Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Calton & Associates Inc.
  City: Tampa
  State: FL
  Zip: 33607
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $205,213,000
  Total Value Change : $-43,337,000
  Securities Held Change : -55
   
All Securities Held : 189
  New Positions : 16
  Closed Positions : 74
  Increased Positions : 48
  Unchanged Positions : 8
  Decreased Positions : 117

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PTLC)1 Year Chart         PTLC Pacer Trendpilot 750 Etf 71 New $0.00 $691,000 14,486 0.34% 691,000 14,486 0.024    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 82 New $44.71 $585,000 10,786 0.29% 585,000 10,786 0    Drug Manufacturers - ...
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 101 New $61.67 $444,000 7,070 0.22% 444,000 7,070 0.001    Food - Major Diversified
   (FMC)1 Year Chart         FMC FMC Corp 114 New $66.27 $411,000 6,450 0.2% 411,000 6,450 0.005    Diversified Chemicals
   (FXI)1 Year Chart         FXI iShares FTSE/Xinhua China 25 118 New $28.01 $388,000 16,130 0.19% 388,000 16,130 0.001    Closed - End Fund - E...
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 132 New $77.07 $310,000 4,289 0.15% 310,000 4,289 0    Investment Brokerage ...
   (EPI)1 Year Chart         EPI WisdomTree India Earnings 136 New $44.79 $298,000 6,845 0.15% 298,000 6,845 0.025    Closed - End Fund - E...
   (UPS)1 Year Chart         UPS United Parcel Service Inc 137 New $147.94 $295,000 1,983 0.14% 295,000 1,983 0    AirDelivery & Freight...
   (SMIN)1 Year Chart         SMIN iShares Msci India Small Ca... 139 New $0.00 $286,000 4,075 0.14% 286,000 4,075 0.075    N/A
   (PACI)1 Year Chart         PACI Proof Acquisition Ord Shs C... 143 New $0.00 $284,000 80,000 0.14% 284,000 80,000 0.29    N/A
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 153 New $0.00 $251,000 1,371 0.12% 251,000 1,371 0.002    N/A
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 156 New $209.82 $243,000 1,180 0.12% 243,000 1,180 0    Semiconductor Equipme...
   (FCG)1 Year Chart         FCG First Trust ISE-Revere Natu... 170 New $27.38 $226,000 8,220 0.11% 226,000 8,220 0.006    Closed - End Fund - E...
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 176 New $21.44 $213,000 9,278 0.1% 213,000 9,278 0.033    N/A
   (IGM)1 Year Chart         IGM iShares S&P GSTI Tech Index Fd 178 New $86.28 $205,000 2,381 0.1% 205,000 2,381 0.027    Closed - End Fund - E...
   (VRIG)1 Year Chart         VRIG Invesco Variable Rate Inves... 181 New $25.17 $202,000 8,064 0.1% 202,000 8,064 0.005    N/A

      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results