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 851–900 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | 375 | $1K–$15K | SH |
| LINC | LINCOLN EDL SVCS CORP | 349 | $1K–$15K | SH |
| — | FIDELITY INTERMEDIATE BOND | 812 | $1K–$15K | SH |
| DX | DYNEX CAP INC REIT | 601 | $1K–$15K | SH |
| — | THE MERGER FUND I | 492 | $1K–$15K | SH |
| GNK | GENCO SHIPPING & TRADI F | 450 | $1K–$15K | SH |
| — | GABELLI UTILITIES A | 2K | $1K–$15K | SH |
| CALM | CAL MAINE FOODS INC | 104 | $1K–$15K | SH |
| — | BRANDYWINEGLOBAL CORP CREDIT I | 784 | $1K–$15K | SH |
| GTY | GETTY RLTY CORP NEW REIT | 300 | $1K–$15K | SH |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | 251 | $1K–$15K | SH |
| — | T ROWE PRICE NEW ERA I | 200 | $1K–$15K | SH |
| TDC | TERADATA CORP DEL | 266 | $1K–$15K | SH |
| BUYZ | FRANKLIN DISRUPTIVE COMMERCE ETF | 200 | $1K–$15K | SH |
| KYN | KAYNE ANDERSON ENERGY IN | 647 | $1K–$15K | SH |
| — | T ROWE PRICE LRG CP GR I | 94 | $1K–$15K | SH |
| — | VANGUARD STAR INV | 274 | $1K–$15K | SH |
| — | FIDELITY GNMA | 767 | $1K–$15K | SH |
| IWP | ISHARES RUSSELL MID CAP GROWTH ETF | 58 | $1K–$15K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 69 | $1K–$15K | SH |
| CVS | CVS HEALTH CORP | 100 | $1K–$15K | SH |
| SLVM | SYLVAMO CORP | 164 | $1K–$15K | SH |
| UFO | PROCURE SPACE ETF | 202 | $1K–$15K | SH |
| IEMG | ISHARES CORE MSCI EMERGING ETF | 116 | $1K–$15K | SH |
| — | REYNOLDS BLUE CHIP GROWTH | 117 | $1K–$15K | SH |
| TFC | TRUIST FINL CORP | 155 | $1K–$15K | SH |
| NVO | NOVONORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 150 | $1K–$15K | SH |
| — | NUVEEN FLOATING RATE INCOME I | 426 | $1K–$15K | SH |
| — | GENERAL ELECTRI 587538 DUE 011438 | 7K | $1K–$15K | SH |
| BG | BUNGE GLOBAL SA F | 85 | $1K–$15K | SH |
| SGU | STAR GROUP L P LP | 638 | $1K–$15K | SH |
| — | QUANTUM SECURE ENCRYPT F | 18K | $1K–$15K | SH |
| — | WESTERN ASSET CORE PLUS BOND I | 795 | $1K–$15K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 100 | $1K–$15K | SH |
| GAB | GABELLI EQUITY CF | 1K | $1K–$15K | SH |
| CMG | CHIPOTLE MEXICAN GRILL I | 200 | $1K–$15K | SH |
| — | AMERICAN CENTURY SMALL CAP VALUE I | 817 | $1K–$15K | SH |
| PEXL | PACER US EXPORT LEADERS ETF | 120 | $1K–$15K | SH |
| EFC | ELLINGTON FINL INC REIT | 537 | $1K–$15K | SH |
| — | AMERICAN FUNDS EUPAC F2 | 121 | $1K–$15K | SH |
| JNJ | JOHNSON & JOHNSON | 35 | $1K–$15K | SH |
| GIS | GENERAL MILLS INC | 156 | $1K–$15K | SH |
| — | FORD MOTOR CO 662528 DUE 021528 | 7K | $1K–$15K | SH |
| XSMO | INVESCO S & P SMLCP MOMENTM ETF | 100 | $1K–$15K | SH |
| FPE | FIRST TRUST PREFERRED SEC INCOME ETF | 394 | $1K–$15K | SH |
| — | NYLI MACKAY STRATEGIC MUNI ALLC CL I | 750 | $1K–$15K | SH |
| — | TIMOTHY PLAN SMALLMID CAP GROWTH CL I | 496 | $1K–$15K | SH |
| TOST | TOAST INC CLASS CLASS A | 200 | $1K–$15K | SH |
| — | MORGAN STANLEY PRIV 426CD FDIC INS DUE 082026US | 7K | $1K–$15K | SH |
| ADBE | ADOBE INC | 20 | $1K–$15K | SH |