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Ramu Singh

@Calton & Associates, Inc.

Latest period2024 - Q3ReportedManaged Assets$261.666MTotal holdings241
Assets growth rate31%Assets growth rate (2-Q avg)14.17%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Calton & Associates, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 241 positions.

Assets under management

The assets under management (AUM) of Calton & Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 261.666M in assets, with a quarterly growth rate of 31% and a 2-quarter average growth rate of 14.17%. The portfolio is managed by Ramu Singh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Increased 14.93%
5.39%
$14.103M
28,895 shares@ $488.08 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 29.6%
4.73%
$12.358M
21,538 shares@ $573.78 avg price
AAPLApple Inc
Recent Activity
Increased 29.25%
4.65%
$12.144M
52,118 shares@ $233.01 avg price
COWZPacer Fds Tr
Recent Activity
Increased 116.79%
3.88%
$10.144M
175,417 shares@ $57.84 avg price
USFRWisdomtree Tr
Recent Activity
Increased 189.52%
3.22%
$8.408M
167,431 shares@ $50.23 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 71.34%
2.33%
$6.081M
13,213 shares@ $460.27 avg price
FLRNSpdr Ser Tr
Recent Activity
Decreased -15.43%
2.11%
$5.497M
178,172 shares@ $30.86 avg price
VFHVanguard World Fd
Recent Activity
Decreased -36.23%
2%
$5.217M
47,463 shares@ $109.92 avg price
PSTRNorthern Lts Fd Tr Ii
Recent Activity
Decreased -16.1%
1.94%
$5.066M
184,529 shares@ $27.46 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -31.06%
1.72%
$4.49M
11,693 shares@ $383.96 avg price