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

Search and click to pin securities to the top

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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.3K

Value:$2.2M

Diamondback Energy, Inc.

FANG|25278X109

Shares:13.7K

Value:$2.2M

85207H104

Shares:88.8K

Value:$2.1M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:50.7K

Value:$2.1M

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:9.7K

Value:$2.1M

808524722

Shares:75.7K

Value:$2.0M

EXXON MOBIL CORP

XOM|30231G102

Shares:16.7K

Value:$2.0M

808524755

FNDF|808524755

Shares:52.4K

Value:$1.9M

AbbVie Inc.

ABBV|00287Y109

Shares:8.7K

Value:$1.8M

85207K107

Shares:155.1K

Value:$1.8M

922908751

VB|922908751

Shares:8.1K

Value:$1.8M

46137V100

Shares:15.3K

Value:$1.8M

78468R788

Shares:40.2K

Value:$1.8M

VALMONT INDUSTRIES INC

VMI|920253101

Shares:6.2K

Value:$1.8M

JOHNSON & JOHNSON

JNJ|478160104

Shares:10.6K

Value:$1.8M

QUANTA SERVICES, INC.

PWR|74762E102

Shares:6.9K

Value:$1.8M

74933W452

Shares:34.6K

Value:$1.7M

92189F643

Shares:19.7K

Value:$1.7M

69374H881

Shares:30.9K

Value:$1.7M

ORACLE CORP

ORCL|68389X105

Shares:11.6K

Value:$1.6M

Instrument	Shares		Other Manager	Value
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.3K	QoQ +0.91% (+21) YoY +10.80% (+227)	All Managers (Combined)	$2.2M	QoQ +4.16% (+$88.0K) YoY +43.01% (+$662.3K)
Diamondback Energy, Inc.(FANGcusip25278X109)	13.7K	QoQ +3.47% (+458) YoY +56.12% (+4.9K)	All Managers (Combined)	$2.2M	QoQ +0.97% (+$21.1K) YoY +25.95% (+$449.8K)
(cusip85207H104)✕	88.8K	QoQ -1.83% (-1.7K) YoY -6.58% (-6.3K)	All Managers (Combined)	$2.1M	QoQ +17.27% (-$314.6K) YoY +29.91% (-$491.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	50.7K	QoQ +15.80% (+6.9K) YoY +8.05% (+3.8K)	All Managers (Combined)	$2.1M	QoQ +9.95% (+$191.7K) YoY +18.90% (+$336.7K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	9.7K	QoQ +3.57% (+333) YoY +17.87% (+1.5K)	All Managers (Combined)	$2.1M	QoQ +22.88% (+$391.4K) YoY +29.81% (+$482.8K)
(cusip808524722)✕	75.7K	QoQ -3.97% (-3.1K) YoY +121.34% (+41.5K)	All Managers (Combined)	$2.0M	QoQ -8.68% (-$193.9K) YoY +17.59% (+$304.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	16.7K	QoQ -1.28% (-218) YoY +5.40% (+856)	All Managers (Combined)	$2.0M	QoQ +9.13% (-$166.3K) YoY +7.83% (+$144.4K)
(FNDFcusip808524755)	52.4K	QoQ +0.80% (+418) YoY +1.09% (+570)	All Managers (Combined)	$1.9M	QoQ +9.69% (+$167.5K) YoY +2.60% (+$48.1K)
AbbVie Inc.(ABBVcusip00287Y109)	8.7K	QoQ +1.92% (+165) YoY +8.43% (+679)	All Managers (Combined)	$1.8M	QoQ +20.17% (+$306.9K) YoY +24.75% (+$362.8K)
(cusip85207K107)✕	155.1K	QoQ +1.02% (+1.6K) YoY -2.24% (-3.6K)	All Managers (Combined)	$1.8M	QoQ +21.43% (+$317.5K) YoY +36.78% (-$483.7K)
(VBcusip922908751)	8.1K	QoQ +5.78% (-442) YoY +47.04% (+2.6K)	All Managers (Combined)	$1.8M	QoQ -2.36% (-$43.3K) YoY +42.64% (+$535.5K)
(cusip46137V100)✕	15.3K	QoQ +0.96% (+146) YoY -6.03% (-984)	All Managers (Combined)	$1.8M	QoQ +2.56% (+$44.7K) YoY +7.82% (-$129.6K)
(cusip78468R788)✕	40.2K	QoQ -0.24% (-100) YoY -5.90% (-2.5K)	All Managers (Combined)	$1.8M	QoQ +2.10% (-$36.7K) YoY +2.29% (-$39.9K)
VALMONT INDUSTRIES INC(VMIcusip920253101)	6.2K	QoQ 0.00% (-0) YoY NEW(+6.2K)	All Managers (Combined)	$1.8M	QoQ -6.94% (-$132.0K) YoY NEW(+$1.8M)
JOHNSON & JOHNSON(JNJcusip478160104)	10.6K	QoQ +5.21% (+527) YoY +12.66% (+1.2K)	All Managers (Combined)	$1.8M	QoQ +20.64% (+$301.7K) YoY +18.10% (+$270.3K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	6.9K	QoQ +3.83% (-256) YoY NEW(+6.9K)	All Managers (Combined)	$1.8M	QoQ -16.49% (-$347.5K) YoY NEW(+$1.8M)
(cusip74933W452)✕	34.6K	QoQ NEW(+34.6K) YoY NEW(+34.6K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(cusip92189F643)✕	19.7K	QoQ +0.04% (-9) YoY +33.05% (+4.9K)	All Managers (Combined)	$1.7M	QoQ -5.04% (-$92.0K) YoY +30.24% (+$401.8K)
(cusip69374H881)✕	30.9K	QoQ -9.34% (-3.2K) YoY -21.44% (-8.4K)	All Managers (Combined)	$1.7M	QoQ -12.10% (-$233.3K) YoY -25.97% (-$594.2K)
ORACLE CORP(ORCLcusip68389X105)	11.6K	QoQ +10.83% (-1.1K) YoY +72.63% (+4.9K)	All Managers (Combined)	$1.6M	QoQ -7.01% (-$122.6K) YoY +92.14% (+$779.4K)