Calton & Associates, Inc. Purchases in Q2 2025

Calton & Associates, Inc.

  • $542 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.98K
+ 36.66%
$32.66 - $40.75 $195K - $244K
22.3K $902K
PSFJ
Pacer Fds Tr Swan Sos Flex Jul

ETFs
9.92K
New
$26.36 - $31.03 $262K - $308K
9.92K $307K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.31K
New
$89.87 - $92.93 $298K - $308K
3.31K $305K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.55K
+ 9.61%
$105.23 - $109.61 $268K - $279K
29.1K $3.19M
ENB
Enbridge Inc

Energy
6.65K
New
$41.09 - $47.16 $273K - $314K
6.65K $301K
IEF
Ishares Barclays

ETFs
3.12K
New
$93.15 - $96.56 $290K - $301K
3.12K $298K
VBR
Vanguard Small Cap Value ETF

ETFs
1.51K
New
$162.76 - $195.77 $246K - $296K
1.51K $294K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.75K
+ 109.35%
$49.79 - $50.75 $286K - $292K
11K $558K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
11.5K
New
$23.32 - $24.45 $269K - $282K
11.5K $282K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.1K
New
$22.92 - $28.05 $231K - $282K
10.1K $282K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
630
New
$376.48 - $440.65 $237K - $278K
630 $277K
KR
Kroger CO

Consumer Defensive
3.45K
+ 48.57%
$64.62 - $74.0 $223K - $255K
10.6K $757K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.42K
+ 41.76%
$77.94 - $79.5 $267K - $272K
11.6K $922K
AMAT
Applied Materials Inc

Technology
1.19K
+ 80.07%
$126.95 - $183.52 $151K - $219K
2.68K $491K
XLI
Industrial Sector Spdr

ETFs
1.08K
+ 15.71%
$116.42 - $147.52 $126K - $160K
7.99K $1.18M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.29K
New
$116.93 - $119.39 $268K - $274K
2.29K $273K
SPTL
Spdr Portfolio Long Term Treas

ETFs
10.3K
New
$25.48 - $27.78 $261K - $285K
10.3K $272K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.59K
+ 6.0%
$67.03 - $80.35 $173K - $208K
45.7K $3.64M
GE
General Electric CO

Industrials
1.01K
New
$166.81 - $257.39 $169K - $261K
1.01K $260K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.91K
New
$121.58 - $136.74 $233K - $262K
1.91K $259K
VIS
Vanguard Industrial ETF

ETFs
379
+ 8.18%
$220.04 - $280.07 $83.4K - $106K
5.02K $1.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.4K
New
$24.14 - $25.43 $251K - $264K
10.4K $257K
ARKW
Ark Next Generation Internet E

ETFs
1.73K
New
$82.77 - $147.9 $143K - $256K
1.73K $255K
GNRC
Generac Holdings Inc.

Industrials
1.79K
New
$101.92 - $143.21 $182K - $256K
1.79K $255K
PWR
Quanta Services, Inc.

Industrials
656
New
$239.47 - $381.26 $157K - $250K
656 $248K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.57K
New
$43.63 - $45.4 $243K - $253K
5.57K $248K
JCI
Johnson Controls International PLC

Industrials
2.35K
New
$71.14 - $105.62 $167K - $248K
2.35K $247K
HPQ
Hp Inc

Technology
9.82K
New
$21.88 - $29.32 $215K - $288K
9.82K $240K
SYK
Stryker Corp

Healthcare
602
New
$337.37 - $395.63 $203K - $238K
602 $238K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
4.47K
+ 6.66%
$32.99 - $38.56 $148K - $173K
71.6K $2.72M
VGT
Vanguard Information Technolog

ETFs
230
+ 33.05%
$470.37 - $663.28 $108K - $153K
926 $614K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.62K
+ 100.27%
$32.0 - $39.87 $180K - $224K
11.2K $446K
TCHP
T Rowe Price Exchange Traded F

Technology
5.2K
New
$34.07 - $45.35 $177K - $236K
5.2K $235K
GUNR
Flexshares Tr Morningstar Glob

ETFs
5.86K
New
$33.77 - $41.16 $198K - $241K
5.86K $234K
PDP
Invesco Exchange Traded Fd Tr

ETFs
942
+ 6.15%
$89.44 - $108.59 $84.3K - $102K
16.3K $1.77M
IXUS
Ishares Tr

ETFs
2.95K
New
$62.37 - $77.63 $184K - $229K
2.95K $228K
XLU
Utilities Sector Spdr

ETFs
2.52K
+ 39.99%
$73.09 - $82.77 $184K - $209K
8.84K $721K
NET
Cloudflare, Inc.

Technology
1.15K
New
$97.08 - $195.83 $111K - $225K
1.15K $224K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4K
New
$45.98 - $56.15 $184K - $224K
4K $224K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.28K
New
$76.98 - $98.31 $175K - $224K
2.28K $223K
RSG
Republic Services, Inc.

Industrials
907
New
$227.2 - $258.07 $206K - $234K
907 $223K
BUG
Global X Fds Cybersecurity ETF

ETFs
5.91K
New
$29.9 - $37.1 $177K - $219K
5.91K $219K
LUV
Southwest Airlines CO

Industrials
6.67K
New
$24.04 - $34.36 $160K - $229K
6.67K $216K
GILD
Gilead Sciences, Inc.

Healthcare
1.95K
New
$96.91 - $113.0 $189K - $221K
1.95K $216K
NEE
Nextera Energy Inc

Utilities
3.13K
+ 110.05%
$64.11 - $75.0 $201K - $235K
5.98K $415K
FDN
First Tr Fd Dow Jones

ETFs
788
New
$200.29 - $269.33 $158K - $212K
788 $212K
SHOP
Shopify Inc.

Technology
1.83K
New
$76.89 - $115.35 $141K - $212K
1.83K $211K
KXI
Ishares Tr Global Consumer Sta

ETFs
3.06K
+ 58.74%
$60.73 - $67.45 $186K - $207K
8.28K $541K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
9.35K
New
$19.33 - $22.25 $181K - $208K
9.35K $207K
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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