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 25 of 27

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46137V407

Shares:154

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$1.3B)

808524847

SCHH|808524847

Shares:260

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$1.3B)

464287192

Shares:80

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$1.3B)

92204A207

Shares:23

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$1.3B)

921937819

BIV|921937819

Shares:66

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$1.3B)

46429B267

Shares:213

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$1.3B)

78463X749

Shares:106

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$1.3B)

81369Y886

Shares:58

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$1.3B)

808524748

Shares:121

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$1.3B)

808524870

Shares:146

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$1.3B)

464287754

Shares:30

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$1.3B)

46432F388

Shares:35

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$1.3B)

464288620

Shares:71

Value:$3.6K

% of Portfolio:0.0% ($3.6K/$1.3B)

81369Y704

Shares:27

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$1.3B)

81369Y860

Shares:77

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$1.3B)

46138G847

Shares:290

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$1.3B)

33734X176

Shares:23

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$1.3B)

464287838

Shares:20

Value:$2.7K

% of Portfolio:0.0% ($2.7K/$1.3B)

33734X150

Shares:37

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$1.3B)

464287523

Shares:13

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V407)✕	154	QoQ 0.00% (-0) YoY -49.34% (-150)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$1.3B)	QoQ -3.93% (-$245) YoY -53.44% (-$6.9K)
(SCHHcusip808524847)	260	QoQ +157.42% (+159) YoY +30.00% (+60)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$1.3B)	QoQ +162.95% (+$3.5K) YoY +37.75% (+$1.5K)
(cusip464287192)✕	80	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$1.3B)	QoQ -5.25% (-$284) YoY -9.05% (-$510)
(cusip92204A207)✕	23	QoQ 0.00% (+0) YoY -30.30% (-10)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$1.3B)	QoQ +4.08% (+$201) YoY -24.00% (-$1.6K)
(BIVcusip921937819)	66	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$1.3B)	QoQ +2.47% (+$122) YoY +1.56% (+$78)
(cusip46429B267)✕	213	QoQ -51.14% (-223) YoY +294.44% (+159)	All Managers (Combined)	$4.9K	0.0% ($4.9K/$1.3B)	QoQ -51.13% (-$5.1K) YoY +298.04% (+$3.7K)
(cusip78463X749)✕	106	QoQ 0.00% (+0) YoY NEW(+106)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$1.3B)	QoQ +1.75% (+$80) YoY NEW(+$4.6K)
(cusip81369Y886)✕	58	QoQ +1.75% (+1) YoY -88.67% (-454)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$1.3B)	QoQ +4.36% (+$190) YoY -86.49% (-$29.1K)
(cusip808524748)✕	121	QoQ 0.00% (+0) YoY NEW(+121)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$1.3B)	QoQ +6.02% (+$249) YoY NEW(+$4.4K)
(cusip808524870)✕	146	QoQ +5.79% (+8) YoY NEW(+146)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$1.3B)	QoQ +10.12% (+$361) YoY NEW(+$3.9K)
(cusip464287754)✕	30	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$1.3B)	QoQ -2.52% (-$101) YoY +3.55% (+$134)
(cusip46432F388)✕	35	QoQ 0.00% (+0) YoY +45.83% (+11)	All Managers (Combined)	$3.7K	0.0% ($3.7K/$1.3B)	QoQ +1.00% (+$37) YoY +43.63% (+$1.1K)
(cusip464288620)✕	71	QoQ +97.22% (+35) YoY NEW(+71)	All Managers (Combined)	$3.6K	0.0% ($3.6K/$1.3B)	QoQ +100.38% (+$1.8K) YoY NEW(+$3.6K)
(cusip81369Y704)✕	27	QoQ +3.84% (-1) YoY -78.22% (-97)	All Managers (Combined)	$3.5K	0.0% ($3.5K/$1.3B)	QoQ -0.22% (-$8) YoY -77.78% (-$12.2K)
(cusip81369Y860)✕	77	QoQ +4.05% (+3) YoY -12.50% (-11)	All Managers (Combined)	$3.2K	0.0% ($3.2K/$1.3B)	QoQ +7.76% (+$233) YoY -7.39% (-$258)
(cusip46138G847)✕	290	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$1.3B)	QoQ -8.88% (-$298) YoY -25.51% (-$1.0K)
(cusip33734X176)✕	23	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$1.3B)	QoQ -10.97% (-$375) YoY -1.90% (-$59)
(cusip464287838)✕	20	QoQ 0.00% (+0) YoY -93.48% (-287)	All Managers (Combined)	$2.7K	0.0% ($2.7K/$1.3B)	QoQ +3.73% (+$97) YoY -94.05% (-$42.7K)
(cusip33734X150)✕	37	QoQ 0.00% (-0) YoY -52.56% (-41)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$1.3B)	QoQ -6.90% (-$191) YoY -54.71% (-$3.1K)
(cusip464287523)✕	13	QoQ +333.33% (+10) YoY +333.33% (+10)	All Managers (Combined)	$2.5K	0.0% ($2.5K/$1.3B)	QoQ +273.82% (+$1.8K) YoY +258.54% (+$1.8K)