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Home > Institutional Investor > Garton & Associates Financial Advisors Llc > Profile

Instuitional Investor - Garton & Associates Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Garton & Associates Financial Advisors Llc
Portfolio Value $44,216,414
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 19,062 $5,515,895 12.47%
2.
Broadcom Inc.
 AVGO 14,535 $5,490,487 12.42%
3.
Invesco Nasdaq 100 Etf
 12,502 $3,787,742 8.57%
4.
Amazon Com Inc
 AMZN 15,627 $3,724,539 8.42%
5.
Abbvie Inc.
 ABBV 10,238 $2,576,392 5.83%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.