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 9 of 27

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464287861

Shares:10.4K

Value:$604.6K

% of Portfolio:0.0% ($604.6K/$1.3B)

CONOCOPHILLIPS

COP|20825C104

Shares:5.7K

Value:$599.5K

% of Portfolio:0.0% ($599.5K/$1.3B)

46435G524

Shares:8.2K

Value:$596.5K

% of Portfolio:0.0% ($596.5K/$1.3B)

46432F834

IXUS|46432F834

Shares:8.2K

Value:$572.6K

% of Portfolio:0.0% ($572.6K/$1.3B)

46137V357

RSP|46137V357

Shares:3.3K

Value:$571.2K

% of Portfolio:0.0% ($571.2K/$1.3B)

46138E354

Shares:7.6K

Value:$567.9K

% of Portfolio:0.0% ($567.9K/$1.3B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:5.2K

Value:$567.2K

% of Portfolio:0.0% ($567.2K/$1.3B)

METLIFE INC

MET|59156R108

Shares:7.1K

Value:$567.0K

% of Portfolio:0.0% ($567.0K/$1.3B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:13.8K

Value:$566.9K

% of Portfolio:0.0% ($566.9K/$1.3B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:2.2K

Value:$560.3K

% of Portfolio:0.0% ($560.3K/$1.3B)

Broadstone Net Lease, Inc.

BNL|11135E203

Shares:32.3K

Value:$551.2K

% of Portfolio:0.0% ($551.2K/$1.3B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.2K

Value:$545.3K

% of Portfolio:0.0% ($545.3K/$1.3B)

MARKEL GROUP INC.

MKL|570535104

Shares:288

Value:$538.4K

% of Portfolio:0.0% ($538.4K/$1.3B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.4K

Value:$537.7K

% of Portfolio:0.0% ($537.7K/$1.3B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.0K

Value:$537.0K

% of Portfolio:0.0% ($537.0K/$1.3B)

ADOBE INC.

ADBE|00724F101

Shares:1.4K

Value:$531.6K

% of Portfolio:0.0% ($531.6K/$1.3B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.4K

Value:$531.3K

% of Portfolio:0.0% ($531.3K/$1.3B)

AMGEN INC

AMGN|031162100

Shares:1.7K

Value:$531.1K

% of Portfolio:0.0% ($531.1K/$1.3B)

808524862

Shares:21.7K

Value:$529.2K

% of Portfolio:0.0% ($529.2K/$1.3B)

46654Q203

Shares:10.2K

Value:$527.6K

% of Portfolio:0.0% ($527.6K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287861)✕	10.4K	QoQ 0.00% (+0) YoY +3.01% (+304)	All Managers (Combined)	$604.6K	0.0% ($604.6K/$1.3B)	QoQ +11.79% (+$63.8K) YoY +7.69% (+$43.2K)
CONOCOPHILLIPS(COPcusip20825C104)	5.7K	QoQ -3.38% (-200) YoY +28.52% (+1.3K)	All Managers (Combined)	$599.5K	0.0% ($599.5K/$1.3B)	QoQ +2.31% (-$13.6K) YoY +6.05% (+$34.3K)
(cusip46435G524)✕	8.2K	QoQ +0.26% (+22) YoY NEW(+8.2K)	All Managers (Combined)	$596.5K	0.0% ($596.5K/$1.3B)	QoQ +6.87% (+$38.4K) YoY NEW(+$596.5K)
(IXUScusip46432F834)	8.2K	QoQ +0.06% (+5) YoY +11.94% (+875)	All Managers (Combined)	$572.6K	0.0% ($572.6K/$1.3B)	QoQ +5.61% (+$30.4K) YoY +15.15% (+$75.4K)
(RSPcusip46137V357)	3.3K	QoQ +0.24% (-8) YoY -39.06% (-2.1K)	All Managers (Combined)	$571.2K	0.0% ($571.2K/$1.3B)	QoQ -0.90% (-$5.2K) YoY -37.67% (-$345.2K)
(cusip46138E354)✕	7.6K	QoQ -39.52% (-5.0K) YoY -47.22% (-6.8K)	All Managers (Combined)	$567.9K	0.0% ($567.9K/$1.3B)	QoQ -35.45% (-$311.9K) YoY -40.13% (-$380.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	5.2K	QoQ +0.05% (-3) YoY +0.54% (-28)	All Managers (Combined)	$567.2K	0.0% ($567.2K/$1.3B)	QoQ -11.46% (-$73.5K) YoY -2.79% (-$16.3K)
METLIFE INC(METcusip59156R108)	7.1K	QoQ +0.65% (-46) YoY +8.71% (+566)	All Managers (Combined)	$567.0K	0.0% ($567.0K/$1.3B)	QoQ -1.30% (-$7.5K) YoY +17.77% (+$85.6K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	13.8K	QoQ -0.33% (-47) YoY -69.64% (-31.6K)	All Managers (Combined)	$566.9K	0.0% ($566.9K/$1.3B)	QoQ -5.46% (-$32.8K) YoY -67.95% (-$1.2M)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	2.2K	QoQ +0.13% (-3) YoY +0.54% (-12)	All Managers (Combined)	$560.3K	0.0% ($560.3K/$1.3B)	QoQ -15.23% (-$100.7K) YoY -17.84% (-$121.7K)
Broadstone Net Lease, Inc.(BNLcusip11135E203)	32.3K	QoQ 0.00% (+0) YoY -5.54% (-1.9K)	All Managers (Combined)	$551.2K	0.0% ($551.2K/$1.3B)	QoQ +7.44% (+$38.2K) YoY +2.71% (-$14.5K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.2K	QoQ -10.68% (-146) YoY +7.95% (+90)	All Managers (Combined)	$545.3K	0.0% ($545.3K/$1.3B)	QoQ -17.91% (-$119.0K) YoY +5.99% (+$30.9K)
MARKEL GROUP INC.(MKLcusip570535104)	288	QoQ 0.00% (+0) YoY +108.69% (+150)	All Managers (Combined)	$538.4K	0.0% ($538.4K/$1.3B)	QoQ +8.30% (+$41.3K) YoY +156.44% (+$328.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	6.4K	QoQ +25.58% (+1.3K) YoY NEW(+6.4K)	All Managers (Combined)	$537.7K	0.0% ($537.7K/$1.3B)	QoQ +40.14% (+$154.0K) YoY NEW(+$537.7K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.0K	QoQ -1.45% (-44) YoY +13.04% (+345)	All Managers (Combined)	$537.0K	0.0% ($537.0K/$1.3B)	QoQ -5.55% (-$31.6K) YoY +16.59% (+$76.4K)
ADOBE INC.(ADBEcusip00724F101)	1.4K	QoQ -17.05% (-285) YoY -61.25% (-2.2K)	All Managers (Combined)	$531.6K	0.0% ($531.6K/$1.3B)	QoQ -28.44% (-$211.4K) YoY -70.54% (-$1.3M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.4K	QoQ +0.84% (+62) YoY +1.03% (+76)	All Managers (Combined)	$531.3K	0.0% ($531.3K/$1.3B)	QoQ +3.07% (+$15.9K) YoY +25.15% (+$106.8K)
AMGEN INC(AMGNcusip031162100)	1.7K	QoQ +2.09% (+35) YoY +1.54% (+26)	All Managers (Combined)	$531.1K	0.0% ($531.1K/$1.3B)	QoQ +22.01% (+$95.8K) YoY +11.24% (+$53.7K)
(cusip808524862)✕	21.7K	QoQ -1.02% (-225) YoY NEW(+21.7K)	All Managers (Combined)	$529.2K	0.0% ($529.2K/$1.3B)	QoQ +0.12% (-$675) YoY NEW(+$529.2K)
(cusip46654Q203)✕	10.2K	QoQ 0.00% (-0) YoY +9.68% (+900)	All Managers (Combined)	$527.6K	0.0% ($527.6K/$1.3B)	QoQ -8.15% (-$46.9K) YoY +4.71% (+$23.8K)