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 101–150 of 446
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FEZ | SPDR INDEX SHS FDS | 21K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 23K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 11K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 27K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 15K | $1M+ | SH |
| INDA | ISHARES TR | 23K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 6K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 27K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 16K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 22K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 15K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 3K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 12K | $1M+ | SH |
| LITE | LUMENTUM HLDGS INC | 3K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| IEFA | ISHARES TR | 13K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 25K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 5K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 15K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 9K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 24K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 39K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 19K | $1M+ | SH |
| KORP | AMERICAN CENTY ETF TR | 21K | $500K+ | SH |
| ASTS | AST SPACEMOBILE INC | 14K | $500K+ | SH |
| IJH | ISHARES TR | 15K | $500K+ | SH |
| IJR | ISHARES TR | 8K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $500K+ | SH |
| JAAA | JANUS DETROIT STR TR | 19K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| GWW | WW GRAINGER INC | 951 | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 3K | $500K+ | SH |
| MOAT | VANECK ETF TRUST | 9K | $500K+ | SH |
| ORCL | ORACLE CORP | 5K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| HYG | ISHARES TR | 12K | $500K+ | SH |
| OEF | ISHARES TR | 3K | $500K+ | SH |
| CSCO | CISCO SYS INC | 12K | $500K+ | SH |
| ENB | ENBRIDGE INC | 19K | $500K+ | SH |
| CFO | VICTORY PORTFOLIOS II | 12K | $500K+ | SH |
| IUSG | ISHARES TR | 5K | $500K+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 13K | $500K+ | SH |
| IBB | ISHARES TR | 5K | $500K+ | SH |
| IVT | INVENTRUST PPTYS CORP | 32K | $500K+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 18K | $500K+ | SH |