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

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Page 27 of 27

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33734X127

Shares:30

Value:$496

78464A375

Shares:11

Value:$366

33733E203

Shares:2

Value:$343

02072L201

Shares:8

Value:$204

33738R720

Shares:5

Value:$203

78464A607

Shares:2

Value:$198

46138E735

Shares:5

Value:$167

46138E727

Shares:1

Value:$22

Instrument	Shares		Other Manager	Value
(cusip33734X127)✕	30	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$496	QoQ +1.22% (+$6) YoY -11.74% (-$66)
(cusip78464A375)✕	11	QoQ NEW(+11) YoY NEW(+11)	All Managers (Combined)	$366	QoQ NEW(+$366) YoY NEW(+$366)
(cusip33733E203)✕	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$343	QoQ +2.38% (+$8) YoY +11.36% (+$35)
(cusip02072L201)✕	8	QoQ 0.00% (+0) YoY NEW(+8)	All Managers (Combined)	$204	QoQ +6.25% (+$12) YoY NEW(+$204)
(cusip33738R720)✕	5	QoQ 0.00% (-0) YoY -97.22% (-175)	All Managers (Combined)	$203	QoQ -9.77% (-$22) YoY -97.50% (-$7.9K)
(cusip78464A607)✕	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$198	QoQ 0.00% (+$0) YoY +4.76% (+$9)
(cusip46138E735)✕	5	QoQ 0.00% (+0) YoY NEW(+5)	All Managers (Combined)	$167	QoQ +5.69% (+$9) YoY NEW(+$167)
(cusip46138E727)✕	1	QoQ 0.00% (+0) YoY NEW(+1)	All Managers (Combined)	$22	QoQ +10.00% (+$2) YoY NEW(+$22)