Calton & Associates, Inc. Purchases in Q4 2024

Calton & Associates, Inc.

  • $211 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
407
New
$704.44 - $880.32 $287K - $358K
407 $286K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.02K
+ 10.98%
$54.6 - $68.9 $165K - $208K
30.5K $1.84M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
775
New
$340.59 - $380.5 $264K - $295K
775 $283K
GOOG
Alphabet Inc.

Communication Services
1.05K
+ 29.65%
$163.08 - $198.16 $170K - $207K
4.57K $870K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.08K
+ 124.47%
$91.29 - $91.8 $281K - $283K
5.56K $508K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.18K
New
$216.72 - $244.71 $255K - $288K
1.18K $277K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
12.6K
+ 48.82%
$33.77 - $44.09 $425K - $554K
38.3K $1.3M
GLD
Spdr Gold Trust

ETFs
1.15K
+ 23.3%
$236.59 - $257.5 $272K - $296K
6.08K $1.47M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
5.32K
New
$49.58 - $50.28 $264K - $267K
5.32K $264K
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.06K
New
$83.09 - $89.28 $254K - $273K
3.06K $259K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.42K
New
$71.75 - $75.11 $246K - $257K
3.42K $246K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.62K
+ 56.02%
$50.73 - $51.08 $234K - $236K
12.9K $654K
JBHT
Hunt J B Transport Services Inc

Industrials
1.36K
New
$164.22 - $197.19 $223K - $268K
1.36K $231K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.86K
New
$59.74 - $60.03 $230K - $232K
3.86K $230K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.66K
New
$40.06 - $45.21 $227K - $256K
5.66K $230K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.34K
New
$35.45 - $40.33 $225K - $256K
6.34K $227K
FIW
First Trust Water ETF

ETFs
2.16K
New
$102.02 - $110.91 $220K - $239K
2.16K $219K
VIS
Vanguard Industrial ETF

ETFs
943
+ 25.58%
$254.39 - $279.7 $240K - $264K
4.63K $1.18M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
9.37K
New
$22.4 - $29.88 $210K - $280K
9.37K $210K
AFL
Aflac Inc

Financial Services
2.01K
New
$100.37 - $115.27 $202K - $232K
2.01K $208K
FDL
First Tr Morningstar Dividend

ETFs
5.34K
+ 95.83%
$39.59 - $43.95 $211K - $234K
10.9K $438K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.04K
New
$172.07 - $207.36 $178K - $215K
1.04K $204K
VCR
Vanguard Consumer Discretionar

ETFs
541
New
$328.51 - $401.37 $178K - $217K
541 $203K
PID
Invesco Exchange Traded Fd Tr

ETFs
11.4K
New
N/A
11.4K $203K
GNR
Spdr S&P Global Natural Resour

ETFs
4.05K
New
$48.67 - $58.43 $197K - $237K
4.05K $201K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.64K
+ 73.0%
$34.13 - $37.35 $227K - $248K
15.7K $537K
EUFN
Ishares Msci Europe Financials

ETFs
7.99K
+ 94.34%
$23.06 - $24.69 $184K - $197K
16.4K $383K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.12K
+ 25.42%
$31.23 - $33.51 $222K - $239K
35.1K $1.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.77K
+ 60.09%
$38.37 - $42.82 $183K - $204K
12.7K $487K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
227
+ 6.76%
$521.84 - $558.82 $118K - $127K
3.59K $1.93M
ALL
Allstate Corp

Financial Services
780
+ 56.32%
$181.25 - $208.2 $141K - $162K
2.17K $417K
SPYG
Spdr Portfolio

ETFs
1.34K
+ 23.68%
$81.74 - $91.38 $109K - $122K
6.98K $613K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.7K
+ 16.34%
$55.58 - $62.6 $94.5K - $106K
12.1K $728K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.35K
+ 26.34%
$39.3 - $41.34 $171K - $180K
20.9K $821K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.7K
+ 44.82%
$50.0 - $50.27 $135K - $136K
8.73K $437K
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.3K
+ 366.06%
$25.93 - $105.3 $475K - $1.93M
23.3K $650K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.23K
+ 40.0%
$40.97 - $42.66 $132K - $138K
11.3K $467K
CMI
Cummins Inc

Industrials
136
+ 9.3%
$324.93 - $383.42 $44.2K - $52.1K
1.6K $557K
DE
Deere & CO

Industrials
165
+ 25.5%
$389.45 - $466.0 $64.3K - $76.9K
812 $344K
UIS
Unisys Corp

Technology
10K
New
$5.38 - $8.92 $53.8K - $89.2K
10K $63K
F
Ford Motor CO

Consumer Cyclical
7.55K
+ 22.13%
$9.69 - $11.4 $73.2K - $86.1K
41.7K $412K
MGV
Vanguard Mega Cap Value

ETFs
613
+ 5.68%
$124.06 - $133.48 $76K - $81.8K
11.4K $1.42M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
704
+ 12.97%
$50.53 - $55.55 $35.6K - $39.1K
6.13K $312K
KBE
Spdr S&P Bank ETF

ETFs
57
+ 0.49%
$51.33 - $62.76 $2.93K - $3.58K
11.8K $653K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
46
+ 2.02%
$198.04 - $221.51 $9.11K - $10.2K
2.33K $489K
EDOG
Alps ETF Emerging Sector Divi

ETFs
5.55K
+ 14.89%
$20.63 - $22.94 $114K - $127K
42.8K $883K
XLV
Select Sector Spdr Fund Health

ETFs
2.14K
+ 13.1%
$136.28 - $154.74 $291K - $331K
18.5K $2.54M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.67%
$570.51 - $610.59 $5.71K - $6.11K
1.5K $884K
IWB
Ishares Tr Russell 1000 ETF

ETFs
51
+ 6.2%
$311.11 - $335.64 $15.9K - $17.1K
874 $281K
Activity Summary
Buys All Purchases 117 New Holdings 50 Increased Positions 67 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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