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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Guardian-Wealth-Advisors-Llc--Nc
Data Enrichment
51% identified271 identified257 unidentified
Holdings
528 positions
Manager:
Search and click to pin securities to the top
Page 12 of 27
025072877
Shares:4.2K
Value:$368.2K
33737K205
Shares:4.2K
Value:$359.0K
808524508
Shares:13.5K
Value:$354.2K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip025072877)✕ | 4.2K | QoQ NEW(+4.2K) | All Managers (Combined) | $368.2K | QoQ NEW(+$368.2K) |
| 6.1K | QoQ +0.03% (+2)YoY NEW(+6.1K) | All Managers (Combined) | $360.6K | YoY NEW(+$360.6K) | |
(cusip33737K205)✕ | 4.2K | All Managers (Combined) | $359.0K | ||
| 1.2K | QoQ -0.24% (-3)YoY +7.94% (+89) | All Managers (Combined) | $356.6K | ||
| 3.8K | All Managers (Combined) | $355.3K | |||
(cusip808524508)✕ | 13.5K | All Managers (Combined) | $354.2K | ||
MOODYS CORP /DE/(MCOcusip615369105) | 760 | QoQ NEW(+760) YoY NEW(+760) | All Managers (Combined) | $353.9K | QoQ NEW(+$353.9K) YoY NEW(+$353.9K) |
| 680 | QoQ NEW(+680) YoY NEW(+680) | All Managers (Combined) | $348.3K | QoQ NEW(+$348.3K) YoY NEW(+$348.3K) | |
DEERE & CO(DEcusip244199105) | 739 | QoQ -3.52% (-27) | All Managers (Combined) | $346.7K | |
| 787 | QoQ +8.85% (+64)YoY +12.42% (-87) | All Managers (Combined) | $342.3K | ||
| 12.0K | QoQ -6.42% (-823)YoY +7.47% (+834) | All Managers (Combined) | $342.2K | ||
| 545 | QoQ +1.11% (-6)YoY +0.73% (-4) | All Managers (Combined) | $341.2K | ||
PAYCHEX INC(PAYXcusip704326107) | 2.2K | QoQ -0.85% (-19) | All Managers (Combined) | $341.0K | |
CME GROUP INC.(CMEcusip12572Q105) | 1.3K | QoQ -1.62% (-21)YoY +1.27% (+16) | All Managers (Combined) | $337.7K | |
SYNOPSYS INC(SNPScusip871607107) | 782 | QoQ -2.37% (-19)YoY -2.49% (-20) | All Managers (Combined) | $335.4K | |
| 5.5K | All Managers (Combined) | $334.6K | |||
| 3.0K | QoQ -7.74% (-250)YoY NEW(+3.0K) | All Managers (Combined) | $333.6K | YoY NEW(+$333.6K) | |
COMCAST CORP(CMCSAcusip20030N101) | 9.0K | QoQ +0.28% (-26) | All Managers (Combined) | $333.1K | |
CITIGROUP INC(Ccusip172967424) | 4.7K | All Managers (Combined) | $333.0K | ||
| 179 | QoQ 0.00% (-0)YoY -6.28% (-12) | All Managers (Combined) | $331.9K |