CALTON & ASSOCIATES, INC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Tampa, FL
CIK
0000822648
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 244 248,543 USFR, QQQ, AAPL, SPY 13F-HR 2/7/2024 000117266124000512
Q3 2023 101 68,406 COWZ, AAPL, GCOW, SPY 13F-HR 11/1/2023 000117266123003567
Q2 2023 212 214,431 AAPL, QQQ, SPY, VFH 13F-HR 7/24/2023 000117266123002604
Q1 2023 233 215,541 AAPL, VFH, SPY, XLV 13F-HR 4/19/2023 000117266123001728
Q4 2022 283 258,384 AAPL, XLV, SPY, VFH 13F-HR 1/18/2023 000117266123000200
Q3 2022 213 174,614 AAPL, XLV, GDMA, SPY 13F-HR 10/31/2022 000160658722002058
Q2 2022 237 179,916 AAPL, SPY, XLV, VFH 13F-HR 7/12/2022 000160658722001294
Q1 2022 349 336,612 AAPL, QQQ, SPY, SCHX RESTATEMENT 4/26/2022 000160658722000749
Q4 2021 365 374,809 AAPL, QQQ, SPY, TIP 13F-HR 1/13/2022 000160658722000013
Q3 2021 396 456,849 IUSB, ITOT, AAPL, QQQ 13F-HR 11/5/2021 000160658721001520
Q2 2021 406 526,389 ITOT, IUSB, IVV, IWF 13F-HR 8/11/2021 000160658721001114
Q1 2021 397 513,739 ITOT, IUSB, IWF, IVV 13F-HR 5/3/2021 000160658721000535
Q4 2020 382 560,354 IWF, ITOT, IUSB, IWD 13F-HR 1/25/2021 000160658721000072
Q3 2020 348 486,917 IWF, IWD, EFA, IUSB 13F-HR 10/30/2020 000160658720001162
Q2 2020 332 458,979 IWF, IWD, EFA, IJH 13F-HR 8/10/2020 000160658720000912
Q1 2020 305 403,979 IWF, IWD, EFA, SHV 13F-HR 4/30/2020 000160658720000533
Q4 2019 357 497,697 IWF, IWD, EFA, IJH 13F-HR 2/3/2020 000160658720000166
Q3 2019 344 450,169 IWF, IWD, EFA, IJH 13F-HR 11/7/2019 000160658719000987
Q2 2019 282 354,134 IWF, IWD, EFA, IJH 13F-HR 7/9/2019 000160658719000587
Q1 2019 262 328,312 IWF, IWD, EFA, IJH 13F-HR 4/25/2019 000160658719000412
Q4 2018 225 271,867 EFA, IWD, IWF, IJH 13F-HR 2/11/2019 000160658719000202
Q3 2018 286 339,799 EFA, IWF, IWD, IJH 13F-HR 10/24/2018 000160658718000779
Q2 2018 290 343,787 EFA, IWF, IWD, IJH 13F-HR 8/10/2018 000160658718000642
Q1 2018 344 345,498 EFA, IWF, IWD, IJH 13F-HR 4/17/2018 000160658718000307
Q4 2017 1,574 397,354 EFA, IWF, IWD, IJH 13F-HR 2/5/2018 000160658718000115
Additional filings from Calton & Associates, Inc. that have since been restated