CALTON & ASSOCIATES, INC. - Portfolio overview

CALTON & ASSOCIATES, INC. has 516 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 4.38%
2. PSTR - NORTHERN LTS FD TR II, 3.93%
3. SPLG - SPDR SERIES TRUST, 2.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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