Calton & Associates, Inc. Incresed Positions in Q2 2025

Calton & Associates, Inc.

  • $542 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
438
+ 2.46%
$174.82 - $215.79 $76.6K - $94.5K
18.3K $3.94M
ITOT
Ishares Core S&P Total U.S. St

ETFs
649
+ 2.94%
$108.12 - $135.04 $70.2K - $87.6K
22.7K $3.06M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.83K
+ 9.37%
$51.14 - $57.0 $349K - $389K
79.7K $4.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.07K
+ 72.23%
$141.37 - $228.57 $151K - $244K
2.55K $577K
HYG
Ishares Tr

ETFs
3.96K
+ 73.72%
$75.75 - $80.65 $300K - $320K
9.34K $753K
OEF
Ishares S&P 100 ETF

ETFs
1.2K
+ 79.23%
N/A
2.71K $720K
RDVY
First Trust Rising Dividend Ac

ETFs
4.44K
+ 48.05%
$51.6 - $62.74 $229K - $279K
13.7K $858K
CGDV
Capital Group Divid Value ETF

ETFs
5.44K
+ 20.83%
$31.93 - $39.49 $174K - $215K
31.5K $1.25M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.98K
+ 36.66%
$32.66 - $40.75 $195K - $244K
22.3K $902K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.55K
+ 9.61%
$105.23 - $109.61 $268K - $279K
29.1K $3.19M
CEG
Constellation Energy Corp

Utilities
107
+ 5.26%
$170.96 - $322.76 $18.3K - $34.5K
2.14K $691K
KR
Kroger CO

Consumer Defensive
3.45K
+ 48.57%
$64.62 - $74.0 $223K - $255K
10.6K $757K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.42K
+ 41.76%
$77.94 - $79.5 $267K - $272K
11.6K $922K
AMAT
Applied Materials Inc

Technology
1.19K
+ 80.07%
$126.95 - $183.52 $151K - $219K
2.68K $491K
XLI
Industrial Sector Spdr

ETFs
1.08K
+ 15.71%
$116.42 - $147.52 $126K - $160K
7.99K $1.18M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.59K
+ 6.0%
$67.03 - $80.35 $173K - $208K
45.7K $3.64M
VIS
Vanguard Industrial ETF

ETFs
379
+ 8.18%
$220.04 - $280.07 $83.4K - $106K
5.02K $1.4M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
4.47K
+ 6.66%
$32.99 - $38.56 $148K - $173K
71.6K $2.72M
VGT
Vanguard Information Technolog

ETFs
230
+ 33.05%
$470.37 - $663.28 $108K - $153K
926 $614K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.62K
+ 100.27%
$32.0 - $39.87 $180K - $224K
11.2K $446K
PDP
Invesco Exchange Traded Fd Tr

ETFs
942
+ 6.15%
$89.44 - $108.59 $84.3K - $102K
16.3K $1.77M
XLU
Utilities Sector Spdr

ETFs
2.52K
+ 39.99%
$73.09 - $82.77 $184K - $209K
8.84K $721K
NEE
Nextera Energy Inc

Utilities
3.13K
+ 110.05%
$64.11 - $75.0 $201K - $235K
5.98K $415K
KXI
Ishares Tr Global Consumer Sta

ETFs
3.06K
+ 58.74%
$60.73 - $67.45 $186K - $207K
8.28K $541K
SO
Southern CO

Utilities
2.25K
+ 70.29%
$84.91 - $92.56 $191K - $208K
5.44K $499K
NOW
Service Now, Inc.

Technology
134
+ 46.85%
$721.65 - $1040.18 $96.7K - $139K
420 $431K
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
CSCO
Cisco Systems, Inc.

Technology
1.55K
+ 15.61%
$53.19 - $69.38 $82.5K - $108K
11.5K $796K
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
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
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
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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