Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALTON & ASSOCIATES INC | 04-16-2024 | 03-31-2024 | 189 | 205,216,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 151 | $654,050 | 37,162 | 0.00 | 0.00 | 459 | 1.25 | 03-31-2024 |
| ISHARES TR | US CONSM STAPLES | 152 | $640,167 | 9,466 | 0.00 | 0.00 | 5,830 | 160.34 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 153 | $625,999 | 6,392 | 0.00 | 0.00 | 10 | 0.16 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 154 | $625,494 | 5,234 | 0.00 | 0.00 | -1,339 | -20.37 | 03-31-2024 |
