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 201–250 of 446
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XBI | SPDR SERIES TRUST | 5K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 7K | $500K+ | SH |
| KBE | SPDR SERIES TRUST | 11K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| SGOV | ISHARES TR | 6K | $500K+ | SH |
| URI | UNITED RENTALS INC | 785 | $500K+ | SH |
| AGG | ISHARES TR | 6K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 21K | $500K+ | SH |
| ENPH | ENPHASE ENERGY INC | 20K | $500K+ | SH |
| NDEC | INNOVATOR ETFS TRUST | 23K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| EPI | WISDOMTREE TR | 13K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 7K | $500K+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 8K | $500K+ | SH |
| SHY | ISHARES TR | 7K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| IJT | ISHARES TR | 4K | $500K+ | SH |
| GLW | CORNING INC | 7K | $500K+ | SH |
| DDFO | INNOVATOR ETFS TRUST | 28K | $500K+ | SH |
| VRP | INVESCO EXCH TRADED FD TR II | 25K | $500K+ | SH |
| EUFN | ISHARES TR | 16K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $500K+ | SH |
| VGM | INVESCO TR INVT GRADE MUNS | 54K | $500K+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 14K | $500K+ | SH |
| SHEL | SHELL PLC | 8K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| IGV | ISHARES TR | 5K | $500K+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 7K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 6K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 7K | $500K+ | SH |
| DXJ | WISDOMTREE TR | 4K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $500K+ | SH |
| SO | SOUTHERN CO | 6K | $500K+ | SH |
| INTC | INTEL CORP | 15K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| WIP | SPDR SERIES TRUST | 14K | $500K+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 20K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 6K | $500K+ | SH |
| CTBI | COMMUNITY TR BANCORP INC | 9K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| TGT | TARGET CORP | 5K | $500K+ | SH |
| NFLX | NETFLIX INC | 5K | $500K+ | SH |
| PRMR | NORTHERN LTS FD TR II | 20K | $500K+ | SH |
| GSK | GSK PLC | 10K | $100K–$500K | SH |