Investment Fund Update: Calton & Associates, Inc. Q4 2022 vs. Q1 2023

In the world of finance and investment, change is constant. Investors need to keep track of the latest updates to make informed decisions. If you're an investor, you may be interested in knowing the latest holdings of Calton & Associates, Inc. – a financial management company. In this article, we'll discuss the Q4 2022 vs. Q1 2023 13F holdings report and what it means for investors.

First, what is a 13F filing?

A 13F filing is a quarterly report filed by institutional investment managers who manage over $100 million in qualifying assets. The report contains a list of all the securities held by the institutional investor at the end of the quarter. It's important to note that 13F filings only disclose long positions, not short positions or cash holdings.

Now, let's dive into the Calton & Associates, Inc. Q4 2022 vs. Q1 2023 13F holdings report.

Calton & Associates, Inc. made several changes to its portfolio between Q4 2022 and Q1 2023. Some of the highlights include:

- Apple Inc. (AAPL): Calton & Associates, Inc. reduced its holdings in Apple by 18.7%. In Q4 2022, the company held 80,544 shares, which decreased to 51,569 shares in Q1 2023.

- Vanguard World Funds (VFH): The company's holdings in VFH remained relatively stable, with only a 0.9% decrease between Q4 2022 and Q1 2023.

- SPDR S&P 500 ETF Trust (SPY): Calton & Associates, Inc. decreased its holdings in SPY by 6%. In Q4 2022, the company held 18,029 shares, which decreased to 15,833 shares in Q1 2023.

- Select Sector SPDR Trust (XLV): The company decreased its holdings in XLV by 28.1%. In Q4 2022, the company held 56,556 shares, which decreased to 42,664 shares in Q1 2023.

- SSGA Active ETF Trust (SRLN): The company decreased its holdings in SRLN by 2.2%. In Q4 2022, the company held 127,243 shares, which decreased to 122,728 shares in Q1 2023.

- Vanguard Index Funds (VUG): Calton & Associates, Inc. increased its holdings in VUG by 13.9%. In Q4 2022, the company held 19,349 shares, which increased to 18,830 shares in Q1 2023.

- Invesco QQQ Trust (QQQ): The company increased its holdings in QQQ by 3.4%. In Q4 2022, the company held 16,216 shares, which increased to 13,911 shares in Q1 2023.

- SPDR Series Trust (BIL): Calton & Associates, Inc. increased its holdings in BIL by 1.6%. In Q4 2022, the company held 47,642 shares, which increased to 48,218 shares in Q1 2023.

- Vanguard World Funds (VDC): The company decreased its holdings in VDC by 1.1%. In Q4 2022, the company held 22,745 shares, which decreased to 22,273 shares in Q1 2023.

- Vanguard World Funds (VHT): Calton & Associates, Inc. decreased its holdings in VHT by 3.1%. In Q4 2022, the company held 17,562 shares, which decreased to 17,708 shares in Q1 2023.

These are just some of the changes made to Calton & Associates, Inc.'s portfolio. It's important to note that these changes don't necessarily reflect the overall market sentiment towards these companies.

In conclusion, the Calton & Associates, Inc. Q4 2022 vs. Q1 2023 13F holdings report provides valuable information for investors looking for insights into the company's portfolio. As always, investors should conduct their own research and not rely solely on 13F filings when making investment decisions.