Calton & Associates, Inc. has disclosed 237 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $252.00 Mil. The turnover rate is 59%.
In Calton & Associates, Inc.'s current portfolio as of 2024-09-30, the top 5 holdings are
VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO), The Toronto-Dominion Bank (TD), iShares Core U.S. Aggregate Bond ETF (AGG), Vanguard FTSE Developed Markets ETF (VEA), Altria Group Inc (MO), not including call and put options.
Calton & Associates, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Calton & Associates, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Calton & Associates, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Calton & Associates, Inc..