Calton & Associates, Inc. New Holdings in Q4 2024

Calton & Associates, Inc.

  • $211 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
27.9K
New
$52.0 - $55.66 $1.45M - $1.55M
27.9K $1.49M
XLY
Select Sector Spdr Consumer Di

ETFs
4.73K
New
$194.8 - $239.43 $921K - $1.13M
4.73K $1.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.3K
New
$94.43 - $105.47 $973K - $1.09M
10.3K $1.05M
VDE
Vanguard Energy ETF

ETFs
8.32K
New
$116.67 - $136.78 $970K - $1.14M
8.32K $1.01M
TER
Teradyne, Inc

Technology
6.78K
New
$102.58 - $133.62 $695K - $905K
6.78K $853K
IVT
Inven Trust Properties Corp.

Real Estate
27.3K
New
$28.52 - $31.3 $779K - $855K
27.3K $822K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10K
New
$81.68 - $82.93 $817K - $829K
10K $819K
XLC
Select Sector Spdr Tr Communic

ETFs
8.26K
New
$89.66 - $102.16 $741K - $844K
8.26K $799K
XLI
Industrial Sector Spdr

ETFs
6.05K
New
$131.76 - $143.99 $798K - $872K
6.05K $797K
SPTS
Spdr Portfolio Short Term Trea

ETFs
25K
New
$28.88 - $29.33 $722K - $733K
25K $725K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.58K
New
$134.53 - $150.65 $616K - $690K
4.58K $619K
CTBI
Community Trust Bancorp Inc

Financial Services
9.61K
New
$47.28 - $60.9 $455K - $585K
9.61K $509K
RDVY
First Trust Rising Dividend Ac

ETFs
8.57K
New
$58.65 - $64.37 $503K - $552K
8.57K $506K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.49K
New
$89.81 - $104.0 $493K - $571K
5.49K $494K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
3.91K
New
$105.85 - $112.84 $414K - $441K
3.91K $431K
FTCS
First Trust Capital Strength E

ETFs
4.88K
New
$87.62 - $94.03 $428K - $459K
4.88K $428K
XLU
Utilities Sector Spdr

ETFs
5.59K
New
$74.89 - $82.93 $418K - $463K
5.59K $422K
VGT
Vanguard Information Technolog

ETFs
658
New
$571.78 - $647.97 $376K - $426K
658 $409K
SNOW
Snowflake Inc.

Technology
2.6K
New
$109.65 - $186.51 $285K - $485K
2.6K $401K
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.67K
New
$46.94 - $51.62 $360K - $396K
7.67K $383K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.19K
New
$88.59 - $94.57 $371K - $396K
4.19K $371K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.09K
New
$51.54 - $52.55 $365K - $372K
7.09K $366K
CHD
Church & Dwight CO Inc

Consumer Defensive
3.26K
New
$99.11 - $112.25 $323K - $366K
3.26K $341K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.3K
New
$29.73 - $30.81 $305K - $316K
10.3K $312K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.75K
New
$80.93 - $85.66 $303K - $321K
3.75K $303K
URI
United Rentals, Inc.

Industrials
407
New
$704.44 - $880.32 $287K - $358K
407 $286K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
775
New
$340.59 - $380.5 $264K - $295K
775 $283K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.18K
New
$216.72 - $244.71 $255K - $288K
1.18K $277K
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
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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.04K
New
$172.07 - $207.36 $178K - $215K
1.04K $204K
PID
Invesco Exchange Traded Fd Tr

ETFs
11.4K
New
N/A
11.4K $203K
VCR
Vanguard Consumer Discretionar

ETFs
541
New
$328.51 - $401.37 $178K - $217K
541 $203K
GNR
Spdr S&P Global Natural Resour

ETFs
4.05K
New
$48.67 - $58.43 $197K - $237K
4.05K $201K
UIS
Unisys Corp

Technology
10K
New
$5.38 - $8.92 $53.8K - $89.2K
10K $63K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
14K
New
N/A
14K $0
Volato Group Inc
72.9K
New
N/A
72.9K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
17.3K
New
N/A
17.3K $0
Franklin Templeton ETF Tr
10.7K
New
N/A
10.7K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
2.68K
New
N/A
2.68K $0
Psq Holdings Inc
44.1K
New
N/A
44.1K $0
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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