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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
58
7
2
1
1
0
39
9
3
CALTON ASSOCIATES INC

Time Period2019-06-30

Total Holdings282

Total Value ($x1000)354,134
Activities
New44

Increased128

Unchanged9

Decreased101

Sold Out24

Top 10 Stock Holdingstotal 42.77%
IWF7.95

IWD7.66

EFA6.66

IJH4.91

IWM3.87

 
SHV3.07

SPY3.06

AGG2.29

IEI1.75

AAPL1.55

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWF
7.95%
RUS 1000 GRW ETF
IWD
7.66%
RUS 1000 VAL ETF
EFA
6.66%
MSCI EAFE ETF
IJH
4.91%
CORE S&P MCP ETF
IWM
3.87%
RUSSELL 2000 ETF
SHV
3.07%
SHRT TRS BD ETF
SPY
3.06%
TR UNIT
AGG
2.29%
CORE TOTUSBD ETF
IEI
1.75%
3-7 YR TR BD ETF
AAPL
1.55%
COM
SRLN
1.54%
BLKSTN GSOSRLN
QQQ
1.41%
UNIT SER 1
IVV
1.39%
CORE S&P500 ETF
MDY
1.3%
UTSER1 S&PDCRP
USMV
1.28%
USA MIN VOL ETF
VFH
1.14%
FINANCIALS ETF
NHC
1.08%
COM
RSP
0.95%
S&P500 EQL WGT
MSFT
0.9%
COM
PFF
0.85%
U.S. PFD STK ETF
T
0.77%
COM
AGN
0.74%
SHS
VWO
0.69%
FTSE EMR MKT ETF
FLRN
0.68%
INV GRD FLT RT
VDE
0.66%
ENERGY ETF
BND
0.65%
TOTAL BND MRKT
IXUS
0.63%
CORE MSCITOTAL
AMZN
0.63%
COM
BSV
0.6%
SHORT TRM BOND
CVX
0.59%
COM
BRK.B
0.54%
CL B NEW
VZ
0.53%
COM
VHT
0.52%
HEALTH CAR ETF
V
0.51%
COM CL A
EEM
0.51%
MSCI EMG MKT ETF
JPM
0.51%
COM
GDX
0.51%
GOLD MINERS ETF
XOM
0.48%
COM
BNDX
0.48%
INTL BD IDX ETF
ACWV
0.47%
CNTRY MIN VL ETF
TIP
0.47%
TIPS BD ETF
BA
0.47%
COM
IWR
0.42%
RUS MID-CAP ETF
TOTL
0.42%
SPDR TR TACTIC
INDA
0.41%
MSCI INDIA ETF
SPLV
0.41%
S&P500 LOW VOL
JNJ
0.41%
COM
FEZ
0.39%
EURO STOXX 50
CFO
0.39%
CEMP US 500 ENHA
XME
0.38%
S&P METALS MNG
EWZ
0.35%
MSCI BRZ CAP ETF
MRK
0.34%
COM
IBB
0.34%
NASDQ BIOTEC ETF
VEA
0.34%
FTSE DEV MKT ETF
CSCO
0.33%
COM
ADBE
0.33%
COM
DIS
0.33%
COM DISNEY
XLF
0.33%
SBI INT-FINL
EWC
0.32%
MSCI CDA ETF
SCHX
0.31%
US LRG CAP ETF
GXC
0.31%
S&P CHINA ETF
HD
0.3%
COM
VDC
0.3%
CONSUM STP ETF
FB
0.3%
CL A
INTC
0.3%
COM
KRE
0.3%
S&P REGL BKG
EFAV
0.3%
EAFE MIN VOL ETF
MA
0.29%
CL A
VOO
0.29%
SHS
XLV
0.29%
SBI HEALTHCARE
CDC
0.27%
CEMP US EQ INCOM
CWB
0.26%
BRC CNV SECS ETF
FLOT
0.25%
FLTG RATE BD ETF
PG
0.25%
COM
PYPL
0.25%
COM
SCHO
0.25%
SHT TM US TRES
BABA
0.25%
SPONSORED ADS
BAC
0.24%
COM
MO
0.23%
COM
INTU
0.23%
COM
MGC
0.22%
MEGA CAP INDEX
LMT
0.22%
COM
PFE
0.21%
COM
ABT
0.21%
COM
MCD
0.21%
COM
EUFN
0.2%
MSCI EURO FL ETF
CTBI
0.2%
COM
IBM
0.19%
COM
RAVI
0.19%
READY ACC VARI
GSY
0.19%
ULTRA SHRT DUR
ABBV
0.19%
COM
GOOGL
0.19%
CAP STK CL A
F
0.19%
COM PAR $0.01
BP
0.19%
SPONSORED ADR
JPST
0.17%
ULTRA SHRT INC
SBUX
0.17%
COM
GOOG
0.17%
CAP STK CL C
VRSN
0.17%
COM
MSI
0.17%
COM NEW
KO
0.17%
COM
PKW
0.17%
BUYBACK ACHIEV
NKE
0.17%
CL B
GE
0.17%
COM
VNQ
0.17%
REIT ETF
EDOG
0.16%
EM SECT DIV DG
XMLV
0.16%
S&P MIDCP LOW
DIA
0.16%
UT SER 1
MMM
0.16%
COM
FCBC
0.16%
COM
AWK
0.16%
COM
UNP
0.16%
COM
IVW
0.16%
S&P 500 GRWT ETF
JNK
0.16%
BLOOMBERG BRCLYS
LUV
0.16%
COM
MKC
0.16%
COM NON VTG
GRMN
0.15%
SHS
MUB
0.15%
NAT AMT FREE BD
GSK
0.15%
SPONSORED ADR
TGT
0.15%
COM
MAIN
0.15%
COM
FV
0.14%
DORSEY WRT 5 ETF
DWTR
0.14%
DWA TACTCL SCT
WFC
0.14%
COM
UNH
0.14%
COM
GILD
0.14%
COM
LQD
0.14%
IBOXX INV CP ETF
PEG
0.14%
COM
SUB
0.14%
SHT NTLAMTFR ETF
XSLV
0.14%
S&P SMLCP LOW
NFLX
0.14%
COM
HON
0.14%
COM
CELG
0.14%
COM
VYM
0.13%
HIGH DIV YLD
PEP
0.13%
COM
XLU
0.13%
SBI INT-UTILS
VUG
0.13%
GROWTH ETF
WMT
0.13%
COM
DHR
0.13%
COM
ONEQ
0.13%
NDQ CP IDX TRK
NEE
0.13%
COM
AEP
0.12%
COM
FNI
0.12%
COM
WM
0.12%
COM
CMCSA
0.12%
CL A
BOND
0.12%
TOTL RETN ETF
FCG
0.12%
ISE REVERE NAT
XLK
0.12%
TECHNOLOGY
MDT
0.12%
SHS
PBW
0.12%
WILDERHIL CLAN
GLD
0.12%
GOLD SHS
CMI
0.12%
COM
ES
0.11%
COM
DVY
0.11%
SELECT DIVID ETF
VTV
0.11%
VALUE ETF
PUI
0.11%
DWA UTILS MUMT
VTIP
0.11%
STRM INFPROIDX
DXJ
0.11%
JAPN HEDGE EQT
BMY
0.11%
COM
SPYD
0.11%
SP500 HIGH DIV
COST
0.11%
COM
NVDA
0.11%
COM
OLED
0.11%
COM
C
0.11%
COM NEW
PPA
0.11%
AEROSPACE DEFN
ALL
0.11%
COM
COP
0.11%
COM
BSCK
0.1%
BULSHS 2020 CB
NXJ
0.1%
COM
FXI
0.1%
CHINA LG-CAP ETF
VIOO
0.1%
SMLLCP 600 IDX
ORLY
0.1%
COM
CSX
0.1%
COM
IBUY
0.1%
ONLIN RETL ETF
VNLA
0.1%
SHORT DUR ETF
PNQI
0.1%
NASDAQ INTERNT
RMD
0.1%
COM
OEF
0.1%
S&P 100 ETF
GS
0.1%
COM
IJR
0.1%
CORE S&P SCP ETF
CAT
0.1%
COM
WIP
0.09%
DB INT GVT ETF
CRM
0.09%
COM
UTX
0.09%
COM
AMGN
0.09%
COM
PM
0.09%
COM
GLW
0.09%
COM
PXQ
0.09%
DYNMC NETWRNG
EMLC
0.09%
JP MORGAN MKTS
DUK
0.09%
COM NEW
EXC
0.09%
COM
LOW
0.09%
COM
ORCL
0.09%
COM
AOK
0.08%
CONSER ALLOC ETF
CFA
0.08%
CEMP US 500 VOLA
STZ
0.08%
CL A
PNC
0.08%
COM
HYG
0.08%
IBOXX HI YD ETF
TD
0.08%
COM NEW
DBEF
0.08%
XTRAK MSCI EAFE
DON
0.08%
MIDCAP DIVI FD
JKG
0.08%
MRGSTR MD CP ETF
GWW
0.08%
COM
A
0.08%
COM
CMF
0.08%
CALI AMT-FRE ETF
MU
0.08%
COM
SQ
0.08%
CL A
CSJ
0.08%
1-3 YR CR BD ETF
DD
0.08%
COM
IWV
0.07%
RUSSELL 3000 ETF
EMB
0.07%
JP MOR EM MK ETF
DGRO
0.07%
CORE DIV GRWTH
FSIC
0.07%
COM
CSF
0.07%
CEMP US DISCOVER
MS
0.07%
COM NEW
WDTI
0.07%
FUTRE STRAT FD
OKE
0.07%
COM
SPYG
0.07%
S&P 500 GROWTH
FDL
0.07%
SHS
PAYX
0.07%
COM
SO
0.07%
COM
CERN
0.07%
COM
BSJM
0.07%
BULSHS 2022 HY
VIG
0.07%
DIV APP ETF
BSJN
0.07%
BULSHS 2023 HY
HDV
0.07%
HIGH DIVIDND ETF
TBF
0.07%
SHRT 20+YR TRE
WEC
0.07%
COM
RTN
0.07%
COM NEW
NUE
0.07%
COM
MDLZ
0.07%
CL A
CVS
0.07%
COM
KHC
0.07%
COM
ICVT
0.07%
CONV BD ETF
DHS
0.06%
EQTY INC ETF
ETN
0.06%
SHS
BSJK
0.06%
BULSHS 2020 HY
SPHD
0.06%
S&P500 HDL VOL
PIE
0.06%
DWA EMERG MKTS
ITA
0.06%
U.S. AER&DEF ETF
PDP
0.06%
DWA MOMENTUM
SDOG
0.06%
SECTR DIV DOGS
SLYV
0.06%
S&P 600 SMCP VAL
ULTA
0.06%
COM
NOBL
0.06%
S&P 500 ARISTO
PIZ
0.06%
DWA DEV MKTS
PSX
0.06%
COM
SHOP
0.06%
CL A
ETR
0.06%
COM
BLL
0.06%
COM
YUM
0.06%
COM
CPRT
0.06%
COM
LLY
0.06%
COM
UPS
0.06%
CL B
MAR
0.06%
CL A
SCHA
0.06%
US SML CAP ETF
NSC
0.06%
COM
D
0.06%
COM
GSBC
0.06%
COM
SDY
0.06%
S&P DIVID ETF
DRI
0.06%
COM
CIZ
0.06%
CEMP DEVELOPED E
MET
0.06%
COM
VONV
0.06%
VNG RUS1000VAL
CTSH
0.06%
CL A
AMD
0.06%
COM
QCOM
0.06%
COM
AMLP
0.06%
ALERIAN MLP
SCHG
0.06%
US LCAP GR ETF
DIAX
0.05%
SHS
TEI
0.05%
COM
NAD
0.05%
COM
HPE
0.05%
COM
ACB
0.04%
COM
BCS
0.04%
ADR
HIE
0.03%
COM SHS BEN IN
PMM
0.03%
COM
LJPC
0.03%
COM PAR $.0001 2
VHC
0.03%
COM
MHF
0.02%
COM
GIM
0.02%
COM
SIRI
0.02%
COM
WATT
0.01%
COM
PBE
0.21%
DYNMC BIOTECH
PTH
0.21%
DWA HEALTHCARE
ROL
0.18%
COM
DWDP
0.17%
COM
BSX
0.16%
COM
EW
0.16%
COM
LVS
0.16%
COM
JKE
0.14%
MRNGSTR LG-CP GR
JNK
0.12%
BRC HGH YLD BD
SHYG
0.11%
0-5YR HI YL CP
XLE
0.08%
SBI INT-ENERGY
FBND
0.08%
TOTAL BD ETF
SCHV
0.07%
US LCAP VA ETF
IT
0.07%
COM
ISRG
0.07%
COM NEW
ADM
0.06%
COM
AXP
0.06%
COM
SPE
0.04%
COM
FGB
0.04%
COM BEN INTR
EXG
0.03%
COM
ARTX
0.03%
COM NEW
DHF
0.02%
SH BEN INT
NVAX
0.01%
COM
OXBRW
< 0.01%
*W EXP 03/26/201