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 27 of 27
33734X127
Shares:30
Value:$496
% of Portfolio:0.0% ($496/$1.3B)
78464A375
Shares:11
Value:$366
% of Portfolio:0.0% ($366/$1.3B)
33733E203
Shares:2
Value:$343
% of Portfolio:0.0% ($343/$1.3B)
02072L201
Shares:8
Value:$204
% of Portfolio:0.0% ($204/$1.3B)
33738R720
Shares:5
Value:$203
% of Portfolio:0.0% ($203/$1.3B)
78464A607
Shares:2
Value:$198
% of Portfolio:0.0% ($198/$1.3B)
46138E735
Shares:5
Value:$167
% of Portfolio:0.0% ($167/$1.3B)
46138E727
Shares:1
Value:$22
% of Portfolio:0.0% ($22/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33734X127)✕ | 30 | All Managers (Combined) | $496 | 0.0% ($496/$1.3B) | QoQ +1.22% (+$6) | |
(cusip78464A375)✕ | 11 | QoQ NEW(+11) YoY NEW(+11) | All Managers (Combined) | $366 | 0.0% ($366/$1.3B) | QoQ NEW(+$366) YoY NEW(+$366) |
(cusip33733E203)✕ | 2 | All Managers (Combined) | $343 | 0.0% ($343/$1.3B) | QoQ +2.38% (+$8) | |
(cusip02072L201)✕ | 8 | QoQ 0.00% (+0)YoY NEW(+8) | All Managers (Combined) | $204 | 0.0% ($204/$1.3B) | QoQ +6.25% (+$12)YoY NEW(+$204) |
(cusip33738R720)✕ | 5 | QoQ 0.00% (-0) | All Managers (Combined) | $203 | 0.0% ($203/$1.3B) | |
(cusip78464A607)✕ | 2 | All Managers (Combined) | $198 | 0.0% ($198/$1.3B) | QoQ 0.00% (+$0)YoY +4.76% (+$9) | |
(cusip46138E735)✕ | 5 | QoQ 0.00% (+0)YoY NEW(+5) | All Managers (Combined) | $167 | 0.0% ($167/$1.3B) | QoQ +5.69% (+$9)YoY NEW(+$167) |
(cusip46138E727)✕ | 1 | QoQ 0.00% (+0)YoY NEW(+1) | All Managers (Combined) | $22 | 0.0% ($22/$1.3B) | QoQ +10.00% (+$2)YoY NEW(+$22) |