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 22 of 27

Sort by:

46138J775

Shares:326

Value:$26.8K

% of Portfolio:0.0% ($26.8K/$1.3B)

46434V282

Shares:452

Value:$26.2K

% of Portfolio:0.0% ($26.2K/$1.3B)

464288257

Shares:215

Value:$25.0K

% of Portfolio:0.0% ($25.0K/$1.3B)

464287606

IJK|464287606

Shares:281

Value:$23.4K

% of Portfolio:0.0% ($23.4K/$1.3B)

25434V799

Shares:817

Value:$22.7K

% of Portfolio:0.0% ($22.7K/$1.3B)

381430503

GSLC|381430503

Shares:205

Value:$22.6K

% of Portfolio:0.0% ($22.6K/$1.3B)

92189F304

Shares:600

Value:$21.3K

% of Portfolio:0.0% ($21.3K/$1.3B)

464287671

IUSG|464287671

Shares:167

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$1.3B)

46641Q753

Shares:478

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$1.3B)

46137V548

Shares:1.0K

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$1.3B)

69374H741

Shares:663

Value:$19.5K

% of Portfolio:0.0% ($19.5K/$1.3B)

26922A420

Shares:250

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$1.3B)

33738D309

Shares:400

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$1.3B)

97717X610

Shares:559

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$1.3B)

032108607

Shares:492

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$1.3B)

464288224

Shares:1.6K

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$1.3B)

69374H436

Shares:475

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$1.3B)

92206C102

VGSH|92206C102

Shares:290

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$1.3B)

922908512

VOE|922908512

Shares:103

Value:$16.5K

% of Portfolio:0.0% ($16.5K/$1.3B)

33734X101

Shares:283

Value:$16.4K

% of Portfolio:0.0% ($16.4K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138J775)✕	326	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$26.8K	0.0% ($26.8K/$1.3B)	QoQ +1.07% (+$285) YoY +4.63% (+$1.2K)
(cusip46434V282)✕	452	QoQ 0.00% (-0) YoY NEW(+452)	All Managers (Combined)	$26.2K	0.0% ($26.2K/$1.3B)	QoQ -4.09% (-$1.1K) YoY NEW(+$26.2K)
(cusip464288257)✕	215	QoQ +5.91% (+12) YoY +667.85% (+187)	All Managers (Combined)	$25.0K	0.0% ($25.0K/$1.3B)	QoQ +5.17% (+$1.2K) YoY +713.02% (+$21.9K)
(IJKcusip464287606)	281	QoQ -12.73% (-41) YoY +1.81% (-5)	All Managers (Combined)	$23.4K	0.0% ($23.4K/$1.3B)	QoQ -20.07% (-$5.9K) YoY -7.07% (-$1.8K)
(cusip25434V799)✕	817	QoQ 0.00% (+0) YoY -88.90% (-6.5K)	All Managers (Combined)	$22.7K	0.0% ($22.7K/$1.3B)	QoQ +7.44% (+$1.6K) YoY -88.48% (-$174.4K)
(GSLCcusip381430503)	205	QoQ NEW(+205) YoY NEW(+205)	All Managers (Combined)	$22.6K	0.0% ($22.6K/$1.3B)	QoQ NEW(+$22.6K) YoY NEW(+$22.6K)
(cusip92189F304)✕	600	QoQ +400.00% (+480) YoY +400.00% (+480)	All Managers (Combined)	$21.3K	0.0% ($21.3K/$1.3B)	QoQ +3.36% (+$692) YoY +5.75% (+$1.2K)
(IUSGcusip464287671)	167	QoQ 0.00% (-0) YoY NEW(+167)	All Managers (Combined)	$21.2K	0.0% ($21.2K/$1.3B)	QoQ -8.80% (-$2.0K) YoY NEW(+$21.2K)
(cusip46641Q753)✕	478	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$1.3B)	QoQ -4.12% (-$851) YoY -0.47% (-$95)
(cusip46137V548)✕	1.0K	QoQ 0.00% (+0) YoY -46.71% (-902)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$1.3B)	QoQ +4.15% (+$782) YoY -45.18% (-$16.2K)
(cusip69374H741)✕	663	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$19.5K	0.0% ($19.5K/$1.3B)	QoQ -2.10% (-$418) YoY +2.44% (+$464)
(cusip26922A420)✕	250	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$1.3B)	QoQ -8.15% (-$1.7K) YoY +21.44% (+$3.3K)
(cusip33738D309)✕	400	QoQ 0.00% (-0) YoY -68.70% (-878)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$1.3B)	QoQ -1.27% (-$236) YoY -69.08% (-$40.8K)
(cusip97717X610)✕	559	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$1.3B)	QoQ +9.32% (+$1.6K) YoY -0.28% (-$52)
(cusip032108607)✕	492	QoQ NEW(+492) YoY NEW(+492)	All Managers (Combined)	$18.1K	0.0% ($18.1K/$1.3B)	QoQ NEW(+$18.1K) YoY NEW(+$18.1K)
(cusip464288224)✕	1.6K	QoQ 0.00% (+0) YoY +43.29% (+471)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$1.3B)	QoQ +0.35% (+$63) YoY +17.05% (+$2.6K)
(cusip69374H436)✕	475	QoQ 0.00% (-0) YoY NEW(+475)	All Managers (Combined)	$17.6K	0.0% ($17.6K/$1.3B)	QoQ -3.49% (-$638) YoY NEW(+$17.6K)
(VGSHcusip92206C102)	290	QoQ 0.00% (+0) YoY NEW(+290)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$1.3B)	QoQ +0.87% (+$148) YoY NEW(+$17.0K)
(VOEcusip922908512)	103	QoQ 0.00% (-0) YoY -59.76% (-153)	All Managers (Combined)	$16.5K	0.0% ($16.5K/$1.3B)	QoQ -0.75% (-$126) YoY -58.56% (-$23.4K)
(cusip33734X101)✕	283	QoQ 0.00% (-0) YoY -13.98% (-46)	All Managers (Combined)	$16.4K	0.0% ($16.4K/$1.3B)	QoQ -10.42% (-$1.9K) YoY -22.84% (-$4.8K)