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Mfs mutual funds - shares owned by Garton & Associates Financial Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $44k 809 54.59

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Schwab Prime Advantage Money Investor SWVXX (SWVXX)
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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)
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T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
T Rowe Price Capital Appreciation I Traix (TRAIX)
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American Funds American Balanced F2 Ambfx (AMBFX)
Invesco Nasdaq 100 Etf QQQM (QQQM)

View all positions for Garton & Associates Financial Advisors

Top funds holding Mfs mutual funds -

Sequent Asset Management
Garton & Associates Financial Advisors

View all funds holding Mfs mutual funds -