Calton & Associates, Inc. Purchases in Q2 2025

Calton & Associates, Inc.

  • $542 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
2.25K
+ 70.29%
$84.91 - $92.56 $191K - $208K
5.44K $499K
LNT
Alliant Energy Corp

Utilities
3.39K
New
$58.79 - $64.85 $199K - $220K
3.39K $205K
NOW
Service Now, Inc.

Technology
134
+ 46.85%
$721.65 - $1040.18 $96.7K - $139K
420 $431K
AXON
Axon Enterprise, Inc.

Industrials
246
New
$497.13 - $827.94 $122K - $204K
246 $203K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.96K
New
$55.13 - $75.25 $163K - $223K
2.96K $203K
CAH
Cardinal Health Inc

Healthcare
1.21K
New
$125.0 - $168.0 $151K - $203K
1.21K $202K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.97K
+ 13.91%
$107.93 - $110.97 $212K - $218K
16.1K $1.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
17
+ 1.41%
$321.63 - $509.31 $5.47K - $8.66K
1.22K $623K
KO
Coca Cola CO

Consumer Defensive
2.78K
+ 35.56%
$68.37 - $73.9 $190K - $206K
10.6K $750K
KEY
Keycorp

Financial Services
10.5K
New
$13.23 - $17.42 $139K - $183K
10.5K $183K
PG
Procter & Gamble CO

Consumer Defensive
1.41K
+ 30.64%
$157.66 - $172.39 $223K - $244K
6.03K $960K
XLC
Select Sector Spdr Tr Communic

ETFs
535
+ 5.89%
$86.13 - $108.53 $46.1K - $58.1K
9.62K $1.04M
URI
United Rentals, Inc.

Industrials
107
+ 16.14%
$551.94 - $753.4 $59.1K - $80.6K
770 $580K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
101
+ 1.73%
$113.67 - $150.4 $11.5K - $15.2K
5.94K $893K
VNQ
Vanguard Specialized Funds Van

ETFs
1.69K
+ 62.17%
$79.79 - $91.42 $135K - $154K
4.4K $392K
NFLX
Netflix Inc

Communication Services
36
+ 15.06%
$855.86 - $1339.13 $30.8K - $48.2K
275 $368K
XLF
Financial Sector Spdr

ETFs
279
+ 0.56%
$43.92 - $52.37 $12.3K - $14.6K
50.2K $2.63M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.53K
+ 40.63%
$71.28 - $83.74 $109K - $128K
5.29K $442K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
10.9K
New
$8.91 - $14.41 $97K - $157K
10.9K $141K
JNJ
Johnson & Johnson

Healthcare
1.4K
+ 25.2%
$146.36 - $159.82 $204K - $223K
6.94K $1.06M
BX
Blackstone Inc.

Financial Services
825
+ 47.55%
$120.07 - $151.11 $99.1K - $125K
2.56K $382K
MSTR
Microstrategy Inc

Technology
53
+ 5.24%
$237.95 - $421.61 $12.6K - $22.3K
1.07K $430K
MMM
3 M CO

Industrials
837
+ 42.21%
$126.09 - $154.15 $106K - $129K
2.82K $429K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
3.13K
+ 56.33%
$36.63 - $39.88 $115K - $125K
8.68K $346K
DUK
Duke Energy Corp

Utilities
1.3K
+ 28.53%
$112.46 - $124.05 $146K - $161K
5.84K $689K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.75K
+ 18.42%
$72.02 - $73.82 $126K - $129K
11.3K $829K
MDXG
Mimedx Group, Inc.

Healthcare
21.4K
New
$5.88 - $7.69 $126K - $165K
21.4K $130K
AXP
American Express CO

Financial Services
88
+ 4.36%
$231.39 - $318.98 $20.4K - $28.1K
2.11K $672K
COST
Costco Wholesale Corp

Consumer Defensive
104
+ 17.63%
$908.13 - $1056.85 $94.4K - $110K
694 $687K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
564
+ 1.15%
$17.76 - $22.1 $10K - $12.5K
49.5K $1.09M
PNC
Pnc Financial Services Group, Inc.

Financial Services
457
+ 12.47%
$149.76 - $186.42 $68.4K - $85.2K
4.12K $768K
ETN
Eaton Corp PLC

Industrials
13
+ 0.96%
$246.52 - $356.99 $3.2K - $4.64K
1.37K $489K
BAC
Bank Of America Corp

Financial Services
277
+ 1.47%
$34.39 - $47.46 $9.53K - $13.1K
19.2K $907K
IEFA
Ishares Tr

ETFs
278
+ 2.29%
$67.83 - $84.09 $18.9K - $23.4K
12.4K $1.04M
SPYG
Spdr Portfolio

ETFs
66
+ 0.89%
$71.83 - $95.32 $4.74K - $6.29K
7.46K $711K
VNLA
Janus Henderson Short Duration

ETFs
2.29K
+ 9.63%
$48.74 - $49.2 $112K - $113K
26.1K $1.28M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
10.9K
New
$9.18 - $11.13 $100K - $122K
10.9K $112K
SCHW
Schwab Charles Corp

Financial Services
747
+ 23.37%
$69.06 - $91.24 $51.6K - $68.2K
3.94K $359K
C
Citigroup Inc

Financial Services
309
+ 5.68%
$58.13 - $85.12 $18K - $26.3K
5.75K $489K
RTX
Raytheon Technologies Corp

Industrials
538
+ 30.46%
$113.75 - $148.48 $61.2K - $79.9K
2.3K $336K
CWB
Spdr Bloomberg Convertible Sec

ETFs
486
+ 4.68%
$71.86 - $82.66 $34.9K - $40.2K
10.9K $899K
PYPL
Pay Pal Holdings, Inc.

Financial Services
713
+ 15.86%
$57.41 - $74.81 $40.9K - $53.3K
5.21K $387K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3.8K
+ 31.36%
$13.86 - $18.24 $52.7K - $69.3K
15.9K $290K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
54
+ 4.64%
$299.15 - $396.54 $16.2K - $21.4K
1.22K $482K
PANW
Palo Alto Networks Inc

Technology
83
+ 3.95%
$152.44 - $204.64 $12.7K - $17K
2.18K $446K
DSL
Double Line Income Solutions Fund

Financial Services
7.43K
+ 35.81%
$11.15 - $12.57 $82.8K - $93.3K
28.2K $344K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.27K
+ 20.21%
$37.51 - $45.52 $47.5K - $57.7K
7.54K $341K
KRE
Spdr S&P Regional Banking ETF

ETFs
31
+ 0.1%
$48.81 - $59.48 $1.51K - $1.84K
29.8K $1.77M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
8.79K
+ 66.53%
$9.4 - $10.12 $82.6K - $88.9K
22K $208K
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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