Calton & Associates, Inc. Incresed Positions in Q3 2025

Calton & Associates, Inc.

  • $622 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
42.3K
+ 18.88%
$72.65 - $78.68 $3.07M - $3.33M
266K $20.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
109K
+ 42.49%
$28.92 - $32.19 $3.15M - $3.51M
366K $11.7M
NVDA
Nvidia Corp

Technology
12.1K
+ 26.63%
$153.3 - $186.58 $1.85M - $2.26M
57.5K $10.7M
AAPL
Apple Inc.

Technology
231
+ 0.34%
$202.38 - $256.87 $46.7K - $59.3K
67.7K $17.2M
RDVY
First Trust Rising Dividend Ac

ETFs
49.2K
+ 359.68%
$62.38 - $67.29 $3.07M - $3.31M
62.9K $4.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
892
+ 1.54%
$546.99 - $602.2 $488K - $537K
58.8K $35.3M
FDVV
Fidelity High Dividend ETF

ETFs
36.6K
+ 13.77%
$52.42 - $55.71 $1.92M - $2.04M
303K $16.9M
VEA
Vanguard Ftse Developed Market

ETFs
42.4K
+ 92.26%
$56.02 - $60.3 $2.38M - $2.56M
88.4K $5.3M
VUG
Vanguard Growth ETF

ETFs
3.61K
+ 17.84%
$433.97 - $484.08 $1.57M - $1.75M
23.8K $11.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.69K
+ 48.16%
$225.11 - $247.9 $1.96M - $2.15M
26.7K $6.61M
VHT
Vanguard Health Care ETF

ETFs
6.64K
+ 31.55%
$239.12 - $259.95 $1.59M - $1.73M
27.7K $7.18M
VFH
Vanguard Financial ETF

ETFs
12.4K
+ 16.17%
$125.23 - $132.78 $1.56M - $1.65M
89.4K $11.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
303
+ 0.99%
$617.65 - $666.84 $187K - $202K
30.9K $20.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
24.3K
+ 46.44%
$59.81 - $60.11 $1.45M - $1.46M
76.7K $4.59M
FLRN
Spdr Bloomberg Investment Grad

ETFs
45.3K
+ 18.41%
$30.71 - $30.86 $1.39M - $1.4M
291K $8.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.31K
+ 13.97%
$567.77 - $614.76 $742K - $803K
10.7K $6.53M
XLK
Technology Sector Spdr

ETFs
678
+ 1.91%
$250.97 - $282.66 $170K - $192K
36.1K $10.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.26K
+ 15.88%
$79.39 - $90.39 $576K - $656K
52.9K $4.69M
TIP
Ishares Tr Tips Bd ETF

ETFs
9.22K
+ 57.29%
$109.11 - $111.88 $1.01M - $1.03M
25.3K $2.82M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.5K
+ 43.59%
$78.11 - $79.07 $973K - $985K
41K $3.24M
VRIG
Invesco Actively Managed ETF F

ETFs
37.8K
+ 8.99%
$25.04 - $25.16 $945K - $950K
458K $11.5M
ITA
Ishares Tr

ETFs
3.4K
+ 33.45%
$184.73 - $209.26 $627K - $710K
13.5K $2.83M
GLD
Spdr Gold Trust

ETFs
1.13K
+ 11.88%
$300.96 - $355.47 $341K - $403K
10.7K $3.79M
MRK
Merck & Co., Inc.

Healthcare
10.3K
+ 236.57%
$77.6 - $87.37 $798K - $898K
14.6K $1.23M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15.3K
+ 13.07%
$42.43 - $45.05 $649K - $689K
132K $5.82M
VDC
Vanguard Consumer Staples ETF

ETFs
4.01K
+ 26.67%
$212.64 - $225.25 $852K - $902K
19K $4.07M
CGDV
Capital Group Divid Value ETF

ETFs
16.5K
+ 52.4%
$39.59 - $42.21 $654K - $698K
48.1K $2.02M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.63K
+ 2.21%
$43.65 - $46.42 $202K - $215K
214K $9.92M
PDP
Invesco Exchange Traded Fd Tr

ETFs
5.12K
+ 31.47%
$107.15 - $118.05 $548K - $604K
21.4K $2.52M
TSLA
Tesla, Inc.

Consumer Cyclical
176
+ 3.31%
$293.94 - $444.72 $51.7K - $78.3K
5.5K $2.45M
XOM
Exxon Mobil Corp

Energy
5.67K
+ 26.45%
$105.83 - $117.22 $600K - $665K
27.1K $3.06M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.65K
+ 81.31%
$110.74 - $122.12 $626K - $690K
12.6K $1.53M
ENB
Enbridge Inc

Energy
14K
+ 210.84%
$43.79 - $50.46 $614K - $707K
20.7K $1.04M
SPYG
Spdr Portfolio

ETFs
6.2K
+ 83.09%
$94.33 - $105.31 $585K - $653K
13.7K $1.43M
VIS
Vanguard Industrial ETF

ETFs
2.13K
+ 42.53%
$281.0 - $296.29 $599K - $632K
7.15K $2.12M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7.09K
+ 9.4%
$99.12 - $99.52 $702K - $705K
82.5K $8.21M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.01K
+ 12.83%
$275.84 - $326.36 $278K - $329K
8.86K $2.89M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.99K
+ 79.82%
$72.57 - $74.72 $652K - $672K
20.3K $1.51M
EEM
Ishares Msci Emerging Markets

ETFs
10.8K
+ 57.24%
$48.07 - $53.4 $520K - $578K
29.7K $1.59M
PLTR
Palantir Technologies Inc.

Technology
1.12K
+ 11.37%
$130.68 - $186.97 $146K - $209K
10.9K $1.99M
AVGO
Broadcom Inc.

Technology
1.48K
+ 48.79%
$264.74 - $369.57 $391K - $545K
4.5K $1.48M
GOOG
Alphabet Inc.

Communication Services
355
+ 4.45%
$175.16 - $255.24 $62.2K - $90.6K
8.33K $2.03M
LLY
Eli Lilly & CO

Healthcare
845
+ 38.2%
$625.65 - $812.69 $529K - $687K
3.06K $2.33M
FPX
First Trust Us Equity Opportun

ETFs
1.84K
+ 13.66%
$141.57 - $166.21 $261K - $306K
15.3K $2.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.6K
+ 10.53%
$108.97 - $121.65 $283K - $316K
27.3K $3.29M
GOOGL
Alphabet Inc.

Communication Services
455
+ 6.83%
$174.36 - $254.72 $79.3K - $116K
7.12K $1.73M
IWM
Ishares Russell 2000 ETF

ETFs
279
+ 1.53%
$214.92 - $244.84 $60K - $68.3K
18.5K $4.49M
ABBV
Abb Vie Inc.

Healthcare
1.19K
+ 20.39%
$184.85 - $231.54 $221K - $276K
7.05K $1.63M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.66K
+ 80.76%
$82.22 - $96.68 $383K - $451K
10.4K $1.01M
Activity Summary
Buys All Purchases 310 New Holdings 78 Increased Positions 232 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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