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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
LAZLazard Inc
Recent Activity
New Position
0.29%
$735,783
8,704 shares@ $84.54 avg price
MOATVaneck Etf Trust
Recent Activity
New Position
0.28%
$718,246
7,408 shares@ $96.96 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.26%
$676,816
12,321 shares@ $54.94 avg price
VTVVanguard Index Fds
Recent Activity
New Position
0.24%
$617,916
3,539 shares@ $174.61 avg price
SLVIshares Silver Tr
Recent Activity
New Position
0.22%
$574,848
20,234 shares@ $28.42 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.21%
$530,761
3,076 shares@ $172.55 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.2%
$521,875
5,009 shares@ $104.19 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.2%
$518,537
1,912 shares@ $271.21 avg price
ETEnergy Transfer L P
Recent Activity
New Position
0.2%
$512,687
31,943 shares@ $16.06 avg price
VIGVanguard Specialized Funds
Recent Activity
New Position
0.2%
$507,876
2,564 shares@ $198.08 avg price