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 21 of 27

Sort by:

46432F396

MTUM|46432F396

Shares:176

Value:$35.6K

Transocean Ltd.

RIG|H8817H100

Shares:11.1K

Value:$35.2K

78464A714

Shares:503

Value:$34.8K

46138J585

Shares:1.6K

Value:$34.7K

81369Y407

Shares:174

Value:$34.4K

922908595

VBK|922908595

Shares:133

Value:$33.5K

33733E302

Shares:142

Value:$31.5K

464287473

IWS|464287473

Shares:250

Value:$31.5K

78463X889

SPDW|78463X889

Shares:859

Value:$31.3K

69374H642

Shares:1.6K

Value:$31.1K

97717X784

Shares:475

Value:$31.1K

464288281

Shares:342

Value:$31.0K

464287572

Shares:316

Value:$30.4K

808524763

FNDA|808524763

Shares:1.1K

Value:$30.2K

464287648

IWO|464287648

Shares:118

Value:$30.2K

97717X560

Shares:950

Value:$29.6K

92189F676

Shares:138

Value:$29.2K

808524409

Shares:1.0K

Value:$27.8K

53700T736

Shares:2.9K

Value:$26.9K

46138E511

Shares:2.4K

Value:$26.9K

Instrument	Shares		Other Manager	Value
(MTUMcusip46432F396)	176	QoQ +81.44% (+79) YoY NEW(+176)	All Managers (Combined)	$35.6K	QoQ +77.24% (+$15.5K) YoY NEW(+$35.6K)
Transocean Ltd.(RIGcusipH8817H100)	11.1K	QoQ +4.37% (-466) YoY NEW(+11.1K)	All Managers (Combined)	$35.2K	QoQ -11.77% (-$4.7K) YoY NEW(+$35.2K)
(cusip78464A714)✕	503	QoQ -6.33% (-34) YoY -9.69% (-54)	All Managers (Combined)	$34.8K	QoQ -18.68% (-$8.0K) YoY -21.01% (-$9.2K)
(cusip46138J585)✕	1.6K	QoQ +251.47% (+1.1K) YoY NEW(+1.6K)	All Managers (Combined)	$34.7K	QoQ +251.55% (+$24.8K) YoY NEW(+$34.7K)
(cusip81369Y407)✕	174	QoQ +866.66% (+156) YoY -20.18% (-44)	All Managers (Combined)	$34.4K	QoQ +743.80% (+$30.3K) YoY -14.21% (-$5.7K)
(VBKcusip922908595)	133	QoQ +111.11% (+70) YoY +16.66% (+19)	All Managers (Combined)	$33.5K	QoQ +90.27% (+$15.9K) YoY +13.07% (+$3.9K)
(cusip33733E302)✕	142	QoQ 0.00% (-0) YoY -47.98% (-131)	All Managers (Combined)	$31.5K	QoQ -8.64% (-$3.0K) YoY -43.65% (-$24.4K)
(IWScusip464287473)	250	QoQ -24.01% (-79) YoY -38.42% (-156)	All Managers (Combined)	$31.5K	QoQ -25.99% (-$11.1K) YoY -38.10% (-$19.4K)
(SPDWcusip78463X889)	859	QoQ 0.00% (+0) YoY NEW(+859)	All Managers (Combined)	$31.3K	QoQ +6.68% (+$2.0K) YoY NEW(+$31.3K)
(cusip69374H642)✕	1.6K	QoQ +0.19% (+3) YoY -12.81% (-228)	All Managers (Combined)	$31.1K	QoQ +0.49% (+$153) YoY -14.24% (-$5.2K)
(cusip97717X784)✕	475	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$31.1K	QoQ +0.75% (+$234) YoY +1.13% (+$350)
(cusip464288281)✕	342	QoQ +18.33% (+53) YoY +368.49% (+269)	All Managers (Combined)	$31.0K	QoQ +20.14% (+$5.2K) YoY +372.97% (+$24.4K)
(cusip464287572)✕	316	QoQ 0.00% (-0) YoY +22.95% (+59)	All Managers (Combined)	$30.4K	QoQ -4.44% (-$1.4K) YoY +32.42% (+$7.5K)
(FNDAcusip808524763)	1.1K	QoQ +210.11% (+748) YoY +358.09% (+863)	All Managers (Combined)	$30.2K	QoQ +186.00% (+$19.7K) YoY +120.01% (+$16.5K)
(IWOcusip464287648)	118	QoQ -39.79% (-78) YoY -39.48% (-77)	All Managers (Combined)	$30.2K	QoQ -46.47% (-$26.2K) YoY -42.76% (-$22.6K)
(cusip97717X560)✕	950	QoQ 0.00% (-0) YoY NEW(+950)	All Managers (Combined)	$29.6K	QoQ -5.53% (-$1.7K) YoY NEW(+$29.6K)
(cusip92189F676)✕	138	QoQ 0.00% (-0) YoY -36.69% (-80)	All Managers (Combined)	$29.2K	QoQ -12.67% (-$4.2K) YoY -40.43% (-$19.8K)
(cusip808524409)✕	1.0K	QoQ 0.00% (+0) YoY -2.97% (-32)	All Managers (Combined)	$27.8K	QoQ +1.95% (+$533) YoY -66.05% (-$54.0K)
(cusip53700T736)✕	2.9K	QoQ -67.00% (-6.0K) YoY NEW(+2.9K)	All Managers (Combined)	$26.9K	QoQ -66.77% (-$54.1K) YoY NEW(+$26.9K)
(cusip46138E511)✕	2.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$26.9K	QoQ -2.68% (-$744) YoY -5.55% (-$1.6K)