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 2 of 27

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464287200

IVV|464287200

Shares:22.5K

Value:$12.7M

% of Portfolio:1.0% ($12.7M/$1.3B)

33741X102

Shares:375.2K

Value:$12.6M

% of Portfolio:1.0% ($12.6M/$1.3B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:21.9K

Value:$12.2M

% of Portfolio:1.0% ($12.2M/$1.3B)

02072L607

Shares:339.9K

Value:$11.9M

% of Portfolio:1.0% ($11.9M/$1.3B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:22.1K

Value:$11.7M

% of Portfolio:0.9% ($11.7M/$1.3B)

464287150

ITOT|464287150

Shares:88.2K

Value:$10.8M

% of Portfolio:0.9% ($10.8M/$1.3B)

25434V203

Shares:336.3K

Value:$10.5M

% of Portfolio:0.8% ($10.5M/$1.3B)

09789C788

Shares:195.2K

Value:$9.8M

% of Portfolio:0.8% ($9.8M/$1.3B)

464288877

Shares:158.6K

Value:$9.3M

% of Portfolio:0.7% ($9.3M/$1.3B)

46434G103

IEMG|46434G103

Shares:165.3K

Value:$8.9M

% of Portfolio:0.7% ($8.9M/$1.3B)

AMAZON COM INC

AMZN|023135106

Shares:46.2K

Value:$8.8M

% of Portfolio:0.7% ($8.8M/$1.3B)

464288885

EFG|464288885

Shares:84.0K

Value:$8.4M

% of Portfolio:0.7% ($8.4M/$1.3B)

Tesla, Inc.

TSLA|88160R101

Shares:30.7K

Value:$8.0M

% of Portfolio:0.6% ($8.0M/$1.3B)

315912808

Shares:110.4K

Value:$7.5M

% of Portfolio:0.6% ($7.5M/$1.3B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:27.8K

Value:$6.8M

% of Portfolio:0.5% ($6.8M/$1.3B)

Broadcom Inc.

AVGO|11135F101

Shares:39.7K

Value:$6.6M

% of Portfolio:0.5% ($6.6M/$1.3B)

46432F339

QUAL|46432F339

Shares:35.7K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.3B)

Alphabet Inc.

GOOGL|02079K305

Shares:39.2K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.3B)

46641Q837

Shares:117.4K

Value:$5.9M

% of Portfolio:0.5% ($5.9M/$1.3B)

78464A854

SPLG|78464A854

Shares:87.3K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	22.5K	QoQ +0.25% (-57) YoY +2707.84% (+21.7K)	All Managers (Combined)	$12.7M	1.0% ($12.7M/$1.3B)	QoQ -4.30% (-$570.2K) YoY +2899.88% (+$12.2M)
(cusip33741X102)✕	375.2K	QoQ +9.64% (+33.0K) YoY NEW(+375.2K)	All Managers (Combined)	$12.6M	1.0% ($12.6M/$1.3B)	QoQ +2.51% (+$308.9K) YoY NEW(+$12.6M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	21.9K	QoQ +0.98% (-214) YoY -2.62% (-590)	All Managers (Combined)	$12.2M	1.0% ($12.2M/$1.3B)	QoQ -3.61% (-$458.3K) YoY +4.13% (-$486.2K)
(cusip02072L607)✕	339.9K	QoQ +10.67% (+32.8K) YoY NEW(+339.9K)	All Managers (Combined)	$11.9M	1.0% ($11.9M/$1.3B)	QoQ +18.93% (+$1.9M) YoY NEW(+$11.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	22.1K	QoQ +5.25% (+1.1K) YoY +59.40% (+8.2K)	All Managers (Combined)	$11.7M	0.9% ($11.7M/$1.3B)	QoQ +23.66% (+$2.2M) YoY +101.88% (+$5.9M)
(ITOTcusip464287150)	88.2K	QoQ +0.97% (-849) YoY +304082.75% (+88.2K)	All Managers (Combined)	$10.8M	0.9% ($10.8M/$1.3B)	QoQ -4.21% (-$473.9K) YoY +321755.86% (+$10.8M)
(cusip25434V203)✕	336.3K	QoQ +0.80% (+2.7K) YoY +11.84% (+35.6K)	All Managers (Combined)	$10.5M	0.8% ($10.5M/$1.3B)	QoQ +7.81% (+$761.1K) YoY +15.58% (+$1.4M)
(cusip09789C788)✕	195.2K	QoQ -8.17% (-17.4K) YoY -70.89% (-475.5K)	All Managers (Combined)	$9.8M	0.8% ($9.8M/$1.3B)	QoQ -7.85% (-$837.5K) YoY -70.86% (-$23.9M)
(cusip464288877)✕	158.6K	QoQ +3.92% (+6.0K) YoY +3965675.00% (+158.6K)	All Managers (Combined)	$9.3M	0.7% ($9.3M/$1.3B)	QoQ +16.74% (+$1.3M) YoY +4288771.55% (+$9.3M)
(IEMGcusip46434G103)	165.3K	QoQ +5.38% (+8.4K) YoY NEW(+165.3K)	All Managers (Combined)	$8.9M	0.7% ($8.9M/$1.3B)	QoQ +8.91% (+$730.4K) YoY NEW(+$8.9M)
AMAZON COM INC(AMZNcusip023135106)	46.2K	QoQ +6.38% (-2.8K) YoY +38.46% (+12.8K)	All Managers (Combined)	$8.8M	0.7% ($8.8M/$1.3B)	QoQ -7.74% (-$738.0K) YoY +46.05% (+$2.8M)
(EFGcusip464288885)	84.0K	QoQ +4.74% (+3.8K) YoY +39915.71% (+83.8K)	All Managers (Combined)	$8.4M	0.7% ($8.4M/$1.3B)	QoQ +8.17% (+$635.2K) YoY +38454.33% (+$8.4M)
Tesla, Inc.(TSLAcusip88160R101)	30.7K	QoQ +0.13% (-42) YoY +151.85% (+18.5K)	All Managers (Combined)	$8.0M	0.6% ($8.0M/$1.3B)	QoQ -35.73% (-$4.4M) YoY +271.29% (+$5.8M)
(cusip315912808)✕	110.4K	QoQ -2.09% (-2.4K) YoY -0.65% (-727)	All Managers (Combined)	$7.5M	0.6% ($7.5M/$1.3B)	QoQ -12.38% (-$1.1M) YoY +4.99% (-$357.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	27.8K	QoQ +3.78% (+1.0K) YoY +15.15% (+3.7K)	All Managers (Combined)	$6.8M	0.5% ($6.8M/$1.3B)	QoQ +6.20% (+$398.0K) YoY +41.01% (+$2.0M)
Broadcom Inc.(AVGOcusip11135F101)	39.7K	QoQ -4.30% (-1.8K) YoY +788.39% (+35.2K)	All Managers (Combined)	$6.6M	0.5% ($6.6M/$1.3B)	QoQ -30.89% (-$3.0M) YoY +12.22% (+$723.4K)
(QUALcusip46432F339)	35.7K	QoQ +1.33% (-470) YoY +446100.00% (+35.7K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.3B)	QoQ -2.75% (-$173.0K) YoY +463779.23% (+$6.1M)
Alphabet Inc.(GOOGLcusip02079K305)	39.2K	QoQ +3.79% (-1.4K) YoY -7.56% (-3.2K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.3B)	QoQ -15.20% (-$1.1M) YoY -5.29% (-$339.2K)
(cusip46641Q837)✕	117.4K	QoQ +0.56% (+654) YoY +0.32% (+386)	All Managers (Combined)	$5.9M	0.5% ($5.9M/$1.3B)	QoQ +1.07% (+$63.4K) YoY +0.68% (+$40.6K)
(SPLGcusip78464A854)	87.3K	QoQ +0.08% (-73) YoY -3.60% (-3.3K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.3B)	QoQ -4.53% (-$272.6K) YoY +3.02% (-$168.6K)