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 • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:3.2K

Value:$278.3K

% of Portfolio:0.0% ($278.3K/$1.3B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:4.2K

Value:$275.1K

% of Portfolio:0.0% ($275.1K/$1.3B)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:2.1K

Value:$274.7K

% of Portfolio:0.0% ($274.7K/$1.3B)

25861R402

Shares:5.6K

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$1.3B)

CARLISLE COMPANIES INC

CSL|142339100

Shares:794

Value:$270.4K

% of Portfolio:0.0% ($270.4K/$1.3B)

BERKLEY W R CORP

WRB|084423102

Shares:3.8K

Value:$267.8K

% of Portfolio:0.0% ($267.8K/$1.3B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.3K

Value:$265.7K

% of Portfolio:0.0% ($265.7K/$1.3B)

US BANCORP \DE\

USB|902973304

Shares:6.3K

Value:$265.5K

% of Portfolio:0.0% ($265.5K/$1.3B)

09290C103

Shares:5.4K

Value:$263.0K

% of Portfolio:0.0% ($263.0K/$1.3B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:3.3K

Value:$259.9K

% of Portfolio:0.0% ($259.9K/$1.3B)

922908611

VBR|922908611

Shares:1.4K

Value:$256.0K

% of Portfolio:0.0% ($256.0K/$1.3B)

46438F101

Shares:5.5K

Value:$255.8K

% of Portfolio:0.0% ($255.8K/$1.3B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.5K

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$1.3B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:399

Value:$253.1K

% of Portfolio:0.0% ($253.1K/$1.3B)

33740F425

Shares:7.2K

Value:$253.0K

% of Portfolio:0.0% ($253.0K/$1.3B)

78463X509

Shares:6.4K

Value:$250.2K

% of Portfolio:0.0% ($250.2K/$1.3B)

NUCOR CORP

NUE|670346105

Shares:2.1K

Value:$249.2K

% of Portfolio:0.0% ($249.2K/$1.3B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:509

Value:$246.4K

% of Portfolio:0.0% ($246.4K/$1.3B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.2K

Value:$242.8K

% of Portfolio:0.0% ($242.8K/$1.3B)

UMB FINANCIAL CORP

UMBF|902788108

Shares:2.4K

Value:$242.7K

% of Portfolio:0.0% ($242.7K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	3.2K	QoQ -12.34% (-451) YoY -2.14% (-70)	All Managers (Combined)	$278.3K	0.0% ($278.3K/$1.3B)	QoQ +4.67% (-$12.4K) YoY +8.83% (-$22.6K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	4.2K	QoQ +57.72% (+1.5K) YoY NEW(+4.2K)	All Managers (Combined)	$275.1K	0.0% ($275.1K/$1.3B)	QoQ +20.58% (+$47.0K) YoY NEW(+$275.1K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	2.1K	QoQ +5.10% (+101) YoY +13.04% (-240)	All Managers (Combined)	$274.7K	0.0% ($274.7K/$1.3B)	QoQ +13.25% (+$32.2K) YoY -12.52% (-$39.3K)
(cusip25861R402)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$274.1K	0.0% ($274.1K/$1.3B)	QoQ NEW(+$274.1K) YoY NEW(+$274.1K)
CARLISLE COMPANIES INC(CSLcusip142339100)	794	QoQ +0.25% (-2) YoY +0.25% (-2)	All Managers (Combined)	$270.4K	0.0% ($270.4K/$1.3B)	QoQ -7.45% (-$21.8K) YoY -12.88% (-$40.0K)
BERKLEY W R CORP(WRBcusip084423102)	3.8K	QoQ -0.47% (-18) YoY +51.36% (+1.3K)	All Managers (Combined)	$267.8K	0.0% ($267.8K/$1.3B)	QoQ +21.02% (-$46.5K) YoY +21.79% (+$47.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.3K	QoQ +5.99% (+75) YoY NEW(+1.3K)	All Managers (Combined)	$265.7K	0.0% ($265.7K/$1.3B)	QoQ +27.19% (+$56.8K) YoY NEW(+$265.7K)
US BANCORP \DE\(USBcusip902973304)	6.3K	QoQ -1.49% (-95) YoY +19.81% (+1.0K)	All Managers (Combined)	$265.5K	0.0% ($265.5K/$1.3B)	QoQ -12.80% (-$39.0K) YoY +13.48% (+$31.5K)
(cusip09290C103)✕	5.4K	QoQ -6.04% (-347) YoY NEW(+5.4K)	All Managers (Combined)	$263.0K	0.0% ($263.0K/$1.3B)	QoQ -10.61% (-$31.2K) YoY NEW(+$263.0K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	3.3K	QoQ +6.00% (+188) YoY NEW(+3.3K)	All Managers (Combined)	$259.9K	0.0% ($259.9K/$1.3B)	QoQ +12.09% (+$28.0K) YoY NEW(+$259.9K)
(VBRcusip922908611)	1.4K	QoQ +16.24% (+192) YoY -15.70% (-256)	All Managers (Combined)	$256.0K	0.0% ($256.0K/$1.3B)	QoQ +9.27% (+$21.7K) YoY -18.15% (-$56.8K)
(cusip46438F101)✕	5.5K	QoQ -1.42% (-79) YoY NEW(+5.5K)	All Managers (Combined)	$255.8K	0.0% ($255.8K/$1.3B)	QoQ -13.01% (-$38.3K) YoY NEW(+$255.8K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.5K	QoQ -2.65% (-69) YoY NEW(+2.5K)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$1.3B)	QoQ +9.94% (-$23.1K) YoY NEW(+$255.1K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	399	QoQ +0.50% (-2) YoY -6.33% (-27)	All Managers (Combined)	$253.1K	0.0% ($253.1K/$1.3B)	QoQ -10.51% (-$29.7K) YoY -38.28% (-$157.0K)
(cusip33740F425)✕	7.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$253.0K	0.0% ($253.0K/$1.3B)	QoQ -0.45% (-$1.2K) YoY +6.17% (+$14.7K)
(cusip78463X509)✕	6.4K	QoQ +23.63% (+1.2K) YoY NEW(+6.4K)	All Managers (Combined)	$250.2K	0.0% ($250.2K/$1.3B)	QoQ +26.86% (+$53.0K) YoY NEW(+$250.2K)
NUCOR CORP(NUEcusip670346105)	2.1K	QoQ +0.29% (+6) YoY +1.51% (-31)	All Managers (Combined)	$249.2K	0.0% ($249.2K/$1.3B)	QoQ +3.40% (+$8.2K) YoY -38.26% (-$154.5K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	509	QoQ +4.94% (-24) YoY +4.94% (+24)	All Managers (Combined)	$246.4K	0.0% ($246.4K/$1.3B)	QoQ -4.57% (-$11.8K) YoY +15.88% (+$33.8K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.2K	QoQ +0.25% (-3) YoY -1.52% (-18)	All Managers (Combined)	$242.8K	0.0% ($242.8K/$1.3B)	QoQ -0.20% (-$494) YoY -3.27% (-$8.2K)
UMB FINANCIAL CORP(UMBFcusip902788108)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$242.7K	0.0% ($242.7K/$1.3B)	QoQ NEW(+$242.7K) YoY NEW(+$242.7K)