Calton & Associates, Inc. Incresed Positions in Q1 2025

Calton & Associates, Inc.

  • $412 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
71.7K
+ 3140.05%
$209.68 - $247.1 $15M - $17.7M
73.9K $16.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
250K
+ 2253.14%
$53.6 - $58.97 $13.4M - $14.7M
261K $14.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
268K
+ 5273.45%
$50.29 - $50.5 $13.5M - $13.5M
273K $13.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
21.3K
+ 382.54%
$551.42 - $612.93 $11.8M - $13.1M
26.9K $15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
144K
+ 1507.87%
$64.88 - $72.1 $9.32M - $10.4M
153K $10.1M
VRIG
Invesco Actively Managed ETF F

ETFs
364K
+ 4668.87%
$25.06 - $25.19 $9.12M - $9.16M
372K $9.32M
FDVV
Fidelity High Dividend ETF

ETFs
159K
+ 74420.56%
$48.86 - $52.28 $7.78M - $8.33M
159K $7.91M
XLK
Technology Sector Spdr

ETFs
31.1K
+ 2268.59%
$206.38 - $242.18 $6.41M - $7.52M
32.4K $6.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.1K
+ 182.57%
$442.66 - $534.52 $4.91M - $5.92M
17.2K $9.13M
VUG
Vanguard Growth ETF

ETFs
14.5K
+ 258.03%
$369.1 - $427.61 $5.35M - $6.2M
20.1K $7.46M
VHT
Vanguard Health Care ETF

ETFs
18.6K
+ 1013.2%
$254.06 - $273.83 $4.72M - $5.09M
20.4K $5.4M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
110K
+ 5314.0%
$42.18 - $45.16 $4.66M - $4.99M
113K $4.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
185K
+ 806.66%
$24.91 - $29.02 $4.62M - $5.38M
208K $5.22M
SCHX
Schwab Strategic Tr Us Large C

ETFs
204K
+ 1794.09%
$21.75 - $24.28 $4.44M - $4.96M
215K $4.76M
MSFT
Microsoft Corp

Technology
11.7K
+ 305.69%
$375.39 - $447.2 $4.37M - $5.21M
15.5K $5.81M
JEPI
J P Morgan Exchange Traded Fd

ETFs
67.4K
+ 1224.54%
$56.17 - $59.71 $3.79M - $4.03M
72.9K $4.17M
SRLN
Ssga Active Trust

ETFs
81.9K
+ 509.76%
$41.02 - $41.99 $3.36M - $3.44M
98K $4.03M
MGC
Vanguard Mega Cap ETF

ETFs
16.7K
+ 152.0%
$199.2 - $222.69 $3.33M - $3.72M
27.7K $5.58M
XLV
Select Sector Spdr Fund Health

ETFs
21.2K
+ 296.94%
$137.61 - $149.68 $2.92M - $3.17M
28.3K $4.14M
SCHO
Schwab Short Term Us Treasury

ETFs
118K
+ 7808.13%
$24.1 - $24.34 $2.85M - $2.87M
120K $2.91M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
35.7K
+ 482.6%
$77.33 - $90.16 $2.76M - $3.22M
43.1K $3.38M
AMZN
Amazon Com Inc

Consumer Cyclical
14.3K
+ 399.44%
$190.26 - $242.06 $2.73M - $3.47M
17.9K $3.41M
CGGR
Capital Group Growth ETF Shs C

ETFs
78K
+ 200.76%
$33.98 - $39.84 $2.65M - $3.11M
117K $4M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
24.2K
+ 232.61%
$99.16 - $99.52 $2.4M - $2.41M
34.6K $3.44M
XLF
Financial Sector Spdr

ETFs
46.9K
+ 1578.87%
$47.32 - $52.19 $2.22M - $2.45M
49.9K $2.49M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
29.8K
+ 3060.62%
$76.94 - $78.28 $2.3M - $2.34M
30.8K $2.41M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
101K
+ 783.88%
$22.25 - $23.0 $2.26M - $2.33M
114K $2.63M
LQD
Ishares Iboxx $ Investment Gra

ETFs
20.7K
+ 354.14%
$105.1 - $109.61 $2.17M - $2.27M
26.5K $2.88M
FLRN
Spdr Bloomberg Investment Grad

ETFs
71.7K
+ 46.81%
$30.71 - $30.87 $2.2M - $2.21M
225K $6.93M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
30.5K
+ 177.05%
$70.83 - $76.62 $2.16M - $2.33M
47.7K $3.38M
T
At&T Inc.

Communication Services
68.8K
+ 3468.94%
$21.56 - $28.28 $1.48M - $1.95M
70.8K $2M
VEA
Vanguard Ftse Developed Market

ETFs
35.7K
+ 119.35%
$47.4 - $52.99 $1.69M - $1.89M
65.5K $3.33M
WMT
Walmart Inc.

Consumer Defensive
19.8K
+ 715.76%
$84.5 - $105.05 $1.67M - $2.08M
22.6K $1.98M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
74.2K
+ 903.54%
$22.46 - $23.26 $1.67M - $1.73M
82.4K $1.91M
PECO
Phillips Edison & Company, Inc.

Real Estate
41.4K
+ 282.62%
$34.43 - $37.49 $1.43M - $1.55M
56.1K $2.05M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
32.6K
+ 154.39%
$34.58 - $45.97 $1.13M - $1.5M
53.7K $2.47M
IWM
Ishares Russell 2000 ETF

ETFs
7.46K
+ 71.97%
$198.1 - $229.79 $1.48M - $1.71M
17.8K $3.56M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.1K
+ 121.87%
$120.29 - $134.6 $1.46M - $1.63M
22K $2.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27.6K
+ 529.56%
$49.78 - $53.19 $1.37M - $1.47M
32.8K $1.68M
VDC
Vanguard Consumer Staples ETF

ETFs
6.37K
+ 97.09%
$206.54 - $226.16 $1.32M - $1.44M
12.9K $2.83M
IVW
Ishares S&P 500 Growth ETF

ETFs
12.6K
+ 2133.05%
$92.45 - $106.69 $1.16M - $1.34M
13.2K $1.22M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
16.5K
+ 886.47%
$66.28 - $72.04 $1.09M - $1.19M
18.4K $1.26M
TFLO
Ishares Treasury Floating Rate

ETFs
21.5K
+ 2771.81%
$50.48 - $50.68 $1.09M - $1.09M
22.3K $1.13M
INDA
Ishares Msci India Index Fund

ETFs
21K
+ 377.96%
$47.8 - $53.4 $1M - $1.12M
26.5K $1.37M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.1K
+ 222.93%
N/A
16.1K $1.39M
VIS
Vanguard Industrial ETF

ETFs
3.83K
+ 475.9%
$243.63 - $273.99 $933K - $1.05M
4.64K $1.15M
PFF
Ishares Trust Ishares Pfd And

ETFs
30.7K
+ 940.86%
$30.73 - $32.26 $943K - $989K
33.9K $1.04M
ABBV
Abb Vie Inc.

Healthcare
4.38K
+ 243.11%
$169.2 - $216.66 $740K - $948K
6.18K $1.29M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
44.6K
+ 1025.9%
$18.36 - $20.51 $819K - $915K
49K $968K
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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