Guardian Asset Advisors, LLC Portfolio Holdings

Guardian Asset Advisors, LLC

  • $153 Billion
  • Q1 2025

Guardian Asset Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.2B, Amazon Com Inc with a value of $8.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $7.99B, Invesco Exchange Traded Fd Tr with a value of $7.34B, and Spdr Portfolio Intermediate Te with a value of $7.1B.

Examining the 13F form we can see an decrease of $2.65B in the current position value, from $156B to 153B.

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 $153 Billion
ETFs: $75 Billion
Technology: $37.3 Billion
Consumer Cyclical: $13.3 Billion
Healthcare: $6.53 Billion
Financial Services: $6.33 Billion
Consumer Defensive: $4.63 Billion
Communication Services: $4.63 Billion
Industrials: $2.17 Billion
Other: $2.84 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $153 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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