Guardian-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", "NTR", null, "AQN", "BEP", "IMO", "MP", "BEPC", null, "QSR", "PBA", "SOBO.TO", "BCE", "ONON", "ACN", "MMM", "GOOGL", "AXP", "ABCL", "T", "BLK", null, "AVGO", "CP.TO", null, "COF", "DUK", "FCX", null, "HD", "AZN", "MCD", "INTU", "FTS", "FNV", "UNP", "QCOM", null, null, null, "ING", "EMR", "BKNG", null, "KULR", "META", null, null, "LIN", "UUUU", null, "SLF", "MA", "ABCB", "MSFT", "MUFG", "NDAQ", null, "NVS", null, "ORCL", null, null, null, "PEP", "UNH", "AAPL", "SPY", "NVDA", "GS", "ENB", "TU", "PLTR", "PRU", "PFE", null, "PG", "MRK", null, "MGA", "RY", null, "SHOP", "ROP", "RTX", "SAP", null, null, "SBUX", "TXN", "TD", "TRV", "UBER", "UL", "UPS", "HL", null, "VRN.TO", null, "NGG", "TTE", "SU", "SNY", "TSM", "BN.TO", "VRSK", "AFL", "DEO", "WCN", "AEP", "BIPC", "NVO", "AMZN", null, "CEF", "VUG", "VEA", "VOO", "V", "WMT", "WAT", "WFC", "WPM", null, null, "CNQ", "AEM", "MFC", "TRP", "TAC", "OTEX", "TRI.TO", "DGRO", null, null, "MKTX", "ADP", "BAC", "BNS", "BMO", "BRK-B", "BHP", "BIP", "BAM.TO", "BXP", "CCJ", "CM", "CNI", "CVE", "CVX", "CSCO", "CME", "CL", "COST", "GLW", "DHR", "NKE", "QQQ", "DIS", "ELV", "ETN", "GOOG", "JNJ", "LLY", "TSLA", "PM", "MO", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-16
- Total Holdings
- 169
- Total Value
- 967643092
- Accession Number
- 0001062993-25-009577
- Form Type
- 13F-HR
- Manager Name
- Guardian-Partners
Data Enrichment
83% identified140 identified29 unidentified
Holdings
169 positions
Manager:
Search and click to pin securities to the top
Page 8 of 9
46434V878
Shares:6.6K
Value:$333.6K
46431W705
Shares:3.5K
Value:$321.3K
464287242
Shares:2.9K
Value:$306.4K
78464A888
Shares:3.1K
Value:$286.3K
337344105
Shares:2.0K
Value:$239.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Tesla, Inc.(TSLAcusip88160R101) | 1.4K | QoQ -0.36% (-5)YoY- | All Managers (Combined) | $335.5K | YoY- |
(cusip46434V878)✕ | 6.6K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $333.6K | YoY- |
5.0K | YoY- | All Managers (Combined) | $328.7K | YoY- | |
3.4K | QoQ -1.43% (-50)YoY- | All Managers (Combined) | $323.5K | YoY- | |
(cusip46431W705)✕ | 3.5K | QoQ -2.07% (-75)YoY- | All Managers (Combined) | $321.3K | YoY- |
5.7K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $314.6K | YoY- | |
(cusip464287242)✕ | 2.9K | QoQ -4.25% (-128)YoY- | All Managers (Combined) | $306.4K | YoY- |
BlackRock, Inc.(BLKcusip09290D101) | 343 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $306.1K | YoY- |
2.2K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $298.7K | YoY- | |
(cusip78464A888)✕ | 3.1K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $286.3K | YoY- |
600 | YoY- | All Managers (Combined) | $272.7K | YoY- | |
9.6K | YoY- | All Managers (Combined) | $261.6K | YoY- | |
1.5K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $260.3K | YoY- | |
2.5K | YoY- | All Managers (Combined) | $253.4K | YoY- | |
HOME DEPOT, INC.(HDcusip437076102) | 695 | YoY- | All Managers (Combined) | $247.7K | YoY- |
2.5K | QoQ -6.34% (-170)YoY- | All Managers (Combined) | $244.0K | YoY- | |
6.8K | YoY- | All Managers (Combined) | $239.4K | YoY- | |
(cusip337344105)✕ | 2.0K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $239.2K | YoY- |
NOVARTIS AG(NVScusip66987V109) | 2.1K | QoQ -1.60% (-35)YoY- | All Managers (Combined) | $235.7K | YoY- |
4.0K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $235.1K | YoY- |