFs
4.49K
+ 154.14%
$80.05 - $92.39 $359K - $415K
7.4K $594K
XLC
Select Sector Spdr Tr Communic

ETFs
3.63K
+ 66.7%
$94.84 - $105.31 $345K - $383K
9.08K $875K
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.8K
+ 594.84%
$25.69 - $26.89 $329K - $344K
15K $402K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.7K
+ 564.64%
$25.77 - $27.6 $328K - $351K
15K $397K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.75K
+ 192.44%
$49.69 - $50.76 $335K - $342K
10.3K $512K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.64K
+ 1971.68%
$57.21 - $65.8 $323K - $371K
5.93K $345K
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.96K
+ 185.52%
$59.97 - $70.03 $297K - $347K
7.63K $478K
MU
Micron Technology Inc

Technology
3.5K
+ 122.8%
$86.89 - $109.38 $304K - $382K
6.34K $551K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.49K
+ 94.86%
$42.5 - $46.71 $276K - $303K
13.3K $603K
SCHC
Schwab Strategic Tr Intl Small

ETFs
8.14K
+ 315.35%
$33.57 - $37.22 $273K - $303K
10.7K $384K
KORP
American Centy ETF Tr Diversif

ETFs
6.23K
+ 47.12%
$45.26 - $47.12 $282K - $293K
19.4K $908K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.53K
+ 1057.32%
$110.9 - $132.93 $280K - $336K
2.77K $314K
MRK
Merck & Co., Inc.

Healthcare
3.1K
+ 227.98%
$83.01 - $101.02 $257K - $313K
4.45K $399K
JFR
Nuveen Floating Rate Income Fund

Financial Services
32.6K
+ 373.54%
$8.41 - $9.05 $274K - $295K
41.3K $350K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
537
+ 7.04%
$507.05 - $563.67 $272K - $303K
8.17K $4.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11.6K
+ 184.69%
$23.32 - $23.84 $270K - $276K
17.8K $417K
Activity Summary
Buys All Purchases 171 New Holdings 0 Increased Positions 171 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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