CALTON & ASSOCIATES, INC. Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$438.7M
Holdings
340
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (340 positions)
| Stock | Value |
|---|---|
SSBUSDSOUTHSTATE CORPORATION | $897K |
VOEVANGUARD INDEX FDS | $883K |
USFRWISDOMTREE TR | $880K |
PFEPFIZER INC | $879K |
VEAVANGUARD TAX-MANAGED FDS | $877K |
IVVISHARES TR | $876K |
VNLAJANUS DETROIT STR TR | $860K |
XLVSELECT SECTOR SPDR TR | $850K |
SCHASCHWAB STRATEGIC TR | $838K |
CGGRCAPITAL GROUP GROWTH ETF | $815K |
PTNQPACER FDS TR | $807K |
BILSSPDR SER TR | $796K |
PEOEXELON CORP | $788K |
CRWDCROWDSTRIKE HLDGS INC | $786K |
FVDFIRST TR VALUE LINE DIVID IN | $758K |
XLKSELECT SECTOR SPDR TR | $747K |
LQDISHARES TR | $742K |
VDCVANGUARD WORLD FD | $739K |
MIGAMICROSTRATEGY INC | $732K |
IBBISHARES TR | $731K |
FXNFIRST TR EXCHANGE TRADED FD | $719K |
SCHGSCHWAB STRATEGIC TR | $711K |
JEPQJ P MORGAN EXCHANGE TRADED F | $711K |
JEPIJ P MORGAN EXCHANGE TRADED F | $704K |
TMFCRBB FD INC | $700K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $698K |
LVLNSPDR SER TR | $667K |
SHVISHARES TR | $666K |
SEIVSEI EXCHANGE TRADED FUNDS | $661K |
EB 5 12/01/25EVENTBRITE INC | $661K |
EWZISHARES INC | $653K |
NAUGINNOVATOR ETFS TRUST | $646K |
AVGOBROADCOM INC | $644K |
XBISPDR SER TR | $641K |
SLVISHARES SILVER TR | $636K |
XLCSELECT SECTOR SPDR TR | $634K |
ISRGINTUITIVE SURGICAL INC | $632K |
XLBSELECT SECTOR SPDR TR | $623K |
VCITVANGUARD SCOTTSDALE FDS | $621K |
PGXINVESCO EXCH TRADED FD TR II | $615K |
ITOTISHARES TR | $613K |
JPSTJ P MORGAN EXCHANGE TRADED F | $605K |
IAUI-80 GOLD CORP | $603K |
XLISELECT SECTOR SPDR TR | $599K |
SLYVSPDR SER TR | $594K |
HONHONEYWELL INTL INC | $594K |
IWBISHARES TR | $593K |
RAVIFLEXSHARES TR | $575K |
PEPPEPSICO INC | $560K |
TIPISHARES TR | $560K |
IVWISHARES TR | $558K |
MCDMCDONALDS CORP | $554K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $551K |
ETNEATON CORP PLC | $551K |
ICVTISHARES TR | $546K |
KOCOCA COLA CO | $543K |
TFCTRUIST FINL CORP | $541K |
GNRSPDR INDEX SHS FDS | $541K |
SCHFSCHWAB STRATEGIC TR | $541K |
DHYCREDIT SUISSE HIGH YIELD BD | $540K |
RJFRAYMOND JAMES FINL INC | $534K |
POWAINVESCO EXCH TRD SLF IDX FD | $531K |
8CWCROWN CASTLE INC | $525K |
COSTCOSTCO WHSL CORP NEW | $522K |
PKWINVESCO EXCHANGE TRADED FD T | $513K |
DEMWISDOMTREE TR | $512K |
FLOTISHARES TR | $509K |
PIIPOLARIS INC | $508K |
KRKROGER CO | $507K |
GOOGALPHABET INC | $500K |
GDXVANECK ETF TRUST | $497K |
INCMFRANKLIN TEMPLETON ETF TR | $497K |
VWOVANGUARD INTL EQUITY INDEX F | $489K |
AVKADVENT CONV & INCOME FD | $480K |
VOOVANGUARD INDEX FDS | $478K |
AGGISHARES TR | $473K |
AAPLAPPLE INC | $472K |
IBMINTERNATIONAL BUSINESS MACHS | $471K |
VBVANGUARD INDEX FDS | $468K |
AMATAPPLIED MATLS INC | $466K |
TBILRBB FD INC | $459K |
CHICALAMOS CONV OPPORTUNITIES & | $450K |
GSKGSK PLC | $444K |
GQ9SPDR GOLD TR | $440K |
DFACDIMENSIONAL ETF TRUST | $436K |
CSQCALAMOS STRATEGIC TOTAL RETU | $433K |
SCHZSCHWAB STRATEGIC TR | $429K |
SRLNSSGA ACTIVE ETF TR | $427K |
SPDWSPDR INDEX SHS FDS | $427K |
IYKISHARES TR | $425K |
XLUSELECT SECTOR SPDR TR | $424K |
MGCVANGUARD WORLD FD | $422K |
AMZNAMAZON COM INC | $420K |
SHYISHARES TR | $417K |
CFAVICTORY PORTFOLIOS II | $415K |
GPCGENUINE PARTS CO | $415K |
EEMISHARES TR | $410K |
SCHOSCHWAB STRATEGIC TR | $409K |
TSLATESLA INC | $407K |
FTSMFIRST TR EXCHANGE-TRADED FD | $402K |