Calton & Associates, Inc. Portfolio Holdings
Calton & Associates, Inc.
- $211 Million
- Q4 2024
Calton & Associates, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $211 Million distributed in 193 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $12.8M, Apple Inc. with a value of $10.6M, Spdr S&P 500 ETF Trust with a value of $9.66M, Vanguard Growth ETF with a value of $7.44M, and Spdr Bloomberg Investment Grad with a value of $6.79M.
Examining the 13F form we can see an decrease of $39.6M in the current position value, from $250M to 211M.
Below you can find more details about Calton & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$211 Million
ETFs: $161 Million
Technology: $17.7 Million
Financial Services: $11.1 Million
Industrials: $5.38 Million
Consumer Cyclical: $4.79 Million
Communication Services: $3.26 Million
Healthcare: $2.45 Million
Real Estate: $2.08 Million
Other: $2.85 Million
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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