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 901–950 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | FHLMC 540MBSCMO DUE 0415403653J | 7K | $1K–$15K | SH |
| — | INVESCO GLOBAL OPPORTUNITIES Y | 134 | $1K–$15K | SH |
| SBLK | STAR BULK CARRIERS COR F | 359 | $1K–$15K | SH |
| — | PIMCO TOTAL RETURN I3 | 778 | $1K–$15K | SH |
| — | FIDELITY ADVISOR MID CAP II A | 294 | $1K–$15K | SH |
| ARI | APOLLO COML REAL ESTATE REIT | 708 | $1K–$15K | SH |
| MANU | MANCHESTER UTD PLC NEW FCLASS A | 425 | $1K–$15K | SH |
| VTRS | VIATRIS INC | 538 | $1K–$15K | SH |
| BOOM | DMC GLOBAL INC | 1K | $1K–$15K | SH |
| CHTR | CHARTER COMMUNICATIONS ICLASS A | 32 | $1K–$15K | SH |
| — | FIDELITY ADVISOR BALANCED FD I | 208 | $1K–$15K | SH |
| CCI | CROWN CASTLE INC REIT REIT | 75 | $1K–$15K | SH |
| — | DIAMOND HILL LONGSHORT I | 209 | $1K–$15K | SH |
| — | MATTHEWS ASIA DIVIDEND INSTL | 372 | $1K–$15K | SH |
| — | JPMORGAN US EQUITY I | 239 | $1K–$15K | SH |
| PNNT | PENNANTPARK INVT CORP | 1K | $1K–$15K | SH |
| PDT | JOHN HANCOCK PREMIUM DIV | 500 | $1K–$15K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 100 | $1K–$15K | SH |
| SLYV | ST STRET SPDR S&P 600 S C VL ETF IV | 69 | $1K–$15K | SH |
| NCZ | VIRTUS CONVERTIBLE AND I | 456 | $1K–$15K | SH |
| — | COLUMBIA ACORN INST2 | 433 | $1K–$15K | SH |
| EQNR | EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 265 | $1K–$15K | SH |
| RCS | PIMCO STRATEGIC INCOME C | 1K | $1K–$15K | SH |
| GHY | PGIM GLOBAL HIGH YIELD | 500 | $1K–$15K | SH |
| DK | DELEK US HLDGS INC NEW | 207 | $1K–$15K | SH |
| — | FHLMC 5535MBSCMO DUE 0615352996A | 6K | $1K–$15K | SH |
| NHS | NEUBERGER HI YLD STRATEG | 822 | $1K–$15K | SH |
| AWR | AMERICAN STS WTR CO | 84 | $1K–$15K | SH |
| TNET | TRINET GROUP INC | 102 | $1K–$15K | SH |
| — | PRINCIPAL MIDCAP INSTITUTIONAL | 141 | $1K–$15K | SH |
| CHI | CALAMOS CONVERTIBLE OPPO | 575 | $1K–$15K | SH |
| EIX | EDISON INTL | 100 | $1K–$15K | SH |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | 19 | $1K–$15K | SH |
| SOLV | SOLVENTUM CORP | 75 | $1K–$15K | SH |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC F2 | 83 | $1K–$15K | SH |
| BGS | B & G FOODS INC NEW | 1K | $1K–$15K | SH |
| CLF | CLEVELANDCLIFFS INC NEW | 440 | $1K–$15K | SH |
| ARKX | ARK SPACE AND DEFENSE INN ETF | 200 | $1K–$15K | SH |
| MUA | BLACKROCK MUNIASSETS CF | 532 | $1K–$15K | SH |
| — | PARNASSUS MID CAP INSTITUTIONAL | 148 | $1K–$15K | SH |
| MSTY | TIDAL TR II YIELDMAX MSTR OPTION INCOME STRATEGY ETF NEW | 192 | $1K–$15K | SH |
| — | ALLY FINL INC 831 DUE 110131 | 5K | $1K–$15K | SH |
| GEL | GENESIS ENERGY L P LP | 362 | $1K–$15K | SH |
| PJAN | INNOVATOR US EQUITY POWER BUFFER ETF | 120 | $1K–$15K | SH |
| — | FEDERAL NTNL MORT 5534MBSCMO DUE 0525340436A | 9K | $1K–$15K | SH |
| — | FIDELITY CANADA | 72 | $1K–$15K | SH |
| — | ARTISAN INTERNATIONAL ADVISOR | 188 | $1K–$15K | SH |
| — | TELSTRA GROUP LTD FUNSPONSORED ADR 1 ADR REPS 5 ORD SHS | 338 | $1K–$15K | SH |
| MFIC | MIDCAP FINL INVESTME | 480 | $1K–$15K | SH |
| SON | SONOCO PRODS CO | 126 | $1K–$15K | SH |