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 23 of 27

Sort by:

92204A876

Shares:95

Value:$16.2K

% of Portfolio:0.0% ($16.2K/$1.3B)

78464A631

Shares:100

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$1.3B)

921937827

BSV|921937827

Shares:200

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$1.3B)

464288760

Shares:100

Value:$15.3K

% of Portfolio:0.0% ($15.3K/$1.3B)

33734X200

Shares:616

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$1.3B)

46138G631

Shares:481

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$1.3B)

92204A801

Shares:71

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$1.3B)

09290C608

Shares:289

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$1.3B)

464288158

Shares:122

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$1.3B)

808524698

Shares:572

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$1.3B)

92189F106

GDX|92189F106

Shares:268

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$1.3B)

25434V880

DFAX|25434V880

Shares:460

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$1.3B)

464287234

EEM|464287234

Shares:274

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$1.3B)

464288687

Shares:387

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$1.3B)

92206C771

Shares:251

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$1.3B)

808524730

Shares:369

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$1.3B)

464288646

Shares:217

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$1.3B)

46137V308

Shares:100

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$1.3B)

25434V831

Shares:334

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$1.3B)

46138J395

Shares:523

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A876)✕	95	QoQ -35.37% (-52) YoY -32.14% (-45)	All Managers (Combined)	$16.2K	0.0% ($16.2K/$1.3B)	QoQ -32.45% (-$7.8K) YoY -18.70% (-$3.7K)
(cusip78464A631)✕	100	QoQ 0.00% (-0) YoY -22.48% (-29)	All Managers (Combined)	$16.1K	0.0% ($16.1K/$1.3B)	QoQ -3.09% (-$513) YoY -11.34% (-$2.1K)
(BSVcusip921937827)	200	QoQ -48.97% (-192) YoY -81.81% (-900)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$1.3B)	QoQ -48.31% (-$14.6K) YoY -81.43% (-$68.7K)
(cusip464288760)✕	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$15.3K	0.0% ($15.3K/$1.3B)	QoQ +5.33% (+$775) YoY +16.04% (+$2.1K)
(cusip33734X200)✕	616	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.9K	0.0% ($14.9K/$1.3B)	QoQ +8.81% (+$1.2K) YoY +6.28% (+$881)
(cusip46138G631)✕	481	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$1.3B)	QoQ -6.05% (-$899) YoY +0.34% (+$48)
(cusip92204A801)✕	71	QoQ -29.00% (-29) YoY +1.42% (-1)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$1.3B)	QoQ -29.18% (-$5.5K) YoY -6.20% (-$884)
(cusip09290C608)✕	289	QoQ 0.00% (+0) YoY NEW(+289)	All Managers (Combined)	$13.3K	0.0% ($13.3K/$1.3B)	QoQ +6.13% (+$772) YoY NEW(+$13.3K)
(cusip464288158)✕	122	QoQ -51.58% (-130) YoY NEW(+122)	All Managers (Combined)	$12.9K	0.0% ($12.9K/$1.3B)	QoQ -51.53% (-$13.7K) YoY NEW(+$12.9K)
(cusip808524698)✕	572	QoQ +4666.66% (+560) YoY NEW(+572)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$1.3B)	QoQ +4747.92% (+$12.6K) YoY NEW(+$12.8K)
(GDXcusip92189F106)	268	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$1.3B)	QoQ +35.56% (+$3.2K) YoY +45.38% (+$3.8K)
(DFAXcusip25434V880)	460	QoQ 0.00% (+0) YoY NEW(+460)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$1.3B)	QoQ +5.38% (+$616) YoY NEW(+$12.1K)
(EEMcusip464287234)	274	QoQ -0.72% (-2) YoY -56.29% (-353)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$1.3B)	QoQ +3.74% (-$432) YoY -53.49% (-$13.8K)
(cusip464288687)✕	387	QoQ 0.00% (-0) YoY -59.77% (-575)	All Managers (Combined)	$11.9K	0.0% ($11.9K/$1.3B)	QoQ -2.25% (-$274) YoY -61.64% (-$19.1K)
(cusip92206C771)✕	251	QoQ +3485.71% (+244) YoY +527.50% (+211)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$1.3B)	QoQ +3566.87% (+$11.3K) YoY +537.28% (+$9.8K)
(cusip808524730)✕	369	QoQ 0.00% (+0) YoY NEW(+369)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$1.3B)	QoQ +6.02% (+$646) YoY NEW(+$11.4K)
(cusip464288646)✕	217	QoQ -98.88% (-19.3K) YoY NEW(+217)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$1.3B)	QoQ -98.87% (-$997.6K) YoY NEW(+$11.4K)
(cusip46137V308)✕	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$1.3B)	QoQ -2.13% (-$246) YoY +4.10% (+$444)
(cusip25434V831)✕	334	QoQ 0.00% (-0) YoY -93.29% (-4.6K)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$1.3B)	QoQ -1.92% (-$217) YoY -92.96% (-$146.3K)
(cusip46138J395)✕	523	QoQ 0.00% (-0) YoY NEW(+523)	All Managers (Combined)	$11.0K	0.0% ($11.0K/$1.3B)	QoQ -1.46% (-$164) YoY NEW(+$11.0K)