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 51–100 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | MIZRAHI TEFAHOT B 3926CD FDIC INS DUE 031626US | 250K | $100K–$500K | SH |
| — | US TREASURY BILL26U S T BILL DUE 012726 | 250K | $100K–$500K | SH |
| — | US TREASURY BILL26U S T BILL DUE 021926 | 250K | $100K–$500K | SH |
| — | US TREASURY BILL26U S T BILL DUE 030526 | 250K | $100K–$500K | SH |
| MA | MASTERCARD INC CLASS CLASS A | 435 | $100K–$500K | SH |
| — | US TREASURY BILL26U S T BILL DUE 031926 | 250K | $100K–$500K | SH |
| — | US TREASUR NT 0750526UST NOTE DUE 053126 | 250K | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 3K | $100K–$500K | SH |
| — | FULLERTHALER BEHAVIORAL SMCP EQ INV | 5K | $100K–$500K | SH |
| — | SCHWAB NY MUNICIPAL MONEY INV | 241K | $100K–$500K | SH |
| FDVV | FIDELITY HIGH DIVIDEND ETF | 4K | $100K–$500K | SH |
| — | NEEDHAM AGGRESSIVE GROWTH INSTITUTIONAL | 4K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| — | THORNBURG INVESTMENT INCOME BUILDER I | 7K | $100K–$500K | SH |
| — | JANUS HENDERSON GLOBAL RESEARCH I | 2K | $100K–$500K | SH |
| QGRO | AMERICAN CENTURY US QLT GRWT ETF | 2K | $100K–$500K | SH |
| LLY | ELI LILLY AND CO | 204 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF | 315 | $100K–$500K | SH |
| PAVE | GLOBAL X US INFRA DVLPMNT ETF | 4K | $100K–$500K | SH |
| GSL | GLOBAL SHIP LEASE INC FCLASS CLASS A | 6K | $100K–$500K | SH |
| — | T ROWE PRICE US EQUITY RESEARCH I | 3K | $100K–$500K | SH |
| MTB | M&T BK CORP | 993 | $100K–$500K | SH |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | 198K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 794 | $100K–$500K | SH |
| — | VIRTUS KAR SMALL MID CAP CORE I | 10K | $100K–$500K | SH |
| PYLD | PIMCO MULTISECTOR BOND ACTV ETF IV | 7K | $100K–$500K | SH |
| SLB | SLB LIMITED F | 5K | $100K–$500K | SH |
| FLQM | FRANKLIN US MD CP MULTIFCT INDEX ETF | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 326 | $100K–$500K | SH |
| — | T ROWE PRICE INTEGRATED GLOBAL EQ I | 9K | $100K–$500K | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 2K | $100K–$500K | SH |
| IHDG | WISDOMTREE INTER HDG QLYDIV GRT ETF | 4K | $100K–$500K | SH |
| PWB | INVESCO LARGE CAP GROWTHETF | 1K | $100K–$500K | SH |
| — | FIDELITY CONTRAFUND | 7K | $100K–$500K | SH |
| — | VANGUARD 500 INDEX ADMIRAL | 281 | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 358 | $100K–$500K | SH |
| — | ALGER FOCUS EQUITY Z | 2K | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 875 | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING | 6K | $100K–$500K | SH |
| — | FIDELITY GROWTH DISCOVERY | 2K | $100K–$500K | SH |
| SLV | ISHARES SILVER TRUST ETF | 3K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 1K | $100K–$500K | SH |
| RTX | RTX CORP | 875 | $100K–$500K | SH |
| WMT | WALMART INC | 1K | $100K–$500K | SH |
| — | CONESTOGA SMALL CAP INSTITUTIONAL | 2K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | 333 | $100K–$500K | SH |
| CMI | CUMMINS INC | 300 | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES ETF | 386 | $100K–$500K | SH |
| — | SOUTHSTATE BANK, 38526CD FDIC INS DUE 022626US | 150K | $100K–$500K | SH |