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 17 of 27

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FORD MOTOR CO

F|345370860

Shares:17.2K

Value:$172.6K

% of Portfolio:0.0% ($172.6K/$1.3B)

92206C664

VTWO|92206C664

Shares:2.1K

Value:$169.2K

% of Portfolio:0.0% ($169.2K/$1.3B)

33738D879

Shares:7.0K

Value:$166.0K

% of Portfolio:0.0% ($166.0K/$1.3B)

464287101

Shares:607

Value:$164.5K

% of Portfolio:0.0% ($164.5K/$1.3B)

45782C375

Shares:4.5K

Value:$159.1K

% of Portfolio:0.0% ($159.1K/$1.3B)

33740U760

Shares:7.0K

Value:$157.8K

% of Portfolio:0.0% ($157.8K/$1.3B)

92206C623

Shares:823

Value:$153.3K

% of Portfolio:0.0% ($153.3K/$1.3B)

92206C649

Shares:1.1K

Value:$150.6K

% of Portfolio:0.0% ($150.6K/$1.3B)

81369Y209

Shares:950

Value:$138.7K

% of Portfolio:0.0% ($138.7K/$1.3B)

464288653

Shares:1.3K

Value:$137.2K

% of Portfolio:0.0% ($137.2K/$1.3B)

464287226

Shares:1.3K

Value:$132.2K

% of Portfolio:0.0% ($132.2K/$1.3B)

American Airlines Group Inc.

AAL|02376R102

Shares:12.5K

Value:$131.6K

% of Portfolio:0.0% ($131.6K/$1.3B)

Peakstone Realty Trust

PKST|39818P799

Shares:10.4K

Value:$130.6K

% of Portfolio:0.0% ($130.6K/$1.3B)

46429B291

Shares:2.7K

Value:$129.7K

% of Portfolio:0.0% ($129.7K/$1.3B)

74933W635

Shares:4.5K

Value:$124.7K

% of Portfolio:0.0% ($124.7K/$1.3B)

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

ETW|27829C105

Shares:14.7K

Value:$120.9K

% of Portfolio:0.0% ($120.9K/$1.3B)

808524706

Shares:4.3K

Value:$119.4K

% of Portfolio:0.0% ($119.4K/$1.3B)

032108722

Shares:3.8K

Value:$118.4K

% of Portfolio:0.0% ($118.4K/$1.3B)

464287770

Shares:1.5K

Value:$117.8K

% of Portfolio:0.0% ($117.8K/$1.3B)

53700T744

Shares:10.5K

Value:$116.9K

% of Portfolio:0.0% ($116.9K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
FORD MOTOR CO(Fcusip345370860)	17.2K	QoQ NEW(+17.2K) YoY NEW(+17.2K)	All Managers (Combined)	$172.6K	0.0% ($172.6K/$1.3B)	QoQ NEW(+$172.6K) YoY NEW(+$172.6K)
(VTWOcusip92206C664)	2.1K	QoQ +1.54% (-32) YoY +4562.22% (+2.1K)	All Managers (Combined)	$169.2K	0.0% ($169.2K/$1.3B)	QoQ -8.28% (-$15.3K) YoY +4321.00% (+$165.4K)
(cusip33738D879)✕	7.0K	QoQ 0.00% (-0) YoY -17.64% (-1.5K)	All Managers (Combined)	$166.0K	0.0% ($166.0K/$1.3B)	QoQ -2.14% (-$3.6K) YoY -20.20% (-$42.0K)
(cusip464287101)✕	607	QoQ +117.56% (+328) YoY NEW(+607)	All Managers (Combined)	$164.5K	0.0% ($164.5K/$1.3B)	QoQ +103.97% (+$83.9K) YoY NEW(+$164.5K)
(cusip45782C375)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$159.1K	0.0% ($159.1K/$1.3B)	QoQ NEW(+$159.1K) YoY NEW(+$159.1K)
(cusip33740U760)✕	7.0K	QoQ 0.00% (+0) YoY -8.09% (-619)	All Managers (Combined)	$157.8K	0.0% ($157.8K/$1.3B)	QoQ +0.05% (+$83) YoY -3.37% (-$5.5K)
(cusip92206C623)✕	823	QoQ +0.12% (-1) YoY NEW(+823)	All Managers (Combined)	$153.3K	0.0% ($153.3K/$1.3B)	QoQ -11.21% (-$19.4K) YoY NEW(+$153.3K)
(cusip92206C649)✕	1.1K	QoQ +0.35% (-4) YoY NEW(+1.1K)	All Managers (Combined)	$150.6K	0.0% ($150.6K/$1.3B)	QoQ -7.61% (-$12.4K) YoY NEW(+$150.6K)
(cusip81369Y209)✕	950	QoQ +78.90% (+419) YoY +21.48% (+168)	All Managers (Combined)	$138.7K	0.0% ($138.7K/$1.3B)	QoQ +89.88% (+$65.7K) YoY +20.06% (+$23.2K)
(cusip464288653)✕	1.3K	QoQ +12.03% (+142) YoY +132100.00% (+1.3K)	All Managers (Combined)	$137.2K	0.0% ($137.2K/$1.3B)	QoQ +16.74% (+$19.7K) YoY +204613.43% (+$137.1K)
(cusip464287226)✕	1.3K	QoQ -17.27% (-279) YoY +53.56% (+466)	All Managers (Combined)	$132.2K	0.0% ($132.2K/$1.3B)	QoQ -15.55% (-$24.3K) YoY +55.09% (+$46.9K)
American Airlines Group Inc.(AALcusip02376R102)	12.5K	QoQ +1.24% (-154) YoY NEW(+12.5K)	All Managers (Combined)	$131.6K	0.0% ($131.6K/$1.3B)	QoQ -38.71% (-$83.2K) YoY NEW(+$131.6K)
Peakstone Realty Trust(PKSTcusip39818P799)	10.4K	QoQ -58.89% (-14.9K) YoY -67.35% (-21.4K)	All Managers (Combined)	$130.6K	0.0% ($130.6K/$1.3B)	QoQ -53.21% (-$148.5K) YoY -74.50% (-$381.6K)
(cusip46429B291)✕	2.7K	QoQ +12.07% (+294) YoY +489.20% (+2.3K)	All Managers (Combined)	$129.7K	0.0% ($129.7K/$1.3B)	QoQ +13.85% (+$15.8K) YoY +489.82% (+$107.7K)
(cusip74933W635)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$124.7K	0.0% ($124.7K/$1.3B)	QoQ NEW(+$124.7K) YoY NEW(+$124.7K)
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund(ETWcusip27829C105)	14.7K	QoQ +0.29% (-43) YoY NEW(+14.7K)	All Managers (Combined)	$120.9K	0.0% ($120.9K/$1.3B)	QoQ -1.72% (-$2.1K) YoY NEW(+$120.9K)
(cusip808524706)✕	4.3K	QoQ 0.00% (+0) YoY +42.35% (+1.3K)	All Managers (Combined)	$119.4K	0.0% ($119.4K/$1.3B)	QoQ +3.53% (+$4.1K) YoY +55.45% (+$42.6K)
(cusip032108722)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$118.4K	0.0% ($118.4K/$1.3B)	QoQ NEW(+$118.4K) YoY NEW(+$118.4K)
(cusip464287770)✕	1.5K	QoQ 0.00% (+0) YoY NEW(+1.5K)	All Managers (Combined)	$117.8K	0.0% ($117.8K/$1.3B)	QoQ +0.95% (+$1.1K) YoY NEW(+$117.8K)
(cusip53700T744)✕	10.5K	QoQ -58.77% (-15.0K) YoY NEW(+10.5K)	All Managers (Combined)	$116.9K	0.0% ($116.9K/$1.3B)	QoQ -61.05% (-$183.2K) YoY NEW(+$116.9K)