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 201–250 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | INVESCO ROCHESTER MUNICIPAL OPPS Y | 12K | $50K–$100K | SH |
| — | US TREASUR NT 250226UST NOTE DUE 022826 | 78K | $50K–$100K | SH |
| WELL | WELLTOWER INC REIT | 419 | $50K–$100K | SH |
| — | SCHWAB PRIME ADVANTAGE MONEY ULTRA | 77K | $50K–$100K | SH |
| — | VANGUARD WELLINGTON INV | 2K | $50K–$100K | SH |
| AXP | AMERICAN EXPRESS CO | 204 | $50K–$100K | SH |
| GEV | GE VERNOVA INC | 115 | $50K–$100K | SH |
| — | THE BANK OF NEW 37526CD FDIC INS DUE 121726US | 75K | $50K–$100K | SH |
| — | GOLDMAN SACHS BAN 4226CD FDIC INS DUE 021126US | 75K | $50K–$100K | SH |
| — | TOUCHSTONE BALANCED Y | 3K | $50K–$100K | SH |
| — | BARON GROWTH INSTL | 1K | $50K–$100K | SH |
| — | WESTERN ASSET INTERMEDIATE BOND IS | 7K | $50K–$100K | SH |
| AER | AERCAP HOLDINGS N V F | 500 | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY H F | 260 | $50K–$100K | SH |
| POCT | INNOVATOR US EQY POWER BUFFER ETF | 2K | $50K–$100K | SH |
| COF | CAPITAL ONE FINL CORP | 293 | $50K–$100K | SH |
| SHW | SHERWINWILLIAMS CO | 217 | $50K–$100K | SH |
| — | HARBOR CAPITAL APPRECIATION INSTL | 602 | $50K–$100K | SH |
| — | PIMCO STOCKSPLUS INTL (USDHEDGED) INST | 7K | $50K–$100K | SH |
| — | AMERICAN FUNDS AMERICAN MUTUAL F3 | 1K | $50K–$100K | SH |
| TXN | TEXAS INSTRS INC | 385 | $50K–$100K | SH |
| SBR | SABINE RTY TR ROYALTY TRUST | 974 | $50K–$100K | SH |
| VV | VANGUARD LARGE CAP ETF | 208 | $50K–$100K | SH |
| AMT | AMERICAN TOWER CORP NEW REIT | 372 | $50K–$100K | SH |
| BLK | BLACKROCK INC NEW | 61 | $50K–$100K | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 180 | $50K–$100K | SH |
| — | AMERICAN FUNDS INCOME FUND OF AMER F3 | 2K | $50K–$100K | SH |
| BTI | BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 1K | $50K–$100K | SH |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC F3 | 904 | $50K–$100K | SH |
| PM | PHILIP MORRIS INTL INC | 402 | $50K–$100K | SH |
| ED | CONSOLIDATED EDISON INC | 647 | $50K–$100K | SH |
| CII | BLACKROCK ENHANCED LARGE | 3K | $50K–$100K | SH |
| TPR | TAPESTRY INC | 500 | $50K–$100K | SH |
| PG | PROCTER & GAMBLE CO | 445 | $50K–$100K | SH |
| FBND | FIDELITY TOTAL BOND ETF | 1K | $50K–$100K | SH |
| NSC | NORFOLK SOUTHN CORP | 219 | $50K–$100K | SH |
| — | JANUS HENDERSON RESEARCH I | 702 | $50K–$100K | SH |
| — | US TREASU NT 03750126UST NOTE DUE 013126 | 63K | $50K–$100K | SH |
| — | NUVEEN BOND INDEX R6 | 6K | $50K–$100K | SH |
| — | FIDELITY PURITAN | 2K | $50K–$100K | SH |
| — | SHELTON NASDAQ100 INDEX INSTITUTIONAL | 1K | $50K–$100K | SH |
| MS-PI | MORGAN STANL 6375 PFDPFD SER I | 2K | $50K–$100K | SH |
| KGC | KINROSS GOLD CORP F | 2K | $50K–$100K | SH |
| — | TCW CONCENTRATED LARGE CAP GROWTH I CL | 2K | $50K–$100K | SH |
| — | INVESCO EQV INTERNATIONAL EQUITY Y | 3K | $50K–$100K | SH |
| — | T ROWE PRICE US LARGECAP CORE I | 1K | $50K–$100K | SH |
| — | MIDWESTONE BANK 3926CD FDIC INS DUE 033026US | 60K | $50K–$100K | SH |
| BX | BLACKSTONE INC | 388 | $50K–$100K | SH |
| — | NYLI MACKAY HIGH YIELD MUNI BOND CLASS I | 5K | $50K–$100K | SH |
| — | NYLI MACKAY HIGH YIELD CORPORATE BD CL I | 11K | $50K–$100K | SH |