CA

Calton & Associates, Inc.

13F
Calton & Associates, Inc.
Last update 2025-05-15 339 Stocks (156 new)
Value $438.00 Mil Turnover 51 %
Countries:
Top Holdings: PSTR(4.37%)QQQ(4.31%)AAPL(3.75%)SPY(3.43%)COWZ(3.26%)
Summary Stock Picks Current Portfolio
Calton & Associates, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PSTR
PeakShares Sector Rotation ETF
712,990
19,166.9
+46.68%
4.370
+1.39%
75.850
+8.56%
+3.47%
28.9
 
QQQ
INVESCO QQQ Trust
40,278
18,887.0
+61.18%
4.310
+1.64%
0.010
+23.56%
+9.08%
357,232.3
 
AAPL
Apple Inc
73,938
16,423.9
+74.02%
3.750
+1.60%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
SPY
SPDR S&P 500 ETF Trust
26,892
15,043.4
+63.13%
3.430
+1.33%
0.000
+16.86%
+7.34%
643,153.0
 
COWZ
Pacer US Cash Cows 100 ETF
260,751
14,278.7
+238.95%
3.260
+2.30%
0.070
+9.55%
+0.99%
21,239.1
 
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
273,240
13,752.2
+143.14%
3.140
+1.85%
0.070
+1.04%
+2.15%
18,530.4
 
SPLG
SPDR Portfolio S&P 500 ETF
153,182
10,073.2
+356.96%
2.300
+1.80%
0.020
+16.68%
+7.38%
72,719.7
 
VRIG
PowerShares Variable Rate Investment Grade Portfol
PowerShares Variable Rate Investment Grade Portfol
371,590
9,319.5
+1,758.41%
2.130
+2.02%
0.780
+1.35%
+2.48%
1,206.8
 
BRK.B
Berkshire Hathaway Inc
17,152
9,134.9
+135.41%
2.080
+1.20%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
FDVV
Fidelity High Dividend ETF
159,474
7,909.9
+400.66%
1.800
+1.44%
0.160
+12.57%
+8.33%
5,322.8
 

Calton & Associates, Inc.'s Historical Top Holdings Breakdowns

Calton & Associates, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COWZ
Pacer US Cash Cows 100 ETF
2025-03-31
Add
Add
+2.30%
●
53.6 ($56.92) 58.97
$56.63
-0.51%
Add 238.95%
260,751
183,823
VRIG
PowerShares Variable Rate Investment Grade Portfol
PowerShares Variable Rate Investment Grade Portfol
2025-03-31
Add
Add
+2.02%
●
25.06 ($25.12) 25.18
$25.09
-0.12%
Add 1758.41%
371,590
351,595
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Add
Add
+1.85%
●
50.29 ($50.4) 50.5
$50.33
-0.14%
Add 143.14%
273,240
160,861
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+1.80%
●
64.88 ($69.16) 72.1
$73.57
6.38%
Add 356.96%
153,182
119,660
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+1.64%
●
468.34 ($508.07) 539.52
$556.22
9.48%
Add 61.18%
40,278
15,288
AAPL
Apple Inc
2025-03-31
Add
Add
+1.60%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Add 74.02%
73,938
31,451
FDVV
Fidelity High Dividend ETF
2025-03-31
Add
Add
+1.44%
●
48.86 ($50.59) 52.28
$53.18
5.12%
Add 400.66%
159,474
127,621
PSTR
PeakShares Sector Rotation ETF
2025-03-31
Add
Add
+1.39%
●
26.64 ($27.83) 28.71
$27.82
-0.04%
Add 46.68%
712,990
226,917
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+1.33%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Add 63.13%
26,892
10,407
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+1.20%
●
442.66 ($486.15) 534.52
$485.00
-0.24%
Add 135.41%
17,152
9,866

Calton & Associates, Inc. Total Holding History ($B)

To

Calton & Associates, Inc.'s Asset Allocation

To

Calton & Associates, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Calton & Associates, Inc.'s Hypothetical Growth since 2025-03-31

Calton & Associates, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Calton & Associates, Inc.'s Holdings Heat Map

Size field:

Calton & Associates, Inc.'s Holdings Bubble Chart

Calton & Associates, Inc. News

  • 1

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