Holdings
Garton & Associates Financial Advisors LLC
As of Jun 30, 2026, Garton & Associates Financial Advisors LLC reported 18 positions worth US$33.7M. Largest: Apple Inc, Broadcom Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 19,062 | US$5.52M | held for review | Jun 30, 2026 |
| Broadcom Inc. | 14,535 | US$5.49M | held for review | Jun 30, 2026 |
| Amazon.com, Inc. | 15,627 | US$3.72M | held for review | Jun 30, 2026 |
| Abbvie Inc. | 10,238 | US$2.58M | held for review | Jun 30, 2026 |
| Duke Energy Corporation (holding Company) | 16,757 | US$2.12M | held for review | Jun 30, 2026 |
| T-mobile Us, Inc. | 11,972 | US$2.01M | held for review | Jun 30, 2026 |
| Pepsico, Inc. | 12,351 | US$1.67M | held for review | Jun 30, 2026 |
| Gentex Corporation | 56,273 | US$1.42M | held for review | Jun 30, 2026 |
| Republic Bancorp, Inc. | 15,563 | US$1.41M | held for review | Jun 30, 2026 |
| Uber Technologies, Inc. | 19,331 | US$1.39M | held for review | Jun 30, 2026 |