CALTON & ASSOCIATES, INC.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    tampa, FL
  • CIK
    0000822648
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

193

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

241

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

188

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

189

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

244

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

101

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

212

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

233

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

283

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

213

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

237

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

349

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

365

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

396

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

406

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

397

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

382

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

348

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

332

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

305

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

357

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

344

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

282

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

262

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

225

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

286

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

290

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

344

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

1,574

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