CIK 2109857
Garton & Associates Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
1,191
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DVN | DEVON ENERGY CORP NEW | 800 | $15K–$50K | SH |
| BMY | BRISTOL MYERS SQUIBB CO | 541 | $15K–$50K | SH |
| — | GOLDMAN SACHS INTL EQ INSGHTS INSTL | 2K | $15K–$50K | SH |
| AEE | AMEREN CORP | 290 | $15K–$50K | SH |
| — | INVESCO MAIN STREET MID CAP Y | 864 | $15K–$50K | SH |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR F2 | 374 | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 94 | $15K–$50K | SH |
| — | THORNBURG GLOBAL OPPORTUNITIES I | 598 | $15K–$50K | SH |
| ES | EVERSOURCE ENERGY | 420 | $15K–$50K | SH |
| BIT | BLACKROCK MULTI SECTOR I | 2K | $15K–$50K | SH |
| — | GOLDMAN SACHS SMALL CP VAL INSGHTS INSTL | 473 | $15K–$50K | SH |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 05 ORD SHS | 575 | $15K–$50K | SH |
| — | THORNBURG LIMITED TERM INCOME INSTL | 2K | $15K–$50K | SH |
| PKW | INVSC BUYBACK ACHIEVERS ETF | 207 | $15K–$50K | SH |
| — | JANUS HENDERSON GLOBAL LIFE SCIENCES I | 342 | $15K–$50K | SH |
| — | DISCOVER FINL SER 6732 DUE 112932 | 25K | $15K–$50K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 400 | $15K–$50K | SH |
| — | INDIANA MICHIGAN 60537 DUE 031537 | 25K | $15K–$50K | SH |
| OTIS | OTIS WORLDWIDE CORP | 311 | $15K–$50K | SH |
| EMN | EASTMAN CHEM CO | 426 | $15K–$50K | SH |
| — | DOUBLELINE TOTAL RETURN BOND I | 3K | $15K–$50K | SH |
| AROC | ARCHROCK INC | 1K | $15K–$50K | SH |
| — | LINCOLN NTNL CORP 6337 DUE 100937 | 25K | $15K–$50K | SH |
| MRK | MERCK & CO INC | 252 | $15K–$50K | SH |
| — | KNOX CNTY KY 362547GO UTX DUE 100147OID | 30K | $15K–$50K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 277 | $15K–$50K | SH |
| USIG | ISHARES BRD USD INV GRD CORP BD ETF | 510 | $15K–$50K | SH |
| DIN | DINE BRANDS GLOBAL INC | 820 | $15K–$50K | SH |
| — | PIMCO INCOME I3 | 2K | $15K–$50K | SH |
| VRTX | VERTEX PHARMACEUTICALS I | 58 | $15K–$50K | SH |
| — | VICTORY MUNDER MIDCAP CORE GROWTH Y | 2K | $15K–$50K | SH |
| — | PACIFIC GAS AND E 5932 DUE 061532 | 25K | $15K–$50K | SH |
| — | FEDERATED HERMES MDT MID CAP GROWTH IS | 401 | $15K–$50K | SH |
| AHR | AMERICAN HEALTHCARE REITREIT | 555 | $15K–$50K | SH |
| — | DODGE & COX INCOME I | 2K | $15K–$50K | SH |
| — | GENERAL MOTORS CO 5632 DUE 101532 | 25K | $15K–$50K | SH |
| UPW | PROSHARES ULTRA UTILITIES ETF | 1K | $15K–$50K | SH |
| BF.B | BROWN FORMAN CORP CLASS CLASS B | 1K | $15K–$50K | SH |
| — | WALMART INC 6238 DUE 041538 | 23K | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC | 229 | $15K–$50K | SH |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | 428 | $15K–$50K | SH |
| — | FAYETTE CNTY KY SCH 546LEAS SCH DUE 060146 | 25K | $15K–$50K | SH |
| AB | ALLIANCEBERNSTEIN HLD LP | 667 | $15K–$50K | SH |
| — | PIMCO NY MUNICIPAL INSTL | 2K | $15K–$50K | SH |
| GS | GOLDMAN SACHS GROUP INC | 29 | $15K–$50K | SH |
| — | KENTUCKY ST PPTY & 538LEAS BLDG DUE 040138 | 25K | $15K–$50K | SH |
| — | AMERICAN CENTURY LARGE CAP EQUITY I | 532 | $15K–$50K | SH |
| BCS | BARCLAYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | 1K | $15K–$50K | SH |
| — | LOUISVILLE & JEFFER 547SYST HLTH DUE 051547XTRO | 25K | $15K–$50K | SH |
| IRM | IRON MTN INC NEW REIT | 305 | $15K–$50K | SH |