Guardian Financial Partners, LLC has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $118 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $21.4M, Schwab Strategic Tr Intl Eqty with a value of $13.3M, Janus Detroit Str Tr Janus Hen with a value of $6.37M, Schwab Strategic Tr Us Large C with a value of $5.62M, and Schwab Strategic Tr Us Dividen with a value of $5.57M.

Examining the 13F form we can see an increase of $6.82M in the current position value, from $111M to 118M.

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

Portfolio value $118 Million
ETFs: $96.4 Million
Consumer Defensive: $6.36 Million
Technology: $6.03 Million
Financial Services: $3.23 Million
Consumer Cyclical: $1.85 Million
Healthcare: $1.35 Million
Utilities: $837,000
Communication Services: $220,000
Other: $0

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 45
  • Current Value $118 Million
  • Prior Value $111 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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