CALTON & ASSOCIATES, INC.

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    tampa, FL
  • CIK
    0000822648
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

340

$438.44 M
NORTHERN LTS FD TR II, NDQ, AAPL, SPY
RESTATEMENT
May 15, 2025
000117266125002159

193

$226.26 M
NORTHERN LTS FD TR II, NDQ, AAPL, SPY
13F-HR
Jan 23, 2025
000117266125000329

241

$261.67 M
NDQ, SPY, AAPL, COWZ
RESTATEMENT
Oct 21, 2024
000117266124004314

188

$199.75 M
NDQ, SPY, AAPL, VANGUARD WORLD FDS
13F-HR
Jul 19, 2024
000117266124002841

189

$205.22 M
USFR, NDQ, SPY, VANGUARD WORLD FDS
13F-HR
Apr 16, 2024
000117266124001857

244

$248.54 M
USFR, NDQ, AAPL, SPY
13F-HR
Feb 7, 2024
000117266124000512

101

$68.41 M
COWZ, AAPL, GCOW, SPY
13F-HR
Nov 1, 2023
000117266123003567

212

$214.43 M
AAPL, NDQ, SPY, VANGUARD WORLD FDS
13F-HR
Jul 24, 2023
000117266123002604

233

$215.54 M
AAPL, VANGUARD WORLD FDS, SPY, XLV
13F-HR
Apr 19, 2023
000117266123001728

283

$258.38 M
AAPL, XLV, SPY, VANGUARD WORLD FDS
13F-HR
Jan 18, 2023
000117266123000200

213

$174.61 M
AAPL, XLV, GDMA, SPY
13F-HR
Oct 31, 2022
000160658722002058

237

$179.92 M
AAPL, SPY, XLV, VANGUARD WORLD FDS
13F-HR
Jul 12, 2022
000160658722001294

349

$336.61 M
AAPL, NDQ, SPY, SCHX
RESTATEMENT
Apr 26, 2022
000160658722000749

365

$374.81 M
AAPL, NDQ, SPY, TIP
13F-HR
Jan 13, 2022
000160658722000013

396

$456.85 M
IUSB, ITOT, AAPL, NDQ
13F-HR
Nov 5, 2021
000160658721001520

406

$526.39 M
ITOT, IUSB, IVV, IWF
13F-HR
Aug 11, 2021
000160658721001114

397

$513.74 M
ITOT, IUSB, IWF, IVV
13F-HR
May 3, 2021
000160658721000535

382

$560.35 M
IWF, ITOT, IUSB, IWD
13F-HR
Jan 25, 2021
000160658721000072

348

$486.92 M
IWF, IWD, EFA, IUSB
13F-HR
Oct 30, 2020
000160658720001162

332

$458.98 M
IWF, IWD, EFA, IJH
13F-HR
Aug 10, 2020
000160658720000912

305

$403.98 M
IWF, IWD, EFA, SHV
13F-HR
Apr 30, 2020
000160658720000533

357

$497.70 M
IWF, IWD, EFA, IJH
13F-HR
Feb 3, 2020
000160658720000166

344

$450.17 M
IWF, IWD, EFA, IJH
13F-HR
Nov 7, 2019
000160658719000987

282

$354.13 M
IWF, IWD, EFA, IJH
13F-HR
Jul 9, 2019
000160658719000587

262

$328.31 M
IWF, IWD, EFA, IJH
13F-HR
Apr 25, 2019
000160658719000412

225

$271.87 M
EFA, IWD, IWF, IJH
13F-HR
Feb 11, 2019
000160658719000202

286

$339.80 M
EFA, IWF, IWD, IJH
13F-HR
Oct 24, 2018
000160658718000779

290

$343.79 M
EFA, IWF, IWD, IJH
13F-HR
Aug 10, 2018
000160658718000642

344

$345.50 M
EFA, IWF, IWD, IJH
13F-HR
Apr 17, 2018
000160658718000307

1,574

$397.35 M
EFA, IWF, IWD, IJH
13F-HR
Feb 5, 2018
000160658718000115