CALTON & ASSOCIATES, INC.
RIA/Wealth
CALTON & ASSOCIATES, INC. is a RIA/Wealth based in Tampa, FL led by Randall Lee Ciccati, reporting $1.2B in AUM as of Q3 2025 with 75% ETF concentration.
CEORandall Lee Ciccati
- Portfolio Value
- $664.6M
- Positions
- 419
- Top Holding
- QQQ at 5.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CALTON & ASSOCIATES, INC.'s portfolio (28% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.3M | 5.31% | +$535.5K Bought | — 58.8K shares | |
ETF ETF | $28.5M | 4.28% | +$3.1M Bought | — 1.0M shares | |
ETF ETF | $20.9M | 3.14% | +$3.3M Bought | — 266.5K shares | |
ETF ETF | $20.6M | 3.10% | +$201.9K Bought | — 30.9K shares | |
Consumer Electronics Technology | $17.2M | 2.59% | +$58.8K Bought | 0.00% 67.7K shares | |
ETF ETF | $16.9M | 2.54% | +$2.0M Bought | — 302.5K shares | |
ETF ETF | $11.8M | 1.78% | +$22.3K Bought | — 129.0K shares | |
ETF ETF | $11.7M | 1.77% | +$1.6M Bought | — 89.4K shares | |
ETF ETF | $11.7M | 1.76% | +$3.5M Bought | — 365.8K shares | |
ETF ETF | $11.5M | 1.73% | +$947.7K Bought | — 457.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CALTON & ASSOCIATES, INC.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for CALTON & ASSOCIATES, INC.
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