CIK 822648
CALTON & ASSOCIATES, INC.
Institutional 13F holdings & portfolio
Holdings
446
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 446
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FVD | FIRST TR EXCHANGE-TRADED FD | 65K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 69K | $1M+ | SH |
| TIP | ISHARES TR | 27K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 77K | $1M+ | SH |
| ITA | ISHARES TR | 14K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 51K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |
| GOVT | ISHARES TR | 121K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 174K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| FPX | FIRST TR EXCHANGE-TRADED FD | 15K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 8K | $1M+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 20K | $1M+ | SH |
| GOOGL | ALPHABET INC | 7K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 28K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 7K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 12K | $1M+ | SH |
| TMFC | RBB FD INC | 29K | $1M+ | SH |
| PTLC | PACER FDS TR | 37K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 13K | $1M+ | SH |
| GARP | ISHARES TR | 28K | $1M+ | SH |
| SHV | ISHARES TR | 17K | $1M+ | SH |
| XME | SPDR SERIES TRUST | 18K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 15K | $1M+ | SH |
| PFF | ISHARES TR | 57K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 30K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 27K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 10K | $1M+ | SH |
| MRK | MERCK & CO INC | 16K | $1M+ | SH |
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| FLOT | ISHARES TR | 32K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 44K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 24K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 8K | $1M+ | SH |
| KRE | SPDR SERIES TRUST | 23K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 31K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 43K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 13K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 14K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 16K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 7K | $1M+ | SH |
| T | AT&T INC | 57K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 32K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 35K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 56K | $1M+ | SH |