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 351–400 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJH | ISHARES CORE S&P MID CAPETF | 600 | $15K–$50K | SH |
| HSBC | HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 500 | $15K–$50K | SH |
| JNK | ST STRT SPDR BLMBG HGH YLD BND ETF | 404 | $15K–$50K | SH |
| — | FIDELITY LARGE CAP GROWTH IDX | 839 | $15K–$50K | SH |
| VOO | VANGUARD S&P 500 ETF | 62 | $15K–$50K | SH |
| — | AMERICAN FUNDS NEW PERSPECTIVE F3 | 545 | $15K–$50K | SH |
| ALX | ALEXANDERS INC REIT | 176 | $15K–$50K | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 315 | $15K–$50K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 81 | $15K–$50K | SH |
| OIA | INVESCO MUNI INCM OPPTYSSBI | 6K | $15K–$50K | SH |
| — | T ROWE PRICE COMM & TECH I | 288 | $15K–$50K | SH |
| CSX | CSX CORP | 1K | $15K–$50K | SH |
| — | VICTORY INTEGRITY SMALLCAP VALUE Y | 1K | $15K–$50K | SH |
| — | DIAMOND HILL SELECT I | 2K | $15K–$50K | SH |
| YUM | YUM BRANDS INC | 250 | $15K–$50K | SH |
| — | FRANKLIN HIGH YIELD TAX FREE INC ADV | 4K | $15K–$50K | SH |
| MFM | MFS MUNICIPAL INCOME CF | 7K | $15K–$50K | SH |
| — | DODGE & COX GLOBAL STOCK I | 2K | $15K–$50K | SH |
| APAM | ARTISAN PARTNERS ASSET MCLASS A | 910 | $15K–$50K | SH |
| PFE | PFIZER INC | 1K | $15K–$50K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 360 | $15K–$50K | SH |
| AAPL | APPLE INC | 135 | $15K–$50K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 432 | $15K–$50K | SH |
| — | RYDEX FINANCIAL SERVICES A | 386 | $15K–$50K | SH |
| PAAA | PGIM AAA CLO ETF | 714 | $15K–$50K | SH |
| PNC | PNC FINL SERVICES | 175 | $15K–$50K | SH |
| BBN | BLACKROCK TAXABL MUNI BN | 2K | $15K–$50K | SH |
| — | JPMORGAN US GARP EQUITY I | 376 | $15K–$50K | SH |
| GCOW | PACER GLOBAL CASH COWS DIVIDN ETF | 878 | $15K–$50K | SH |
| — | BUFFALO HIGHYIELD | 3K | $15K–$50K | SH |
| FWRD | FORWARD AIR CORP NEW | 1K | $15K–$50K | SH |
| — | AB LARGE CAP GROWTH ADVISOR | 316 | $15K–$50K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 162 | $15K–$50K | SH |
| — | MFS INTERNATIONAL NEW DISCOVERY I | 1K | $15K–$50K | SH |
| SLYG | ST STRT SPDR S&P 600 S CGRW ETF IV | 372 | $15K–$50K | SH |
| — | WELLS FARGO BANK 43526CD FDIC INS DUE 030926US | 35K | $15K–$50K | SH |
| PDEC | INNOVATOR US EQY POWER BUFFER ETF | 800 | $15K–$50K | SH |
| — | FIDELITY FOUNDERS | 1K | $15K–$50K | SH |
| — | VANGUARD US GROWTH INVESTOR | 460 | $15K–$50K | SH |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 250 | $15K–$50K | SH |
| TXRH | TEXAS ROADHOUSE INC CLASS A | 207 | $15K–$50K | SH |
| AU | ANGLOGOLD ASHANTI PLC F | 401 | $15K–$50K | SH |
| NOCT | INNOVATOR GROW 100 POWERBUFFER ETF | 590 | $15K–$50K | SH |
| CHDN | CHURCHILL DOWNS INC | 300 | $15K–$50K | SH |
| — | JPMORGAN US EQUITY L | 1K | $15K–$50K | SH |
| VIOO | VANGUARD S&P SMALL CAP 600 ETF | 306 | $15K–$50K | SH |
| HON | HONEYWELL INTL INC | 174 | $15K–$50K | SH |
| NOBL | PROSHARES S&P 500 DIV ARISTOCRAT ETF | 325 | $15K–$50K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT | 3K | $15K–$50K | SH |
| — | EATON VANCE FLOATING RATE I | 4K | $15K–$50K | SH |