Guardian Financial Partners, LLC Portfolio Holdings
Guardian Financial Partners, LLC
- $122 Million
- Q2 2024
Guardian Financial Partners, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $122 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 $21.5M, Schwab Strategic Tr Intl Eqty with a value of $13.3M, Janus Detroit Str Tr Janus Hen with a value of $6.44M, Schwab Strategic Tr Us Large C with a value of $6.01M, and Vanguard Whitehall Fds Intl Hi with a value of $5.78M.
Examining the 13F form we can see an increase of $3.67M in the current position value, from $118M to 122M.
Below you can find more details about Guardian Financial Partners, LLC portfolio as well as his latest detailed transactions.