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 • $1,250,384.987K total value

528 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 24 of 27

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464287440

IEF|464287440

Shares:113

Value:$10.8K

25434V815

Shares:368

Value:$10.4K

46138G540

Shares:311

Value:$9.9K

46429B747

Shares:95

Value:$9.8K

46138J452

Shares:450

Value:$9.7K

97717X651

Shares:192

Value:$8.9K

46138G516

Shares:341

Value:$8.9K

46435G219

Shares:188

Value:$8.5K

47103U845

Shares:154

Value:$7.8K

46138E107

Shares:261

Value:$7.3K

46138G698

Shares:71

Value:$7.1K

33738R878

Shares:200

Value:$7.0K

808524888

Shares:189

Value:$6.8K

808524854

Shares:272

Value:$6.8K

78468R747

Shares:59

Value:$6.7K

46654Q609

Shares:91

Value:$6.7K

92206C714

Shares:81

Value:$6.7K

464288810

Shares:104

Value:$6.3K

464288836

Shares:86

Value:$6.1K

78464A789

Shares:100

Value:$6.1K

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