CALTON & ASSOCIATES, INC.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationtampa, FL
- CIK0000822648
- All SEC filings
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 |