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 7 of 27
46138J783
Shares:55.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
33734X192
Shares:8.4K
Value:$857.0K
% of Portfolio:0.1% ($857.0K/$1.3B)
46138G649
Shares:4.4K
Value:$853.4K
% of Portfolio:0.1% ($853.4K/$1.3B)
33738D804
Shares:45.0K
Value:$852.3K
% of Portfolio:0.1% ($852.3K/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 8.1K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.3B) | |||
COCA COLA CO(KOcusip191216100) | 15.2K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.3B) | ||
(cusip46138J783)✕ | 55.4K | QoQ +0.69% (+384)YoY NEW(+55.4K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.3B) | YoY NEW(+$1.1M) |
MCKESSON CORP(MCKcusip58155Q103) | 1.6K | QoQ +0.56% (+9)YoY +0.50% (+8) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.3B) | |
| 1.9K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.3B) | |||
PFIZER INC(PFEcusip717081103) | 41.0K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.3B) | ||
| 17.1K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.3B) | |||
Duke Energy CORP(DUKcusip26441C204) | 8.3K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.3B) | ||
| 4.2K | All Managers (Combined) | $990.1K | 0.1% ($990.1K/$1.3B) | |||
Accenture plc(ACNcusipG1151C101) | 3.1K | QoQ +1.16% (-36)YoY +6.71% (-197) | All Managers (Combined) | $976.4K | 0.1% ($976.4K/$1.3B) | |
PEPSICO INC(PEPcusip713448108) | 6.5K | All Managers (Combined) | $974.2K | 0.1% ($974.2K/$1.3B) | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 6.1K | QoQ -1.36% (-85)YoY -6.07% (-396) | All Managers (Combined) | $941.0K | 0.1% ($941.0K/$1.3B) | |
| 8.9K | All Managers (Combined) | $935.7K | 0.1% ($935.7K/$1.3B) | |||
| 7.0K | All Managers (Combined) | $926.3K | 0.1% ($926.3K/$1.3B) | |||
| 2.5K | All Managers (Combined) | $916.7K | 0.1% ($916.7K/$1.3B) | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 3.2K | All Managers (Combined) | $912.8K | 0.1% ($912.8K/$1.3B) | ||
(cusip33734X192)✕ | 8.4K | QoQ -0.29% (-25)YoY -3.46% (-301) | All Managers (Combined) | $857.0K | 0.1% ($857.0K/$1.3B) | |
(cusip46138G649)✕ | 4.4K | All Managers (Combined) | $853.4K | 0.1% ($853.4K/$1.3B) | ||
(cusip33738D804)✕ | 45.0K | QoQ 0.00% (+0) | All Managers (Combined) | $852.3K | 0.1% ($852.3K/$1.3B) | |
BlackRock, Inc.(BLKcusip09290D101) | 897 | QoQ +0.56% (-5)YoY NEW(+897) | All Managers (Combined) | $849.0K | 0.1% ($849.0K/$1.3B) | YoY NEW(+$849.0K) |