Guardian-Wealth-Advisors-Llc--Nc

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "PKST",
  null,
  null,
  null,
  "GDX",
  null,
  null,
  "AAL",
  null,
  null,
  null,
  null,
  null,
  "MU",
  null,
  null,
  "FNDF",
  "FNDA",
  "ACN",
  null,
  null,
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  null,
  null,
  null,
  null,
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  null,
  null,
  null,
  "RIG",
  null,
  "AXP",
  null,
  null,
  "SCHH",
  null,
  "AIG",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "WRB",
  null,
  "BSX",
  null,
  "CSQ",
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "COOP",
  "D",
  "ETY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PGEN",
  null,
  null,
  "GD",
  null,
  null,
  "GILD",
  "GIS",
  null,
  null,
  "HON",
  "HD",
  null,
  "CPHC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  null,
  "EMXC",
  "AMAT",
  null,
  null,
  "EMR",
  "BKNG",
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EXC",
  "FCNCA",
  null,
  null,
  null,
  "GE",
  "HIG",
  "NVS",
  null,
  "AMP",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PYPL",
  "PEP",
  "PNC",
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  null,
  "AMGN",
  null,
  "MSTR",
  null,
  "REGN",
  "FNDX",
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "ROP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "AGNC",
  "VOE",
  "SCHW",
  "UMBF",
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  null,
  "IWO",
  "XLB",
  null,
  "IEF",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  null,
  null,
  "VRTX",
  null,
  null,
  "ATO",
  "GM",
  null,
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "F",
  "AJG",
  "WM",
  "IWR",
  "GSLC",
  "AEP",
  null,
  null,
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  "LCID",
  null,
  null,
  null,
  null,
  null,
  null,
  "FNB",
  null,
  null,
  null,
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VMI",
  "VONE",
  null,
  "VXUS",
  null,
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  "IUSG",
  null,
  null,
  null,
  "OC",
  "MTB",
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  "NSC",
  null,
  "LH",
  "MKL",
  "SO",
  "CRM",
  "DIA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "DGRO",
  "MCK",
  null,
  null,
  null,
  null,
  null,
  null,
  "ESGU",
  null,
  "NUE",
  null,
  null,
  "FDX",
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  null,
  null,
  null,
  "BA",
  "BAH",
  "BMY",
  "BNL",
  "BR",
  "CDNS",
  "CSL",
  "CHE",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "COST",
  "CRWD",
  "DHR",
  "DE",
  "FANG",
  "DAL",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "EWJ",
  null,
  "EFA",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 11 of 27

Sort by:

33739E108

Shares:25.1K

Value:$441.4K

% of Portfolio:0.0% ($441.4K/$1.3B)

25434V708

DFAC|25434V708

Shares:13.4K

Value:$441.3K

% of Portfolio:0.0% ($441.3K/$1.3B)

AFLAC INC

AFL|001055102

Shares:4.0K

Value:$440.6K

% of Portfolio:0.0% ($440.6K/$1.3B)

TARGET CORP

TGT|87612E106

Shares:4.1K

Value:$424.2K

% of Portfolio:0.0% ($424.2K/$1.3B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:1.8K

Value:$424.1K

% of Portfolio:0.0% ($424.1K/$1.3B)

DOMINION ENERGY, INC

D|25746U109

Shares:7.5K

Value:$422.6K

% of Portfolio:0.0% ($422.6K/$1.3B)

46434V647

Shares:17.3K

Value:$418.8K

% of Portfolio:0.0% ($418.8K/$1.3B)

464287291

Shares:5.4K

Value:$412.6K

% of Portfolio:0.0% ($412.6K/$1.3B)

DANAHER CORP /DE/

DHR|235851102

Shares:2.0K

Value:$407.0K

% of Portfolio:0.0% ($407.0K/$1.3B)

87283Q867

Shares:12.3K

Value:$396.6K

% of Portfolio:0.0% ($396.6K/$1.3B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.3K

Value:$395.7K

% of Portfolio:0.0% ($395.7K/$1.3B)

464287721

Shares:2.8K

Value:$392.5K

% of Portfolio:0.0% ($392.5K/$1.3B)

LAM RESEARCH CORP

LRCX|512807306

Shares:5.4K

Value:$391.3K

% of Portfolio:0.0% ($391.3K/$1.3B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:2.2K

Value:$390.2K

% of Portfolio:0.0% ($390.2K/$1.3B)

Cigna Group

CI|125523100

Shares:1.2K

Value:$387.9K

% of Portfolio:0.0% ($387.9K/$1.3B)

FISERV INC

FI|337738108

Shares:1.8K

Value:$387.8K

% of Portfolio:0.0% ($387.8K/$1.3B)

92206C870

VCIT|92206C870

Shares:4.7K

Value:$387.1K

% of Portfolio:0.0% ($387.1K/$1.3B)

808524797

SCHD|808524797

Shares:13.6K

Value:$380.4K

% of Portfolio:0.0% ($380.4K/$1.3B)

CALAMOS STRATEGIC TOTAL RETURN FUND

CSQ|128125101

Shares:23.3K

Value:$377.4K

% of Portfolio:0.0% ($377.4K/$1.3B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.4K

Value:$369.9K

% of Portfolio:0.0% ($369.9K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739E108)✕	25.1K	QoQ 0.00% (-0) YoY -7.49% (-2.0K)	All Managers (Combined)	$441.4K	0.0% ($441.4K/$1.3B)	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	0.0% ($441.3K/$1.3B)	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	0.0% ($440.6K/$1.3B)	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	0.0% ($424.2K/$1.3B)	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	0.0% ($424.1K/$1.3B)	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	0.0% ($422.6K/$1.3B)	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	0.0% ($418.8K/$1.3B)	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	0.0% ($412.6K/$1.3B)	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	0.0% ($407.0K/$1.3B)	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	0.0% ($396.6K/$1.3B)	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	0.0% ($395.7K/$1.3B)	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	0.0% ($392.5K/$1.3B)	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	0.0% ($391.3K/$1.3B)	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	0.0% ($390.2K/$1.3B)	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	0.0% ($387.9K/$1.3B)	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	0.0% ($387.8K/$1.3B)	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	0.0% ($387.1K/$1.3B)	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	0.0% ($380.4K/$1.3B)	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	0.0% ($377.4K/$1.3B)	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	0.0% ($369.9K/$1.3B)	QoQ +37.67% (+$101.2K) YoY +40.43% (+$106.5K)