Portfolio (Quarterly)
Guide ↗
Garton & Associates Financial Advisors LLC
· CIK 0002109857| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 981 | — | GAMESTOP CORP NEW CLASS A | — | 100 | $2K | 0.00% | SOLD |
| 982 | IWO | ISHARES RUSSELL 2000 GROWTH ETF | — | 6 | $2K | 0.00% | SOLD |
| 983 | BAX | BAXTER INTL INC | Healthcare | 100 | $2K | 0.00% | SOLD |
| 984 | BYND | BEYOND MEAT INC | Consumer Defensive | 2,300 | $2K | 0.00% | SOLD |
| 985 | UAA | UNDER ARMOUR INC CLASS CLASS A | Consumer Cyclical | 376 | $2K | 0.00% | SOLD |
| 986 | — | SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | — | 25 | $2K | 0.00% | SOLD |
| 987 | IWN | ISHARES RUSSELL 2000 VALUE ETF | — | 10 | $2K | 0.00% | SOLD |
| 988 | — | HARTFORD MIDCAP A | — | 91 | $2K | 0.00% | SOLD |
| 989 | PPL | PPL CORP | Utilities | 51 | $2K | 0.00% | SOLD |
| 990 | — | FIDELITY ADVISOR MEGA CAP STOCK A | — | 57 | $2K | 0.00% | SOLD |
| 991 | — | AMERICAN FUNDS NEW PERSPECTIVE F2 | — | 24 | $2K | 0.00% | SOLD |
| 992 | ILF | ISHARES LATIN AMERICA 40ETF | — | 55 | $2K | 0.00% | SOLD |
| 993 | BST | BLACKROCK SCIENCE TECHNO | Financial Services | 40 | $2K | 0.00% | SOLD |
| 994 | GVI | ISHARES INT GOV CREDIT BOND ETF | — | 15 | $2K | 0.00% | SOLD |
| 995 | CIBR | FIRST TRUST NASDAQ CYBRSCRTY ETF | — | 22 | $2K | 0.00% | SOLD |
| 996 | — | CALVERT US LARGE CAP CORE RSPNB IDX A | — | 29 | $2K | 0.00% | SOLD |
| 997 | — | MANTEIO MANAGED FUTURES STRATEGY I | — | 196 | $2K | 0.00% | SOLD |
| 998 | — | GQG PARTNERS EMERGING MARKETS EQUITYINST | — | 85 | $2K | 0.00% | SOLD |
| 999 | — | GNMA 5534MBSCMO DUE 0220340416 | — | 9,000 | $2K | 0.00% | SOLD |
| 1000 | — | FEDERATED HERMES MDT LARGE CAP GROWTH IS | — | 35 | $2K | 0.00% | 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%