Guardian Asset Advisors, LLC Portfolio Holdings

Guardian Asset Advisors, LLC

  • $147 Billion
  • Q3 2024

Guardian Asset Advisors, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.4B, Amazon Com Inc with a value of $8.45B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.93B, Spdr Portfolio Intermediate Te with a value of $6.82B, and Nvidia Corp with a value of $6.49B.

Examining the 13F form we can see an increase of $11.1B in the current position value, from $136B to 147B.

Guardian Asset Advisors, LLC is based out at Mechanicsburg, PA

Below you can find more details about Guardian Asset Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $69.4 Billion
Technology: $36 Billion
Consumer Cyclical: $13.2 Billion
Healthcare: $6.75 Billion
Financial Services: $5.38 Billion
Consumer Defensive: $4.96 Billion
Communication Services: $4.12 Billion
Industrials: $2.84 Billion
Other: $4.27 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $147 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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