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 18 of 27

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46137V613

PRF|46137V613

Shares:2.9K

Value:$115.8K

% of Portfolio:0.0% ($115.8K/$1.3B)

46137V506

Shares:2.5K

Value:$115.4K

% of Portfolio:0.0% ($115.4K/$1.3B)

46429B663

Shares:880

Value:$106.6K

% of Portfolio:0.0% ($106.6K/$1.3B)

464288570

Shares:1.0K

Value:$105.1K

% of Portfolio:0.0% ($105.1K/$1.3B)

464288406

Shares:1.4K

Value:$104.5K

% of Portfolio:0.0% ($104.5K/$1.3B)

464287515

Shares:1.2K

Value:$103.4K

% of Portfolio:0.0% ($103.4K/$1.3B)

25434V724

Shares:2.5K

Value:$102.5K

% of Portfolio:0.0% ($102.5K/$1.3B)

464287655

IWM|464287655

Shares:514

Value:$102.5K

% of Portfolio:0.0% ($102.5K/$1.3B)

14020Y102

Shares:4.4K

Value:$99.3K

% of Portfolio:0.0% ($99.3K/$1.3B)

33738R118

Shares:1.3K

Value:$97.8K

% of Portfolio:0.0% ($97.8K/$1.3B)

33740U711

Shares:2.8K

Value:$96.9K

% of Portfolio:0.0% ($96.9K/$1.3B)

33738R605

Shares:1.7K

Value:$95.8K

% of Portfolio:0.0% ($95.8K/$1.3B)

81369Y605

Shares:1.9K

Value:$95.3K

% of Portfolio:0.0% ($95.3K/$1.3B)

78468R853

Shares:2.2K

Value:$91.4K

% of Portfolio:0.0% ($91.4K/$1.3B)

46434G764

EMXC|46434G764

Shares:1.7K

Value:$91.2K

% of Portfolio:0.0% ($91.2K/$1.3B)

02072L524

Shares:3.2K

Value:$85.3K

% of Portfolio:0.0% ($85.3K/$1.3B)

02072L680

Shares:2.4K

Value:$85.1K

% of Portfolio:0.0% ($85.1K/$1.3B)

81369Y803

XLK|81369Y803

Shares:390

Value:$80.6K

% of Portfolio:0.0% ($80.6K/$1.3B)

53700T751

Shares:6.7K

Value:$78.7K

% of Portfolio:0.0% ($78.7K/$1.3B)

Lucid Group, Inc.

LCID|549498103

Shares:30.8K

Value:$74.5K

% of Portfolio:0.0% ($74.5K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(PRFcusip46137V613)	2.9K	QoQ -8.61% (-270) YoY -21.09% (-766)	All Managers (Combined)	$115.8K	0.0% ($115.8K/$1.3B)	QoQ -8.45% (-$10.7K) YoY -17.11% (-$23.9K)
(cusip46137V506)✕	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$115.4K	0.0% ($115.4K/$1.3B)	QoQ -0.17% (-$201) YoY +7.54% (+$8.1K)
(cusip46429B663)✕	880	QoQ 0.00% (+0) YoY NEW(+880)	All Managers (Combined)	$106.6K	0.0% ($106.6K/$1.3B)	QoQ +7.89% (+$7.8K) YoY NEW(+$106.6K)
(cusip464288570)✕	1.0K	QoQ +1.28% (-13) YoY +76.89% (+446)	All Managers (Combined)	$105.1K	0.0% ($105.1K/$1.3B)	QoQ -5.91% (-$6.6K) YoY +79.70% (+$46.6K)
(cusip464288406)✕	1.4K	QoQ +0.14% (+2) YoY -45.51% (-1.2K)	All Managers (Combined)	$104.5K	0.0% ($104.5K/$1.3B)	QoQ +0.06% (+$69) YoY -44.28% (-$83.1K)
(cusip464287515)✕	1.2K	QoQ +29.11% (+262) YoY +29.11% (+262)	All Managers (Combined)	$103.4K	0.0% ($103.4K/$1.3B)	QoQ +14.75% (+$13.3K) YoY +34.74% (+$26.7K)
(cusip25434V724)✕	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$102.5K	0.0% ($102.5K/$1.3B)	QoQ +0.70% (+$721) YoY +0.75% (+$771)
(IWMcusip464287655)	514	QoQ -7.05% (-39) YoY +1.18% (-6)	All Managers (Combined)	$102.5K	0.0% ($102.5K/$1.3B)	QoQ -16.08% (-$19.6K) YoY -4.09% (-$4.4K)
(cusip14020Y102)✕	4.4K	QoQ +1.72% (+75) YoY +32.08% (+1.1K)	All Managers (Combined)	$99.3K	0.0% ($99.3K/$1.3B)	QoQ +2.86% (+$2.8K) YoY +32.03% (+$24.1K)
(cusip33738R118)✕	1.3K	QoQ -0.22% (-3) YoY +97.32% (+655)	All Managers (Combined)	$97.8K	0.0% ($97.8K/$1.3B)	QoQ -6.39% (-$6.7K) YoY +108.48% (+$50.9K)
(cusip33740U711)✕	2.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$96.9K	0.0% ($96.9K/$1.3B)	QoQ -1.44% (-$1.4K) YoY +4.60% (+$4.3K)
(cusip33738R605)✕	1.7K	QoQ 0.00% (-0) YoY -22.25% (-500)	All Managers (Combined)	$95.8K	0.0% ($95.8K/$1.3B)	QoQ -7.11% (-$7.3K) YoY -25.47% (-$32.8K)
(cusip81369Y605)✕	1.9K	QoQ +243.44% (+1.4K) YoY -33.46% (-962)	All Managers (Combined)	$95.3K	0.0% ($95.3K/$1.3B)	QoQ +253.93% (+$68.3K) YoY -21.32% (-$25.8K)
(cusip78468R853)✕	2.2K	QoQ +1.17% (-26) YoY -0.97% (-22)	All Managers (Combined)	$91.4K	0.0% ($91.4K/$1.3B)	QoQ -8.15% (-$8.1K) YoY -6.19% (-$6.0K)
(EMXCcusip46434G764)	1.7K	QoQ -89.11% (-13.6K) YoY NEW(+1.7K)	All Managers (Combined)	$91.2K	0.0% ($91.2K/$1.3B)	QoQ -89.18% (-$752.4K) YoY NEW(+$91.2K)
(cusip02072L524)✕	3.2K	QoQ 0.00% (+0) YoY NEW(+3.2K)	All Managers (Combined)	$85.3K	0.0% ($85.3K/$1.3B)	QoQ +6.68% (+$5.3K) YoY NEW(+$85.3K)
(cusip02072L680)✕	2.4K	QoQ 0.00% (-0) YoY NEW(+2.4K)	All Managers (Combined)	$85.1K	0.0% ($85.1K/$1.3B)	QoQ -4.60% (-$4.1K) YoY NEW(+$85.1K)
(XLKcusip81369Y803)	390	QoQ +375.60% (+308) YoY +46.06% (+123)	All Managers (Combined)	$80.6K	0.0% ($80.6K/$1.3B)	QoQ +321.03% (+$61.5K) YoY +44.88% (+$25.0K)
(cusip53700T751)✕	6.7K	QoQ +24.06% (+1.3K) YoY NEW(+6.7K)	All Managers (Combined)	$78.7K	0.0% ($78.7K/$1.3B)	QoQ +26.95% (+$16.7K) YoY NEW(+$78.7K)
Lucid Group, Inc.(LCIDcusip549498103)	30.8K	QoQ +2.67% (-803) YoY NEW(+30.8K)	All Managers (Combined)	$74.5K	0.0% ($74.5K/$1.3B)	QoQ -17.72% (-$16.1K) YoY NEW(+$74.5K)