Notify me when CALTON & ASSOCIATES, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 446 | $680,932,460 | +$84,839,499 | -$76,202,455 | +$8,637,044 | QQQ, PSTR, SPYM, AAPL, FDVV | 13F-HR | 10 Feb 2026, 15:02 |
| Q3 2025 | 425 | $666,157,034 | +$103,689,855 | -$50,964,202 | +$52,725,653 | QQQ, PSTR, SPLG, SPY, AAPL | 13F-HR | 07 Nov 2025, 08:48 |
| Q2 2025 | 385 | $578,358,571 | +$159,145,527 | -$44,392,757 | +$114,752,770 | QQQ, PSTR, SPY, SPLG, AAPL | 13F-HR | 12 Aug 2025, 10:23 |
| Q1 2025 | 340 | $438,438,716 | +$223,717,062 | -$5,766,825 | +$217,950,237 | PSTR, QQQ, AAPL, SPY, COWZ | Restatement | 15 May 2025, 13:15 |
| Q4 2024 | 193 | $226,263,112 | +$61,500,380 | -$97,336,569 | -$35,836,189 | PSTR, QQQ, AAPL, SPY, VUG | 13F-HR | 23 Jan 2025, 14:59 |
| Q3 2024 | 241 | $260,930,076 | +$91,416,422 | -$41,953,375 | +$49,463,047 | QQQ, SPY, AAPL, COWZ, USFR | Restatement | 21 Oct 2024, 15:11 |
| Q2 2024 | 188 | $199,752,100 | +$14,122,718 | -$20,595,164 | -$6,472,446 | QQQ, SPY, AAPL, VFH, FLRN | 13F-HR | 19 Jul 2024, 13:03 |
| Q1 2024 | 189 | $205,216,987 | +$9,659,106 | -$66,714,577 | -$57,055,471 | USFR, QQQ, SPY, VFH, AAPL | 13F-HR | 16 Apr 2024, 07:46 |
| Q4 2023 | 244 | $248,543,816 | +$200,908,136 | -$24,181,298 | +$176,726,838 | USFR, QQQ, AAPL, SPY, VFH | 13F-HR | 07 Feb 2024, 11:12 |
| Q3 2023 | 101 | $67,665,417 | +$26,697,079 | -$169,626,236 | -$142,929,157 | COWZ, AAPL, GCOW, SPY, XOM | 13F-HR | 01 Nov 2023, 14:51 |
| Q2 2023 | 212 | $214,431,805 | +$15,056,597 | -$23,841,600 | -$8,785,003 | AAPL, QQQ, SPY, VFH, VUG | 13F-HR | 24 Jul 2023, 16:54 |
| Q1 2023 | 233 | $215,541,972 | +$14,474,977 | -$65,243,387 | -$50,768,410 | AAPL, VFH, SPY, XLV, SRLN | 13F-HR | 19 Apr 2023, 09:38 |
| Q4 2022 | 283 | $258,384,651 | +$81,896,481 | -$9,557,233 | +$72,339,248 | AAPL, XLV, SPY, VFH, SRLN | 13F-HR | 18 Jan 2023, 16:28 |
| Q3 2022 | 213 | $174,614,000 | +$28,296,542 | -$23,193,064 | +$5,103,478 | AAPL, XLV, GDMA, SPY, VPU | 13F-HR | 31 Oct 2022, 12:07 |
| Q2 2022 | 237 | $179,916,000 | +$13,522,229 | -$130,860,957 | -$117,338,728 | AAPL, SPY, XLV, VFH, FLRN | 13F-HR | 12 Jul 2022, 16:13 |
| Q1 2022 | 349 | $332,965,000 | +$46,645,864 | -$65,835,908 | -$19,190,044 | AAPL, QQQ, SPY, SCHX, TIP | Restatement | 26 Apr 2022, 14:29 |
| Q4 2021 | 365 | $372,984,000 | +$33,557,943 | -$139,211,416 | -$105,653,473 | AAPL, QQQ, SPY, TIP, SCHX | 13F-HR | 13 Jan 2022, 15:07 |
| Q3 2021 | 396 | $450,054,000 | +$57,970,754 | -$123,561,983 | -$65,591,229 | IUSB, ITOT, AAPL, QQQ, IVV | 13F-HR | 05 Nov 2021, 10:41 |
| Q2 2021 | 406 | $526,389,000 | +$44,955,559 | -$59,414,754 | -$14,459,195 | ITOT, IUSB, IVV, IWF, AAPL | 13F-HR | 11 Aug 2021, 10:35 |
| Q1 2021 | 397 | $510,602,000 | +$39,799,430 | -$108,337,361 | -$68,537,931 | ITOT, IUSB, IWF, IVV, IWD | 13F-HR | 03 May 2021, 13:42 |
| Q4 2020 | 382 | $559,631,000 | +$86,898,220 | -$62,369,113 | +$24,529,107 | IWF, ITOT, IUSB, IWD, EFA | 13F-HR | 25 Jan 2021, 12:50 |
| Q3 2020 | 348 | $483,918,000 | +$47,077,842 | -$38,785,703 | +$8,292,139 | IWF, IWD, EFA, IUSB, IJH | 13F-HR | 30 Oct 2020, 15:32 |
| Q2 2020 | 331 | $458,157,000 | +$45,025,647 | -$52,248,238 | -$7,222,591 | IWF, IWD, EFA, IJH, SHV | 13F-HR | 10 Aug 2020, 13:29 |
| Q1 2020 | 305 | $402,063,000 | +$45,984,363 | -$54,759,049 | -$8,774,686 | IWF, IWD, EFA, SHV, IJH | 13F-HR | 30 Apr 2020, 10:11 |
| Q4 2019 | 357 | $495,070,000 | +$56,075,555 | -$35,494,401 | +$20,581,154 | IWF, IWD, EFA, IJH, IWM | 13F-HR | 03 Feb 2020, 12:51 |
| Q3 2019 | 344 | $447,589,000 | +$102,501,389 | -$8,209,020 | +$94,292,369 | IWF, IWD, EFA, IJH, IWM | 13F-HR | 07 Nov 2019, 15:33 |
| Q2 2019 | 282 | $351,900,000 | +$35,264,647 | -$17,782,560 | +$17,482,087 | IWF, IWD, EFA, IJH, IWM | 13F-HR | 09 Jul 2019, 11:41 |
| Q1 2019 | 261 | $328,312,000 | +$54,494,528 | -$26,641,664 | +$27,852,864 | IWF, IWD, EFA, IJH, IWM | 13F-HR | 25 Apr 2019, 15:08 |
| Q4 2018 | 224 | $271,579,000 | +$27,037,693 | -$52,439,420 | -$25,401,727 | EFA, IWD, IWF, IJH, SPY | 13F-HR | 11 Feb 2019, 10:42 |
| Q3 2018 | 285 | $339,624,000 | +$20,594,887 | -$26,924,574 | -$6,329,687 | EFA, IWF, IWD, IJH, IWM | 13F-HR | 24 Oct 2018, 10:05 |
| Q2 2018 | 290 | $342,833,000 | +$82,879,151 | -$101,393,069 | -$18,513,918 | EFA, IWF, IWD, IJH, AGG | 13F-HR | 10 Aug 2018, 13:34 |
| Q1 2018 | 344 | $345,476,000 | +$40,850,790 | -$71,555,541 | -$30,704,751 | EFA, IWF, IWD, IJH, AGG | 13F-HR | 17 Apr 2018, 14:40 |
| Q4 2017 | 1,469 | $392,374,000 | $0 | $0 | $0 | EFA, IWF, IWD, IJH, AGG | 13F-HR | 05 Feb 2018, 11:39 |