Guardian-Asset-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "MMSI", null, "ABBV", "ADBE", null, "T", "CAT", "AVGO", "LOW", null, null, null, "HD", "MCD", null, null, "QCOM", null, null, "MUB", "META", null, "IJH", "IWS", null, "MSFT", "GE", null, "HSY", "IJR", "VHT", null, "PNC", "IRM", "IVV", "UNH", "AAPL", "SPY", "NVDA", "ENB", "PLTR", "PFE", "LMT", null, "PPG", null, null, "SHOP", "GLD", null, null, "SPLG", null, "UBER", "SCHW", null, null, "VRTX", "VRT", "IWR", "AMZN", "IVE", null, null, "VEA", null, "BND", "BSV", "VTV", "VEEV", "VST", "WMT", null, "SCHD", "SCHG", "PPL", "CRM", "DIA", null, null, null, null, "GEV", "DGRO", "BRK-B", "BMY", "LNG", "CHD", "CME", "KO", "CRWD", "DFAC", "USMV", "IWB", "QQQ", "GOOG", "JNJ", "LLY", "TSLA", "NFLX", null, "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-25
- Total Holdings
- 102
- Total Value
- 144964676
- Accession Number
- 0001085146-25-002325
- Form Type
- 13F-HR
- Manager Name
- Guardian-Asset-Advisors
Data Enrichment
71% identified72 identified30 unidentified
Holdings
102 positions • $145.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
489 | YoY NEW(+489) | All Managers (Combined) | $15.2K | 0.0% ($15.2K/$145.0M) | YoY NEW(+$15.2K) | |
(cusip81369Y605)✕ | 150 | All Managers (Combined) | $7.5K | 0.0% ($7.5K/$145.0M) |