Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 27 | Q2 2024 | 5.9% |
SPDR SP 500 ETF TRUST UNIT SER 1 SP | 27 | Q2 2024 | 5.0% |
MICROSOFT CORP | 27 | Q2 2024 | 2.5% |
SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06242002 | 27 | Q2 2024 | 3.4% |
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 27 | Q2 2024 | 3.2% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 27 | Q2 2024 | 3.5% |
ISHARES TR | 27 | Q2 2024 | 2.0% |
AMAZONCOM INC | 27 | Q2 2024 | 2.2% |
EXXON MOBIL CORPORATION 3 | 27 | Q2 2024 | 4.4% |
HOME DEPOT INC COM | 27 | Q2 2024 | 1.2% |
View CALTON & ASSOCIATES, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-19 |
N-PX | 2024-07-17 |
13F-HR | 2024-04-16 |
13F-HR | 2024-02-07 |
X-17A-5/A | 2024-01-02 |
X-17A-5 | 2023-12-27 |
13F-HR | 2023-11-01 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-19 |
13F-HR | 2023-01-18 |
View CALTON & ASSOCIATES, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.