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 13 of 27

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TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.7K

Value:$330.1K

Marathon Petroleum Corp

MPC|56585A102

Shares:2.2K

Value:$324.2K

NIKE, Inc.

NKE|654106103

Shares:5.0K

Value:$320.7K

92206C730

VONE|92206C730

Shares:1.3K

Value:$317.3K

ALTRIA GROUP, INC.

MO|02209S103

Shares:5.3K

Value:$315.4K

921937835

BND|921937835

Shares:4.3K

Value:$312.8K

Chubb Ltd

CB|H1467J104

Shares:1.0K

Value:$310.7K

Arthur J. Gallagher & Co.

AJG|363576109

Shares:899

Value:$310.4K

Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:3.0K

Value:$309.4K

46428Q109

Shares:9.8K

Value:$305.0K

NOVARTIS AG

NVS|66987V109

Shares:2.7K

Value:$304.7K

T-Mobile US, Inc.

TMUS|872590104

Shares:1.1K

Value:$301.8K

Medtronic plc

MDT|G5960L103

Shares:3.3K

Value:$297.7K

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.2K

Value:$290.8K

315948109

Shares:4.0K

Value:$290.4K

Booking Holdings Inc.

BKNG|09857L108

Shares:63

Value:$290.3K

464287614

IWF|464287614

Shares:788

Value:$284.5K

ALLSTATE CORP

ALL|020002101

Shares:1.4K

Value:$284.1K

464287457

Shares:3.4K

Value:$283.1K

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.7K

Value:$279.0K

Instrument	Shares		Other Manager	Value
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.7K	QoQ +1.27% (+34) YoY +4.51% (+117)	All Managers (Combined)	$330.1K	QoQ +2.10% (+$6.8K) YoY +25.51% (+$67.1K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.2K	QoQ -0.66% (-15) YoY +4.31% (-92)	All Managers (Combined)	$324.2K	QoQ +3.76% (-$11.8K) YoY -24.56% (-$105.6K)
NIKE, Inc.(NKEcusip654106103)	5.0K	QoQ +28.14% (+1.1K) YoY +33.21% (-1.3K)	All Managers (Combined)	$320.7K	QoQ +7.53% (+$22.5K) YoY -9.99% (-$35.6K)
(VONEcusip92206C730)	1.3K	QoQ +2.62% (-32) YoY NEW(+1.3K)	All Managers (Combined)	$317.3K	QoQ -2.33% (-$7.6K) YoY NEW(+$317.3K)
ALTRIA GROUP, INC.(MOcusip02209S103)	5.3K	QoQ +4.72% (+237) YoY NEW(+5.3K)	All Managers (Combined)	$315.4K	QoQ +20.20% (+$53.0K) YoY NEW(+$315.4K)
(BNDcusip921937835)	4.3K	QoQ -63.99% (-7.6K) YoY -65.79% (-8.2K)	All Managers (Combined)	$312.8K	QoQ -63.22% (-$537.6K) YoY -65.40% (-$591.3K)
Chubb Ltd(CBcusipH1467J104)	1.0K	QoQ -2.09% (-22) YoY +3.93% (+39)	All Managers (Combined)	$310.7K	QoQ +7.01% (-$20.4K) YoY +21.13% (+$54.2K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	899	QoQ +1.01% (+9) YoY +0.33% (+3)	All Managers (Combined)	$310.4K	QoQ +22.85% (+$57.7K) YoY +38.53% (+$86.3K)
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	3.0K	QoQ +3.06% (-88) YoY -14.75% (-512)	All Managers (Combined)	$309.4K	QoQ -16.25% (-$60.0K) YoY -39.94% (-$205.8K)
(cusip46428Q109)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$305.0K	QoQ NEW(+$305.0K) YoY NEW(+$305.0K)
NOVARTIS AG(NVScusip66987V109)	2.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$304.7K	QoQ +14.56% (+$38.7K) YoY +15.24% (+$40.3K)
T-Mobile US, Inc.(TMUScusip872590104)	1.1K	QoQ -0.87% (-10) YoY NEW(+1.1K)	All Managers (Combined)	$301.8K	QoQ +19.73% (-$49.8K) YoY NEW(+$301.8K)
Medtronic plc(MDTcusipG5960L103)	3.3K	QoQ -1.72% (-58) YoY +5.04% (+159)	All Managers (Combined)	$297.7K	QoQ +10.56% (-$28.5K) YoY +8.32% (+$22.9K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.2K	QoQ -0.24% (-3) YoY -2.51% (-31)	All Managers (Combined)	$290.8K	QoQ +20.06% (-$48.6K) YoY +23.31% (-$55.0K)
(cusip315948109)✕	4.0K	QoQ +4.15% (-161) YoY NEW(+4.0K)	All Managers (Combined)	$290.4K	QoQ -8.11% (-$25.6K) YoY NEW(+$290.4K)
Booking Holdings Inc.(BKNGcusip09857L108)	63	QoQ -23.17% (-19) YoY -1.56% (-1)	All Managers (Combined)	$290.3K	QoQ -28.75% (-$117.1K) YoY +25.02% (-$58.1K)
(IWFcusip464287614)	788	QoQ -2.71% (-22) YoY -8.69% (-75)	All Managers (Combined)	$284.5K	QoQ -12.52% (-$40.7K) YoY -2.17% (-$6.3K)
ALLSTATE CORP(ALLcusip020002101)	1.4K	QoQ -25.15% (-461) YoY +3.70% (+49)	All Managers (Combined)	$284.1K	QoQ -19.60% (-$69.3K) YoY +24.11% (+$55.2K)
(cusip464287457)✕	3.4K	QoQ -86.11% (-21.2K) YoY +342100.00% (+3.4K)	All Managers (Combined)	$283.1K	QoQ -85.98% (-$1.7M) YoY +602259.57% (+$283.1K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.7K	QoQ +5.78% (-92) YoY NEW(+1.7K)	All Managers (Combined)	$279.0K	QoQ -11.07% (-$34.8K) YoY NEW(+$279.0K)