| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 5.9% |
| SPDR SP 500 ETF TRUST UNIT SER 1 SP | 24 | Q3 2023 | 5.0% |
| MICROSOFT CORP | 24 | Q3 2023 | 2.5% |
| SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06242002 | 24 | Q3 2023 | 3.4% |
| ISHARES TR | 24 | Q3 2023 | 2.0% |
| AMAZONCOM INC | 24 | Q3 2023 | 2.2% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 24 | Q3 2023 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 24 | Q3 2023 | 3.5% |
| EXXON MOBIL CORPORATION 3 | 24 | Q3 2023 | 4.4% |
| HOME DEPOT INC COM | 24 | Q3 2023 | 1.2% |
View CALTON & ASSOCIATES, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| X-17A-5/A | 2022-12-29 |
| X-17A-5 | 2022-12-21 |
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.