Garton & Associates Financial Advisors »

American Balanced Fd Cl F3 mf shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of American Balanced Fd Cl F3 mf (AFMBX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in American Balanced Fd Cl F3 mf

Tip: Access up to 7 years of quarterly data

All positions including American Balanced Fd Cl F3 mf held by Garton & Associates Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Balanced Fd Cl F3 mf by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $83k 2.2k 37.47

More positions owned by Garton & Associates Financial Advisors

Schwab Prime Advantage Money Investor SWVXX (SWVXX)
Apple Aapl (AAPL)
Broadcom Avgo (AVGO)
Fidelity Blue Chip Growth FBGRX (FBGRX)
Amazoncom Amzn (AMZN)
Pnc Finl Services PNC (PNC)
Microsoft Corp MSFT (MSFT)
Alphabet Inc Class Class A Googl (GOOGL)
Fullerthaler Behavioral Smcp Eq Inst FTHSX (FTHSX)
Fidelity Capital & Income Fagix (FAGIX)
T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
T Rowe Price Capital Appreciation I Traix (TRAIX)
Fullerthaler Behavioral Smcp Grinstl FTXSX (FTXSX)
American Funds American Balanced F2 Ambfx (AMBFX)
Invesco Nasdaq 100 Etf QQQM (QQQM)

View all positions for Garton & Associates Financial Advisors

Top funds holding American Balanced Fd Cl F3 mf

Wall Street Access Asset Management
Kohmann Bosshard Financial Services
Garton & Associates Financial Advisors
Coston, McIsaac & Partners

View all funds holding American Balanced Fd Cl F3 mf