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Calton & Associates

Latest statistics and disclosures from Calton & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, PSTR, SPLG, SPY, AAPL, and represent 18.38% of Calton & Associates's stock portfolio.
Added to shares of these 10 stocks: HD, SCHG, SPLG, RDVY, PSTR, VEA, NVDA, QQQM, FDVV, MPC.
Started 78 new stock positions in HLN, SMCI, ETHZ, PSX, CGUS, KNF, ASTS, ECG, CFA, ED.
Reduced shares in these 10 stocks: USFR (-$14M), CGGR, SCHX, SCHZ, BRK.B, , CGGO, SCHF, MSFT, SHV.
Sold out of its positions in AXON, BAC, ECAT, CHI, CGGR, CGGO, CGMS, CAH, CMG, QQQE.
Calton & Associates was a net buyer of stock by $53M.
Calton & Associates has $666M in assets under management (AUM), dropping by 15.18%.
Central Index Key (CIK): 0000822648

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Portfolio Holdings for Calton & Associates

Calton & Associates holds 425 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.3	$35M		59k	600.37	View chart
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)	4.3	$29M	+12%	1.0M	28.44	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	3.1	$21M	+18%	267k	78.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$21M		31k	666.18	View chart
Apple (AAPL)	2.6	$17M		68k	254.63	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.5	$17M	+13%	303k	55.71	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.8	$12M		129k	91.75	View chart
Vanguard World Financials Etf (VFH)	1.8	$12M	+16%	89k	131.24	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$12M	+42%	366k	31.91	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	1.7	$12M	+8%	458k	25.10	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$11M	+17%	24k	479.60	View chart
NVIDIA Corporation (NVDA)	1.6	$11M	+26%	58k	186.58	View chart
Select Sector Spdr Tr Technology (XLK)	1.5	$10M		36k	281.86	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.5	$9.9M	+2%	214k	46.42	View chart
Vanguard World Mega Cap Index (MGC)	1.4	$9.2M	+22%	38k	244.09	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	1.3	$9.0M	+18%	291k	30.86	View chart
Microsoft Corporation (MSFT)	1.3	$8.4M	-10%	16k	517.96	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	1.2	$8.2M	+9%	83k	99.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$7.9M	-16%	16k	502.74	View chart
Vanguard World Health Car Etf (VHT)	1.1	$7.2M	+31%	28k	259.60	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.1	$7.1M	-5%	124k	57.47	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.0	$6.9M	-10%	50k	137.74	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$6.6M	+48%	27k	247.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$6.5M	+13%	11k	612.39	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.9	$5.8M	+13%	132k	44.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$5.3M	+92%	88k	59.92	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.7	$4.7M	+15%	53k	88.65	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$4.6M	+46%	77k	59.91	View chart
First Tr Exchange-traded SHS (FVD)	0.7	$4.6M	-6%	99k	46.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$4.6M		80k	57.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$4.5M		19k	241.97	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$4.2M	+359%	63k	67.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$4.2M	+4%	62k	68.08	View chart
Amazon (AMZN)	0.6	$4.2M		19k	219.57	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$4.1M	+3%	29k	139.17	View chart
Vanguard World Consum Stp Etf (VDC)	0.6	$4.1M	+26%	19k	213.73	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$4.0M		53k	76.40	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.6	$4.0M		97k	41.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$3.8M		40k	95.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$3.8M	+11%	11k	355.48	View chart
Home Depot (HD)	0.6	$3.8M	NEW	9.3k	405.20	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.6M	+2%	11k	315.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$3.3M	+10%	27k	120.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$3.3M		22k	145.65	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$3.3M		29k	111.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$3.2M	+43%	41k	78.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$3.2M	+6%	97k	33.42	View chart
Exxon Mobil Corporation (XOM)	0.5	$3.1M	+26%	27k	112.75	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$2.9M	+5%	76k	38.02	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$2.9M	+12%	8.9k	326.38	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.4	$2.9M		72k	39.62	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$2.8M	+33%	14k	209.25	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$2.8M	+57%	25k	111.22	View chart
Wal-Mart Stores (WMT)	0.4	$2.8M	+5%	27k	103.06	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$2.7M	+172%	105k	25.85	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$2.7M		118k	23.12	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$2.7M		50k	53.87	View chart
Lockheed Martin Corporation (LMT)	0.4	$2.7M	+2%	5.3k	499.18	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.7M		13k	206.50	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.4	$2.6M	+13%	15k	166.16	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.4	$2.5M	+31%	21k	118.05	View chart
Tesla Motors (TSLA)	0.4	$2.4M	+3%	5.5k	444.72	View chart
Eli Lilly & Co. (LLY)	0.4	$2.3M	+38%	3.1k	762.92	View chart
Vanguard World Industrial Etf (VIS)	0.3	$2.1M	+42%	7.1k	296.30	View chart
RBB Motley Fol Etf (TMFC)	0.3	$2.1M	+19%	30k	70.53	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$2.1M		38k	54.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.0M	+4%	8.3k	243.54	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$2.0M	+52%	48k	42.03	View chart
Palantir Technologies Cl A (PLTR)	0.3	$2.0M	+11%	11k	182.43	View chart
Marathon Petroleum Corp (MPC)	0.3	$2.0M	NEW	10k	192.74	View chart
Chevron Corporation (CVX)	0.3	$2.0M	-30%	13k	155.28	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.3	$1.9M		31k	63.56	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.8M	NEW	57k	31.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.7M	+6%	7.1k	243.10	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.7M	+5%	71k	24.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.7M		2.6k	669.40	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$1.7M	-9%	49k	34.33	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.3	$1.7M	+2%	18k	93.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.7M	+7%	8.9k	186.48	View chart
Micron Technology (MU)	0.2	$1.6M	NEW	9.8k	167.32	View chart
Abbvie (ABBV)	0.2	$1.6M	+20%	7.1k	231.53	View chart
At&t (T)	0.2	$1.6M	-15%	57k	28.24	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.2	$1.6M	-14%	26k	63.30	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.6M	+57%	30k	53.40	View chart
Vanguard World Utilities Etf (VPU)	0.2	$1.6M	+22%	8.3k	189.41	View chart
Meta Platforms Cl A (META)	0.2	$1.6M	-3%	2.1k	734.29	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.5M	+81%	13k	121.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.5M	+79%	20k	74.37	View chart
Broadcom (AVGO)	0.2	$1.5M	+48%	4.5k	329.91	View chart
Verizon Communications (VZ)	0.2	$1.4M	+16%	33k	43.95	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$1.4M	+83%	14k	104.51	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.2	$1.4M	+43%	16k	90.50	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.4M	+45%	32k	42.79	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$1.4M	+7%	28k	49.29	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$1.3M	NEW	26k	51.09	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.2	$1.3M	+2%	21k	62.12	View chart
Ishares Tr Msci Usa Quality (GARP)	0.2	$1.3M	+52%	20k	65.64	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$1.3M	+4%	8.3k	154.23	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.3M	+2%	27k	46.81	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$1.2M	+3%	23k	55.33	View chart
Merck & Co (MRK)	0.2	$1.2M	+236%	15k	83.93	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M	-5%	6.6k	185.41	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$1.2M	-10%	23k	52.06	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$1.2M	+4%	3.0k	402.46	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$1.2M	+24%	15k	80.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.2M	-11%	6.3k	189.69	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.2M	-25%	13k	89.34	View chart
UnitedHealth (UNH)	0.2	$1.2M	+34%	3.4k	345.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.2M	+11%	5.4k	215.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.1M	-76%	44k	26.34	View chart
American Electric Power Company (AEP)	0.2	$1.1M	NEW	10k	112.50	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$1.1M		9.7k	118.37	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.1M		4.6k	239.62	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$1.1M		47k	23.09	View chart
Vanguard World Energy Etf (VDE)	0.2	$1.1M	+3%	8.6k	125.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.1M	+11%	14k	78.09	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$1.1M	+5%	14k	78.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.1M		12k	87.31	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.1M	+27%	12k	86.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.1M	+13%	13k	79.93	View chart
Caterpillar (CAT)	0.2	$1.0M	-11%	2.2k	477.15	View chart
Enbridge (ENB)	0.2	$1.0M	+210%	21k	50.46	View chart
Visa Com Cl A (V)	0.2	$1.0M	-9%	3.0k	341.41	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.0M	+81%	20k	50.78	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$1.0M	+80%	10k	96.68	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.1	$987k	-27%	13k	73.79	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$985k	+4%	21k	47.60	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$970k		19k	50.59	View chart
Capital One Financial (COF)	0.1	$962k	+4%	4.5k	212.56	View chart
Procter & Gamble Company (PG)	0.1	$947k	+2%	6.2k	153.65	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$947k		22k	42.37	View chart
Spdr Series Trust Russell Low Vol (ONEV)	0.1	$946k		7.1k	133.12	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$939k		9.5k	99.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$936k	+10%	2.0k	468.45	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$935k	+122%	10k	93.64	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$927k		21k	43.41	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$922k		32k	28.62	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$916k		2.8k	332.85	View chart
Consolidated Edison (ED)	0.1	$912k	NEW	9.1k	100.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$911k	-2%	14k	65.26	View chart
W.W. Grainger (GWW)	0.1	$906k		951.00	952.97	View chart
Atmos Energy Corporation (ATO)	0.1	$901k	NEW	5.3k	170.74	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$887k	+146%	12k	76.01	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.1	$873k		9.5k	91.56	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$862k	+11%	9.9k	87.21	View chart
Ishares Msci Cda Etf (EWC)	0.1	$858k		17k	50.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$856k	+15%	7.2k	118.83	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$849k	+5%	19k	44.19	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$848k	+11%	11k	81.19	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.1	$846k		18k	48.00	View chart
Alps Etf Tr Em Sect Div Dg (EDOG)	0.1	$841k	-5%	37k	23.07	View chart
Cisco Systems (CSCO)	0.1	$836k	+6%	12k	68.42	View chart
Lazard Ltd Shs -a - (LAZ)	0.1	$834k	-2%	31k	27.30	View chart
Constellation Energy (CEG)	0.1	$827k	+17%	2.5k	329.07	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$826k	+17%	17k	50.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$825k	-14%	8.2k	100.70	View chart
Goldman Sachs (GS)	0.1	$818k	-19%	1.0k	796.41	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$811k	-53%	7.3k	110.49	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$811k	-6%	6.1k	132.48	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$805k	+10%	20k	41.14	View chart
Advanced Micro Devices (AMD)	0.1	$803k	+15%	5.0k	161.77	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$802k		5.3k	150.86	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$795k		5.5k	144.36	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$794k	+109%	16k	49.79	View chart
PNC Financial Services (PNC)	0.1	$789k	-4%	3.9k	200.93	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$784k	-19%	4.8k	164.54	View chart
Hubbell (HUBB)	0.1	$778k		1.8k	430.31	View chart
Duke Energy Corp Com New (DUK)	0.1	$754k	+4%	6.1k	123.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$752k	+8%	1.0k	746.40	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$749k	+5%	2.7k	279.30	View chart
United Rentals (URI)	0.1	$739k		774.00	954.66	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$733k	+3%	13k	57.52	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$732k	NEW	10k	71.55	View chart
Raytheon Technologies Corp (RTX)	0.1	$725k	+88%	4.3k	167.31	View chart
Costco Wholesale Corporation (COST)	0.1	$723k	+12%	781.00	925.22	View chart
Coca-Cola Company (KO)	0.1	$722k	+2%	11k	66.32	View chart
American Express Company (AXP)	0.1	$720k	+2%	2.2k	332.09	View chart
Cummins (CMI)	0.1	$694k		1.6k	422.37	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$694k		19k	36.30	View chart
4068594 Enphase Energy (ENPH)	0.1	$692k		20k	35.39	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$681k	+36%	32k	21.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$678k		2.6k	256.49	View chart
Oracle Corporation (ORCL)	0.1	$676k	+2%	2.4k	281.27	View chart
Fs Kkr Capital Corp (FSK)	0.1	$667k	-2%	45k	14.93	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$666k	+24%	10k	64.37	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$661k	NEW	14k	49.08	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$661k	NEW	18k	35.91	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$658k	-11%	8.5k	77.53	View chart
Ford Motor Company (F)	0.1	$658k		55k	11.96	View chart
ConocoPhillips (COP)	0.1	$636k	NEW	6.7k	94.59	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$632k	+37%	11k	57.52	View chart
Pfizer (PFE)	0.1	$629k	+39%	25k	25.48	View chart
McDonald's Corporation (MCD)	0.1	$622k	+55%	2.0k	303.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$618k	+2%	1.3k	490.46	View chart
Nextera Energy (NEE)	0.1	$617k	+36%	8.2k	75.49	View chart
Spdr Series Trust S&p Bk Etf (KBE)	0.1	$617k	-9%	10k	59.42	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$615k	-6%	5.3k	115.01	View chart
Ge Vernova (GEV)	0.1	$606k	+29%	985.00	614.92	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$605k		4.3k	141.52	View chart
Walt Disney Company (DIS)	0.1	$602k	+8%	5.3k	114.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$598k	+9%	2.4k	254.26	View chart
Public Service Enterprise (PEG)	0.1	$595k		7.1k	83.46	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$592k	+11%	1.4k	435.58	View chart
Corning Incorporated (GLW)	0.1	$591k	+9%	7.2k	82.03	View chart
Boeing Company (BA)	0.1	$586k	+15%	2.7k	215.80	View chart
Applied Materials (AMAT)	0.1	$583k	+6%	2.8k	204.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$581k	-14%	5.8k	100.24	View chart
Innovator Etfs Trust Growth 100 Pwr B (NDEC)	0.1	$571k		21k	27.05	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$563k	-6%	14k	40.57	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$563k	+3%	5.4k	104.96	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$562k		6.8k	82.96	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.1	$561k	+12%	20k	27.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$560k	NEW	10k	54.18	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$559k	+117%	13k	43.78	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$556k		9.4k	58.85	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$552k	-2%	7.5k	73.57	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.1	$550k		16k	34.34	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.1	$546k	+145%	54k	10.12	View chart
Morgan Stanley Com New (MS)	0.1	$545k	NEW	3.4k	158.96	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$544k	+38%	5.1k	106.48	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.1	$543k	NEW	12k	45.40	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$541k	-22%	4.8k	113.62	View chart
Spdr Series Trust Ftse Int Gvt Etf (WIP)	0.1	$538k	+57%	14k	39.21	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.1	$535k	NEW	14k	38.90	View chart
Sofi Technologies (SOFI)	0.1	$534k	-8%	20k	26.42	View chart
Eaton Corp SHS (ETN)	0.1	$532k	+3%	1.4k	374.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$531k	+31%	5.8k	91.42	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$531k	NEW	11k	50.63	View chart
Spdr Series Trust S&p Biotech (XBI)	0.1	$525k	-3%	5.2k	100.20	View chart
Nebius Group Shs Class A (NBIS)	0.1	$522k	NEW	4.7k	112.27	View chart
Community Trust Ban (CTBI)	0.1	$522k		9.3k	55.95	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$518k		5.8k	89.13	View chart
Southern Company (SO)	0.1	$512k		5.4k	94.77	View chart
Palo Alto Networks (PANW)	0.1	$511k	+15%	2.5k	203.62	View chart
Ge Aerospace Com New (GE)	0.1	$509k	+66%	1.7k	300.83	View chart
Shell Spon Ads (SHEL)	0.1	$506k	NEW	7.1k	71.53	View chart
Intel Corporation (INTC)	0.1	$505k	+40%	15k	33.55	View chart
Lumentum Hldgs (LITE)	0.1	$504k	NEW	3.1k	162.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$501k	+58%	2.4k	208.72	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$496k	NEW	3.3k	151.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$496k	+4%	12k	42.95	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$495k	NEW	12k	42.96	View chart
Allstate Corporation (ALL)	0.1	$489k		2.3k	214.63	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$482k		11k	43.78	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$481k	+11%	9.3k	51.50	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$476k	NEW	3.4k	138.24	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$474k	+8%	2.8k	170.85	View chart
Servicenow (NOW)	0.1	$471k	+21%	512.00	920.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$462k	+53%	4.8k	96.47	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.1	$455k	-17%	6.3k	71.72	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$452k	NEW	3.8k	119.92	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$452k	+26%	4.8k	94.31	View chart
Freeport-mcmoran CL B (FCX)	0.1	$446k	NEW	11k	39.22	View chart
Raymond James Financial (RJF)	0.1	$441k		2.6k	172.60	View chart
Netflix (NFLX)	0.1	$440k	+33%	367.00	1199.01	View chart
United Parcel Service CL B (UPS)	0.1	$440k	+122%	5.3k	83.53	View chart
GSK Sponsored Adr (GSK)	0.1	$440k	+38%	10k	43.16	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$439k	NEW	8.9k	49.46	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$436k		6.2k	69.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$434k	+33%	6.0k	72.77	View chart
Amgen (AMGN)	0.1	$429k		1.5k	282.19	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$429k		8.5k	50.23	View chart
Adobe Systems Incorporated (ADBE)	0.1	$426k	-40%	1.2k	352.75	View chart
Honeywell International (HON)	0.1	$424k	+4%	2.0k	210.48	View chart
Citigroup Com New (C)	0.1	$419k	-28%	4.1k	101.49	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$417k		8.3k	50.47	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$411k	+33%	4.6k	89.61	View chart
Union Pacific Corporation (UNP)	0.1	$411k		1.7k	236.31	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$409k	+8%	1.5k	271.18	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$403k	+69%	4.2k	95.15	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$402k	NEW	15k	26.95	View chart
McKesson Corporation (MCK)	0.1	$401k	+13%	519.00	772.12	View chart
Emerson Electric (EMR)	0.1	$401k		3.1k	131.19	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$398k	-13%	5.8k	68.39	View chart
3M Company (MMM)	0.1	$397k	-9%	2.6k	155.20	View chart
On Hldg Namen Akt A (ONON)	0.1	$394k	NEW	9.3k	42.35	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$377k	NEW	3.8k	99.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$376k	NEW	1.3k	293.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$373k	+57%	7.5k	50.07	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$373k	+70%	15k	25.51	View chart
Doubleline Income Solutions (DSL)	0.1	$373k	+7%	30k	12.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$368k	+11%	2.6k	140.95	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$364k		3.6k	100.06	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$362k	-28%	13k	27.90	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$362k	+21%	12k	29.64	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$361k	NEW	15k	23.94	View chart
Waste Management (WM)	0.1	$360k	-2%	1.6k	220.88	View chart
Mastercard Incorporated Cl A (MA)	0.1	$359k	+32%	631.00	569.17	View chart
Altria (MO)	0.1	$359k	+20%	5.4k	66.06	View chart
salesforce (CRM)	0.1	$358k	+24%	1.5k	237.06	View chart
Franklin Templeton Etf Tr Franklin Focused (FFOG)	0.1	$354k	+8%	7.4k	47.56	View chart
Strategy Cl A New (MSTR)	0.1	$351k	+2%	1.1k	322.21	View chart
Paypal Holdings (PYPL)	0.1	$348k		5.2k	67.06	View chart
Quanta Services (PWR)	0.1	$346k	+27%	835.00	414.59	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$345k	+27%	8.2k	42.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$343k	+46%	6.8k	50.73	View chart
International Business Machines (IBM)	0.1	$342k	+12%	1.2k	282.22	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$341k	+4%	14k	25.19	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$340k	-9%	2.5k	135.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$339k	-8%	2.4k	142.10	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$338k	-4%	41k	8.18	View chart
Texas Instruments Incorporated (TXN)	0.1	$335k		1.8k	183.71	View chart
Ares Capital Corporation (ARCC)	0.0	$332k	+6%	16k	20.41	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$330k	+58%	9.4k	35.19	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$330k	NEW	7.7k	42.72	View chart
Innodata Com New (INOD)	0.0	$327k	NEW	4.2k	77.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$324k	+42%	1.9k	174.60	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$321k	+6%	1.8k	174.61	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.0	$321k	+23%	11k	28.65	View chart
Deere & Company (DE)	0.0	$321k	-15%	701.00	457.28	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$320k		876.00	365.32	View chart
Polaris Industries (PII)	0.0	$319k	NEW	5.5k	58.13	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.0	$318k		8.8k	36.08	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.0	$311k	NEW	2.2k	144.27	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$311k	-5%	1.1k	273.62	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$311k		16k	19.29	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$310k	-6%	12k	25.90	View chart
Symbotic Class A Com (SYM)	0.0	$307k	-32%	5.7k	53.90	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$301k	-2%	3.2k	93.35	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$301k	+23%	3.6k	82.59	View chart
Generac Holdings (GNRC)	0.0	$299k		1.8k	167.40	View chart
Abbott Laboratories (ABT)	0.0	$298k	NEW	2.2k	133.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$297k		7.2k	41.06	View chart
Universal Display Corporation (OLED)	0.0	$296k		2.1k	143.65	View chart
Super Micro Computer Com New (SMCI)	0.0	$295k	NEW	6.2k	47.94	View chart
DTE Energy Company (DTE)	0.0	$295k	+17%	2.1k	141.46	View chart
Pepsi (PEP)	0.0	$294k	NEW	2.1k	140.47	View chart
Charles Schwab Corporation (SCHW)	0.0	$293k	-22%	3.1k	95.47	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$293k		631.00	463.52	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$291k	+22%	4.4k	65.91	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$289k	NEW	4.7k	61.92	View chart
Valero Energy Corporation (VLO)	0.0	$288k	NEW	1.7k	170.26	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$281k		10k	26.95	View chart
Opera Sponsored Ads (OPRA)	0.0	$279k	+2%	14k	20.64	View chart
Phillips 66 (PSX)	0.0	$279k	NEW	2.1k	136.00	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.0	$277k	+12%	13k	21.27	View chart
Hp (HPQ)	0.0	$276k	+3%	10k	27.23	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$275k		2.3k	119.53	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$275k	NEW	1.5k	178.76	View chart
Nucor Corporation (NUE)	0.0	$274k		2.0k	135.46	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$274k	-10%	8.8k	31.00	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$272k	-8%	18k	14.79	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$271k	NEW	6.9k	39.54	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$271k	+22%	967.00	279.84	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$270k	NEW	279.00	967.73	View chart
Agnico (AEM)	0.0	$270k	NEW	1.6k	168.56	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$268k	+6%	11k	24.30	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$268k		1.9k	140.05	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$266k	NEW	5.0k	53.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$264k	-17%	898.00	293.89	View chart
Blackrock (BLK)	0.0	$264k	-19%	226.00	1166.67	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$263k		11k	24.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$262k		6.6k	39.69	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$262k		3.3k	79.96	View chart
Truist Financial Corp equities (TFC)	0.0	$262k	-9%	5.7k	45.72	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)	0.0	$260k	NEW	6.7k	38.68	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$259k	-5%	1.7k	148.61	View chart
Everus Constr Group (ECG)	0.0	$257k	NEW	3.0k	85.75	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$257k	NEW	2.4k	106.80	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.0	$254k		5.2k	48.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$253k		6.0k	42.02	View chart
Exelon Corporation (EXC)	0.0	$252k		5.6k	45.01	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$251k	NEW	5.5k	45.60	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$250k	-5%	631.00	396.00	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$248k	+6%	10k	24.34	View chart
Target Corporation (TGT)	0.0	$241k	NEW	2.7k	89.68	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.0	$241k	+2%	1.4k	178.18	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.0	$241k		8.4k	28.52	View chart
Tc Energy Corp (TRP)	0.0	$238k	NEW	4.4k	54.41	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.0	$235k	-16%	8.1k	28.95	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$234k	NEW	9.3k	25.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$233k	NEW	2.8k	84.11	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.0	$232k	NEW	2.3k	100.42	View chart
Alliant Energy Corporation (LNT)	0.0	$231k		3.4k	67.41	View chart
Knife River Corp Common Stock (KNF)	0.0	$231k	NEW	3.0k	76.87	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$231k	NEW	4.1k	56.75	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.0	$229k	-44%	3.4k	66.73	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.0	$228k		3.9k	59.22	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$227k	NEW	4.8k	46.93	View chart
Dupont De Nemours (DD)	0.0	$225k	-2%	2.9k	77.90	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$225k	-4%	1.8k	122.48	View chart
Stryker Corporation (SYK)	0.0	$222k		600.00	369.72	View chart
Kinder Morgan (KMI)	0.0	$221k	NEW	7.8k	28.31	View chart
Applovin Corp Com Cl A (APP)	0.0	$220k	NEW	306.00	718.54	View chart
Gilead Sciences (GILD)	0.0	$218k		2.0k	110.98	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.0	$215k	NEW	4.7k	45.55	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.0	$215k		9.4k	22.77	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.0	$214k	NEW	7.0k	30.51	View chart
BP Sponsored Adr (BP)	0.0	$214k	NEW	6.2k	34.46	View chart
MDU Resources (MDU)	0.0	$214k	NEW	12k	17.81	View chart
CSX Corporation (CSX)	0.0	$213k	NEW	6.0k	35.51	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$212k	NEW	2.4k	89.66	View chart
DNP Select Income Fund (DNP)	0.0	$211k		21k	10.01	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.0	$210k	-4%	2.8k	75.63	View chart
Republic Services (RSG)	0.0	$209k		909.00	229.55	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$209k		11k	19.53	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.0	$208k	NEW	8.7k	23.94	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$207k	NEW	7.9k	26.30	View chart
Arcturus Therapeutics Hldg I (ARCT)	0.0	$206k	+2%	11k	18.43	View chart
First Horizon National Corporation (FHN)	0.0	$206k	NEW	9.1k	22.61	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.0	$206k	NEW	2.3k	90.99	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$206k	NEW	1.4k	143.20	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.0	$204k	NEW	11k	19.34	View chart
Cloudflare Cl A Com (NET)	0.0	$204k	-17%	949.00	214.59	View chart
Spdr Series Trust Aerospace Def (XAR)	0.0	$203k	NEW	862.00	234.93	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	0.0	$202k	-11%	2.2k	90.54	View chart
Key (KEY)	0.0	$197k		11k	18.69	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$193k		17k	11.60	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.0	$190k	+8%	11k	16.87	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.0	$172k	NEW	11k	16.30	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.0	$150k	+2%	12k	12.79	View chart
Seven Hills Realty Trust (SEVN)	0.0	$140k		14k	10.31	View chart
MiMedx (MDXG)	0.0	$129k	-13%	19k	6.98	View chart
Haleon Spon Ads (HLN)	0.0	$102k	NEW	11k	8.97	View chart
180 Life Sciences Corp (ETHZ)	0.0	$101k	NEW	42k	2.41	View chart
Pennantpark Floating Rate Capi (PFLT)	0.0	$101k	+3%	11k	8.89	View chart
Psq Holdings Cl A (PSQH)	0.0	$86k		45k	1.91	View chart
Under Armour CL C (UA)	0.0	$68k	NEW	14k	4.83	View chart
Unisys Corp Com New (UIS)	0.0	$58k	+47%	15k	3.90	View chart
Prospect Capital Corporation (PSEC)	0.0	$53k	NEW	19k	2.75	View chart
Credit Suisse High Yield Cre Sh Ben Int (DHY)	0.0	$24k	+16%	12k	2.06	View chart
I-80 Gold Corp (IAUX)	0.0	$23k		25k	0.96	View chart
Iovance Biotherapeutics (IOVA)	0.0	$22k		10k	2.17	View chart
Sellas Life Sciences Group I Com New (SLS)	0.0	$18k		11k	1.61	View chart
Eventbrite Note 5.000%12/0	0.0	$9.9k		10k	0.99	View chart

Past Filings by Calton & Associates

SEC 13F filings are viewable for Calton & Associates going back to 2017

Calton & Associates 2025 Q3 filed Nov. 7, 2025
Calton & Associates 2025 Q2 filed Aug. 12, 2025
Calton & Associates 2025 Q1 restated filed May 15, 2025
Calton & Associates 2025 Q1 filed May 5, 2025
Calton & Associates 2024 Q4 filed Jan. 23, 2025
Calton & Associates 2024 Q3 restated filed Oct. 21, 2024
Calton & Associates 2024 Q3 filed Oct. 18, 2024
Calton & Associates 2024 Q2 filed July 19, 2024
Calton & Associates 2024 Q1 filed April 16, 2024
Calton & Associates 2023 Q4 filed Feb. 7, 2024
Calton & Associates 2023 Q3 filed Nov. 1, 2023
Calton & Associates 2023 Q2 filed July 24, 2023
Calton & Associates 2023 Q1 filed April 19, 2023
Calton & Associates 2022 Q4 filed Jan. 18, 2023
Calton & Associates 2022 Q3 filed Oct. 31, 2022
Calton & Associates 2022 Q2 filed July 12, 2022

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