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 301–350 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COWZ | PACER US CASH COWS 100 ETF | 782 | $15K–$50K | SH |
| — | TOUCHSTONE FOCUSED INSTL | 552 | $15K–$50K | SH |
| SPYG | ST STRT SPDR PRTL S&P 500 GRW ETF IV | 432 | $15K–$50K | SH |
| LOW | LOWES COS INC | 190 | $15K–$50K | SH |
| — | VANGUARD WINDSOR II INV | 973 | $15K–$50K | SH |
| INSW | INTERNTNL SEAWAYS IN F | 940 | $15K–$50K | SH |
| MPC | MARATHON PETE CORP | 281 | $15K–$50K | SH |
| — | BOYLE CNTY KY ED 52549PRIV EDUC DUE 060149XTRO | 45K | $15K–$50K | SH |
| REGL | PRSHRS S&P MDCP 400 DVD ARSTCRTS ETF | 535 | $15K–$50K | SH |
| — | BANK OF AMERICA, 4126CD FDIC INS DUE 051326US | 45K | $15K–$50K | SH |
| — | JANUS HENDERSON BALANCED I | 931 | $15K–$50K | SH |
| VTR | VENTAS INC REIT | 577 | $15K–$50K | SH |
| VYMI | VANGUARD INTERNATNL HGH DIV YLD ETF | 495 | $15K–$50K | SH |
| — | FRANKLIN INCOME ADV | 18K | $15K–$50K | SH |
| CEG | CONSTELLATION ENERGY COR | 126 | $15K–$50K | SH |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 436 | $15K–$50K | SH |
| — | LORD ABBETT SHORT DURATION INCOME I | 11K | $15K–$50K | SH |
| — | TCW RELATIVE VALUE LARGE CAP I | 3K | $15K–$50K | SH |
| — | MFS CORE EQUITY I | 809 | $15K–$50K | SH |
| SBS | COMPANHIA DE SANEAMENT FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 2K | $15K–$50K | SH |
| HTGC | HERCULES CAP INC | 2K | $15K–$50K | SH |
| — | LOOMIS SAYLES INVESTMENT GRADE BOND Y | 4K | $15K–$50K | SH |
| WBD | WARNER BROS DISCOVERY INTENDER OFFER EXP 012126 | 2K | $15K–$50K | SH |
| — | T ROWE PRICE SCIENCE & TECH I | 747 | $15K–$50K | SH |
| — | FIDELITY ADVISOR MID CAP II Z | 2K | $15K–$50K | SH |
| — | HARTFORD MIDCAP I | 2K | $15K–$50K | SH |
| BSM | BLACK STONE MINERALS LP | 3K | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 739 | $15K–$50K | SH |
| GLW | CORNING INC | 485 | $15K–$50K | SH |
| DRI | DARDEN RESTAURANTS INC | 230 | $15K–$50K | SH |
| — | INVESCO MAIN STREET ALL CAP Y | 1K | $15K–$50K | SH |
| — | AMERICAN FUNDS GLOBAL BALANCED F3 | 1K | $15K–$50K | SH |
| PTY | PIMCO CORPORATE OPPORTUN | 3K | $15K–$50K | SH |
| MS | MORGAN STANLEY | 237 | $15K–$50K | SH |
| GRMN | GARMIN LTD F | 206 | $15K–$50K | SH |
| ABR | ARBOR RLTY TR INC REIT | 5K | $15K–$50K | SH |
| NMAI | NUVEEN MULTI ASSET INCOM | 3K | $15K–$50K | SH |
| IIM | INVESCO VALUE MUNICIPAL | 3K | $15K–$50K | SH |
| — | DC 67540TOB AUTH DUE 051540OID XTRO | 40K | $15K–$50K | SH |
| KMI | KINDER MORGAN INC DEL | 1K | $15K–$50K | SH |
| — | AMERICAN FUNDS AMERICAN BALANCED F3 | 1K | $15K–$50K | SH |
| PIZ | INVESCO II INVSCO DRSY WGT DVLPD ETF | 836 | $15K–$50K | SH |
| SKT | TANGER INC REIT | 1K | $15K–$50K | SH |
| — | WESTERN ASSET MUNICIPAL HIGH INCOME I | 3K | $15K–$50K | SH |
| — | MORGAN STANLEY P 42526CD FDIC INS DUE 060426US | 40K | $15K–$50K | SH |
| FLTB | FIDELITY LIMITED TERM BOND ETF | 789 | $15K–$50K | SH |
| — | T ROWE PRICE DIVIDEND GROWTH I | 490 | $15K–$50K | SH |
| — | VANGUARD SHORTTERM INVESTMENTGRADE ADM | 4K | $15K–$50K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 2K | $15K–$50K | SH |
| — | KENTUCKY ST MUN PWR 343ELEC UTIL DUE 090143OID XTRO | 50K | $15K–$50K | SH |