Guardian-Wealth-Advisors-Llc--Nc

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "PKST",
  null,
  null,
  null,
  "GDX",
  null,
  null,
  "AAL",
  null,
  null,
  null,
  null,
  null,
  "MU",
  null,
  null,
  "FNDF",
  "FNDA",
  "ACN",
  null,
  null,
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  null,
  null,
  null,
  null,
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  null,
  null,
  null,
  "RIG",
  null,
  "AXP",
  null,
  null,
  "SCHH",
  null,
  "AIG",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "WRB",
  null,
  "BSX",
  null,
  "CSQ",
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "COOP",
  "D",
  "ETY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PGEN",
  null,
  null,
  "GD",
  null,
  null,
  "GILD",
  "GIS",
  null,
  null,
  "HON",
  "HD",
  null,
  "CPHC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  null,
  "EMXC",
  "AMAT",
  null,
  null,
  "EMR",
  "BKNG",
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EXC",
  "FCNCA",
  null,
  null,
  null,
  "GE",
  "HIG",
  "NVS",
  null,
  "AMP",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PYPL",
  "PEP",
  "PNC",
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  null,
  "AMGN",
  null,
  "MSTR",
  null,
  "REGN",
  "FNDX",
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "ROP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "AGNC",
  "VOE",
  "SCHW",
  "UMBF",
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  null,
  "IWO",
  "XLB",
  null,
  "IEF",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  null,
  null,
  "VRTX",
  null,
  null,
  "ATO",
  "GM",
  null,
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "F",
  "AJG",
  "WM",
  "IWR",
  "GSLC",
  "AEP",
  null,
  null,
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  "LCID",
  null,
  null,
  null,
  null,
  null,
  null,
  "FNB",
  null,
  null,
  null,
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VMI",
  "VONE",
  null,
  "VXUS",
  null,
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  "IUSG",
  null,
  null,
  null,
  "OC",
  "MTB",
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  "NSC",
  null,
  "LH",
  "MKL",
  "SO",
  "CRM",
  "DIA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "DGRO",
  "MCK",
  null,
  null,
  null,
  null,
  null,
  null,
  "ESGU",
  null,
  "NUE",
  null,
  null,
  "FDX",
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  null,
  null,
  null,
  "BA",
  "BAH",
  "BMY",
  "BNL",
  "BR",
  "CDNS",
  "CSL",
  "CHE",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "COST",
  "CRWD",
  "DHR",
  "DE",
  "FANG",
  "DAL",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "EWJ",
  null,
  "EFA",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 • $1,250,384.987K total value

528 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 20 of 27

Sort by:

46138J817

Shares:2.0K

Value:$47.2K

46138J635

Shares:2.0K

Value:$46.9K

78468R531

Shares:831

Value:$44.5K

81369Y506

Shares:475

Value:$44.3K

02072L581

Shares:1.4K

Value:$43.9K

46434G863

Shares:1.3K

Value:$43.8K

92204A504

VHT|92204A504

Shares:164

Value:$43.5K

46641Q761

Shares:752

Value:$42.5K

25434V807

Shares:1.1K

Value:$42.3K

33738R100

Shares:2.6K

Value:$42.1K

78464A862

Shares:208

Value:$41.8K

33741X201

Shares:850

Value:$41.4K

922908553

VNQ|922908553

Shares:454

Value:$41.1K

46434V803

HEFA|46434V803

Shares:1.1K

Value:$40.9K

33739Q200

Shares:825

Value:$40.6K

97717X594

Shares:924

Value:$40.1K

92204A603

Shares:158

Value:$39.2K

464287432

Shares:425

Value:$38.7K

46137V621

Shares:2.6K

Value:$37.4K

81369Y852

Shares:384

Value:$37.1K

Instrument	Shares		Other Manager	Value
(cusip46138J817)✕	2.0K	QoQ +28.43% (+453) YoY NEW(+2.0K)	All Managers (Combined)	$47.2K	QoQ +28.32% (+$10.4K) YoY NEW(+$47.2K)
(cusip46138J635)✕	2.0K	QoQ +28.64% (+450) YoY NEW(+2.0K)	All Managers (Combined)	$46.9K	QoQ +28.17% (+$10.3K) YoY NEW(+$46.9K)
(cusip78468R531)✕	831	QoQ +9.34% (+71) YoY -20.17% (-210)	All Managers (Combined)	$44.5K	QoQ +3.57% (+$1.5K) YoY -15.66% (-$8.3K)
(cusip81369Y506)✕	475	QoQ +15.29% (+63) YoY +19.04% (+76)	All Managers (Combined)	$44.3K	QoQ +25.62% (+$9.0K) YoY +17.86% (+$6.7K)
(cusip02072L581)✕	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$43.9K	QoQ -0.85% (-$378) YoY NEW(+$43.9K)
(cusip46434G863)✕	1.3K	QoQ 0.00% (+0) YoY NEW(+1.3K)	All Managers (Combined)	$43.8K	QoQ +4.67% (+$2.0K) YoY NEW(+$43.8K)
(VHTcusip92204A504)	164	QoQ 0.00% (+0) YoY +0.61% (-1)	All Managers (Combined)	$43.5K	QoQ +4.49% (+$1.9K) YoY -1.58% (-$701)
(cusip46641Q761)✕	752	QoQ +0.26% (-2) YoY NEW(+752)	All Managers (Combined)	$42.5K	QoQ -1.12% (-$483) YoY NEW(+$42.5K)
(cusip25434V807)✕	1.1K	QoQ 0.00% (+0) YoY -8.59% (-101)	All Managers (Combined)	$42.3K	QoQ +10.93% (+$4.2K) YoY -2.10% (-$908)
(cusip33738R100)✕	2.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$42.1K	QoQ +1.25% (+$520) YoY +3.56% (+$1.4K)
(cusip78464A862)✕	208	QoQ -0.47% (-1) YoY +49.64% (+69)	All Managers (Combined)	$41.8K	QoQ -19.52% (-$10.1K) YoY +29.80% (+$9.6K)
(cusip33741X201)✕	850	QoQ 0.00% (+0) YoY NEW(+850)	All Managers (Combined)	$41.4K	QoQ +5.09% (+$2.0K) YoY NEW(+$41.4K)
(VNQcusip922908553)	454	QoQ +8.35% (+35) YoY -72.81% (-1.2K)	All Managers (Combined)	$41.1K	QoQ +10.12% (+$3.8K) YoY -71.53% (-$103.3K)
(HEFAcusip46434V803)	1.1K	QoQ +88.60% (+529) YoY NEW(+1.1K)	All Managers (Combined)	$40.9K	QoQ +96.96% (+$20.1K) YoY NEW(+$40.9K)
(cusip33739Q200)✕	825	QoQ 0.00% (+0) YoY -1.78% (-15)	All Managers (Combined)	$40.6K	QoQ +1.00% (+$404) YoY +0.06% (-$27)
(cusip97717X594)✕	924	QoQ 0.00% (-0) YoY -16.53% (-183)	All Managers (Combined)	$40.1K	QoQ -0.15% (-$64) YoY -21.14% (-$10.8K)
(cusip92204A603)✕	158	QoQ 0.00% (-0) YoY +0.63% (+1)	All Managers (Combined)	$39.2K	QoQ -2.43% (-$980) YoY +2.22% (+$852)
(cusip464287432)✕	425	QoQ -44.94% (-347) YoY +5.72% (+23)	All Managers (Combined)	$38.7K	QoQ -42.61% (-$28.7K) YoY +1.67% (+$636)
(cusip46137V621)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$37.4K	QoQ NEW(+$37.4K) YoY NEW(+$37.4K)
(cusip81369Y852)✕	384	QoQ +652.94% (+333) YoY +0.26% (+1)	All Managers (Combined)	$37.1K	QoQ +645.51% (+$32.1K) YoY +18.51% (+$5.8K)