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 401–450 of 1,191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INTC | INTEL CORP | 906 | $15K–$50K | SH |
| MMM | 3M CO | 209 | $15K–$50K | SH |
| IWL | ISHARES RUSSELL TOP 200 ETF | 194 | $15K–$50K | SH |
| — | JACOB SMALL CAP GROWTH INSTITUTIONAL | 1K | $15K–$50K | SH |
| CARR | CARRIER GLOBAL CORP | 620 | $15K–$50K | SH |
| — | PARNASSUS VALUE EQUITY INSTITUTIONAL | 587 | $15K–$50K | SH |
| VMO | INVESCO MUNI OPPORTUNITYTRUST | 3K | $15K–$50K | SH |
| NHI | NTNL HEALTH INVS INC REIREIT | 428 | $15K–$50K | SH |
| BA | BOEING CO | 150 | $15K–$50K | SH |
| USMV | ISHARES MSCI USA MIN VOLFCTR ETF | 345 | $15K–$50K | SH |
| — | FIDELITY ADVISOR MID CAP II I | 1K | $15K–$50K | SH |
| TEAM | ATLASSIAN CORP CLASS A | 200 | $15K–$50K | SH |
| TSLA | TESLA INC | 72 | $15K–$50K | SH |
| MQY | BLACKROCK MUNIYLD QUALIT | 3K | $15K–$50K | SH |
| — | VIRTUS KAR SMALLCAP GROWTH I | 2K | $15K–$50K | SH |
| DOW | DOW INC | 1K | $15K–$50K | SH |
| GOOG | ALPHABET INC CLASS CLASS C | 102 | $15K–$50K | SH |
| — | INVESCO AMERICAN FRANCHISE Y | 1K | $15K–$50K | SH |
| — | NOMURA DIVERSIFIED INCOME FUND I | 4K | $15K–$50K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 263 | $15K–$50K | SH |
| — | ALLSPRING DISCIPLINED US CORE INST | 1K | $15K–$50K | SH |
| — | FIDELITY SELECT COMMUNICATION SERVICES | 226 | $15K–$50K | SH |
| XSVM | INVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF | 552 | $15K–$50K | SH |
| MLM | MARTIN MARIETTA MATLS IN | 50 | $15K–$50K | SH |
| MU | MICRON TECHNOLOGY INC | 110 | $15K–$50K | SH |
| — | VANGUARD WELLESLEY INCOME INV | 1K | $15K–$50K | SH |
| SDY | STATE STREET SPDR S&P DIV ETF | 225 | $15K–$50K | SH |
| — | LORD ABBETT FLOATING RATE I | 4K | $15K–$50K | SH |
| MAIN | MAIN STR CAP CORP | 514 | $15K–$50K | SH |
| MTUM | ISHARES MSCI USA MOMNTUMFCT ETF | 124 | $15K–$50K | SH |
| BLE | BLACKROCK MUNICIPAL INCO | 3K | $15K–$50K | SH |
| RITM | RITHM CAPITAL CORP REIT | 3K | $15K–$50K | SH |
| — | FIDELITY LEVERAGED COMPANY STOCK | 699 | $15K–$50K | SH |
| — | LOUISVILLE & JE 312541SERV TAX DUE 060141OID | 35K | $15K–$50K | SH |
| — | ARTISAN GLOBAL OPPORTUNITIES ADVISOR | 900 | $15K–$50K | SH |
| TRV | TRAVELERS COS INC | 105 | $15K–$50K | SH |
| — | INVESCO GLOBAL SMALL CAP EQUITY Y | 2K | $15K–$50K | SH |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY ETF | 211 | $15K–$50K | SH |
| — | VIRTUS SILVANT FOCUSED GROWTH INST | 348 | $15K–$50K | SH |
| — | BANK OF AMERICA C 4326CD FDIC INS DUE 061826US | 30K | $15K–$50K | SH |
| — | MORGAN STANLEY PR 4326CD FDIC INS DUE 061826US | 30K | $15K–$50K | SH |
| — | WELLS FARGO BANK 42526CD FDIC INS DUE 052926US | 30K | $15K–$50K | SH |
| O | REALTY INCOME CORP REIT | 532 | $15K–$50K | SH |
| — | VICTORY NASDAQ100 INDEX | 494 | $15K–$50K | SH |
| FTAI | FTAI AVIATION LTD F | 151 | $15K–$50K | SH |
| CTBI | COMMUNITY TR BANCORP INC | 525 | $15K–$50K | SH |
| XEL | XCEL ENERGY INC | 401 | $15K–$50K | SH |
| GLP | GLOBAL PARTNERS LP LP | 703 | $15K–$50K | SH |
| BUG | GLOBAL X CYBERSECURITY ETF | 965 | $15K–$50K | SH |
| KKR | KKR & CO INC | 230 | $15K–$50K | SH |