Guardian-Wealth-Advisors-Llc--Nc

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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 • $1,250,384.987K total value

528 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 10 of 27

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Mondelez International, Inc.

MDLZ|609207105

Shares:7.8K

Value:$527.4K

STARBUCKS CORP

SBUX|855244109

Shares:5.4K

Value:$525.7K

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:11.6K

Value:$525.5K

FNB CORP/PA/

FNB|302520101

Shares:39.1K

Value:$525.5K

33740U661

Shares:14.6K

Value:$524.9K

CINTAS CORP

CTAS|172908105

Shares:2.5K

Value:$523.7K

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.1K

Value:$521.4K

518416102

Shares:16.6K

Value:$515.6K

LINDE PLC

LIN|G54950103

Shares:1.1K

Value:$510.9K

AT&T INC.

T|00206R102

Shares:17.7K

Value:$500.8K

MICROSTRATEGY Inc

MSTR|594972408

Shares:1.7K

Value:$500.8K

MICRON TECHNOLOGY INC

MU|595112103

Shares:5.7K

Value:$495.9K

46434V860

Shares:9.4K

Value:$475.4K

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.9K

Value:$460.6K

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.1K

Value:$455.7K

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.9K

Value:$453.4K

808524607

SCHA|808524607

Shares:19.2K

Value:$450.4K

808524805

SCHF|808524805

Shares:22.5K

Value:$445.5K

STRYKER CORP

SYK|863667101

Shares:1.2K

Value:$444.1K

SHOPIFY INC.

SHOP|82509L107

Shares:4.6K

Value:$442.4K

Instrument	Shares		Other Manager	Value
Mondelez International, Inc.(MDLZcusip609207105)	7.8K	QoQ +29.14% (+1.8K) YoY +5.94% (+436)	All Managers (Combined)	$527.4K	QoQ +46.69% (+$167.9K) YoY +2.69% (+$13.8K)
STARBUCKS CORP(SBUXcusip855244109)	5.4K	QoQ -0.53% (-29) YoY +4.01% (+207)	All Managers (Combined)	$525.7K	QoQ +6.92% (-$34.0K) YoY +11.65% (+$54.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	11.6K	QoQ -6.79% (-845) YoY -12.60% (-1.7K)	All Managers (Combined)	$525.5K	QoQ +5.71% (-$28.4K) YoY -5.52% (-$30.7K)
FNB CORP/PA/(FNBcusip302520101)	39.1K	QoQ -2.05% (-820) YoY -1.84% (-736)	All Managers (Combined)	$525.5K	QoQ -10.86% (-$64.1K) YoY -6.37% (-$35.8K)
(cusip33740U661)✕	14.6K	QoQ -5.10% (-785) YoY -12.75% (-2.1K)	All Managers (Combined)	$524.9K	QoQ -6.95% (-$39.2K) YoY -7.39% (-$41.9K)
CINTAS CORP(CTAScusip172908105)	2.5K	QoQ -0.85% (-22) YoY +319.07% (+1.9K)	All Managers (Combined)	$523.7K	QoQ +11.53% (-$54.2K) YoY +25.33% (+$105.9K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.1K	QoQ +1.31% (+14) YoY +2.18% (+23)	All Managers (Combined)	$521.4K	QoQ +21.98% (+$94.0K) YoY +18.51% (+$81.5K)
(cusip518416102)✕	16.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$515.6K	QoQ +9.04% (+$42.8K) YoY +10.67% (+$49.7K)
LINDE PLC(LINcusipG54950103)	1.1K	QoQ +4.07% (+43) YoY +3.78% (+40)	All Managers (Combined)	$510.9K	QoQ +15.76% (+$69.6K) YoY +4.08% (+$20.1K)
AT&T INC.(Tcusip00206R102)	17.7K	QoQ -0.52% (-94) YoY -0.52% (-94)	All Managers (Combined)	$500.8K	QoQ +23.54% (-$95.4K) YoY +59.83% (-$187.5K)
MICROSTRATEGY Inc(MSTRcusip594972408)	1.7K	QoQ +11.56% (+180) YoY +875.84% (+1.6K)	All Managers (Combined)	$500.8K	QoQ +11.03% (+$49.8K) YoY +65.05% (+$197.4K)
MICRON TECHNOLOGY INC(MUcusip595112103)	5.7K	QoQ +1.96% (+110) YoY +47.81% (+1.8K)	All Managers (Combined)	$495.9K	QoQ +5.27% (+$24.8K) YoY +8.94% (+$40.7K)
(cusip46434V860)✕	9.4K	QoQ -9.31% (-964) YoY -7.92% (-808)	All Managers (Combined)	$475.4K	QoQ -8.96% (-$46.8K) YoY -7.98% (-$41.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.9K	QoQ +1.09% (+20) YoY +9.52% (+161)	All Managers (Combined)	$460.6K	QoQ +14.33% (+$57.8K) YoY +42.63% (+$137.7K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.1K	QoQ +1.02% (-32) YoY +2.21% (-68)	All Managers (Combined)	$455.7K	QoQ -9.84% (-$49.8K) YoY -28.07% (-$177.8K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.9K	QoQ +4.97% (+88) YoY +57.45% (+678)	All Managers (Combined)	$453.4K	QoQ +20.59% (+$77.4K) YoY +86.54% (+$210.4K)
(SCHAcusip808524607)	19.2K	QoQ +3.22% (-600) YoY +112.62% (+10.2K)	All Managers (Combined)	$450.4K	QoQ -6.47% (-$31.2K) YoY +1.16% (+$5.2K)
(SCHFcusip808524805)	22.5K	QoQ +91.26% (+10.7K) YoY +306.80% (+17.0K)	All Managers (Combined)	$445.5K	QoQ +104.50% (+$227.6K) YoY +106.22% (+$229.5K)
STRYKER CORP(SYKcusip863667101)	1.2K	QoQ +2.49% (+29) YoY +36.81% (+321)	All Managers (Combined)	$444.1K	QoQ +5.97% (+$25.0K) YoY +42.31% (+$132.1K)
SHOPIFY INC.(SHOPcusip82509L107)	4.6K	QoQ -5.42% (-266) YoY +18.03% (+708)	All Managers (Combined)	$442.4K	QoQ -15.07% (-$78.6K) YoY +46.04% (+$139.5K)