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 21 of 27

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46432F396

MTUM|46432F396

Shares:176

Value:$35.6K

% of Portfolio:0.0% ($35.6K/$1.3B)

Transocean Ltd.

RIG|H8817H100

Shares:11.1K

Value:$35.2K

% of Portfolio:0.0% ($35.2K/$1.3B)

78464A714

Shares:503

Value:$34.8K

% of Portfolio:0.0% ($34.8K/$1.3B)

46138J585

Shares:1.6K

Value:$34.7K

% of Portfolio:0.0% ($34.7K/$1.3B)

81369Y407

Shares:174

Value:$34.4K

% of Portfolio:0.0% ($34.4K/$1.3B)

922908595

VBK|922908595

Shares:133

Value:$33.5K

% of Portfolio:0.0% ($33.5K/$1.3B)

33733E302

Shares:142

Value:$31.5K

% of Portfolio:0.0% ($31.5K/$1.3B)

464287473

IWS|464287473

Shares:250

Value:$31.5K

% of Portfolio:0.0% ($31.5K/$1.3B)

78463X889

SPDW|78463X889

Shares:859

Value:$31.3K

% of Portfolio:0.0% ($31.3K/$1.3B)

69374H642

Shares:1.6K

Value:$31.1K

% of Portfolio:0.0% ($31.1K/$1.3B)

97717X784

Shares:475

Value:$31.1K

% of Portfolio:0.0% ($31.1K/$1.3B)

464288281

Shares:342

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$1.3B)

464287572

Shares:316

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$1.3B)

808524763

FNDA|808524763

Shares:1.1K

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$1.3B)

464287648

IWO|464287648

Shares:118

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$1.3B)

97717X560

Shares:950

Value:$29.6K

% of Portfolio:0.0% ($29.6K/$1.3B)

92189F676

Shares:138

Value:$29.2K

% of Portfolio:0.0% ($29.2K/$1.3B)

808524409

Shares:1.0K

Value:$27.8K

% of Portfolio:0.0% ($27.8K/$1.3B)

53700T736

Shares:2.9K

Value:$26.9K

% of Portfolio:0.0% ($26.9K/$1.3B)

46138E511

Shares:2.4K

Value:$26.9K

% of Portfolio:0.0% ($26.9K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(MTUMcusip46432F396)	176	QoQ +81.44% (+79) YoY NEW(+176)	All Managers (Combined)	$35.6K	0.0% ($35.6K/$1.3B)	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	0.0% ($35.2K/$1.3B)	QoQ -11.77% (-$4.7K) YoY NEW(+$35.2K)
(cusip78464A714)✕	503	QoQ -6.33% (-34) YoY -9.69% (-54)	All Managers (Combined)	$34.8K	0.0% ($34.8K/$1.3B)	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	0.0% ($34.7K/$1.3B)	QoQ +251.55% (+$24.8K) YoY NEW(+$34.7K)
(cusip81369Y407)✕	174	QoQ +866.66% (+156) YoY -20.18% (-44)	All Managers (Combined)	$34.4K	0.0% ($34.4K/$1.3B)	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	0.0% ($33.5K/$1.3B)	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	0.0% ($31.5K/$1.3B)	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	0.0% ($31.5K/$1.3B)	QoQ -25.99% (-$11.1K) YoY -38.10% (-$19.4K)
(SPDWcusip78463X889)	859	QoQ 0.00% (+0) YoY NEW(+859)	All Managers (Combined)	$31.3K	0.0% ($31.3K/$1.3B)	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	0.0% ($31.1K/$1.3B)	QoQ +0.49% (+$153) YoY -14.24% (-$5.2K)
(cusip97717X784)✕	475	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$31.1K	0.0% ($31.1K/$1.3B)	QoQ +0.75% (+$234) YoY +1.13% (+$350)
(cusip464288281)✕	342	QoQ +18.33% (+53) YoY +368.49% (+269)	All Managers (Combined)	$31.0K	0.0% ($31.0K/$1.3B)	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	0.0% ($30.4K/$1.3B)	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	0.0% ($30.2K/$1.3B)	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	0.0% ($30.2K/$1.3B)	QoQ -46.47% (-$26.2K) YoY -42.76% (-$22.6K)
(cusip97717X560)✕	950	QoQ 0.00% (-0) YoY NEW(+950)	All Managers (Combined)	$29.6K	0.0% ($29.6K/$1.3B)	QoQ -5.53% (-$1.7K) YoY NEW(+$29.6K)
(cusip92189F676)✕	138	QoQ 0.00% (-0) YoY -36.69% (-80)	All Managers (Combined)	$29.2K	0.0% ($29.2K/$1.3B)	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	0.0% ($27.8K/$1.3B)	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	0.0% ($26.9K/$1.3B)	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	0.0% ($26.9K/$1.3B)	QoQ -2.68% (-$744) YoY -5.55% (-$1.6K)