Calton & Associates, Inc. Purchases in Q2 2025

Calton & Associates, Inc.

  • $542 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
107
+ 10.97%
$221.03 - $294.78 $23.7K - $31.5K
1.08K $318K
ICVT
Ishares Tr Convertible Bond Et

ETFs
578
+ 18.86%
$78.98 - $90.1 $45.7K - $52.1K
3.64K $328K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.17K
+ 2.77%
$22.54 - $23.17 $71.3K - $73.3K
117K $2.7M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
4.89K
+ 33.39%
$8.65 - $10.52 $42.3K - $51.4K
19.5K $205K
XLG
Invesco Exchange Traded Fd Tr

ETFs
324
+ 4.22%
$40.94 - $52.1 $13.3K - $16.9K
7.99K $416K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
1.24K
+ 14.42%
$23.44 - $28.85 $29.1K - $35.8K
9.85K $284K
DE
Deere & CO

Industrials
52
+ 6.69%
$412.99 - $531.48 $21.5K - $27.6K
829 $421K
IWY
Ishares Tr Russell 200 Growth

ETFs
64
+ 5.65%
$187.5 - $246.51 $12K - $15.8K
1.2K $294K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
352
+ 17.69%
$114.78 - $133.31 $40.4K - $46.9K
2.34K $312K
VO
Vanguard Mid Cap ETF

ETFs
124
+ 12.88%
$228.54 - $279.83 $28.3K - $34.7K
1.09K $304K
IAU
Ishares Gold Trust

ETFs
593
+ 15.36%
$56.1 - $64.74 $33.3K - $38.4K
4.45K $277K
VIG
Vanguard Dividend Appreciation

ETFs
264
+ 5.71%
N/A
4.89K $890K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
256
+ 2.13%
$45.88 - $54.4 $11.7K - $13.9K
12.3K $667K
UIS
Unisys Corp

Technology
10K
New
$3.71 - $5.73 $37.1K - $57.3K
10K $45K
XSMO
Invesco S&P Smallcap Momentum

ETFs
32
+ 0.42%
$55.15 - $68.11 $1.76K - $2.18K
7.66K $521K
XLB
Select Sector Spdr Fd Material

ETFs
420
+ 13.98%
$74.27 - $88.92 $31.2K - $37.3K
3.43K $300K
OPRA
Opera LTD

Communication Services
50
+ 0.38%
$13.79 - $19.1 $690 - $955
13.2K $250K
ARCC
Ares Capital Corp

Financial Services
1.77K
+ 13.04%
$18.91 - $22.43 $33.4K - $39.6K
15.3K $336K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
328
+ 5.09%
$96.84 - $99.46 $31.8K - $32.6K
6.77K $671K
UPS
United Parcel Service Inc

Industrials
501
+ 26.89%
$91.92 - $110.2 $46.1K - $55.2K
2.36K $238K
FXI
Ishares Tr

ETFs
491
+ 2.86%
$29.59 - $37.41 $14.5K - $18.4K
17.7K $649K
VCR
Vanguard Consumer Discretionar

ETFs
17
+ 2.6%
$290.42 - $364.35 $4.94K - $6.19K
671 $243K
VNQI
Vanguard Global Ex U.S. Real

ETFs
18
+ 0.34%
$37.77 - $46.15 $680 - $831
5.31K $244K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.71K
+ 9.96%
$483.48 - $539.8 $826K - $923K
18.9K $9.16M
CMI
Cummins Inc

Industrials
7
+ 0.43%
$267.12 - $336.65 $1.87K - $2.36K
1.63K $535K
XLRE
Select Sector Spdr Tr Real Est

ETFs
647
+ 11.18%
$37.08 - $42.26 $24K - $27.3K
6.44K $266K
KORP
American Centy ETF Tr Diversif

ETFs
370
+ 1.9%
$45.37 - $47.07 $16.8K - $17.4K
19.8K $932K
BCAT
Black Rock Capital Allocation Trust

ETFs
425
+ 2.17%
$13.2 - $15.27 $5.61K - $6.49K
20K $303K
INTC
Intel Corp

Technology
1.03K
+ 10.68%
$18.13 - $22.69 $18.7K - $23.5K
10.7K $239K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
37
+ 0.98%
$95.74 - $115.54 $3.54K - $4.27K
3.81K $435K
ETR
Entergy Corp

Utilities
338
+ 8.87%
$79.01 - $86.61 $26.7K - $29.3K
4.15K $344K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
10.1K
New
$1.66 - $3.61 $16.7K - $36.3K
10.1K $17K
JFR
Nuveen Floating Rate Income Fund

Financial Services
2.08K
+ 5.03%
$7.51 - $8.49 $15.6K - $17.7K
43.4K $367K
CRM
Salesforce, Inc.

Technology
39
+ 3.34%
$236.26 - $291.15 $9.21K - $11.4K
1.21K $329K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
199
+ 1.16%
$45.68 - $47.4 $9.09K - $9.43K
17.4K $823K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
57
+ 4.5%
$157.93 - $175.89 $9K - $10K
1.32K $231K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
124
+ 0.15%
$22.68 - $23.28 $2.81K - $2.89K
82.5K $1.92M
IVT
Inven Trust Properties Corp.

Real Estate
2.5K
+ 8.36%
$25.97 - $29.73 $64.8K - $74.2K
32.4K $886K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
218
+ 1.77%
$13.91 - $16.31 $3.03K - $3.56K
12.5K $201K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
20
+ 0.23%
$49.98 - $50.26 $1K - $1.01K
8.68K $435K
PID
Invesco Exchange Traded Fd Tr

ETFs
48
+ 0.42%
N/A
11.6K $206K
Ge Vernova Inc
759
New
N/A
759 $0
Lazard Inc
5.69K
+ 22.1%
N/A
31.4K $0
Franklin Templeton ETF Tr
1.95K
+ 12.12%
N/A
18K $0
First Tr Exchange Traded Fd
23.4K
New
N/A
23.4K $0
Pacer Fds Tr
19K
New
N/A
19K $0
DVY
Ishares Tr

ETFs
29
+ 1.12%
$118.37 - $134.86 $3.43K - $3.91K
2.61K $346K
First Tr Exchange Traded Fd
10.4K
New
N/A
10.4K $0
First Tr Exchange Traded Fd
9.04K
New
N/A
9.04K $0
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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