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Fidelity Balanced shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Fidelity Balanced (FBALX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in Fidelity Balanced

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Balanced held by Garton & Associates Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Balanced by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $108k 3.4k 32.13

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Broadcom Avgo (AVGO)
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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 Fidelity Balanced

Neville Rodie & Shaw
Coston, McIsaac & Partners
Notis-McConarty Edward

View all funds holding Fidelity Balanced