CALTON & ASSOCIATES, INC.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$700.44M
13F filings
3
Latest filing
May 15, 2025

Top 10 holdings

PSTR $19.17M
4.37% of AUM
AAPL $16.42M
3.75% of AUM
SPY $15.04M
3.43% of AUM
COWZ $14.28M
3.26% of AUM
USFR $13.75M
3.14% of AUM
SPYM $10.07M
2.30% of AUM
VRIG $9.32M
2.13% of AUM
BRK.A $9.13M
2.08% of AUM
FDVV $7.91M
1.80% of AUM
VUG $7.46M
1.70% of AUM

About this filer

FilingIQ has indexed 3 quarterly Form 13F filings from CALTON & ASSOCIATES, INC.. Reported assets under management total $700.44M.

View live CALTON & ASSOCIATES, INC. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does CALTON & ASSOCIATES, INC. have under management?
Per CALTON & ASSOCIATES, INC.'s most recent SEC Form 13F filing dated May 15, 2025, total assets under management are $700.44M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has CALTON & ASSOCIATES, INC. submitted?
FilingIQ has indexed 3 quarterly Form 13F filings from CALTON & ASSOCIATES, INC.. Filings are due 45 days after quarter-end.
Where does CALTON & ASSOCIATES, INC.'s holdings data come from?
Every position shown on this page sources back to CALTON & ASSOCIATES, INC.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.