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

Page 15 of 27

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SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:451

Value:$240.7K

% of Portfolio:0.0% ($240.7K/$1.3B)

MORGAN STANLEY

MS|617446448

Shares:2.0K

Value:$238.6K

% of Portfolio:0.0% ($238.6K/$1.3B)

45782C425

Shares:7.3K

Value:$236.4K

% of Portfolio:0.0% ($236.4K/$1.3B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:865

Value:$235.8K

% of Portfolio:0.0% ($235.8K/$1.3B)

Uber Technologies, Inc

UBER|90353T100

Shares:3.2K

Value:$234.5K

% of Portfolio:0.0% ($234.5K/$1.3B)

ASML HOLDING NV

ASML|N07059210

Shares:354

Value:$234.4K

% of Portfolio:0.0% ($234.4K/$1.3B)

INTUIT INC.

INTU|461202103

Shares:381

Value:$233.9K

% of Portfolio:0.0% ($233.9K/$1.3B)

921910840

MGV|921910840

Shares:1.8K

Value:$233.1K

% of Portfolio:0.0% ($233.1K/$1.3B)

M&T BANK CORP

MTB|55261F104

Shares:1.3K

Value:$229.9K

% of Portfolio:0.0% ($229.9K/$1.3B)

HORTON D R INC /DE/

DHI|23331A109

Shares:1.8K

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$1.3B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:630

Value:$222.1K

% of Portfolio:0.0% ($222.1K/$1.3B)

Motorola Solutions, Inc.

MSI|620076307

Shares:507

Value:$222.0K

% of Portfolio:0.0% ($222.0K/$1.3B)

Zoetis Inc.

ZTS|98978V103

Shares:1.3K

Value:$221.1K

% of Portfolio:0.0% ($221.1K/$1.3B)

PULTEGROUP INC/MI/

PHM|745867101

Shares:2.1K

Value:$218.7K

% of Portfolio:0.0% ($218.7K/$1.3B)

NOVO NORDISK A S

NVO|670100205

Shares:3.1K

Value:$217.3K

% of Portfolio:0.0% ($217.3K/$1.3B)

464288505

Shares:4.0K

Value:$215.7K

% of Portfolio:0.0% ($215.7K/$1.3B)

FEDEX CORP

FDX|31428X106

Shares:883

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$1.3B)

464287408

IVE|464287408

Shares:1.1K

Value:$214.8K

% of Portfolio:0.0% ($214.8K/$1.3B)

General Motors Co

GM|37045V100

Shares:4.6K

Value:$214.3K

% of Portfolio:0.0% ($214.3K/$1.3B)

S&P Global Inc.

SPGI|78409V104

Shares:421

Value:$213.9K

% of Portfolio:0.0% ($213.9K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	451	QoQ 0.00% (-0) YoY -24.83% (-149)	All Managers (Combined)	$240.7K	0.0% ($240.7K/$1.3B)	QoQ -6.33% (-$16.3K) YoY -27.91% (-$93.2K)
MORGAN STANLEY(MScusip617446448)	2.0K	QoQ -0.82% (-17) YoY NEW(+2.0K)	All Managers (Combined)	$238.6K	0.0% ($238.6K/$1.3B)	QoQ -7.97% (-$20.7K) YoY NEW(+$238.6K)
(cusip45782C425)✕	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$236.4K	0.0% ($236.4K/$1.3B)	QoQ NEW(+$236.4K) YoY NEW(+$236.4K)
GENERAL DYNAMICS CORP(GDcusip369550108)	865	QoQ +1.05% (+9) YoY +10.75% (+84)	All Managers (Combined)	$235.8K	0.0% ($235.8K/$1.3B)	QoQ +4.53% (+$10.2K) YoY +6.87% (+$15.2K)
Uber Technologies, Inc(UBERcusip90353T100)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$234.5K	0.0% ($234.5K/$1.3B)	QoQ NEW(+$234.5K) YoY NEW(+$234.5K)
ASML HOLDING NV(ASMLcusipN07059210)	354	QoQ -17.28% (-74) YoY NEW(+354)	All Managers (Combined)	$234.4K	0.0% ($234.4K/$1.3B)	QoQ -20.92% (-$62.0K) YoY NEW(+$234.4K)
INTUIT INC.(INTUcusip461202103)	381	QoQ +3.25% (+12) YoY +2.41% (-9)	All Managers (Combined)	$233.9K	0.0% ($233.9K/$1.3B)	QoQ +1.00% (+$2.3K) YoY -3.25% (-$7.9K)
(MGVcusip921910840)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$233.1K	0.0% ($233.1K/$1.3B)	QoQ NEW(+$233.1K) YoY NEW(+$233.1K)
M&T BANK CORP(MTBcusip55261F104)	1.3K	QoQ -0.77% (-10) YoY NEW(+1.3K)	All Managers (Combined)	$229.9K	0.0% ($229.9K/$1.3B)	QoQ -5.65% (-$13.8K) YoY NEW(+$229.9K)
HORTON D R INC /DE/(DHIcusip23331A109)	1.8K	QoQ -0.16% (-3) YoY -0.77% (-14)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$1.3B)	QoQ -9.22% (-$23.2K) YoY -23.33% (-$69.4K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	630	QoQ -7.35% (-50) YoY NEW(+630)	All Managers (Combined)	$222.1K	0.0% ($222.1K/$1.3B)	QoQ -4.53% (-$10.5K) YoY NEW(+$222.1K)
Motorola Solutions, Inc.(MSIcusip620076307)	507	QoQ +11.92% (+54) YoY NEW(+507)	All Managers (Combined)	$222.0K	0.0% ($222.0K/$1.3B)	QoQ +6.00% (+$12.6K) YoY NEW(+$222.0K)
Zoetis Inc.(ZTScusip98978V103)	1.3K	QoQ +4.83% (+62) YoY NEW(+1.3K)	All Managers (Combined)	$221.1K	0.0% ($221.1K/$1.3B)	QoQ +5.93% (+$12.4K) YoY NEW(+$221.1K)
PULTEGROUP INC/MI/(PHMcusip745867101)	2.1K	QoQ +1.14% (-24) YoY NEW(+2.1K)	All Managers (Combined)	$218.7K	0.0% ($218.7K/$1.3B)	QoQ -4.52% (-$10.4K) YoY NEW(+$218.7K)
NOVO NORDISK A S(NVOcusip670100205)	3.1K	QoQ +30.19% (+726) YoY NEW(+3.1K)	All Managers (Combined)	$217.3K	0.0% ($217.3K/$1.3B)	QoQ +5.10% (+$10.6K) YoY NEW(+$217.3K)
(cusip464288505)✕	4.0K	QoQ +0.25% (-10) YoY -40.56% (-2.7K)	All Managers (Combined)	$215.7K	0.0% ($215.7K/$1.3B)	QoQ -7.42% (-$17.3K) YoY -42.71% (-$160.9K)
FEDEX CORP(FDXcusip31428X106)	883	QoQ NEW(+883) YoY NEW(+883)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$1.3B)	QoQ NEW(+$215.3K) YoY NEW(+$215.3K)
(IVEcusip464287408)	1.1K	QoQ +81.18% (+505) YoY +794.44% (+1.0K)	All Managers (Combined)	$214.8K	0.0% ($214.8K/$1.3B)	QoQ +80.77% (+$96.0K) YoY +812.40% (+$191.2K)
General Motors Co(GMcusip37045V100)	4.6K	QoQ +1.99% (-89) YoY NEW(+4.6K)	All Managers (Combined)	$214.3K	0.0% ($214.3K/$1.3B)	QoQ -9.96% (-$23.7K) YoY NEW(+$214.3K)
S&P Global Inc.(SPGIcusip78409V104)	421	QoQ +1.69% (+7) YoY NEW(+421)	All Managers (Combined)	$213.9K	0.0% ($213.9K/$1.3B)	QoQ +3.74% (+$7.7K) YoY NEW(+$213.9K)