Calton & Associates, Inc. Portfolio Holdings
Calton & Associates, Inc.
- $193 Million
- Q2 2024
Calton & Associates, Inc. has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $193 Million distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $12M, Spdr S&P 500 ETF Trust with a value of $9.04M, Apple Inc. with a value of $8.49M, Vanguard Financial ETF with a value of $7.43M, and Spdr Bloomberg Investment Grad with a value of $6.5M.
Examining the 13F form we can see an decrease of $10.8M in the current position value, from $204M to 193M.
Below you can find more details about Calton & Associates, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 188
- Current Value $193 Million
- Prior Value $204 Million
- Filing
- Period Q2 2024
- Filing Date July 19, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 10 stocks
- Additional Purchases 61 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks