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 3 of 27

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921908844

VIG|921908844

Shares:29.4K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.3B)

922908769

VTI|922908769

Shares:20.1K

Value:$5.5M

% of Portfolio:0.4% ($5.5M/$1.3B)

921909768

VXUS|921909768

Shares:84.6K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.3B)

Walmart Inc.

WMT|931142103

Shares:57.6K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.3B)

VISA INC.

V|92826C839

Shares:13.8K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.3B)

19762B202

Shares:160.2K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.3B)

92206C680

VONG|92206C680

Shares:49.0K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.3B)

922908629

VO|922908629

Shares:16.2K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.3B)

46434V621

DGRO|46434V621

Shares:65.1K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.3B)

ELI LILLY & Co

LLY|532457108

Shares:4.8K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.3B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:7.5K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.3B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:8.3K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.3B)

46138J643

Shares:189.2K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.3B)

53656F623

Shares:89.9K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.3B)

33733E104

Shares:39.3K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.3B)

46138J825

Shares:168.8K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.3B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:12.2K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.3B)

33740F805

Shares:77.5K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.3B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:13.1K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.3B)

46429B697

USMV|46429B697

Shares:33.7K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VIGcusip921908844)	29.4K	QoQ -0.63% (-188) YoY -3.99% (-1.2K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.3B)	QoQ -1.57% (-$91.1K) YoY +1.98% (-$110.9K)
(VTIcusip922908769)	20.1K	QoQ +0.60% (-120) YoY +1.29% (+256)	All Managers (Combined)	$5.5M	0.4% ($5.5M/$1.3B)	QoQ -4.59% (-$265.7K) YoY +7.11% (+$366.4K)
(VXUScusip921909768)	84.6K	QoQ +2.49% (+2.1K) YoY +552.46% (+71.6K)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.3B)	QoQ +8.00% (+$389.4K) YoY +571.94% (+$4.5M)
Walmart Inc.(WMTcusip931142103)	57.6K	QoQ +1.01% (-576) YoY +16.25% (+8.1K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.3B)	QoQ -1.82% (-$94.2K) YoY +69.65% (+$2.1M)
VISA INC.(Vcusip92826C839)	13.8K	QoQ +0.93% (+128) YoY +33.93% (+3.5K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.3B)	QoQ +11.92% (+$514.8K) YoY +68.19% (+$2.0M)
(cusip19762B202)✕	160.2K	QoQ -5.58% (-9.5K) YoY +3.43% (-5.3K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.3B)	QoQ -5.79% (-$290.9K) YoY -1.77% (-$85.3K)
(VONGcusip92206C680)	49.0K	QoQ +2.79% (-1.3K) YoY NEW(+49.0K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.3B)	QoQ -7.66% (-$377.7K) YoY NEW(+$4.5M)
(VOcusip922908629)	16.2K	QoQ +6.55% (+995) YoY +9.87% (+1.5K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.3B)	QoQ +4.33% (+$173.8K) YoY +13.72% (+$504.9K)
(DGROcusip46434V621)	65.1K	QoQ -0.57% (-377) YoY NEW(+65.1K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.3B)	QoQ +0.13% (-$5.6K) YoY NEW(+$4.0M)
ELI LILLY & Co(LLYcusip532457108)	4.8K	QoQ +1.42% (+68) YoY -0.69% (-34)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.3B)	QoQ +8.50% (+$314.0K) YoY +5.42% (-$206.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	7.5K	QoQ +2.59% (+189) YoY +23.71% (+1.4K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.3B)	QoQ +6.22% (+$229.2K) YoY +30.98% (+$924.8K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	8.3K	QoQ +3.28% (-264) YoY +10.09% (+762)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.3B)	QoQ -5.27% (-$216.9K) YoY +16.27% (+$545.3K)
(cusip46138J643)✕	189.2K	QoQ +1.55% (+2.9K) YoY NEW(+189.2K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.3B)	QoQ +2.66% (+$100.0K) YoY NEW(+$3.8M)
(cusip53656F623)✕	89.9K	QoQ +6.91% (+5.8K) YoY +2.10% (+1.9K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.3B)	QoQ +14.13% (+$452.6K) YoY +27.47% (+$787.9K)
(cusip33733E104)✕	39.3K	QoQ -8.42% (-3.6K) YoY -15.85% (-7.4K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.3B)	QoQ -6.52% (-$245.9K) YoY -11.93% (-$477.6K)
(cusip46138J825)✕	168.8K	QoQ +1.03% (+1.7K) YoY +3107.81% (+163.5K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.3B)	QoQ +1.17% (+$40.7K) YoY +3147.08% (+$3.4M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	12.2K	QoQ +0.93% (+113) YoY +10.99% (+1.2K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.3B)	QoQ +19.20% (+$558.3K) YoY +51.88% (+$1.2M)
(cusip33740F805)✕	77.5K	QoQ +0.84% (+647) YoY -38.25% (-48.0K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.3B)	QoQ +2.88% (+$95.2K) YoY -37.91% (-$2.1M)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	13.1K	QoQ +2.25% (+289) YoY +24.87% (+2.6K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.3B)	QoQ +9.72% (+$281.5K) YoY +47.86% (+$1.0M)
(USMVcusip46429B697)	33.7K	QoQ -2.65% (-918) YoY +4685.22% (+33.0K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.3B)	QoQ +2.68% (-$82.5K) YoY +5262.33% (+$3.1M)