Guardian-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FNDF",
  "FNDA",
  null,
  null,
  "SCHH",
  "AVGO",
  null,
  null,
  "HD",
  "ISRG",
  null,
  "META",
  null,
  "MRVL",
  "MSFT",
  "IVV",
  "AAPL",
  "NVDA",
  "PG",
  null,
  "FNDX",
  null,
  null,
  "RY",
  null,
  null,
  "SCHX",
  null,
  "VO",
  "VWO",
  "VYM",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  null,
  "VEA",
  "VYMI",
  "VOO",
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  "EIX",
  "BRK-A",
  "BRK-B",
  "COST",
  "IWM",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 56
Total Value: 209031314
Accession Number: 0001085146-25-002247
Form Type: 13F-HR
CIK: guardian-financial-partners
Manager Name: Guardian-Financial-Partners

Data Enrichment

68% identified

38 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

56 positions • $209.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46641Q332

Shares:42.6K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$209.0M)

78433H303

Shares:49.4K

Value:$2.4M

% of Portfolio:1.1% ($2.4M/$209.0M)

69374H436

Shares:64.3K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$209.0M)

808524847

SCHH|808524847

Shares:106.2K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$209.0M)

808524607

SCHA|808524607

Shares:82.5K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$209.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.7K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$209.0M)

09789C721

Shares:29.3K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$209.0M)

MICROSOFT CORP

MSFT|594918104

Shares:3.7K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$209.0M)

NVIDIA CORP

NVDA|67066G104

Shares:11.2K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$209.0M)

808524888

Shares:30.7K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$209.0M)

HOME DEPOT, INC.

HD|437076102

Shares:3.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$209.0M)

464287200

IVV|464287200

Shares:1.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$209.0M)

808524862

Shares:41.7K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$209.0M)

AMAZON COM INC

AMZN|023135106

Shares:5.3K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$209.0M)

EDISON INTERNATIONAL

EIX|281020107

Shares:15.3K

Value:$902.7K

% of Portfolio:0.4% ($902.7K/$209.0M)

Marvell Technology, Inc.

MRVL|573874104

Shares:14.5K

Value:$892.9K

% of Portfolio:0.4% ($892.9K/$209.0M)

808524763

FNDA|808524763

Shares:31.8K

Value:$870.4K

% of Portfolio:0.4% ($870.4K/$209.0M)

808524730

Shares:27.0K

Value:$832.8K

% of Portfolio:0.4% ($832.8K/$209.0M)

922908629

VO|922908629

Shares:3.2K

Value:$828.0K

% of Portfolio:0.4% ($828.0K/$209.0M)

464287408

IVE|464287408

Shares:4.0K

Value:$755.6K

% of Portfolio:0.4% ($755.6K/$209.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q332)✕	42.6K	QoQ +7.51% (+3.0K) YoY +37.32% (+11.6K)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$209.0M)	QoQ +6.78% (+$154.7K) YoY +35.61% (+$638.9K)
(cusip78433H303)✕	49.4K	QoQ +7.77% (+3.6K) YoY +38.04% (+13.6K)	All Managers (Combined)	$2.4M	1.1% ($2.4M/$209.0M)	QoQ +1.55% (+$36.3K) YoY +31.26% (+$563.9K)
(cusip69374H436)✕	64.3K	QoQ +6.62% (+4.0K) YoY +32.92% (+15.9K)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$209.0M)	QoQ +1.43% (+$33.2K) YoY +35.59% (+$616.9K)
(SCHHcusip808524847)	106.2K	QoQ +14.39% (+13.4K) YoY +62.39% (+40.8K)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$209.0M)	QoQ +16.83% (+$329.1K) YoY +72.07% (+$956.4K)
(SCHAcusip808524607)	82.5K	QoQ +11.27% (+8.4K) YoY +192.45% (+54.3K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$209.0M)	QoQ +0.81% (+$15.7K) YoY +39.15% (+$544.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.7K	QoQ +1.89% (+31) YoY -15.93% (-316)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$209.0M)	QoQ +5.23% (+$78.4K) YoY +8.54% (-$124.2K)
(cusip09789C721)✕	29.3K	QoQ -2.89% (-873) YoY NEW(+29.3K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$209.0M)	QoQ -2.50% (-$38.1K) YoY NEW(+$1.5M)
MICROSOFT CORP(MSFTcusip594918104)	3.7K	QoQ -1.00% (-37) YoY +2.75% (-98)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$209.0M)	QoQ -11.82% (-$184.1K) YoY -8.32% (-$124.7K)
NVIDIA CORP(NVDAcusip67066G104)	11.2K	QoQ +11.84% (-1.2K) YoY +705.17% (-9.8K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$209.0M)	QoQ -9.73% (-$130.9K) YoY -3.41% (-$42.9K)
(cusip808524888)✕	30.7K	QoQ +11.07% (+3.1K) YoY +58.89% (+11.4K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$209.0M)	QoQ +16.09% (+$152.5K) YoY +59.24% (+$409.3K)
HOME DEPOT, INC.(HDcusip437076102)	3.0K	QoQ -0.53% (-16) YoY +1.71% (-50)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$209.0M)	QoQ -6.28% (-$72.9K) YoY -2.84% (-$31.8K)
(IVVcusip464287200)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$209.0M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip808524862)✕	41.7K	QoQ -2.88% (-1.2K) YoY +156.93% (+25.5K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$209.0M)	QoQ -1.75% (-$18.1K) YoY +29.71% (+$232.5K)
AMAZON COM INC(AMZNcusip023135106)	5.3K	QoQ +70.40% (+2.2K) YoY +98.72% (+2.6K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$209.0M)	QoQ +47.78% (+$325.2K) YoY +109.60% (+$525.9K)
EDISON INTERNATIONAL(EIXcusip281020107)	15.3K	QoQ +21.86% (-2.7K) YoY +29.33% (+3.5K)	All Managers (Combined)	$902.7K	0.4% ($902.7K/$209.0M)	QoQ -10.06% (-$101.0K) YoY +7.74% (+$64.9K)
Marvell Technology, Inc.(MRVLcusip573874104)	14.5K	QoQ +9.05% (-1.2K) YoY +9.10% (-1.2K)	All Managers (Combined)	$892.9K	0.4% ($892.9K/$209.0M)	QoQ -39.21% (-$575.9K) YoY -5.23% (-$49.3K)
(FNDAcusip808524763)	31.8K	QoQ +19.99% (+5.3K) YoY +239.66% (+22.4K)	All Managers (Combined)	$870.4K	0.4% ($870.4K/$209.0M)	QoQ +10.66% (+$83.9K) YoY +63.13% (+$336.9K)
(cusip808524730)✕	27.0K	QoQ +17.61% (+4.0K) YoY +71.26% (+11.3K)	All Managers (Combined)	$832.8K	0.4% ($832.8K/$209.0M)	QoQ +24.70% (+$165.0K) YoY +90.02% (+$394.5K)
(VOcusip922908629)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$828.0K	0.4% ($828.0K/$209.0M)	QoQ NEW(+$828.0K) YoY NEW(+$828.0K)
(IVEcusip464287408)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$755.6K	0.4% ($755.6K/$209.0M)	QoQ NEW(+$755.6K) YoY NEW(+$755.6K)