Portfolio (Quarterly)
Guide ↗
Garton & Associates Financial Advisors LLC
· CIK 0002109857| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 661 | DNL | WISDOMTREE GLBL EX US QLTY GRWTH ETF | — | 305 | $13K | 0.01% | SOLD |
| 662 | GDXJ | VANECK JUNIOR GOLD MINERS ETF | — | 110 | $13K | 0.01% | SOLD |
| 663 | LIT | GLOBAL X LITHIUM BATTERYTECH ETF | — | 193 | $13K | 0.01% | SOLD |
| 664 | VRP | INVSC VARIABLE RATE PREFERRED ETF | — | 515 | $13K | 0.01% | SOLD |
| 665 | — | VEOLIA ENVIRONNEMENT FSPONSORED ADR 1 ADR REPS 05 ORD SHS | — | 715 | $12K | 0.01% | SOLD |
| 666 | MATX | MATSON INC | Industrials | 100 | $12K | 0.01% | SOLD |
| 667 | — | LORD ABBETT HIGH YIELD I | — | 1,932 | $12K | 0.01% | SOLD |
| 668 | MDLZ | MONDELEZ INTL INC CLASS A | Consumer Defensive | 229 | $12K | 0.01% | SOLD |
| 669 | PYPL | PAYPAL HLDGS INC | Financial Services | 210 | $12K | 0.01% | SOLD |
| 670 | IAU | ISHARES GOLD ETF | Financial Services | 150 | $12K | 0.01% | SOLD |
| 671 | — | INVESCO INTERNATIONAL SMALLMID COM Y | — | 347 | $12K | 0.01% | SOLD |
| 672 | USAC | USA COMPRESSION PARTN LP | Energy | 526 | $12K | 0.01% | SOLD |
| 673 | HYG | ISHARES IBOXX HIGH YIELDBOND ETF | — | 150 | $12K | 0.01% | SOLD |
| 674 | IP | INTERNTNL PAPER CO | Consumer Cyclical | 307 | $12K | 0.01% | SOLD |
| 675 | QLTA | ISHARES AAA A RATED COR BOND ETF | — | 250 | $12K | 0.01% | SOLD |
| 676 | GLNG | GOLAR LNG LIMITED F | Energy | 320 | $12K | 0.01% | SOLD |
| 677 | ASH | ASHLAND INC | Basic Materials | 200 | $12K | 0.01% | SOLD |
| 678 | KIE | STATE SRT SPDR S&P INSURNC ETF | — | 195 | $12K | 0.01% | SOLD |
| 679 | ALL | ALLSTATE CORP | Financial Services | 55 | $12K | 0.01% | SOLD |
| 680 | HYD | VANECK HIGH YIELD MUNI ETF | — | 225 | $12K | 0.01% | SOLD |
Sector Allocation
Technology
32.0%
Consumer Cyclical
17.1%
Financial Services
13.2%
Consumer Defensive
8.3%
Healthcare
7.3%
Utilities
7.1%
Energy
5.3%
Communication Services
5.2%
Industrials
3.4%
Real Estate
0.7%