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 601–650 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMDY | TIDAL TR II YIELDMAX AMDOPTION INCOME STRATEGY ETF NEW | 515 | $15K–$50K | SH |
| WES | WESTERN MIDSTREAM PAR LP | 496 | $15K–$50K | SH |
| — | MORGAN STANLEY INST GROWTH I | 279 | $15K–$50K | SH |
| — | VALUE LINE SELECT GROWTH INSTITUTIONAL | 614 | $15K–$50K | SH |
| XIFR | XPLR INFRASTRUCTURE L LP | 2K | $15K–$50K | SH |
| DDAIF | MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 025 ORD SHS | 1K | $15K–$50K | SH |
| AUR | AURORA INNOVATION INC CLASS A | 5K | $15K–$50K | SH |
| NOW | SERVICENOW INC | 125 | $15K–$50K | SH |
| — | BARBOURVILLE KY R 5529PRIV EDUC DUE 100129XTRO | 20K | $15K–$50K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 103 | $15K–$50K | SH |
| CTVA | CORTEVA INC | 280 | $15K–$50K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 151 | $15K–$50K | SH |
| SUSA | ISHARES ESG OPT MSCI USAETF | 133 | $15K–$50K | SH |
| — | BUFFALO HIGH YIELD INSTITUTIONAL | 2K | $15K–$50K | SH |
| MDT | MEDTRONIC PLC F | 192 | $15K–$50K | SH |
| CSGP | COSTAR GROUP INC | 274 | $15K–$50K | SH |
| TSLY | TIDAL TR II YIELDMAX TSLA OPT INCOME STRATEGYETF NEW | 490 | $15K–$50K | SH |
| — | UNIVERSITY KY L 412554PUB EDUC DUE 100154OID XTRO | 20K | $15K–$50K | SH |
| YMAG | YIELDMAX MAGFT 7 FND OPTINCM ETF | 1K | $15K–$50K | SH |
| — | KENTUCKY PUB TRANSN 453TOLL TRAN DUE 070153 | 20K | $15K–$50K | SH |
| — | AMG VERITAS CHINA I | 1K | $15K–$50K | SH |
| NVDA | NVIDIA CORP | 98 | $15K–$50K | SH |
| — | VANGUARD HIGHYIELD CORPORATE INV | 3K | $15K–$50K | SH |
| — | ARTISAN GLOBAL VALUE INVESTOR | 647 | $15K–$50K | SH |
| HYZD | WISDOMTREE INT RT HDG HGH YLD ETF | 807 | $15K–$50K | SH |
| — | BUFFALO MID CAP DISCOVERY | 967 | $15K–$50K | SH |
| — | FIDELITY ADVISOR SMALL CAP VALUE I | 901 | $15K–$50K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 128 | $15K–$50K | SH |
| METC | RAMACO RES INC CLASS A | 1K | $15K–$50K | SH |
| INTU | INTUIT | 27 | $15K–$50K | SH |
| — | INVESCO DISCOVERY MID CAP GROWTH Y | 546 | $15K–$50K | SH |
| D | DOMINION ENERGY INC | 306 | $15K–$50K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 62 | $15K–$50K | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 213 | $15K–$50K | SH |
| NI | NISOURCE INC | 425 | $15K–$50K | SH |
| ICSH | ISHARES ULTRA SHRT DUR BD ACT ETF | 349 | $15K–$50K | SH |
| — | OAKMARK ADVISOR | 102 | $15K–$50K | SH |
| — | NUVEEN LARGE CAP VALUE IDX R6 | 627 | $15K–$50K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 196 | $15K–$50K | SH |
| MSFO | YIELDMAX MSFT OPTN INC STRG ETF | 1K | $15K–$50K | SH |
| DAL | DELTA AIR LINES INC DEL | 252 | $15K–$50K | SH |
| — | MFS INTL DIVERSIFICATION I | 626 | $15K–$50K | SH |
| SNPS | SYNOPSYS INC | 37 | $15K–$50K | SH |
| — | BARON ASSET INSTL | 181 | $15K–$50K | SH |
| BYD | BOYD GAMING CORP | 204 | $15K–$50K | SH |
| LOB | LIVE OAK BANCSHARES INC | 503 | $15K–$50K | SH |
| — | INVESCO DIVIDEND INCOME Y | 643 | $15K–$50K | SH |
| ROKT | ST STRT SPDR S&P KNSH FNL FRN ETF IV | 201 | $15K–$50K | SH |
| SFL | SFL CORP LTD F | 2K | $15K–$50K | SH |
| NVDY | YIELDMAX NVDA OPTN INC STRGY ETF | 1K | $15K–$50K | SH |