CALTON & ASSOCIATES, INC.
Q4 2024 13F Holdings
- Locationtampa, FL
- Num holdings
193
- Value ($000)
$226,263
- Date Filed01/23/2025
- Form type13F-HR
- CIK0000822648
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NORTHERN LTS FD TR II | PEAKSHARES SECTO | 66538F140 | $13.40M | 6 % | 486,073 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $12.78M | 6 % | 24,990 | ||
AAPL APPLE INC | COM | 037833100 | $10.64M | 5 % | 42,487 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.66M | 4 % | 16,485 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.44M | 3 % | 18,116 | ||
KRE SPDR SER TR | BLOOMBERG INVT | 78468R200 | $6.79M | 3 % | 221,074 | ||
MGC VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | $5.81M | 3 % | 27,343 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $5.65M | 3 % | 112,379 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $5.05M | 2 % | 19,907 | ||
KRE SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | $4.81M | 2 % | 111,184 |
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