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 19 of 27

Sort by:

92204A884

Shares:500

Value:$74.2K

% of Portfolio:0.0% ($74.2K/$1.3B)

45782C532

Shares:2.1K

Value:$73.7K

% of Portfolio:0.0% ($73.7K/$1.3B)

81369Y308

Shares:893

Value:$72.9K

% of Portfolio:0.0% ($72.9K/$1.3B)

464288869

Shares:640

Value:$71.0K

% of Portfolio:0.0% ($71.0K/$1.3B)

46138E362

Shares:1.4K

Value:$69.1K

% of Portfolio:0.0% ($69.1K/$1.3B)

PRECIGEN, INC.

PGEN|74017N105

Shares:44.4K

Value:$66.2K

% of Portfolio:0.0% ($66.2K/$1.3B)

032108409

Shares:1.6K

Value:$64.3K

% of Portfolio:0.0% ($64.3K/$1.3B)

09290C509

Shares:1.0K

Value:$63.2K

% of Portfolio:0.0% ($63.2K/$1.3B)

464288802

Shares:526

Value:$60.4K

% of Portfolio:0.0% ($60.4K/$1.3B)

25434V500

Shares:1.0K

Value:$59.8K

% of Portfolio:0.0% ($59.8K/$1.3B)

464287465

EFA|464287465

Shares:708

Value:$57.9K

% of Portfolio:0.0% ($57.9K/$1.3B)

46435G193

Shares:2.5K

Value:$57.3K

% of Portfolio:0.0% ($57.3K/$1.3B)

78464A409

SPYG|78464A409

Shares:704

Value:$56.6K

% of Portfolio:0.0% ($56.6K/$1.3B)

26922B709

Shares:2.7K

Value:$56.2K

% of Portfolio:0.0% ($56.2K/$1.3B)

09290C806

Shares:1.8K

Value:$55.6K

% of Portfolio:0.0% ($55.6K/$1.3B)

02072L458

Shares:2.7K

Value:$54.6K

% of Portfolio:0.0% ($54.6K/$1.3B)

464287564

ICF|464287564

Shares:858

Value:$52.8K

% of Portfolio:0.0% ($52.8K/$1.3B)

14020Y508

Shares:2.0K

Value:$52.6K

% of Portfolio:0.0% ($52.6K/$1.3B)

808524771

FNDX|808524771

Shares:2.2K

Value:$52.3K

% of Portfolio:0.0% ($52.3K/$1.3B)

464287556

Shares:372

Value:$47.6K

% of Portfolio:0.0% ($47.6K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A884)✕	500	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$74.2K	0.0% ($74.2K/$1.3B)	QoQ -4.23% (-$3.3K) YoY +13.08% (+$8.6K)
(cusip45782C532)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$73.7K	0.0% ($73.7K/$1.3B)	QoQ NEW(+$73.7K) YoY NEW(+$73.7K)
(cusip81369Y308)✕	893	QoQ +88.79% (+420) YoY +40.85% (+259)	All Managers (Combined)	$72.9K	0.0% ($72.9K/$1.3B)	QoQ +96.19% (+$35.8K) YoY +50.57% (+$24.5K)
(cusip464288869)✕	640	QoQ 0.00% (-0) YoY NEW(+640)	All Managers (Combined)	$71.0K	0.0% ($71.0K/$1.3B)	QoQ -14.93% (-$12.5K) YoY NEW(+$71.0K)
(cusip46138E362)✕	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$69.1K	0.0% ($69.1K/$1.3B)	QoQ +3.97% (+$2.6K) YoY +13.13% (+$8.0K)
PRECIGEN, INC.(PGENcusip74017N105)	44.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$66.2K	0.0% ($66.2K/$1.3B)	QoQ +33.03% (+$16.4K) YoY +2.75% (+$1.8K)
(cusip032108409)✕	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$64.3K	0.0% ($64.3K/$1.3B)	QoQ NEW(+$64.3K) YoY NEW(+$64.3K)
(cusip09290C509)✕	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$63.2K	0.0% ($63.2K/$1.3B)	QoQ -5.37% (-$3.6K) YoY NEW(+$63.2K)
(cusip464288802)✕	526	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$60.4K	0.0% ($60.4K/$1.3B)	QoQ -5.52% (-$3.5K) YoY +5.22% (+$3.0K)
(cusip25434V500)✕	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$59.8K	0.0% ($59.8K/$1.3B)	QoQ -8.18% (-$5.3K) YoY -4.15% (-$2.6K)
(EFAcusip464287465)	708	QoQ -14.80% (-123) YoY +1715.38% (+669)	All Managers (Combined)	$57.9K	0.0% ($57.9K/$1.3B)	QoQ -7.90% (-$5.0K) YoY +1757.62% (+$54.8K)
(cusip46435G193)✕	2.5K	QoQ 0.00% (+0) YoY NEW(+2.5K)	All Managers (Combined)	$57.3K	0.0% ($57.3K/$1.3B)	QoQ +1.49% (+$845) YoY NEW(+$57.3K)
(SPYGcusip78464A409)	704	QoQ 0.00% (-0) YoY -74.93% (-2.1K)	All Managers (Combined)	$56.6K	0.0% ($56.6K/$1.3B)	QoQ -8.51% (-$5.3K) YoY -72.45% (-$148.9K)
(cusip26922B709)✕	2.7K	QoQ +22.46% (+494) YoY -50.86% (-2.8K)	All Managers (Combined)	$56.2K	0.0% ($56.2K/$1.3B)	QoQ +27.19% (+$12.0K) YoY -50.73% (-$57.9K)
(cusip09290C806)✕	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$55.6K	0.0% ($55.6K/$1.3B)	QoQ NEW(+$55.6K) YoY NEW(+$55.6K)
(cusip02072L458)✕	2.7K	QoQ 0.00% (+0) YoY NEW(+2.7K)	All Managers (Combined)	$54.6K	0.0% ($54.6K/$1.3B)	QoQ +1.53% (+$827) YoY NEW(+$54.6K)
(ICFcusip464287564)	858	QoQ 0.00% (+0) YoY -6.63% (-61)	All Managers (Combined)	$52.8K	0.0% ($52.8K/$1.3B)	QoQ +2.10% (+$1.1K) YoY -0.43% (-$233)
(cusip14020Y508)✕	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$52.6K	0.0% ($52.6K/$1.3B)	QoQ NEW(+$52.6K) YoY NEW(+$52.6K)
(FNDXcusip808524771)	2.2K	QoQ +139.93% (+1.3K) YoY +1378.00% (+2.1K)	All Managers (Combined)	$52.3K	0.0% ($52.3K/$1.3B)	QoQ +139.22% (+$30.5K) YoY +417.78% (+$42.2K)
(cusip464287556)✕	372	QoQ 0.00% (-0) YoY +24.83% (+74)	All Managers (Combined)	$47.6K	0.0% ($47.6K/$1.3B)	QoQ -3.25% (-$1.6K) YoY +16.35% (+$6.7K)