test

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
IWMIshares Tr
Recent Activity
Increased 795.72%
1.21%
$3.142M
14,224 shares@ $220.91 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 120.84%
1.09%
$2.84M
15,240 shares@ $186.33 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 44.63%
1.08%
$2.821M
12,496 shares@ $225.78 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Increased 27.32%
0.99%
$2.582M
24,663 shares@ $104.68 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 23.78%
0.97%
$2.515M
16,326 shares@ $154.03 avg price
NVDANvidia Corporation
Recent Activity
Increased 12.24%
0.96%
$2.508M
20,653 shares@ $121.45 avg price
FDVVFidelity Covington Trust
Recent Activity
Increased 87.88%
0.82%
$2.132M
42,095 shares@ $50.66 avg price
CALFPacer Fds Tr
Recent Activity
Increased 123.97%
0.77%
$2.014M
43,292 shares@ $46.53 avg price
CVXChevron Corp New
Recent Activity
Increased 67.92%
0.76%
$1.967M
13,359 shares@ $147.28 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.56%
0.75%
$1.952M
36,961 shares@ $52.82 avg price