Calton & Associates

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

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Portfolio Holdings for Calton & Associates

Calton & Associates holds 244 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 5.0 $13M +540% 248k 50.24
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Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $11M +544% 28k 409.52
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Apple (AAPL) 3.8 $9.4M +105% 49k 192.53
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $7.8M +105% 16k 475.30
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Vanguard World Fds Financials Etf (VFH) 3.1 $7.8M NEW 84k 92.26
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Spdr Ser Tr Bloomberg Invt (FLRN) 2.5 $6.2M NEW 202k 30.59
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Vanguard Index Fds Growth Etf (VUG) 2.3 $5.6M +841% 18k 310.87
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Ssga Active Etf Tr Blackstone Senr (SRLN) 2.0 $4.9M NEW 117k 41.93
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $4.8M +95% 14k 356.65
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.8 $4.5M +283% 33k 136.38
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Vanguard World Fds Health Car Etf (VHT) 1.7 $4.3M NEW 17k 250.70
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Vanguard World Mega Cap Index (MGC) 1.7 $4.3M NEW 26k 169.28
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.7 $4.2M -23% 80k 51.99
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Microsoft Corporation (MSFT) 1.6 $4.0M +95% 11k 376.04
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.6 $4.0M NEW 44k 91.39
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Vanguard World Fds Consum Stp Etf (VDC) 1.6 $3.9M NEW 21k 190.96
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Select Sector Spdr Tr Technology (XLK) 1.5 $3.8M +613% 20k 192.48
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 1.5 $3.7M NEW 93k 39.19
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Pacer Fds Tr Globl Cash Etf (GCOW) 1.4 $3.4M -16% 98k 34.27
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.2 $3.1M NEW 37k 83.31
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Capital Group Growth Etf Shs Creation Uni (CGGR) 1.1 $2.8M NEW 101k 28.23
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Pacer Fds Tr Trendpilot 100 (PTNQ) 1.1 $2.8M +384% 42k 65.33
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Spdr Gold Tr Gold Shs (GLD) 1.0 $2.5M +731% 13k 191.17
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Home Depot (HD) 1.0 $2.5M +574% 7.1k 346.55
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $2.3M NEW 5.2k 436.77
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Amazon (AMZN) 0.9 $2.1M +20% 14k 151.94
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Exxon Mobil Corporation (XOM) 0.9 $2.1M -16% 21k 99.98
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Ishares Tr Tips Bd Etf (TIP) 0.8 $1.9M +300% 18k 107.49
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.8 $1.9M +179% 19k 98.04
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.7 $1.9M NEW 35k 52.43
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.8M +374% 38k 47.90
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $1.8M NEW 24k 77.02
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Phillips Edison & Co Common Stock (PECO) 0.7 $1.8M +184% 48k 36.48
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Chevron Corporation (CVX) 0.7 $1.8M +565% 12k 149.16
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JPMorgan Chase & Co. (JPM) 0.7 $1.7M +447% 10k 170.11
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $1.7M NEW 29k 58.45
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.7 $1.7M NEW 42k 40.25
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Vanguard World Fds Utilities Etf (VPU) 0.6 $1.6M NEW 12k 137.07
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First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.6 $1.5M NEW 16k 95.89
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Alphabet Cap Stk Cl C (GOOG) 0.6 $1.5M NEW 10k 140.93
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Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.6 $1.4M NEW 23k 60.68
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $1.3M +187% 43k 31.01
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Ishares Tr Msci India Etf (INDA) 0.5 $1.3M NEW 27k 48.81
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NVIDIA Corporation (NVDA) 0.5 $1.3M +20% 2.6k 495.14
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Fidelity Covington Trust High Divid Etf (FDVV) 0.5 $1.3M +234% 30k 42.28
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Spdr Ser Tr S&p Metals Mng (XME) 0.5 $1.3M NEW 21k 59.83
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Vanguard World Fds Energy Etf (VDE) 0.5 $1.2M NEW 11k 117.28
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Ishares Tr Pfd And Incm Sec (PFF) 0.5 $1.2M NEW 40k 31.19
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.5 $1.2M NEW 14k 85.49
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.5 $1.2M NEW 25k 47.81
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Tesla Motors (TSLA) 0.5 $1.1M +133% 4.6k 248.49
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.5 $1.1M NEW 20k 56.57
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.1M +376% 14k 77.37
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Vanguard World Fds Industrial Etf (VIS) 0.4 $1.1M NEW 5.0k 220.42
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Ishares Tr Us Aer Def Etf (ITA) 0.4 $1.1M NEW 8.5k 126.60
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Meta Platforms Cl A (META) 0.4 $1.1M +138% 3.0k 353.91
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Alps Etf Tr Em Sect Div Dg (EDOG) 0.4 $1.0M NEW 47k 21.65
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $997k NEW 11k 88.36
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Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $992k NEW 13k 76.38
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $987k +88% 7.1k 139.69
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $952k NEW 24k 40.21
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International Flavors & Fragrances (IFF) 0.4 $937k NEW 12k 80.97
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $935k +14% 16k 58.33
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Ishares Tr Ishares Biotech (IBB) 0.4 $905k NEW 6.7k 135.84
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.4 $897k NEW 35k 25.73
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Ishares Tr TRS FLT RT BD (TFLO) 0.4 $896k NEW 18k 50.47
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Advanced Micro Devices (AMD) 0.4 $877k NEW 6.0k 147.41
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $874k NEW 11k 78.03
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Bank of America Corporation (BAC) 0.3 $849k NEW 25k 33.67
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Select Sector Spdr Tr Financial (XLF) 0.3 $799k +198% 21k 37.60
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W.W. Grainger (GWW) 0.3 $787k NEW 950.00 828.69
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Inventrust Pptys Corp Com New (IVT) 0.3 $776k NEW 31k 25.34
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $774k +83% 17k 46.63
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Abbvie (ABBV) 0.3 $770k +93% 5.0k 154.98
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $765k NEW 1.6k 477.62
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $764k NEW 10k 75.10
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $762k NEW 7.7k 99.01
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PNC Financial Services (PNC) 0.3 $759k NEW 4.9k 154.85
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Eli Lilly & Co. (LLY) 0.3 $753k NEW 1.3k 582.73
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Ishares Tr Glb Cnsm Stp Etf (KXI) 0.3 $753k NEW 13k 59.29
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.3 $745k NEW 29k 25.30
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Ishares Msci Cda Etf (EWC) 0.3 $738k NEW 20k 36.68
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.3 $721k NEW 10k 72.15
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Vanguard World Mega Cap Val Etf (MGV) 0.3 $719k NEW 6.6k 109.38
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Goldman Sachs (GS) 0.3 $717k NEW 1.9k 385.68
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Ishares Tr Us Consm Staples (IYK) 0.3 $697k +33% 3.6k 191.72
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $694k NEW 14k 50.62
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Pacer Fds Tr Pacer Us Small (CALF) 0.3 $652k +90% 14k 48.03
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Ishares Tr S&P SML 600 GWT (IJT) 0.3 $649k NEW 5.2k 125.15
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Wal-Mart Stores (WMT) 0.3 $648k +5% 4.1k 157.63
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Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.3 $634k NEW 15k 41.94
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $633k NEW 6.4k 99.25
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Johnson & Johnson (JNJ) 0.3 $632k +71% 4.0k 156.74
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Honeywell International (HON) 0.3 $622k NEW 3.0k 209.69
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At&t (T) 0.2 $616k -7% 37k 16.78
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Cisco Systems (CSCO) 0.2 $592k NEW 12k 50.52
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Church & Dwight (CHD) 0.2 $592k NEW 6.3k 94.56
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $581k NEW 5.5k 105.22
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Verizon Communications (VZ) 0.2 $573k -32% 15k 37.70
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Lockheed Martin Corporation (LMT) 0.2 $569k -39% 1.3k 453.30
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Procter & Gamble Company (PG) 0.2 $544k +98% 3.7k 146.55
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Spdr Ser Tr S&p Biotech (XBI) 0.2 $544k NEW 6.1k 89.29
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Fs Kkr Capital Corp (FSK) 0.2 $537k +20% 27k 19.97
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $536k NEW 16k 34.01
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.2 $531k NEW 11k 49.88
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Napco Security Systems (NSSC) 0.2 $521k NEW 15k 34.25
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $509k -77% 7.8k 65.06
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Spdr Ser Tr S&p Bk Etf (KBE) 0.2 $505k NEW 11k 46.02
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Boeing Company (BA) 0.2 $505k NEW 1.9k 260.60
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $504k NEW 14k 35.41
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Public Service Enterprise (PEG) 0.2 $489k NEW 8.0k 61.15
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $482k +61% 12k 41.43
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4068594 Enphase Energy (ENPH) 0.2 $479k NEW 3.6k 132.14
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Ishares Tr Conv Bd Etf (ICVT) 0.2 $458k NEW 5.8k 78.59
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Community Trust Ban (CTBI) 0.2 $446k NEW 10k 43.86
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Merck & Co (MRK) 0.2 $446k NEW 4.1k 109.02
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Morgan Stanley Com New (MS) 0.2 $443k NEW 4.8k 93.26
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $442k NEW 8.6k 51.67
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General Mills (GIS) 0.2 $439k NEW 6.7k 65.14
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Rambus (RMBS) 0.2 $437k NEW 6.4k 68.25
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3M Company (MMM) 0.2 $433k NEW 4.0k 109.32
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Mastercard Incorporated Cl A (MA) 0.2 $431k +65% 1.0k 426.43
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $431k NEW 12k 36.98
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Psq Holdings Cl A (PSQH) 0.2 $431k NEW 82k 5.24
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Ishares Msci Brazil Etf (EWZ) 0.2 $430k NEW 12k 34.96
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Super Micro Computer (SMCI) 0.2 $405k NEW 1.4k 284.26
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $401k NEW 4.6k 87.97
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Ford Motor Company (F) 0.2 $393k +136% 32k 12.19
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Universal Display Corporation (OLED) 0.2 $392k NEW 2.1k 191.22
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Blackrock Capital Allocation Trust (BCAT) 0.2 $391k NEW 26k 14.95
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Polaris Industries (PII) 0.2 $388k NEW 4.1k 94.77
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Ea Series Trust Gadsdn Dyn Mlt (GDMA) 0.2 $384k NEW 13k 30.10
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Cummins (CMI) 0.2 $383k NEW 1.6k 239.57
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Spdr Ser Tr Portfolio Short (SPSB) 0.2 $380k NEW 13k 29.78
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $379k NEW 1.9k 200.71
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Ishares Tr Msci Euro Fl Etf (EUFN) 0.2 $376k NEW 18k 20.96
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Truist Financial Corp equities (TFC) 0.2 $375k NEW 10k 36.92
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Citigroup Com New (C) 0.1 $367k NEW 7.1k 51.44
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $367k NEW 4.6k 80.04
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First Tr Morningstar Divid L SHS (FDL) 0.1 $366k NEW 10k 35.88
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Qualcomm (QCOM) 0.1 $363k NEW 2.5k 144.63
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $357k NEW 8.4k 42.41
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Select Sector Spdr Tr Energy (XLE) 0.1 $356k -63% 4.2k 83.83
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Adobe Systems Incorporated (ADBE) 0.1 $354k NEW 593.00 596.30
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Costco Wholesale Corporation (COST) 0.1 $352k NEW 534.00 659.58
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United Rentals (URI) 0.1 $348k NEW 606.00 573.42
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CVS Caremark Corporation (CVS) 0.1 $347k NEW 4.4k 78.97
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Ishares Tr Faln Angls Usd (FALN) 0.1 $345k NEW 13k 26.40
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UnitedHealth (UNH) 0.1 $343k -78% 651.00 526.47
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Booking Holdings (BKNG) 0.1 $342k NEW 96.00 3560.79
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Pfizer (PFE) 0.1 $334k NEW 12k 28.79
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $329k NEW 2.7k 122.76
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Marathon Petroleum Corp (MPC) 0.1 $325k NEW 2.2k 148.36
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GSK Sponsored Adr (GSK) 0.1 $324k NEW 8.7k 37.06
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $319k NEW 1.8k 175.23
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $315k NEW 4.1k 77.51
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Raymond James Financial (RJF) 0.1 $303k NEW 2.7k 111.50
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Allstate Corporation (ALL) 0.1 $300k NEW 2.1k 139.97
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $299k NEW 4.3k 70.28
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Southern Copper Corporation (SCCO) 0.1 $296k NEW 3.4k 86.08
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Northrop Grumman Corporation (NOC) 0.1 $293k NEW 626.00 468.29
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $291k NEW 6.4k 45.69
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $283k NEW 5.5k 51.05
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Walt Disney Company (DIS) 0.1 $279k NEW 3.1k 90.28
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Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $278k NEW 4.3k 63.84
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $276k NEW 2.2k 125.00
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $275k NEW 21k 13.30
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $273k NEW 1.7k 157.76
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Nextera Energy (NEE) 0.1 $273k NEW 4.5k 60.74
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Boston Scientific Corporation (BSX) 0.1 $272k NEW 4.7k 57.80
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Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) 0.1 $270k NEW 17k 16.13
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Coca-Cola Company (KO) 0.1 $268k +23% 4.6k 58.93
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Toronto Dominion Bk Ont Com New (TD) 0.1 $268k NEW 4.1k 64.63
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $266k NEW 4.7k 56.65
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Pepsi (PEP) 0.1 $265k NEW 1.6k 169.81
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General Electric Com New (GE) 0.1 $264k NEW 2.1k 127.65
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Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) 0.1 $261k NEW 5.6k 47.01
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Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $260k NEW 4.5k 57.94
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PG&E Corporation (PCG) 0.1 $259k NEW 14k 18.03
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Target Corporation (TGT) 0.1 $258k NEW 1.8k 142.39
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $256k NEW 840.00 304.55
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $254k NEW 936.00 270.86
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Franklin Bsp Rlty Tr Common Stock (FBRT) 0.1 $253k NEW 19k 13.51
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Entergy Corporation (ETR) 0.1 $252k NEW 2.5k 101.21
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Cheniere Energy Com New (LNG) 0.1 $252k NEW 1.5k 170.76
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $252k NEW 5.3k 47.49
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Amgen (AMGN) 0.1 $251k NEW 871.00 287.99
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Visa Com Cl A (V) 0.1 $250k -76% 959.00 260.43
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Intel Corporation (INTC) 0.1 $249k NEW 5.0k 50.25
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Flexshares Tr Mornstar Upstr (GUNR) 0.1 $248k NEW 6.1k 40.95
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Insmed Com Par $.01 (INSM) 0.1 $248k NEW 8.0k 30.99
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Pulte (PHM) 0.1 $246k NEW 2.4k 103.23
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Marvell Technology (MRVL) 0.1 $245k NEW 4.1k 60.32
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Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.1 $244k NEW 3.3k 74.63
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Duke Energy Corp Com New (DUK) 0.1 $243k -8% 2.5k 97.06
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $242k NEW 28k 8.61
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Topbuild (BLD) 0.1 $239k NEW 639.00 374.21
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $239k NEW 4.3k 55.90
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Ishares Tr Bb Rat Corp Bd (HYBB) 0.1 $237k NEW 5.2k 46.01
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M/I Homes (MHO) 0.1 $237k NEW 1.7k 137.71
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Broadcom (AVGO) 0.1 $236k -29% 211.00 1117.53
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Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.1 $235k NEW 7.2k 32.52
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Sofi Technologies (SOFI) 0.1 $234k +17% 24k 9.95
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Nrg Energy Com New (NRG) 0.1 $234k NEW 4.5k 51.70
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Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.1 $233k NEW 3.2k 72.38
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Vanguard Index Fds Value Etf (VTV) 0.1 $233k -53% 1.6k 149.49
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Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $233k NEW 11k 20.39
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Delta Air Lines Inc Del Com New (DAL) 0.1 $232k NEW 5.8k 40.23
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $230k NEW 9.2k 25.07
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Ishares Tr Global 100 Etf (IOO) 0.1 $230k NEW 2.9k 80.53
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Chemed Corp Com Stk (CHE) 0.1 $227k NEW 389.00 584.33
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Ishares Tr Select Divid Etf (DVY) 0.1 $227k NEW 1.9k 117.20
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $226k NEW 7.8k 29.02
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Eaton Corp SHS (ETN) 0.1 $225k NEW 932.00 240.83
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Kroger (KR) 0.1 $224k NEW 4.9k 45.71
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Blueprint Medicines (BPMC) 0.1 $224k NEW 2.4k 92.25
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Wells Fargo & Company (WFC) 0.1 $222k NEW 4.5k 49.22
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Kraft Heinz (KHC) 0.1 $220k NEW 6.0k 36.98
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $216k NEW 446.00 484.00
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AFLAC Incorporated (AFL) 0.1 $214k NEW 2.6k 82.49
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First Tr Exchange Traded Wtr Etf (FIW) 0.1 $213k NEW 2.3k 94.80
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $212k NEW 2.9k 73.56
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $209k NEW 3.5k 59.66
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.1 $209k NEW 11k 18.46
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Enbridge (ENB) 0.1 $205k NEW 5.7k 36.02
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Constellation Brands Cl A (STZ) 0.1 $205k NEW 846.00 241.78
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Constellation Energy (CEG) 0.1 $204k NEW 1.7k 116.86
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Altria (MO) 0.1 $201k -9% 5.0k 40.34
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Blue Owl Capital Com Cl A (OWL) 0.1 $178k NEW 12k 14.76
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First Tr Exchange Traded Energy Alphadx (FXN) 0.1 $169k NEW 10k 16.69
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Centrais Eletricas Brasileir Sponsored Adr (EBR) 0.1 $143k NEW 17k 8.63
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Amicus Therapeutics (FOLD) 0.1 $142k NEW 10k 14.19
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Triplepoint Venture Gr Bdc cs (TPVG) 0.1 $134k NEW 12k 10.86
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Adaptive Biotechnologies Cor (ADPT) 0.0 $117k NEW 24k 4.90
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Kamada SHS (KMDA) 0.0 $111k NEW 18k 6.12
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Suro Capital Corp Com New (SSSS) 0.0 $107k NEW 27k 3.94
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Iovance Biotherapeutics (IOVA) 0.0 $98k NEW 12k 8.13
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Transalta Corp (TAC) 0.0 $93k NEW 11k 8.31
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Nio Spon Ads (NIO) 0.0 $92k NEW 10k 9.07
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Proof Acquisition Corp I *w Exp 99/99/999 (SOAR.WS) 0.0 $84k NEW 752k 0.11
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Allogene Therapeutics (ALLO) 0.0 $68k NEW 21k 3.21
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Unisys Corp Com New (UIS) 0.0 $56k NEW 10k 5.62
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Baytex Energy Corp (BTE) 0.0 $47k NEW 14k 3.32
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Carver Bancorp Com New (CARV) 0.0 $44k NEW 22k 1.97
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Past Filings by Calton & Associates

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

View all past filings