• 13F History

CALTON & ASSOCIATES, INC.

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$226M
Signature - Title
Ramu Singh - President Advisory Services
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by CALTON & ASSOCIATES, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CALTON & ASSOCIATES, INC. reported 193 stock holdings with total value $226M as of Q4 2024. Top holdings included PSTR, QQQ, AAPL, SPY, and VUG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 193 $226M +$61.5M -$97.3M -$35.8M PSTR, QQQ, AAPL, SPY, VUG 13F-HR 1/23/2025, 02:59 PM
Q3 2024 241 $261M +$91.4M -$42M +$49.5M QQQ, SPY, AAPL, COWZ, USFR Restatement 10/21/2024, 03:11 PM
Q2 2024 188 $200M +$14.1M -$20.6M -$6.46M QQQ, SPY, AAPL, VFH, FLRN 13F-HR 7/19/2024, 01:03 PM
Q1 2024 187 $205M +$9.66M -$66.4M -$56.7M USFR, QQQ, SPY, VFH, AAPL 13F-HR 4/16/2024, 07:46 AM
Q4 2023 243 $248M +$200M -$24.2M +$176M USFR, QQQ, AAPL, SPY, VFH 13F-HR 2/7/2024, 11:12 AM
Q3 2023 261 $67.6M +$26.7M -$170M -$143M COWZ, AAPL, GCOW, SPY, XOM 13F-HR 11/1/2023, 02:51 PM
Q2 2023 212 $214M +$15.1M -$10.9M +$4.11M AAPL, QQQ, SPY, VFH, VUG 13F-HR 7/24/2023, 04:54 PM
Q1 2023 233 $216M +$14.5M -$38.5M -$24M AAPL, VFH, SPY, XLV, SRLN 13F-HR 4/19/2023, 09:38 AM
Q4 2022 283 $258M +$81.9M -$7.43M +$74.5M AAPL, XLV, SPY, VFH, SRLN 13F-HR 1/18/2023, 03:28 PM
Q3 2022 213 $173M +$28.3M -$9.6M +$18.7M AAPL, XLV, GDMA, SPY, VPU 13F-HR 10/31/2022, 12:07 PM
Q2 2022 236 $178M +$13.3M -$64.2M -$50.9M AAPL, SPY, XLV, VFH, FLRN 13F-HR 7/12/2022, 04:13 PM
Q1 2022 345 $331M +$46.6M -$31.7M +$14.9M AAPL, QQQ, SPY, SCHX, TIP Restatement 4/26/2022, 02:29 PM
Q4 2021 364 $372M +$33.4M -$111M -$77.2M AAPL, QQQ, SPY, TIP, SCHX 13F-HR 1/13/2022, 02:07 PM
Q3 2021 394 $456M +$61.4M -$124M -$62.1M IUSB, ITOT, AAPL, QQQ, IVV 13F-HR 11/5/2021, 10:41 AM
Q2 2021 406 $526M +$45M -$60.6M -$15.6M ITOT, IUSB, IVV, IWF, AAPL 13F-HR 8/11/2021, 10:35 AM
Q1 2021 395 $513M +$40M -$108M -$68.3M ITOT, IUSB, IWF, IVV, IWD 13F-HR 5/3/2021, 01:42 PM
Q4 2020 381 $559M +$86.9M -$52.8M +$34.1M IWF, ITOT, IUSB, IWD, EFA 13F-HR 1/25/2021, 11:50 AM
Q3 2020 345 $483M +$47.1M -$33.1M +$13.9M IWF, IWD, EFA, IUSB, IJH 13F-HR 10/30/2020, 03:32 PM
Q2 2020 330 $458M +$45M -$41.3M +$3.75M IWF, IWD, EFA, IJH, SHV 13F-HR 8/10/2020, 01:29 PM
Q1 2020 303 $402M +$46M -$25.5M +$20.5M IWF, IWD, EFA, SHV, IJH 13F-HR 4/30/2020, 10:11 AM
Q4 2019 355 $495M +$56.1M -$19.9M +$36.2M IWF, IWD, EFA, IJH, IWM 13F-HR 2/3/2020, 11:51 AM
Q3 2019 342 $448M +$103M -$4.35M +$98.1M IWF, IWD, EFA, IJH, IWM 13F-HR 11/7/2019, 02:33 PM
Q2 2019 280 $352M +$35.3M -$10.3M +$24.9M IWF, IWD, EFA, IJH, IWM 13F-HR 7/9/2019, 11:41 AM
Q1 2019 261 $328M +$54.6M -$12.1M +$42.5M IWF, IWD, EFA, IJH, IWM 13F-HR 4/25/2019, 03:08 PM
Q4 2018 223 $271M +$26.2M -$25.6M +$508K EFA, IWD, IWF, IJH, SPY 13F-HR 2/11/2019, 09:42 AM
Q3 2018 283 $340M +$20.6M -$18.4M +$2.24M EFA, IWF, IWD, IJH, IWM 13F-HR 10/24/2018, 10:05 AM
Q2 2018 286 $343M +$82.9M -$42.2M +$40.7M EFA, IWF, IWD, IJH, AGG 13F-HR 8/10/2018, 01:34 PM
Q1 2018 343 $345M +$41.6M -$14.7M +$26.9M EFA, IWF, IWD, IJH, AGG 13F-HR 4/17/2018, 02:40 PM
Q4 2017 1,370 $392M EFA, IWF, IWD, IJH, AGG 13F-HR 2/5/2018, 10:39 AM