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 4 of 27
33739H101
Shares:122.8K
Value:$3.1M
% of Portfolio:0.3% ($3.1M/$1.3B)
25434V872
Shares:74.4K
Value:$3.1M
% of Portfolio:0.3% ($3.1M/$1.3B)
14020G101
Shares:88.1K
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.3B)
46138J577
Shares:161.5K
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.3B)
33739Q408
Shares:47.4K
Value:$2.8M
% of Portfolio:0.2% ($2.8M/$1.3B)
Shares:6.5K
Value:$2.7M
% of Portfolio:0.2% ($2.7M/$1.3B)
337344105
Shares:22.7K
Value:$2.7M
% of Portfolio:0.2% ($2.7M/$1.3B)
316188309
Shares:56.9K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.3B)
33740U406
Shares:65.3K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.3B)
46429B655
Shares:46.2K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.3B)
46090A879
Shares:93.7K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.3B)
Shares:164.6K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33739H101)✕ | 122.8K | All Managers (Combined) | $3.1M | 0.3% ($3.1M/$1.3B) | ||
(cusip25434V872)✕ | 74.4K | QoQ +1.22% (+899)YoY NEW(+74.4K) | All Managers (Combined) | $3.1M | 0.3% ($3.1M/$1.3B) | YoY NEW(+$3.1M) |
(cusip14020G101)✕ | 88.1K | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.3B) | ||
(cusip46138J577)✕ | 161.5K | YoY NEW(+161.5K) | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.3B) | YoY NEW(+$3.0M) |
| 16.9K | QoQ +1.27% (+212)YoY +3.86% (+629) | All Managers (Combined) | $2.9M | 0.2% ($2.9M/$1.3B) | ||
| 9.3K | QoQ -0.03% (-3)YoY -6.23% (-618) | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | ||
(cusip33739Q408)✕ | 47.4K | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | ||
| 4.7K | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | |||
| 6.5K | QoQ +0.41% (-27)YoY -3.05% (-206) | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | ||
(cusip337344105)✕ | 22.7K | QoQ +0.79% (-178)YoY +3.17% (+698) | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | |
| 4.7K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | |||
COPART INC(CPRTcusip217204106) | 48.0K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | ||
(cusip316188309)✕ | 56.9K | YoY NEW(+56.9K) | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.3B) | YoY NEW(+$2.6M) |
(cusip33740U406)✕ | 65.3K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.3B) | ||
CHEMED CORP(CHEcusip16359R103) | 4.1K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.3B) | ||
(cusip46429B655)✕ | 46.2K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.3B) | ||
(cusip46090A879)✕ | 93.7K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.3B) | ||
| 164.6K | QoQ 0.00% (-0) | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.3B) | ||
Alphabet Inc.(GOOGcusip02079K107) | 14.8K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.3B) | ||
HOME DEPOT, INC.(HDcusip437076102) | 6.1K | QoQ +0.22% (-14)YoY +5.99% (+346) | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.3B) |