Garton & Associates Financial Advisors LLC - Portfolio overview

Garton & Associates Financial Advisors LLC has 73 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 4.71%
2. AMZN - AMAZONCOM INC, 4.45%
3. QQQM - INVESCO NASDAQ 100 ETF, 4.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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