Calton & Associates, Inc. Purchases in Q1 2025

Calton & Associates, Inc.

  • $412 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ASTS
Ast Space Mobile, Inc.

Communication Services
11.6K
+ 1211.13%
$17.72 - $33.8 $206K - $393K
12.6K $286K
MO
Altria Group, Inc.

Consumer Defensive
4K
+ 157.98%
$50.81 - $60.02 $203K - $240K
6.53K $392K
DSL
Double Line Income Solutions Fund

Financial Services
18.9K
+ 1057.31%
$12.53 - $12.88 $237K - $244K
20.7K $261K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.83K
+ 1021.08%
$23.9 - $24.18 $235K - $238K
10.8K $261K
NUE
Nucor Corp

Basic Materials
1.94K
+ 28.63%
$114.48 - $142.52 $222K - $277K
8.73K $1.05M
XLY
Select Sector Spdr Consumer Di

ETFs
1.16K
+ 31.65%
$192.6 - $233.2 $224K - $271K
4.83K $954K
TFX
Teleflex Inc

Healthcare
1.65K
+ 173.01%
$130.79 - $183.66 $216K - $304K
2.61K $360K
SSB
South State Corp

Financial Services
2.42K
+ 52.25%
$89.4 - $108.33 $216K - $262K
7.04K $653K
FXI
Ishares Tr

ETFs
6.17K
+ 56.08%
$28.65 - $38.55 $177K - $238K
17.2K $615K
CGDV
Capital Group Divid Value ETF

ETFs
6.1K
+ 30.49%
$34.95 - $37.36 $213K - $228K
26.1K $930K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.54K
+ 144.81%
$45.72 - $51.73 $207K - $235K
7.67K $352K
VNLA
Janus Henderson Short Duration

ETFs
4.07K
+ 20.65%
$48.89 - $49.21 $199K - $200K
23.8K $1.17M
DNP
Dnp Select Income Fund Inc

Financial Services
19.5K
+ 1308.39%
$8.93 - $9.92 $174K - $193K
21K $207K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.07K
+ 297.41%
$90.0 - $96.32 $186K - $199K
2.77K $255K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.83K
+ 51.83%
$25.81 - $28.52 $176K - $195K
20K $551K
GOOG
Alphabet Inc.

Communication Services
1.2K
+ 24.72%
$156.06 - $207.71 $188K - $250K
6.07K $948K
PII
Polaris Inc.

Consumer Cyclical
4.36K
+ 65.68%
$40.9 - $58.36 $178K - $255K
11K $450K
HPE
Hewlett Packard Enterprise CO

Technology
11.5K
+ 1138.64%
$14.77 - $24.42 $170K - $281K
12.5K $193K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
5.31K
+ 47.96%
$31.66 - $34.73 $168K - $184K
16.4K $531K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
2.01K
+ 303.02%
$81.8 - $88.86 $164K - $179K
2.67K $225K
VNQI
Vanguard Global Ex U.S. Real

ETFs
4.16K
+ 367.31%
$38.22 - $41.19 $159K - $171K
5.29K $214K
CCI
Crown Castle International Corp

Real Estate
1.58K
+ 93.93%
$84.33 - $106.39 $133K - $168K
3.26K $339K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
4.29K
+ 338.63%
$35.57 - $38.16 $152K - $164K
5.55K $208K
OPRA
Opera LTD

Communication Services
9.99K
+ 312.42%
$15.94 - $21.86 $159K - $218K
13.2K $210K
SEVN
Seven Hills Realty Trust

Real Estate
12.7K
+ 1447.2%
$12.27 - $13.61 $155K - $172K
13.5K $169K
BCAT
Black Rock Capital Allocation Trust

ETFs
10.8K
+ 123.04%
$14.35 - $15.88 $155K - $172K
19.6K $282K
KR
Kroger CO

Consumer Defensive
1.96K
+ 38.2%
$58.36 - $67.72 $115K - $133K
7.11K $480K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.56K
+ 27.95%
$33.84 - $37.77 $121K - $135K
16.3K $593K
TXN
Texas Instruments Inc

Technology
666
+ 57.02%
N/A
1.83K $356K
HYG
Ishares Tr

ETFs
1.52K
+ 39.24%
$78.51 - $80.11 $119K - $121K
5.38K $424K
SOFI
So Fi Technologies, Inc.

Financial Services
10.1K
+ 80.3%
$11.18 - $18.03 $113K - $181K
22.6K $262K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.31K
+ 76.97%
$49.6 - $50.28 $115K - $116K
5.32K $267K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.45K
+ 21.57%
$77.7 - $78.94 $113K - $115K
8.19K $646K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10K
+ 223.51%
$9.47 - $11.46 $95.2K - $115K
14.5K $156K
AMGN
Amgen Inc

Healthcare
334
+ 24.85%
$258.59 - $327.36 $86.4K - $109K
1.68K $522K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
901
+ 31.35%
$106.46 - $114.75 $95.9K - $103K
3.78K $415K
OXLC
Oxford Lane Capital Corp.

Financial Services
20.8K
+ 1175.71%
$4.3 - $5.17 $89.3K - $107K
22.5K $106K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.76K
+ 25.43%
$50.03 - $50.27 $87.8K - $88.2K
8.66K $433K
IEMG
Ishares Inc

ETFs
1.64K
+ 59.29%
N/A
4.41K $236K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.37K
+ 56.13%
$35.54 - $37.44 $84.3K - $88.8K
6.6K $236K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.73K
+ 26.36%
$20.2 - $22.24 $75.3K - $82.9K
17.9K $384K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.55K
+ 26.95%
$50.39 - $50.66 $78K - $78.4K
7.29K $369K
XLU
Utilities Sector Spdr

ETFs
936
+ 17.41%
$74.7 - $80.27 $69.9K - $75.1K
6.31K $497K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3.47K
+ 40.03%
$15.97 - $18.5 $55.3K - $64.1K
12.1K $196K
AVK
Advent Convertible & Income Fund

Financial Services
4.66K
+ 65.59%
$11.44 - $12.34 $53.3K - $57.5K
11.8K $135K
PANW
Palo Alto Networks Inc

Technology
310
+ 17.32%
$167.82 - $208.28 $52K - $64.6K
2.1K $358K
ALL
Allstate Corp

Financial Services
227
+ 11.05%
$180.99 - $210.18 $41.1K - $47.7K
2.28K $472K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
1.56K
+ 22.22%
$22.45 - $26.94 $35.1K - $42.1K
8.6K $222K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
3.62K
+ 32.93%
$9.59 - $11.83 $34.8K - $42.9K
14.6K $140K
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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