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 151–200 of 446
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGMS | CAPITAL GRP FIXED INCM ETF T | 32K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 9K | $500K+ | SH |
| ARKK | ARK ETF TR | 12K | $500K+ | SH |
| EDOG | ALPS ETF TR | 37K | $500K+ | SH |
| ATO | ATMOS ENERGY CORP | 5K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 21K | $500K+ | SH |
| IQLT | ISHARES TR | 19K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| ONEV | SPDR SERIES TRUST | 6K | $500K+ | SH |
| TFLO | ISHARES TR | 17K | $500K+ | SH |
| LAZ | LAZARD INC | 31K | $500K+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 9K | $500K+ | SH |
| MDYG | SPDR SERIES TRUST | 9K | $500K+ | SH |
| CMI | CUMMINS INC | 2K | $500K+ | SH |
| RTX | RTX CORPORATION | 5K | $500K+ | SH |
| FCOR | FIDELITY MERRIMACK STR TR | 17K | $500K+ | SH |
| KO | COCA COLA CO | 12K | $500K+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 38K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 4K | $500K+ | SH |
| HUBB | HUBBELL INC | 2K | $500K+ | SH |
| VFMF | VANGUARD WELLINGTON FD | 5K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 926 | $500K+ | SH |
| FSK | FS KKR CAP CORP | 54K | $500K+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| PFE | PFIZER INC | 32K | $500K+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| AVSD | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 13K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 5K | $500K+ | SH |
| KXI | ISHARES TR | 12K | $500K+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 5K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| IGSB | ISHARES TR | 14K | $500K+ | SH |
| COWG | PACER FDS TR | 21K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $500K+ | SH |
| FXI | ISHARES TR | 19K | $500K+ | SH |
| TBIL | RBB FD INC | 15K | $500K+ | SH |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 21K | $500K+ | SH |
| F | FORD MTR CO | 56K | $500K+ | SH |
| INCM | FRANKLIN TEMPLETON ETF TR | 26K | $500K+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 31K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 928 | $500K+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 2K | $500K+ | SH |
| XEL | XCEL ENERGY INC | 9K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 8K | $500K+ | SH |
| GUNR | FLEXSHARES TR | 15K | $500K+ | SH |
| PTNQ | PACER FDS TR | 9K | $500K+ | SH |