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 11 of 27

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33739E108

Shares:25.1K

Value:$441.4K

25434V708

DFAC|25434V708

Shares:13.4K

Value:$441.3K

AFLAC INC

AFL|001055102

Shares:4.0K

Value:$440.6K

TARGET CORP

TGT|87612E106

Shares:4.1K

Value:$424.2K

LABCORP HOLDINGS INC.

LH|504922105

Shares:1.8K

Value:$424.1K

DOMINION ENERGY, INC

D|25746U109

Shares:7.5K

Value:$422.6K

46434V647

Shares:17.3K

Value:$418.8K

464287291

Shares:5.4K

Value:$412.6K

DANAHER CORP /DE/

DHR|235851102

Shares:2.0K

Value:$407.0K

87283Q867

Shares:12.3K

Value:$396.6K

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.3K

Value:$395.7K

464287721

Shares:2.8K

Value:$392.5K

LAM RESEARCH CORP

LRCX|512807306

Shares:5.4K

Value:$391.3K

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:2.2K

Value:$390.2K

Cigna Group

CI|125523100

Shares:1.2K

Value:$387.9K

FISERV INC

FI|337738108

Shares:1.8K

Value:$387.8K

92206C870

VCIT|92206C870

Shares:4.7K

Value:$387.1K

808524797

SCHD|808524797

Shares:13.6K

Value:$380.4K

CALAMOS STRATEGIC TOTAL RETURN FUND

CSQ|128125101

Shares:23.3K

Value:$377.4K

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.4K

Value:$369.9K

Instrument	Shares		Other Manager	Value
(cusip33739E108)✕	25.1K	QoQ 0.00% (-0) YoY -7.49% (-2.0K)	All Managers (Combined)	$441.4K	QoQ -0.62% (-$2.8K) YoY -6.04% (-$28.4K)
(DFACcusip25434V708)	13.4K	QoQ +0.23% (-31) YoY +6.90% (+864)	All Managers (Combined)	$441.3K	QoQ -4.40% (-$20.3K) YoY +10.38% (+$41.5K)
AFLAC INC(AFLcusip001055102)	4.0K	QoQ +0.48% (+19) YoY -2.19% (-89)	All Managers (Combined)	$440.6K	QoQ +8.01% (+$32.7K) YoY +26.65% (-$92.7K)
TARGET CORP(TGTcusip87612E106)	4.1K	QoQ -0.75% (-31) YoY +12.23% (-443)	All Managers (Combined)	$424.2K	QoQ -23.38% (-$129.5K) YoY -33.91% (-$217.7K)
LABCORP HOLDINGS INC.(LHcusip504922105)	1.8K	QoQ +0.60% (+11) YoY NEW(+1.8K)	All Managers (Combined)	$424.1K	QoQ +2.10% (+$8.8K) YoY NEW(+$424.1K)
DOMINION ENERGY, INC(Dcusip25746U109)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$422.6K	QoQ NEW(+$422.6K) YoY NEW(+$422.6K)
(cusip46434V647)✕	17.3K	QoQ +7.93% (+1.3K) YoY +37.56% (+4.7K)	All Managers (Combined)	$418.8K	QoQ +9.24% (+$35.4K) YoY +40.93% (+$121.7K)
(cusip464287291)✕	5.4K	QoQ 0.00% (-0) YoY +10.01% (+496)	All Managers (Combined)	$412.6K	QoQ -10.63% (-$49.1K) YoY +11.36% (+$42.1K)
DANAHER CORP /DE/(DHRcusip235851102)	2.0K	QoQ +1.12% (-22) YoY +1.37% (-27)	All Managers (Combined)	$407.0K	QoQ -9.68% (-$43.7K) YoY -16.77% (-$82.0K)
(cusip87283Q867)✕	12.3K	QoQ 0.00% (-0) YoY +4.68% (+550)	All Managers (Combined)	$396.6K	QoQ -2.97% (-$12.2K) YoY +11.78% (+$41.8K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.3K	QoQ +1.17% (+15) YoY +11.73% (+136)	All Managers (Combined)	$395.7K	QoQ +5.59% (+$21.0K) YoY +36.69% (+$106.2K)
(cusip464287721)✕	2.8K	QoQ +54.84% (+990) YoY +202.48% (+1.9K)	All Managers (Combined)	$392.5K	QoQ +36.29% (+$104.5K) YoY +214.49% (+$267.7K)
LAM RESEARCH CORP(LRCXcusip512807306)	5.4K	QoQ +0.07% (+4) YoY NEW(+5.4K)	All Managers (Combined)	$391.3K	QoQ +0.72% (+$2.8K) YoY NEW(+$391.3K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	2.2K	QoQ +0.09% (-2) YoY -2.88% (-66)	All Managers (Combined)	$390.2K	QoQ -8.77% (-$37.5K) YoY +5.62% (-$20.8K)
Cigna Group(CIcusip125523100)	1.2K	QoQ +35.36% (+308) YoY +90.46% (+560)	All Managers (Combined)	$387.9K	QoQ +61.27% (+$147.4K) YoY +72.53% (+$163.1K)
FISERV INC(FIcusip337738108)	1.8K	QoQ -41.56% (-1.2K) YoY +21.60% (+312)	All Managers (Combined)	$387.8K	QoQ -37.18% (-$229.5K) YoY +68.02% (+$157.0K)
(VCITcusip92206C870)	4.7K	QoQ NEW(+4.7K) YoY +426.00% (+3.8K)	All Managers (Combined)	$387.1K	QoQ NEW(+$387.1K) YoY +434.17% (+$314.6K)
(SCHDcusip808524797)	13.6K	QoQ +0.44% (+60) YoY +356.57% (+10.6K)	All Managers (Combined)	$380.4K	QoQ +2.79% (+$10.3K) YoY +58.32% (+$140.1K)
CALAMOS STRATEGIC TOTAL RETURN FUND(CSQcusip128125101)	23.3K	QoQ 0.00% (-0) YoY NEW(+23.3K)	All Managers (Combined)	$377.4K	QoQ -8.63% (-$35.7K) YoY NEW(+$377.4K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	3.4K	QoQ +16.20% (+472) YoY +10.65% (+326)	All Managers (Combined)	$369.9K	QoQ +37.67% (+$101.2K) YoY +40.43% (+$106.5K)