Fund HoldingsCALTON & ASSOCIATES, INC.

Total Portfolio Value
$226.26M
Total Bought
$60.75M
Total Sold
$96.31M
Net Transaction
-$35.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NORTHERN LTS FD TR II
PEAK SECT RO ETF
0486,073+486,073013,4005.92%+13,400
VANGUARD INDEX FDS018,116+18,11607,4353.29%+7,435
VANGUARD WORLD FD027,343+27,34305,8152.57%+5,815
SPDR SER TR
ST STR SP500DIV
0111,184+111,18404,8082.12%+4,808
VANGUARD WORLD FD
HEALTH CAR ETF
019,907+19,90705,0502.23%+5,050
SELECT SECTOR SPDR TR
ST STR TECHN ETF
12,49619,866+7,3702,8214,6192.04%+1,798
SPDR SER TR
ST STR SP600SM C
042,518+42,51803,7101.64%+3,710
SSGA ACTIVE ETF TR
ST STR BL LN ETF
093,002+93,00203,8811.72%+3,881
PACER FDS TR
TRENDP US LAR CP
027,861+27,86101,4890.66%+1,489
SPDR SER TR
ST STR RATE ETF
0221,074+221,07406,7943.00%+6,794
SELECT SECTOR SPDR TR
ST STR FINL ETF
047,039+47,03902,2731.00%+2,273
SELECT SECTOR SPDR TR
ST STR DISCR ETF
04,727+4,72701,0610.47%+1,061
ISHARES TR010,305+10,30501,0460.46%+1,046
VANGUARD WORLD FD
ENERGY ETF
08,317+8,31701,0090.45%+1,009
BOEING CO(BA)1,7746,713+4,9392701,1880.53%+918
TERADYNE INC(TER)06,775+6,77508530.38%+853
INVENTRUST PPTYS CORP(IVT)027,302+27,30208230.36%+823
ISHARES TR010,000+10,00008200.36%+820
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
014,262+14,26201,5350.68%+1,535
SELECT SECTOR SPDR TR
ST STR SVC ETF
08,262+8,26208000.35%+800
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,054+6,05407980.35%+798
FIRST TR EXCHANGE-TRADED FD013,619+13,61901,6280.72%+1,628
VANGUARD WORLD FD
CONSUM STP ETF
010,590+10,59002,2390.99%+2,239
SCHWAB STRATEGIC TR040,592+40,59209770.43%+977
SELECT SECTOR SPDR TR
ST STR STAPL ETF
09,479+9,47907450.33%+745
SPDR SER TR
ST SHO TREAS ETF
025,000+25,00007250.32%+725
VANGUARD BD INDEX FDS025,204+25,20401,9470.86%+1,947
RBB FD INC
F/M US TREASURY
014,000+14,00006980.31%+698
SPDR SER TR
ST STR SP METAL
018,030+18,03001,0230.45%+1,023
ISHARES TR04,578+4,57806200.27%+620
ISHARES TR
MSCI INDIA ETF
023,671+23,67101,2460.55%+1,246
ISHARES TR
TRS FLT RT BD
015,888+15,88808020.35%+802
COMMUNITY TR BANCORP INC(CTBI)09,613+9,61305100.23%+510
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
08,570+8,57005070.22%+507
SPDR SER TR
ST STR SP BIOT
05,487+5,48704940.22%+494
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
6,87315,024+8,1514068740.39%+468
WISDOMTREE TR(WT)03,912+3,91204310.19%+431
FIRST TR EXCHANGE-TRADED FD04,882+4,88204290.19%+429
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,588+5,58804230.19%+423
ISHARES TR019,847+19,84708300.37%+830
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
017,324+17,32404200.19%+420
VANGUARD WORLD FD
INF TECH ETF
0658+65804090.18%+409
SNOWFLAKE INC(SNOW)02,600+2,60004010.18%+401
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
07,670+7,67003830.17%+383
SPDR INDEX SHS FDS
ST STR EU 50 ETF
021,667+21,66701,0430.46%+1,043
ISHARES TR
MSCI USA MIN ETF
04,188+4,18803720.16%+372
ISHARES TR05,616+5,61607430.33%+743
ISHARES TR07,086+7,08603660.16%+366
ISHARES INC017,655+17,65507120.31%+712
CHURCH & DWIGHT CO INC(CHD)03,263+3,26303420.15%+342
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
010,265+10,26503130.14%+313
WISDOMTREE TR(WT)03,748+3,74803030.13%+303
ISHARES TR08,056+8,05601,1710.52%+1,171
UNITED RENTALS INC(URI)0407+40702870.13%+287
SPDR SER TR
ST STR SP REGBNK
030,500+30,50001,8410.81%+1,841
VANGUARD ADMIRAL FDS INC0775+77502840.13%+284
ALPHABET INC(GOOG)04,570+4,57008700.38%+870
SPDR SER TR
ST STR BLO 1 ETF
05,558+5,55805080.22%+508
FRANKLIN TEMPLETON ETF TR
INCOME FOCUS ETF
010,665+10,66502780.12%+278
ISHARES TR01,178+1,17802770.12%+277
VANECK ETF TRUST
GOLD MINERS ETF
038,326+38,32601,3000.57%+1,300
SPDR GOLD TR(GLD)06,076+6,07601,4710.65%+1,471
ISHARES TR
0-5YR INVT GR CP
05,318+5,31802650.12%+265
ISHARES TR
CONV BD ETF
03,057+3,05702600.11%+260
ISHARES TR07,059+7,05909080.40%+908
VANGUARD BD INDEX FDS03,423+3,42302460.11%+246
ISHARES TR
FLTG RATE NT ETF
012,865+12,86506550.29%+655
HUNT J B TRANS SVCS INC(JBHT)01,359+1,35902320.10%+232
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
03,858+3,85802310.10%+231
SELECT SECTOR SPDR TR
ST STR REAL ETF
05,664+5,66402300.10%+230
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
06,341+6,34102270.10%+227
FIRST TR EXCHANGE-TRADED FD
WTR ETF
02,155+2,15502200.10%+220
VANGUARD WORLD FD
INDUSTRIAL ETF
04,630+4,63001,1780.52%+1,178
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
02,682+2,68202180.10%+218
ISHARES INC09,365+9,36502110.09%+211
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
011,425+11,42502090.09%+209
AFLAC INC(AFL)02,011+2,01102080.09%+208
FIRST TR MORNINGSTAR DIVID L010,902+10,90204390.19%+439
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,036+1,03602050.09%+205
VANGUARD WORLD FD
CONSUM DIS ETF
0541+54102030.09%+203
SPDR INDEX SHS FDS
ST STR NAT ETF
04,053+4,05302020.09%+202
PSQ HOLDINGS INC044,133+44,13302000.09%+200
SPDR INDEX SHS FDS
ST STR PO EX ETF
015,736+15,73605370.24%+537
ISHARES TR016,449+16,44903830.17%+383
ISHARES TR035,145+35,14501,1050.49%+1,105
SPDR INDEX SHS FDS
ST PORT MARK ETF
012,700+12,70004870.22%+487
VANGUARD INDEX FDS3,3593,586+2271,7721,9320.85%+159
ALLSTATE CORP(ALL)02,165+2,16504170.18%+417
SPDR SER TR
ST STR P500GRW
06,984+6,98406140.27%+614
RBB FD INC
MOTLEY FOL ETF
10,41312,114+1,7015867280.32%+143
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
020,863+20,86308220.36%+822
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
08,730+8,73004370.19%+437
SCHWAB STRATEGIC TR5,00923,345+18,3365226510.29%+129
DBX ETF TR011,297+11,29704680.21%+468
MORGAN STANLEY(MS)04,538+4,53805700.25%+570
RAYMOND JAMES FINL INC(RJF)02,550+2,55003960.18%+396
CUMMINS INC(CMI)01,598+1,59805570.25%+557
DEERE & CO(DE)647812+1652703440.15%+74
BANK AMERICA CORP017,740+17,74007800.34%+780
UNISYS CORP010,000+10,0000630.03%+63
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