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Home > Institutional Investor > Calton & Associates, Inc. > Profile

Instuitional Investor - Calton & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Calton & Associates, Inc.
Portfolio Value $438,438,716
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Northern Lts Fd Tr Ii
 712,990 $19,166,944 4.37%
2.
Invesco Qqq Tr
 40,278 $18,886,979 4.31%
3.
Apple Inc.
 AAPL 73,938 $16,423,856 3.75%
4.
Spdr S & P 500 Etf Trust
 SPY 26,892 $15,043,379 3.43%
5.
Pacer Fds Tr
 260,751 $14,278,720 3.26%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)