StockDriftsStockDriftsTop 50 Calton & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 4.68% | 56.4K | $32.6M | -4.95%(-2.94K) | $449.70(+60.06%) | 2026-03-31 | |
| PSTR | NORTHERN LTS FD TR II | 4.19% | 1.04M | $29.2M | -0.26%(-2.76K) | $27.27(+12.82%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.97% | 270.2K | $20.7M | -2.25%(-6.23K) | $68.98(+27.64%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.93% | 31.3K | $20.4M | new | $498.50(+50.09%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.4% | 302.2K | $16.7M | -4.46%(-14.10K) | $50.58(+18.52%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.36% | 64.8K | $16.4M | -4.43%(-3.00K) | $185.15(+61.07%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 1.95% | 269.7K | $13.6M | -8.82%(-26.10K) | $50.30(+0.24%) | 2026-03-31 | |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 1.69% | 469.4K | $11.8M | -1.00%(-4.72K) | $25.10(+0.10%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 1.62% | 123.2K | $11.3M | -6.07%(-7.96K) | $91.69(-0.20%) | 2026-03-31 | |
| DBEF | DBX ETF TR | 1.54% | 216.3K | $10.7M | +1.12%(+2.40K) | $43.22(+21.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.04% | +44.46% |
| Top 20 Holdings Unweighted | +12.66% | +42.99% |
Sign up free to track Calton & Associates, Inc., compare funds side by side, and get alerts the moment positions change.