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American Funds mutual funds - shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of American Funds mutual funds - (FWMIX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in American Funds mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including American Funds mutual funds - 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 American Funds mutual funds - by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $96k 1.5k 65.12

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 Funds mutual funds -

Vermillion Wealth Management
Kohmann Bosshard Financial Services
Wall Street Access Asset Management
Ethos Financial Group
Garton & Associates Financial Advisors
Coston, McIsaac & Partners
Game Plan Financial Advisors

View all funds holding American Funds mutual funds -