Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Calton & Associates

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

Top 5 stock holdings are PSTR, QQQ, AAPL, SPY, VUG, and represent 23.83% of Calton & Associates's stock portfolio.
Added to shares of these 10 stocks: PSTR (+$8.3M), VUG, MGC, VHT, SPYD, XLK, SLYV, SRLN, PTLC, FLRN.
Started 50 new stock positions in PID, PSQH, SLQD, SPTS, IGSB, AFL, XLC, VDE, RDVI, SOAR.
Reduced shares in these 10 stocks: COWZ (-$5.6M), , JEPI, HELO, SPY, USFR, BRK.B, AAPL, IWM, LQD.
Sold out of its positions in AVK, BABA, MO, KORP, ARCC, BEEM, BMY, AVGO, CMCT, CHI.
Calton & Associates was a net seller of stock by $-37M.
Calton & Associates has $226M in assets under management (AUM), dropping by -13.53%.
Central Index Key (CIK): 0000822648

Tip: Access up to 7 years of quarterly data

Positions held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Calton & Associates

Calton & Associates holds 193 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)	5.9	$13M	+163%	486k	27.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.6	$13M	-13%	25k	511.22	View chart
Apple (AAPL)	4.7	$11M	-18%	43k	250.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.3	$9.7M	-23%	17k	586.07	View chart
Vanguard Index Fds Growth Etf (VUG)	3.3	$7.4M	+54%	18k	410.43	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	3.0	$6.8M	+24%	221k	30.73	View chart
Vanguard World Mega Cap Index (MGC)	2.6	$5.8M	+61%	27k	212.66	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.5	$5.7M	-32%	112k	50.32	View chart
Vanguard World Health Car Etf (VHT)	2.2	$5.1M	+73%	20k	253.69	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	2.1	$4.8M	+72%	111k	43.24	View chart
Select Sector Spdr Tr Technology (XLK)	2.0	$4.6M	+58%	20k	232.52	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.9	$4.3M	-56%	77k	56.48	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.7	$3.9M	-5%	105k	37.17	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	1.7	$3.9M	+71%	93k	41.73	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.6	$3.7M	+81%	43k	87.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$3.3M	-44%	7.3k	453.28	View chart
Home Depot (HD)	1.2	$2.8M	-7%	7.2k	389.00	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$2.5M	+13%	19k	137.57	View chart
Microsoft Corporation (MSFT)	1.1	$2.5M	-40%	5.8k	421.53	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.0	$2.3M	-44%	34k	68.94	View chart
Select Sector Spdr Tr Financial (XLF)	1.0	$2.3M	+94%	47k	48.33	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	1.0	$2.3M	-5%	30k	74.02	View chart
Vanguard World Consum Stp Etf (VDC)	1.0	$2.2M	+57%	11k	211.39	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$1.9M	+61%	25k	77.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.9M	+6%	3.6k	538.74	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.8	$1.8M	+10%	31k	60.35	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.7M	-10%	7.1k	239.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.6M	-6%	35k	47.82	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.7	$1.6M	+75%	14k	119.51	View chart
NVIDIA Corporation (NVDA)	0.7	$1.6M	-42%	12k	134.29	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.7	$1.6M	-24%	32k	49.94	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.7	$1.5M	+102%	14k	107.61	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.7	$1.5M	NEW	28k	53.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.5M	+23%	6.1k	242.12	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$1.4M	+5%	11k	124.92	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$1.3M	+48%	38k	33.91	View chart
Phillips Edison & Co Common Stock (PECO)	0.6	$1.3M	-9%	34k	37.46	View chart
Ishares Tr Msci India Etf (INDA)	0.6	$1.2M	+99%	24k	52.64	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$1.2M	-15%	12k	106.55	View chart
Boeing Company (BA)	0.5	$1.2M	+278%	6.7k	177.00	View chart
Vanguard World Industrial Etf (VIS)	0.5	$1.2M	+25%	4.6k	254.41	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$1.2M	+36%	8.1k	145.35	View chart
Amazon (AMZN)	0.5	$1.2M	-65%	5.3k	219.39	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$1.1M	-56%	11k	104.88	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$1.1M		38k	29.22	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$1.1M	+25%	35k	31.44	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$1.1M	-34%	21k	51.14	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$1.1M	NEW	4.7k	224.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.0M	NEW	10k	101.53	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.5	$1.0M	+74%	22k	48.15	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.5	$1.0M	+191%	18k	56.75	View chart
Vanguard World Energy Etf (VDE)	0.4	$1.0M	NEW	8.3k	121.30	View chart
W.W. Grainger (GWW)	0.4	$1.0M		951.00	1054.05	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$977k	+810%	41k	24.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$908k	+34%	7.1k	128.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$884k		1.5k	588.58	View chart
Alps Etf Tr Em Sect Div Dg (EDOG)	0.4	$884k	+14%	43k	20.65	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$874k	+118%	15k	58.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$870k	+29%	4.6k	190.44	View chart
Teradyne (TER)	0.4	$853k	NEW	6.8k	125.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$830k	+123%	20k	41.82	View chart
Inventrust Pptys Corp Com New (IVT)	0.4	$823k	NEW	27k	30.13	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$822k	+26%	21k	39.39	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$820k	NEW	10k	81.98	View chart
Goldman Sachs (GS)	0.4	$817k	-13%	1.4k	572.57	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$802k	+177%	16k	50.47	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$800k	NEW	8.3k	96.81	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$798k	NEW	6.1k	131.76	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.3	$789k		17k	46.38	View chart
Eli Lilly & Co. (LLY)	0.3	$781k	-44%	1.0k	772.29	View chart
Bank of America Corporation (BAC)	0.3	$780k		18k	43.95	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$760k		6.6k	115.13	View chart
At&t (T)	0.3	$759k	-40%	33k	22.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$759k	-75%	3.4k	220.93	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$745k	NEW	9.5k	78.61	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$743k	+117%	5.6k	132.22	View chart
Exxon Mobil Corporation (XOM)	0.3	$738k	-37%	6.9k	107.57	View chart
RBB Motley Fol Etf (TMFC)	0.3	$728k	+16%	12k	60.12	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.3	$725k	NEW	25k	29.01	View chart
Ishares Msci Cda Etf (EWC)	0.3	$712k	+106%	18k	40.30	View chart
RBB Us Treas 3 Mnth (TBIL)	0.3	$698k	NEW	14k	49.86	View chart
PNC Financial Services (PNC)	0.3	$694k	-4%	3.6k	192.85	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.3	$676k		8.7k	77.89	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$655k	+56%	13k	50.88	View chart
Spdr Ser Tr S&p Bk Etf (KBE)	0.3	$654k		12k	55.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$651k	+366%	23k	27.87	View chart
Abbvie (ABBV)	0.3	$633k	-19%	3.6k	177.70	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$620k	NEW	4.6k	135.36	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$614k	+23%	7.0k	87.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$601k	-3%	6.2k	96.89	View chart
Fs Kkr Capital Corp (FSK)	0.3	$596k	-39%	27k	21.72	View chart
Morgan Stanley Com New (MS)	0.3	$571k		4.5k	125.71	View chart
Cummins (CMI)	0.2	$557k	+9%	1.6k	348.60	View chart
Public Service Enterprise (PEG)	0.2	$546k		6.5k	84.49	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$538k	-38%	6.3k	85.66	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$537k	+72%	16k	34.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$530k	-5%	3.0k	175.26	View chart
Community Trust Ban (CTBI)	0.2	$510k	NEW	9.6k	53.03	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$508k	+124%	5.6k	91.42	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$507k	NEW	8.6k	59.14	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$502k	-56%	20k	25.11	View chart
Johnson & Johnson (JNJ)	0.2	$501k	-46%	3.5k	144.61	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$498k	-2%	16k	30.44	View chart
Cisco Systems (CSCO)	0.2	$495k	-14%	8.4k	59.20	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$494k	NEW	5.5k	90.06	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$493k		1.7k	288.79	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$490k	+2%	2.3k	210.45	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$487k	+60%	13k	38.37	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$468k	+40%	11k	41.40	View chart
Lockheed Martin Corporation (LMT)	0.2	$449k	-66%	925.00	485.70	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$439k	+95%	11k	40.26	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$438k	+44%	8.7k	50.11	View chart
Wal-Mart Stores (WMT)	0.2	$432k	-73%	4.8k	90.35	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$431k	NEW	3.9k	110.28	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$429k	NEW	4.9k	87.82	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$423k	NEW	5.6k	75.70	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$420k	NEW	17k	24.24	View chart
Allstate Corporation (ALL)	0.2	$417k	+56%	2.2k	192.81	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.2	$414k		6.6k	62.58	View chart
Ford Motor Company (F)	0.2	$413k	+22%	42k	9.90	View chart
Tesla Motors (TSLA)	0.2	$410k	-49%	1.0k	403.83	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$409k	NEW	658.00	621.80	View chart
Procter & Gamble Company (PG)	0.2	$407k	-31%	2.4k	167.66	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$402k	-54%	11k	35.26	View chart
Snowflake Cl A (SNOW)	0.2	$402k	NEW	2.6k	154.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$400k	-52%	2.1k	189.31	View chart
Raymond James Financial (RJF)	0.2	$396k		2.6k	155.33	View chart
Advanced Micro Devices (AMD)	0.2	$393k	-31%	3.3k	120.81	View chart
Blackrock Capital Allocation Trust (BCAT)	0.2	$390k		26k	15.15	View chart
Meta Platforms Cl A (META)	0.2	$389k	-46%	664.00	585.76	View chart
Constellation Energy (CEG)	0.2	$385k	-3%	1.7k	223.70	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.2	$383k	+94%	16k	23.30	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$383k	NEW	7.7k	49.96	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$372k	NEW	4.2k	88.79	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$366k	NEW	7.1k	51.70	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$353k	-48%	7.8k	45.27	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$349k	-57%	1.4k	242.24	View chart
Deere & Company (DE)	0.2	$344k	+25%	812.00	423.47	View chart
Church & Dwight (CHD)	0.2	$342k	NEW	3.3k	104.71	View chart
Verizon Communications (VZ)	0.2	$340k	-70%	8.5k	39.99	View chart
Honeywell International (HON)	0.1	$332k	-20%	1.5k	225.89	View chart
Pfizer (PFE)	0.1	$331k	-28%	13k	26.53	View chart
Citigroup Com New (C)	0.1	$327k	-3%	4.6k	70.39	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$314k	-41%	4.8k	65.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$313k	NEW	10k	30.47	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$313k	+12%	6.1k	50.97	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.1	$311k	-45%	4.1k	76.46	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$303k	NEW	3.7k	80.93	View chart
Universal Display Corporation (OLED)	0.1	$300k		2.1k	146.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$298k		5.9k	50.13	View chart
United Rentals (URI)	0.1	$287k	NEW	407.00	704.44	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$284k	NEW	775.00	366.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$282k	+6%	874.00	322.23	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.1	$278k	NEW	11k	26.10	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$277k	NEW	1.2k	235.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$276k	-18%	2.1k	131.26	View chart
Sofi Technologies (SOFI)	0.1	$275k	-55%	18k	15.40	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$266k		13k	21.10	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$265k	NEW	5.3k	49.74	View chart
Palantir Technologies Cl A (PLTR)	0.1	$264k	-69%	3.5k	75.63	View chart
Spdr Ser Tr Ftse Int Gvt Etf (WIP)	0.1	$262k	+9%	7.2k	36.18	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$260k	NEW	3.1k	84.97	View chart
3M Company (MMM)	0.1	$259k	-5%	2.0k	129.09	View chart
Eaton Corp SHS (ETN)	0.1	$256k	-39%	771.00	331.74	View chart
Old Dominion Freight Line (ODFL)	0.1	$251k	-56%	1.4k	176.40	View chart
Truist Financial Corp equities (TFC)	0.1	$250k		5.8k	43.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$246k	NEW	3.4k	71.92	View chart
Walt Disney Company (DIS)	0.1	$236k	-79%	2.1k	111.35	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$232k	NEW	1.4k	170.67	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	0.1	$232k		14k	16.40	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$231k	NEW	3.9k	59.77	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$230k	NEW	5.7k	40.67	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$230k	-22%	3.8k	60.50	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$229k		4.0k	57.28	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$227k	NEW	6.3k	35.85	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$227k	-2%	2.7k	84.92	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$226k	-40%	4.9k	45.76	View chart
American Express Company (AXP)	0.1	$222k	-60%	748.00	296.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$222k	-93%	3.9k	57.54	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$220k	NEW	2.2k	102.05	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	0.1	$218k	NEW	2.7k	81.28	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$211k	NEW	9.4k	22.51	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$209k	NEW	11k	18.31	View chart
GSK Sponsored Adr (GSK)	0.1	$208k	-2%	6.2k	33.82	View chart
Amgen (AMGN)	0.1	$208k	-5%	799.00	260.67	View chart
AFLAC Incorporated (AFL)	0.1	$208k	NEW	2.0k	103.45	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$206k	-70%	2.2k	92.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$205k	NEW	1.0k	197.41	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$203k	NEW	541.00	375.38	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.1	$202k	NEW	4.1k	49.77	View chart
Psq Holdings Cl A (PSQH)	0.1	$200k	NEW	44k	4.54	View chart
Unisys Corp Com New (UIS)	0.0	$63k	NEW	10k	6.33	View chart
Volato Group Cl A Com (SOAR)	0.0	$18k	NEW	73k	0.24	View chart

Past Filings by Calton & Associates

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

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
Calton & Associates 2022 Q1 restated filed April 26, 2022
Calton & Associates 2022 Q1 filed April 12, 2022
Calton & Associates 2021 Q4 filed Jan. 13, 2022
Calton & Associates 2021 Q3 filed Nov. 5, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z