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 • $1,250,384.987K total value

528 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 4 of 27

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33739H101

Shares:122.8K

Value:$3.1M

25434V872

Shares:74.4K

Value:$3.1M

14020G101

Shares:88.1K

Value:$3.0M

46138J577

Shares:161.5K

Value:$3.0M

PROCTER & GAMBLE Co

PG|742718109

Shares:16.9K

Value:$2.9M

464287622

IWB|464287622

Shares:9.3K

Value:$2.8M

33739Q408

Shares:47.4K

Value:$2.8M

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:4.7K

Value:$2.8M

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:6.5K

Value:$2.7M

337344105

Shares:22.7K

Value:$2.7M

Meta Platforms, Inc.

META|30303M102

Shares:4.7K

Value:$2.7M

COPART INC

CPRT|217204106

Shares:48.0K

Value:$2.7M

316188309

Shares:56.9K

Value:$2.6M

33740U406

Shares:65.3K

Value:$2.6M

CHEMED CORP

CHE|16359R103

Shares:4.1K

Value:$2.5M

46429B655

Shares:46.2K

Value:$2.4M

46090A879

Shares:93.7K

Value:$2.3M

Eaton Vance Tax-Managed Diversified Equity Income Fund

ETY|27828N102

Shares:164.6K

Value:$2.3M

Alphabet Inc.

GOOG|02079K107

Shares:14.8K

Value:$2.3M

HOME DEPOT, INC.

HD|437076102

Shares:6.1K

Value:$2.2M

Instrument	Shares		Other Manager	Value
(cusip33739H101)✕	122.8K	QoQ +0.14% (+172) YoY +27.22% (+26.3K)	All Managers (Combined)	$3.1M	QoQ +6.79% (+$199.4K) YoY +36.87% (+$844.5K)
(cusip25434V872)✕	74.4K	QoQ +1.22% (+899) YoY NEW(+74.4K)	All Managers (Combined)	$3.1M	QoQ +3.16% (+$95.9K) YoY NEW(+$3.1M)
(cusip14020G101)✕	88.1K	QoQ +8.74% (+7.1K) YoY +19.10% (+14.1K)	All Managers (Combined)	$3.0M	QoQ +0.20% (+$6.1K) YoY +27.52% (+$650.9K)
(cusip46138J577)✕	161.5K	QoQ +8.98% (+13.3K) YoY NEW(+161.5K)	All Managers (Combined)	$3.0M	QoQ +10.11% (+$274.8K) YoY NEW(+$3.0M)
PROCTER & GAMBLE Co(PGcusip742718109)	16.9K	QoQ +1.27% (+212) YoY +3.86% (+629)	All Managers (Combined)	$2.9M	QoQ +2.93% (+$82.2K) YoY +9.09% (+$240.1K)
(IWBcusip464287622)	9.3K	QoQ -0.03% (-3) YoY -6.23% (-618)	All Managers (Combined)	$2.8M	QoQ -4.82% (-$144.3K) YoY -0.15% (-$4.3K)
(cusip33739Q408)✕	47.4K	QoQ +1.63% (+762) YoY +14.81% (+6.1K)	All Managers (Combined)	$2.8M	QoQ +1.75% (+$48.8K) YoY +15.23% (+$375.0K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	4.7K	QoQ +3.84% (+176) YoY +24.75% (+942)	All Managers (Combined)	$2.8M	QoQ +17.78% (+$422.6K) YoY +31.16% (+$665.1K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	6.5K	QoQ +0.41% (-27) YoY -3.05% (-206)	All Managers (Combined)	$2.7M	QoQ -0.91% (-$25.5K) YoY +2.33% (-$62.6K)
(cusip337344105)✕	22.7K	QoQ +0.79% (-178) YoY +3.17% (+698)	All Managers (Combined)	$2.7M	QoQ -2.46% (-$69.2K) YoY +0.70% (+$19.1K)
Meta Platforms, Inc.(METAcusip30303M102)	4.7K	QoQ +2.93% (+135) YoY +19.21% (+762)	All Managers (Combined)	$2.7M	QoQ +1.34% (+$36.3K) YoY +41.50% (+$799.4K)
COPART INC(CPRTcusip217204106)	48.0K	QoQ +3.08% (+1.4K) YoY +22.01% (+8.7K)	All Managers (Combined)	$2.7M	QoQ +1.64% (+$44.0K) YoY +19.20% (+$438.0K)
(cusip316188309)✕	56.9K	QoQ +9.52% (+4.9K) YoY NEW(+56.9K)	All Managers (Combined)	$2.6M	QoQ +11.43% (+$266.3K) YoY NEW(+$2.6M)
(cusip33740U406)✕	65.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.6M	QoQ -2.49% (-$65.3K) YoY +4.44% (+$108.8K)
CHEMED CORP(CHEcusip16359R103)	4.1K	QoQ +3.50% (+140) YoY +34.22% (+1.1K)	All Managers (Combined)	$2.5M	QoQ +20.21% (+$427.7K) YoY +28.65% (+$566.5K)
(cusip46429B655)✕	46.2K	QoQ +1.62% (+741) YoY +24.39% (+9.1K)	All Managers (Combined)	$2.4M	QoQ +1.96% (+$45.6K) YoY +24.96% (+$471.5K)
(cusip46090A879)✕	93.7K	QoQ +1.68% (+1.6K) YoY +24.18% (+18.2K)	All Managers (Combined)	$2.3M	QoQ +1.54% (+$35.7K) YoY +24.13% (+$456.8K)
Eaton Vance Tax-Managed Diversified Equity Income Fund(ETYcusip27828N102)	164.6K	QoQ 0.00% (-0) YoY -5.77% (-10.1K)	All Managers (Combined)	$2.3M	QoQ -4.61% (-$113.6K) YoY +0.57% (-$13.3K)
Alphabet Inc.(GOOGcusip02079K107)	14.8K	QoQ +0.14% (-21) YoY +102.89% (+7.5K)	All Managers (Combined)	$2.3M	QoQ -17.84% (-$501.5K) YoY +108.18% (+$1.2M)
HOME DEPOT, INC.(HDcusip437076102)	6.1K	QoQ +0.22% (-14) YoY +5.99% (+346)	All Managers (Combined)	$2.2M	QoQ -5.56% (-$132.2K) YoY +1.26% (+$28.0K)