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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Guardian-Wealth-Advisors-Llc--Nc
Data Enrichment
51% identified271 identified257 unidentified
Holdings
528 positions • $1.3B total value
Manager:
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Page 26 of 27
46435G474
Shares:73
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$1.3B)
33738R886
Shares:90
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$1.3B)
46435G250
Shares:38
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$1.3B)
33734X135
Shares:32
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$1.3B)
46641Q209
Shares:27
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$1.3B)
46138E628
Shares:20
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$1.3B)
46435G102
Shares:15
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$1.3B)
33734X143
Shares:12
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$1.3B)
33738R860
Shares:40
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$1.3B)
26922A842
Shares:48
Value:$997
% of Portfolio:0.0% ($997/$1.3B)
78468R200
Shares:32
Value:$986
% of Portfolio:0.0% ($986/$1.3B)
78464A391
Shares:42
Value:$843
% of Portfolio:0.0% ($843/$1.3B)
09290C780
Shares:33
Value:$722
% of Portfolio:0.0% ($722/$1.3B)
92189F700
Shares:9
Value:$611
% of Portfolio:0.0% ($611/$1.3B)
78463X756
Shares:10
Value:$566
% of Portfolio:0.0% ($566/$1.3B)
032108557
Shares:10
Value:$550
% of Portfolio:0.0% ($550/$1.3B)
46090A887
Shares:10
Value:$501
% of Portfolio:0.0% ($501/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46435G474)✕ | 73 | QoQ 0.00% (+0)YoY NEW(+73) | All Managers (Combined) | $2.0K | 0.0% ($2.0K/$1.3B) | QoQ +0.30% (+$6)YoY NEW(+$2.0K) |
(cusip33738R886)✕ | 90 | All Managers (Combined) | $1.8K | 0.0% ($1.8K/$1.3B) | QoQ +4.34% (+$75)YoY 0.00% (+$0) | |
(cusip46435G250)✕ | 38 | QoQ -51.28% (-40)YoY NEW(+38) | All Managers (Combined) | $1.8K | 0.0% ($1.8K/$1.3B) | YoY NEW(+$1.8K) |
(cusip33734X135)✕ | 32 | All Managers (Combined) | $1.7K | 0.0% ($1.7K/$1.3B) | ||
(cusip46641Q209)✕ | 27 | QoQ -10.00% (-3)YoY -10.00% (-3) | All Managers (Combined) | $1.5K | 0.0% ($1.5K/$1.3B) | |
| 25 | QoQ NEW(+25) YoY NEW(+25) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$1.3B) | QoQ NEW(+$1.4K) YoY NEW(+$1.4K) | |
(cusip46138E628)✕ | 20 | All Managers (Combined) | $1.3K | 0.0% ($1.3K/$1.3B) | ||
(cusip46435G102)✕ | 15 | QoQ 0.00% (-0)YoY NEW(+15) | All Managers (Combined) | $1.3K | 0.0% ($1.3K/$1.3B) | QoQ -1.64% (-$21)YoY NEW(+$1.3K) |
(cusip33734X143)✕ | 12 | QoQ 0.00% (-0)YoY -87.36% (-83) | All Managers (Combined) | $1.2K | 0.0% ($1.2K/$1.3B) | |
(cusip33738R860)✕ | 40 | All Managers (Combined) | $1.2K | 0.0% ($1.2K/$1.3B) | ||
(cusip26922A842)✕ | 48 | QoQ 0.00% (-0) | All Managers (Combined) | $997 | 0.0% ($997/$1.3B) | |
(cusip78468R200)✕ | 32 | All Managers (Combined) | $986 | 0.0% ($986/$1.3B) | QoQ +0.30% (+$3)YoY -0.10% (-$1) | |
| 11 | QoQ 0.00% (+0)YoY +83.33% (+5) | All Managers (Combined) | $966 | 0.0% ($966/$1.3B) | ||
(cusip78464A391)✕ | 42 | YoY NEW(+42) | All Managers (Combined) | $843 | 0.0% ($843/$1.3B) | YoY NEW(+$843) |
(cusip09290C780)✕ | 33 | QoQ NEW(+33) YoY NEW(+33) | All Managers (Combined) | $722 | 0.0% ($722/$1.3B) | QoQ NEW(+$722) YoY NEW(+$722) |
(cusip92189F700)✕ | 9 | QoQ -10.00% (-1)YoY -10.00% (-1) | All Managers (Combined) | $611 | 0.0% ($611/$1.3B) | |
(cusip78463X756)✕ | 10 | QoQ 0.00% (-0)YoY NEW(+10) | All Managers (Combined) | $566 | 0.0% ($566/$1.3B) | QoQ -3.41% (-$20)YoY NEW(+$566) |
(cusip032108557)✕ | 10 | QoQ NEW(+10) YoY NEW(+10) | All Managers (Combined) | $550 | 0.0% ($550/$1.3B) | QoQ NEW(+$550) YoY NEW(+$550) |
| 8 | QoQ 0.00% (+0)YoY NEW(+8) | All Managers (Combined) | $548 | 0.0% ($548/$1.3B) | QoQ +2.04% (+$11)YoY NEW(+$548) | |
(cusip46090A887)✕ | 10 | QoQ -9.09% (-1)YoY -9.09% (-1) | All Managers (Combined) | $501 | 0.0% ($501/$1.3B) | QoQ -9.07% (-$50)YoY -8.74% (-$48) |