Calton & Associates, Inc. Incresed Positions in Q2 2025

Calton & Associates, Inc.

  • $542 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.6K
+ 43.68%
$416.06 - $551.64 $7.32M - $9.71M
57.9K $31.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
98.1K
+ 320.67%
$91.43 - $91.74 $8.97M - $9M
129K $11.8M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
181K
+ 654.07%
$38.18 - $45.52 $6.92M - $8.26M
209K $9.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
70.9K
+ 46.31%
$58.41 - $72.69 $4.14M - $5.16M
224K $16.3M
FDVV
Fidelity High Dividend ETF

ETFs
106K
+ 66.75%
$43.6 - $52.02 $4.64M - $5.54M
266K $13.8M
FVD
First Tr Value Line Divid Inde

ETFs
96.7K
+ 1146.59%
$40.62 - $45.12 $3.93M - $4.37M
105K $4.7M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
40.8K
+ 118.0%
$99.1 - $99.49 $4.04M - $4.06M
75.4K $7.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.73K
+ 13.87%
$496.48 - $617.85 $1.85M - $2.3M
30.6K $18.9M
DGRO
Ishares Core Dividend Growth E

ETFs
54.4K
+ 1089.15%
$55.22 - $63.94 $3.01M - $3.48M
59.4K $3.8M
MSFT
Microsoft Corp

Technology
2.84K
+ 18.36%
$354.56 - $497.45 $1.01M - $1.41M
18.3K $9.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
46.8K
+ 839.42%
$59.8 - $60.07 $2.8M - $2.81M
52.4K $3.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.3K
+ 167.95%
$171.4 - $227.1 $1.94M - $2.57M
18K $4.1M
XLK
Technology Sector Spdr

ETFs
3.04K
+ 9.38%
$179.73 - $253.23 $547K - $770K
35.5K $8.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
48.5K
+ 23.28%
$22.27 - $29.21 $1.08M - $1.42M
257K $7.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
59.4K
+ 465.78%
$29.52 - $35.31 $1.75M - $2.1M
72.1K $2.54M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
60.9K
+ 205.39%
$27.3 - $31.8 $1.66M - $1.94M
90.5K $2.88M
SHV
Ishares Tr

ETFs
13.8K
+ 640.1%
$110.06 - $110.46 $1.52M - $1.52M
15.9K $1.76M
IVW
Ishares S&P 500 Growth ETF

ETFs
11.5K
+ 87.24%
$82.96 - $110.1 $954K - $1.27M
24.7K $2.72M
VUG
Vanguard Growth ETF

ETFs
117
+ 0.58%
$329.49 - $438.4 $38.6K - $51.3K
20.2K $8.87M
MGC
Vanguard Mega Cap ETF

ETFs
2.99K
+ 10.78%
$179.23 - $224.92 $535K - $671K
30.7K $6.9M
MGV
Vanguard Mega Cap Value

ETFs
8.84K
+ 18.77%
$114.87 - $131.25 $1.02M - $1.16M
56K $7.34M
VRIG
Invesco Actively Managed ETF F

ETFs
48.5K
+ 13.04%
$24.89 - $25.14 $1.21M - $1.22M
420K $10.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.19K
+ 14.51%
$456.74 - $568.03 $541K - $673K
9.35K $5.31M
CVX
Chevron Corp

Energy
9.01K
+ 97.49%
$133.73 - $168.51 $1.2M - $1.52M
18.3K $2.61M
JPM
Jpmorgan Chase & CO

Financial Services
1.93K
+ 20.94%
$210.28 - $289.91 $405K - $559K
11.1K $3.23M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.2K
+ 3.59%
$30.53 - $40.65 $128K - $171K
121K $4.92M
PLTR
Palantir Technologies Inc.

Technology
3.41K
+ 53.13%
$74.01 - $144.25 $252K - $491K
9.82K $1.34M
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 6.17%
$167.32 - $223.3 $185K - $247K
19K $4.18M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.06K
+ 15.65%
$179.95 - $278.88 $191K - $296K
7.85K $2.19M
FLRN
Spdr Bloomberg Investment Grad

ETFs
21.2K
+ 9.43%
$30.29 - $30.83 $642K - $654K
246K $7.59M
TSLA
Tesla, Inc.

Consumer Cyclical
1.32K
+ 33.02%
$221.86 - $362.89 $293K - $479K
5.32K $1.69M
XOM
Exxon Mobil Corp

Energy
7.39K
+ 52.53%
$99.93 - $119.04 $738K - $879K
21.4K $2.31M
META
Meta Platforms, Inc.

Communication Services
411
+ 22.94%
$484.66 - $738.09 $199K - $303K
2.2K $1.63M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.3K
+ 88.67%
$34.72 - $42.74 $428K - $526K
26.2K $1.12M
WMT
Walmart Inc.

Consumer Defensive
3.24K
+ 14.34%
$81.79 - $99.98 $265K - $323K
25.8K $2.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.33K
+ 140.59%
$51.16 - $62.02 $426K - $517K
14.3K $884K
IVV
Ishares Core S&P 500 ETF

ETFs
684
+ 36.34%
$498.8 - $620.9 $341K - $425K
2.57K $1.59M
GLD
Spdr Gold Trust

ETFs
1.19K
+ 14.25%
$273.71 - $316.29 $326K - $376K
9.54K $2.91M
LMT
Lockheed Martin Corp

Industrials
859
+ 19.82%
$430.82 - $486.45 $370K - $418K
5.19K $2.4M
GOOG
Alphabet Inc.

Communication Services
1.91K
+ 31.42%
$146.58 - $180.01 $280K - $343K
7.98K $1.42M
VPU
Vanguard Utilities ETF

ETFs
2.5K
+ 58.21%
$158.36 - $178.82 $395K - $446K
6.78K $1.2M
VDC
Vanguard Consumer Staples ETF

ETFs
2.08K
+ 16.12%
$204.89 - $224.73 $427K - $468K
15K $3.29M
ITA
Ishares Tr

ETFs
623
+ 6.54%
$135.31 - $188.64 $84.3K - $118K
10.2K $1.91M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.69K
+ 85.58%
$75.05 - $77.34 $427K - $440K
12.3K $953K
FDL
First Tr Morningstar Dividend

ETFs
10.8K
+ 106.96%
$38.19 - $43.19 $414K - $468K
21K $878K
EPI
Wisdomtree Tr India Earnings F

ETFs
7.15K
+ 28.7%
$41.3 - $47.52 $295K - $340K
32K $1.52M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.04K
+ 40.02%
$152.93 - $181.74 $311K - $370K
7.12K $1.29M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.91K
+ 68.41%
$100.35 - $100.71 $392K - $394K
9.62K $968K
AVGO
Broadcom Inc.

Technology
372
+ 14.02%
$146.29 - $275.65 $54.4K - $103K
3.03K $833K
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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