Guardian-Wealth-Advisors-Llc--Nc

AI_NATIVE detailed information: This accession holds the following tickers:[
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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 26 of 27

Sort by:

46435G474

Shares:73

Value:$2.0K

33738R886

Shares:90

Value:$1.8K

46435G250

Shares:38

Value:$1.8K

33734X135

Shares:32

Value:$1.7K

46641Q209

Shares:27

Value:$1.5K

92206C847

VGLT|92206C847

Shares:25

Value:$1.4K

46138E628

Shares:20

Value:$1.3K

46435G102

Shares:15

Value:$1.3K

33734X143

Shares:12

Value:$1.2K

33738R860

Shares:40

Value:$1.2K

26922A842

Shares:48

Value:$997

78468R200

Shares:32

Value:$986

81369Y100

XLB|81369Y100

Shares:11

Value:$966

78464A391

Shares:42

Value:$843

09290C780

Shares:33

Value:$722

92189F700

Shares:9

Value:$611

78463X756

Shares:10

Value:$566

032108557

Shares:10

Value:$550

46434G822

EWJ|46434G822

Shares:8

Value:$548

46090A887

Shares:10

Value:$501

Instrument	Shares		Other Manager	Value
(cusip46435G474)✕	73	QoQ 0.00% (+0) YoY NEW(+73)	All Managers (Combined)	$2.0K	QoQ +0.30% (+$6) YoY NEW(+$2.0K)
(cusip33738R886)✕	90	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.8K	QoQ +4.34% (+$75) YoY 0.00% (+$0)
(cusip46435G250)✕	38	QoQ -51.28% (-40) YoY NEW(+38)	All Managers (Combined)	$1.8K	QoQ -51.21% (-$1.9K) YoY NEW(+$1.8K)
(cusip33734X135)✕	32	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.7K	QoQ -2.07% (-$36) YoY +11.50% (+$175)
(cusip46641Q209)✕	27	QoQ -10.00% (-3) YoY -10.00% (-3)	All Managers (Combined)	$1.5K	QoQ -3.98% (-$64) YoY -8.69% (-$147)
(VGLTcusip92206C847)	25	QoQ NEW(+25) YoY NEW(+25)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
(cusip46138E628)✕	20	QoQ -42.85% (-15) YoY -90.65% (-194)	All Managers (Combined)	$1.3K	QoQ -45.12% (-$1.0K) YoY -89.07% (-$10.2K)
(cusip46435G102)✕	15	QoQ 0.00% (-0) YoY NEW(+15)	All Managers (Combined)	$1.3K	QoQ -1.64% (-$21) YoY NEW(+$1.3K)
(cusip33734X143)✕	12	QoQ 0.00% (-0) YoY -87.36% (-83)	All Managers (Combined)	$1.2K	QoQ -4.16% (-$54) YoY -88.11% (-$9.2K)
(cusip33738R860)✕	40	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2K	QoQ -4.40% (-$56) YoY +11.97% (+$130)
(cusip26922A842)✕	48	QoQ 0.00% (-0) YoY -97.98% (-2.3K)	All Managers (Combined)	$997	QoQ -18.07% (-$220) YoY -98.01% (-$49.1K)
(cusip78468R200)✕	32	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$986	QoQ +0.30% (+$3) YoY -0.10% (-$1)
(XLBcusip81369Y100)	11	QoQ 0.00% (+0) YoY +83.33% (+5)	All Managers (Combined)	$966	QoQ +2.65% (+$25) YoY +70.97% (+$401)
(cusip78464A391)✕	42	QoQ +1300.00% (+39) YoY NEW(+42)	All Managers (Combined)	$843	QoQ +1328.81% (+$784) YoY NEW(+$843)
(cusip09290C780)✕	33	QoQ NEW(+33) YoY NEW(+33)	All Managers (Combined)	$722	QoQ NEW(+$722) YoY NEW(+$722)
(cusip92189F700)✕	9	QoQ -10.00% (-1) YoY -10.00% (-1)	All Managers (Combined)	$611	QoQ -5.27% (-$34) YoY -18.64% (-$140)
(cusip78463X756)✕	10	QoQ 0.00% (-0) YoY NEW(+10)	All Managers (Combined)	$566	QoQ -3.41% (-$20) YoY NEW(+$566)
(cusip032108557)✕	10	QoQ NEW(+10) YoY NEW(+10)	All Managers (Combined)	$550	QoQ NEW(+$550) YoY NEW(+$550)
(EWJcusip46434G822)	8	QoQ 0.00% (+0) YoY NEW(+8)	All Managers (Combined)	$548	QoQ +2.04% (+$11) YoY NEW(+$548)
(cusip46090A887)✕	10	QoQ -9.09% (-1) YoY -9.09% (-1)	All Managers (Combined)	$501	QoQ -9.07% (-$50) YoY -8.74% (-$48)