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Garton & Associates Financial Advisors LLC

All holdings · as of Dec 31, 2025

1,191 positions

CompanyClassValueShares% of portfolio
CITIGROUP INC—$117.8K1,0090.1%
HARBOR CAPITAL APPRECIATION INSTL—$116.9K1,0030.1%
US TREASURY BILL26U S T BILL DUE 012926—$116.7K117,0000.1%
FIDELITY FREEDOM 2015—$116.1K9,5830.1%
INNOVATOR US EQY POWER BUFFER ETF—$115.8K2,6480.1%
GENERAL ELECTRIC CO—$115.5K3750.1%
HUMANA INC—$115.1K4490.1%
UNITEDHEALTH GROUP INC—$111.9K3390.1%
ISHARES MORNINGSTAR GROWTH ETF—$111.8K1,0750.1%
MFS INTERNATIONAL INTRINSIC VALUE I—$111.6K2,3340.1%
VANGUARD MEGA CAP INDEX INSTITUTIONAL—$111.0K2240.1%
PRINCIPAL MIDCAP INSTITUTIONAL—$109.7K2,5630.1%
VANECK SEMICONDUCTOR ETF—$108.8K3020.1%
AMERICAN CENTURY EQUITY GROWTH I—$108.5K3,0390.1%
FIDELITY BALANCED—$108.3K3,3700.1%
FIDELITY NASDAQ COMPOSITE INDEX—$108.2K3670.1%
LAM RESEARCH CORP—$106.7K6230.1%
BOYLE CNTY KY EDL 4553PRIV EDUC DUE 060153OID XTRO—$105.2K115,0000.1%
INNOVATOR US EQY POWER BUFFER ETF—$104.5K2,5000.1%
INVESCO S AND P MIDCAP QUALTY ETF—$104.3K1,0180.1%
ABRDN PHYSICAL GOLD SHARES ETF—$104.2K2,5360.1%
VANGUARD TOTAL STOCK MARKET ETF—$103.9K3100.1%
3M CO—$103.4K6470.1%
US TREASURY BILL26U S T BILL DUE 032626—$103.2K104,0000.1%
T ROWE PRICE CREDIT OPPORTUNITIES I—$102.9K12,7650.1%
STATE STREET SPDR GLOBALDOW ETF—$102.4K6140.1%
JPMORGAN CHASE BA 3926CD FDIC INS DUE 122826US—$100.1K100,0000.1%
JPMORGAN CHASE BA 4427CALLED 100 EFF 01062026—$100.0K100,0000.1%
NEEDHAM BANK 3926CD FDIC INS DUE 012826US—$100.0K100,0000.1%
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS—$99.8K930.1%
ISHARES SELECT DIVIDEND ETF—$99.6K7050.1%
US TREASUR NT 0750326UST NOTE DUE 033126—$99.3K100,0000.1%
BARRICK MNG CORP F—$99.3K2,2800.1%
Akamai Technologies Inc—$99.2K1,1370.1%
BNY MELLON APPRECIATION I—$97.7K2,7910.1%
Constellation Energy Corp—$97.6K2760.1%
KENTUCKY BD CORP FI 228FINL AUTH DUE 020128—$96.6K100,0000.1%
DEERE & CO—$95.8K2060.1%
AMERICAN FUNDS WASHINGTON MUTUAL F3—$95.7K1,4690.1%
WELLS FARGO BANK, 4326CD FDIC INS DUE 060926US—$95.2K95,0000.1%
US TREASURY BILL26U S T BILL DUE 041626—$94.0K95,0000.1%
ALGER CAPITAL APPRECIATION INSTL I—$93.7K1,7320.1%
NUVEEN ESG LARGE CAP GROWTH ETF—$93.2K9530.1%
MFS GROWTH I—$92.6K4710.1%
US TREASU NT 03750126UST NOTE DUE 013126—$91.7K92,0000.1%
FIDELITY ADVISOR GROWTH & INCOME Z—$91.3K1,3390.1%
GENERAL MILLS INC—$90.7K1,9520.1%
ORACLE CORP—$90.5K4640.1%
SCHWAB MUNICIPAL MONEY INV—$90.5K90,5060.1%
MCDONALD'S CORP—$90.4K2960.1%
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