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 • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 24 of 27

Sort by:

464287440

IEF|464287440

Shares:113

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$1.3B)

25434V815

Shares:368

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$1.3B)

46138G540

Shares:311

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$1.3B)

46429B747

Shares:95

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$1.3B)

46138J452

Shares:450

Value:$9.7K

% of Portfolio:0.0% ($9.7K/$1.3B)

97717X651

Shares:192

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$1.3B)

46138G516

Shares:341

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$1.3B)

46435G219

Shares:188

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$1.3B)

47103U845

Shares:154

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$1.3B)

46138E107

Shares:261

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$1.3B)

46138G698

Shares:71

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$1.3B)

33738R878

Shares:200

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$1.3B)

808524888

Shares:189

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$1.3B)

808524854

Shares:272

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$1.3B)

78468R747

Shares:59

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$1.3B)

46654Q609

Shares:91

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$1.3B)

92206C714

Shares:81

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$1.3B)

464288810

Shares:104

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$1.3B)

464288836

Shares:86

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$1.3B)

78464A789

Shares:100

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFcusip464287440)	113	QoQ +8.65% (+9) YoY -84.62% (-622)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$1.3B)	QoQ +12.63% (+$1.2K) YoY -84.49% (-$58.8K)
(cusip25434V815)✕	368	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.4K	0.0% ($10.4K/$1.3B)	QoQ -8.54% (-$968) YoY -6.48% (-$718)
(cusip46138G540)✕	311	QoQ +12.68% (+35) YoY NEW(+311)	All Managers (Combined)	$9.9K	0.0% ($9.9K/$1.3B)	QoQ +2.75% (+$265) YoY NEW(+$9.9K)
(cusip46429B747)✕	95	QoQ +313.04% (+72) YoY NEW(+95)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$1.3B)	QoQ +324.80% (+$7.5K) YoY NEW(+$9.8K)
(cusip46138J452)✕	450	QoQ 0.00% (-0) YoY NEW(+450)	All Managers (Combined)	$9.7K	0.0% ($9.7K/$1.3B)	QoQ -0.18% (-$18) YoY NEW(+$9.7K)
(cusip97717X651)✕	192	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$1.3B)	QoQ -9.23% (-$908) YoY -6.32% (-$603)
(cusip46138G516)✕	341	QoQ 0.00% (-0) YoY NEW(+341)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$1.3B)	QoQ -1.66% (-$150) YoY NEW(+$8.9K)
(cusip46435G219)✕	188	QoQ 0.00% (+0) YoY NEW(+188)	All Managers (Combined)	$8.5K	0.0% ($8.5K/$1.3B)	QoQ +1.46% (+$122) YoY NEW(+$8.5K)
(cusip47103U845)✕	154	QoQ NEW(+154) YoY NEW(+154)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$1.3B)	QoQ NEW(+$7.8K) YoY NEW(+$7.8K)
(cusip46138E107)✕	261	QoQ 0.00% (+0) YoY -68.62% (-571)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$1.3B)	QoQ +2.91% (+$206) YoY -68.92% (-$16.1K)
(cusip46138G698)✕	71	QoQ NEW(+71) YoY NEW(+71)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$1.3B)	QoQ NEW(+$7.1K) YoY NEW(+$7.1K)
(cusip33738R878)✕	200	QoQ 0.00% (-0) YoY -50.00% (-200)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$1.3B)	QoQ -3.74% (-$274) YoY -49.02% (-$6.8K)
(cusip808524888)✕	189	QoQ 0.00% (+0) YoY -44.57% (-152)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$1.3B)	QoQ +4.51% (+$293) YoY -44.45% (-$5.4K)
(cusip808524854)✕	272	QoQ +4433.33% (+266) YoY NEW(+272)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$1.3B)	QoQ +4531.50% (+$6.6K) YoY NEW(+$6.8K)
(cusip78468R747)✕	59	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$1.3B)	QoQ -1.43% (-$98) YoY +7.81% (+$488)
(cusip46654Q609)✕	91	QoQ +42.18% (+27) YoY NEW(+91)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$1.3B)	QoQ +29.48% (+$1.5K) YoY NEW(+$6.7K)
(cusip92206C714)✕	81	QoQ 0.00% (+0) YoY NEW(+81)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$1.3B)	QoQ +1.59% (+$105) YoY NEW(+$6.7K)
(cusip464288810)✕	104	QoQ 0.00% (+0) YoY +13.04% (+12)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$1.3B)	QoQ +3.16% (+$192) YoY +16.14% (+$870)
(cusip464288836)✕	86	QoQ 0.00% (+0) YoY NEW(+86)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$1.3B)	QoQ +7.80% (+$441) YoY NEW(+$6.1K)
(cusip78464A789)✕	100	QoQ 0.00% (+0) YoY NEW(+100)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$1.3B)	QoQ +7.09% (+$401) YoY NEW(+$6.1K)