CALTON & ASSOCIATES, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$261M
Signature - Title
Ramu Singh - President Advisory Services
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by CALTON & ASSOCIATES, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CALTON & ASSOCIATES, INC. reported 241 stock holdings with total value $261M as of Q3 2024. Top holdings included QQQ, SPY, AAPL, COWZ, and USFR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 241 $261M +$91.4M -$42M +$49.5M QQQ, SPY, AAPL, COWZ, USFR Restatement 10/21/2024, 03:11 PM
Q2 2024 188 $200M +$14.1M -$20.6M -$6.47M QQQ, SPY, AAPL, VFH, FLRN 13F-HR 7/19/2024, 01:03 PM
Q1 2024 189 $205M +$9.66M -$66.7M -$57.1M USFR, QQQ, SPY, VFH, AAPL 13F-HR 4/16/2024, 07:46 AM
Q4 2023 244 $249M +$201M -$24.2M +$177M USFR, QQQ, AAPL, SPY, VFH 13F-HR 2/7/2024, 11:12 AM
Q3 2023 101 $67.7M +$26.7M -$170M -$143M COWZ, AAPL, GCOW, SPY, XOM 13F-HR 11/1/2023, 02:51 PM
Q2 2023 212 $214M +$15.1M -$23.8M -$8.79M AAPL, QQQ, SPY, VFH, VUG 13F-HR 7/24/2023, 04:54 PM
Q1 2023 233 $216M +$14.5M -$65.2M -$50.8M AAPL, VFH, SPY, XLV, SRLN 13F-HR 4/19/2023, 09:38 AM
Q4 2022 283 $258M +$81.9M -$9.56M +$72.3M AAPL, XLV, SPY, VFH, SRLN 13F-HR 1/18/2023, 04:28 PM
Q3 2022 213 $175M +$28.3M -$23.2M +$5.1M AAPL, XLV, GDMA, SPY, VPU 13F-HR 10/31/2022, 12:07 PM
Q2 2022 237 $180M +$13.5M -$131M -$117M AAPL, SPY, XLV, VFH, FLRN 13F-HR 7/12/2022, 04:13 PM
Q1 2022 349 $333M +$46.6M -$65.8M -$19.2M AAPL, QQQ, SPY, SCHX, TIP Restatement 4/26/2022, 02:29 PM
Q4 2021 365 $373M +$33.6M -$139M -$106M AAPL, QQQ, SPY, TIP, SCHX 13F-HR 1/13/2022, 03:07 PM
Q3 2021 396 $450M +$58M -$124M -$65.6M IUSB, ITOT, AAPL, QQQ, IVV 13F-HR 11/5/2021, 10:41 AM
Q2 2021 406 $526M +$45M -$59.4M -$14.5M ITOT, IUSB, IVV, IWF, AAPL 13F-HR 8/11/2021, 10:35 AM
Q1 2021 397 $511M +$39.8M -$108M -$68.5M ITOT, IUSB, IWF, IVV, IWD 13F-HR 5/3/2021, 01:42 PM
Q4 2020 382 $560M +$86.9M -$62.4M +$24.5M IWF, ITOT, IUSB, IWD, EFA 13F-HR 1/25/2021, 12:50 PM
Q3 2020 348 $484M +$47.1M -$38.8M +$8.29M IWF, IWD, EFA, IUSB, IJH 13F-HR 10/30/2020, 03:32 PM
Q2 2020 331 $458M +$45M -$52.2M -$7.22M IWF, IWD, EFA, IJH, SHV 13F-HR 8/10/2020, 01:29 PM
Q1 2020 305 $402M +$46M -$54.8M -$8.77M IWF, IWD, EFA, SHV, IJH 13F-HR 4/30/2020, 10:11 AM
Q4 2019 357 $495M +$56.1M -$35.5M +$20.6M IWF, IWD, EFA, IJH, IWM 13F-HR 2/3/2020, 12:51 PM
Q3 2019 344 $448M +$103M -$8.21M +$94.3M IWF, IWD, EFA, IJH, IWM 13F-HR 11/7/2019, 03:33 PM
Q2 2019 282 $352M +$35.3M -$17.8M +$17.5M IWF, IWD, EFA, IJH, IWM 13F-HR 7/9/2019, 11:41 AM
Q1 2019 261 $328M +$54.5M -$26.6M +$27.9M IWF, IWD, EFA, IJH, IWM 13F-HR 4/25/2019, 03:08 PM
Q4 2018 224 $272M +$27M -$52.4M -$25.4M EFA, IWD, IWF, IJH, SPY 13F-HR 2/11/2019, 10:42 AM
Q3 2018 285 $340M +$20.6M -$26.9M -$6.33M EFA, IWF, IWD, IJH, IWM 13F-HR 10/24/2018, 10:05 AM
Q2 2018 290 $343M +$82.9M -$101M -$18.5M EFA, IWF, IWD, IJH, AGG 13F-HR 8/10/2018, 01:34 PM
Q1 2018 344 $345M +$40.9M -$71.6M -$30.7M EFA, IWF, IWD, IJH, AGG 13F-HR 4/17/2018, 02:40 PM
Q4 2017 1,469 $392M $0 $0 EFA, IWF, IWD, IJH, AGG 13F-HR 2/5/2018, 11:39 AM