Guardian-Wealth-Advisors-Llc--Nc

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 528
Total Value: 1250384987
Accession Number: 0001398344-25-009451
Form Type: 13F-HR
CIK: guardian-wealth-advisors-llc--nc
Manager Name: Guardian-Wealth-Advisors-Llc--Nc

Data Enrichment

51% identified

271 identified257 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

528 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 27

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26922A222

Shares:4.0M

Value:$154.1M

% of Portfolio:12.3% ($154.1M/$1.3B)

26922A388

Shares:3.7M

Value:$101.4M

% of Portfolio:8.1% ($101.4M/$1.3B)

26922B642

Shares:2.5M

Value:$57.5M

% of Portfolio:4.6% ($57.5M/$1.3B)

808524201

SCHX|808524201

Shares:2.4M

Value:$52.6M

% of Portfolio:4.2% ($52.6M/$1.3B)

26922A446

Shares:1.4M

Value:$49.7M

% of Portfolio:4.0% ($49.7M/$1.3B)

33740F755

Shares:1.5M

Value:$46.0M

% of Portfolio:3.7% ($46.0M/$1.3B)

922908363

VOO|922908363

Shares:81.9K

Value:$42.1M

% of Portfolio:3.4% ($42.1M/$1.3B)

14020W106

Shares:1.0M

Value:$36.1M

% of Portfolio:2.9% ($36.1M/$1.3B)

33738R506

Shares:512.9K

Value:$30.0M

% of Portfolio:2.4% ($30.0M/$1.3B)

46641Q670

Shares:470.2K

Value:$22.1M

% of Portfolio:1.8% ($22.1M/$1.3B)

Apple Inc.

AAPL|037833100

Shares:97.2K

Value:$21.6M

% of Portfolio:1.7% ($21.6M/$1.3B)

97717Y527

Shares:420.5K

Value:$21.2M

% of Portfolio:1.7% ($21.2M/$1.3B)

381430438

Shares:272.2K

Value:$20.7M

% of Portfolio:1.7% ($20.7M/$1.3B)

NVIDIA CORP

NVDA|67066G104

Shares:186.2K

Value:$20.2M

% of Portfolio:1.6% ($20.2M/$1.3B)

46434V613

Shares:431.7K

Value:$19.9M

% of Portfolio:1.6% ($19.9M/$1.3B)

26922A784

Shares:378.9K

Value:$16.8M

% of Portfolio:1.3% ($16.8M/$1.3B)

921943858

VEA|921943858

Shares:329.7K

Value:$16.8M

% of Portfolio:1.3% ($16.8M/$1.3B)

MICROSOFT CORP

MSFT|594918104

Shares:39.3K

Value:$14.8M

% of Portfolio:1.2% ($14.8M/$1.3B)

26922B535

Shares:445.8K

Value:$13.8M

% of Portfolio:1.1% ($13.8M/$1.3B)

46641Q332

Shares:229.6K

Value:$13.1M

% of Portfolio:1.0% ($13.1M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip26922A222)✕	4.0M	QoQ +2.21% (-86.2K) YoY +51.79% (+1.4M)	All Managers (Combined)	$154.1M	12.3% ($154.1M/$1.3B)	QoQ -1.72% (-$2.7M) YoY +62.99% (+$59.6M)
(cusip26922A388)✕	3.7M	QoQ +4.45% (+158.6K) YoY +82.78% (+1.7M)	All Managers (Combined)	$101.4M	8.1% ($101.4M/$1.3B)	QoQ +3.84% (+$3.8M) YoY +86.96% (+$47.2M)
(cusip26922B642)✕	2.5M	QoQ +5.91% (+140.5K) YoY +17.38% (+372.7K)	All Managers (Combined)	$57.5M	4.6% ($57.5M/$1.3B)	QoQ +6.19% (+$3.3M) YoY +14.62% (+$7.3M)
(SCHXcusip808524201)	2.4M	QoQ +2.24% (-52.3K) YoY +223.01% (+1.6M)	All Managers (Combined)	$52.6M	4.2% ($52.6M/$1.3B)	QoQ -2.60% (-$1.4M) YoY +14.92% (+$6.8M)
(cusip26922A446)✕	1.4M	QoQ +3.16% (-43.8K) YoY +7.48% (+99.3K)	All Managers (Combined)	$49.7M	4.0% ($49.7M/$1.3B)	QoQ -2.79% (-$1.4M) YoY +4.16% (+$2.0M)
(cusip33740F755)✕	1.5M	QoQ +4.12% (+61.4K) YoY +116.12% (+832.7K)	All Managers (Combined)	$46.0M	3.7% ($46.0M/$1.3B)	QoQ +1.45% (+$661.9K) YoY +129.49% (+$26.0M)
(VOOcusip922908363)	81.9K	QoQ +3.16% (-2.5K) YoY +200.14% (+54.6K)	All Managers (Combined)	$42.1M	3.4% ($42.1M/$1.3B)	QoQ -1.60% (-$685.0K) YoY +220.88% (+$29.0M)
(cusip14020W106)✕	1.0M	QoQ +5.29% (+50.9K) YoY +28.89% (+227.1K)	All Managers (Combined)	$36.1M	2.9% ($36.1M/$1.3B)	QoQ +6.48% (+$2.2M) YoY +41.42% (+$10.6M)
(cusip33738R506)✕	512.9K	QoQ +3.09% (+15.4K) YoY +23.18% (+96.5K)	All Managers (Combined)	$30.0M	2.4% ($30.0M/$1.3B)	QoQ +2.04% (+$601.9K) YoY +28.38% (+$6.6M)
(cusip46641Q670)✕	470.2K	QoQ +4.82% (+21.7K) YoY +51.63% (+160.1K)	All Managers (Combined)	$22.1M	1.8% ($22.1M/$1.3B)	QoQ +7.03% (+$1.5M) YoY +52.91% (+$7.7M)
Apple Inc.(AAPLcusip037833100)	97.2K	QoQ +4.43% (-4.1K) YoY +12.38% (+10.7K)	All Managers (Combined)	$21.6M	1.7% ($21.6M/$1.3B)	QoQ -7.36% (-$1.7M) YoY +45.58% (+$6.8M)
(cusip97717Y527)✕	420.5K	QoQ +0.68% (+2.9K) YoY +347.39% (+326.5K)	All Managers (Combined)	$21.2M	1.7% ($21.2M/$1.3B)	QoQ +0.70% (+$149.0K) YoY +347.75% (+$16.4M)
(cusip381430438)✕	272.2K	QoQ +3.01% (+8.0K) YoY +189.32% (+178.1K)	All Managers (Combined)	$20.7M	1.7% ($20.7M/$1.3B)	QoQ +1.44% (+$294.2K) YoY +202.15% (+$13.8M)
NVIDIA CORP(NVDAcusip67066G104)	186.2K	QoQ +8.94% (-15.3K) YoY +1100.47% (+170.7K)	All Managers (Combined)	$20.2M	1.6% ($20.2M/$1.3B)	QoQ -12.07% (-$2.8M) YoY +43.99% (+$6.2M)
(cusip46434V613)✕	431.7K	QoQ +2.67% (+11.2K) YoY NEW(+431.7K)	All Managers (Combined)	$19.9M	1.6% ($19.9M/$1.3B)	QoQ +4.67% (+$887.6K) YoY NEW(+$19.9M)
(cusip26922A784)✕	378.9K	QoQ +1.52% (-5.7K) YoY +270.24% (+276.6K)	All Managers (Combined)	$16.8M	1.3% ($16.8M/$1.3B)	QoQ -3.49% (-$609.6K) YoY +291.72% (+$12.5M)
(VEAcusip921943858)	329.7K	QoQ +4.84% (+15.2K) YoY +1883.84% (+313.1K)	All Managers (Combined)	$16.8M	1.3% ($16.8M/$1.3B)	QoQ +11.44% (+$1.7M) YoY +1909.95% (+$15.9M)
MICROSOFT CORP(MSFTcusip594918104)	39.3K	QoQ +2.75% (-1.1K) YoY +13.90% (+4.8K)	All Managers (Combined)	$14.8M	1.2% ($14.8M/$1.3B)	QoQ -8.48% (-$1.4M) YoY +1.62% (+$236.7K)
(cusip26922B535)✕	445.8K	QoQ +0.89% (-3.9K) YoY +1.95% (+8.5K)	All Managers (Combined)	$13.8M	1.1% ($13.8M/$1.3B)	QoQ -3.52% (-$502.4K) YoY +7.64% (+$977.4K)
(cusip46641Q332)✕	229.6K	QoQ -0.18% (-433) YoY -47.49% (-207.7K)	All Managers (Combined)	$13.1M	1.0% ($13.1M/$1.3B)	QoQ -0.86% (-$114.5K) YoY -48.14% (-$12.2M)