Guardian Financial Partners, LLC Portfolio Holdings

Guardian Financial Partners, LLC

  • $128 Million
  • Q3 2024

Guardian Financial Partners, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $128 Million distributed in 44 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 $20.6M, Schwab Strategic Tr Intl Eqty with a value of $14.2M, Schwab Strategic Tr Us Large C with a value of $6.76M, Schwab Strategic Tr Us Dividen with a value of $6.6M, and Janus Detroit Str Tr Janus Hen with a value of $6.55M.

Examining the 13F form we can see an increase of $6.58M in the current position value, from $122M to 128M.

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

Portfolio value $128 Million
ETFs: $105 Million
Consumer Defensive: $6.62 Million
Technology: $6.52 Million
Financial Services: $3.87 Million
Consumer Cyclical: $1.69 Million
Healthcare: $1.36 Million
Utilities: $1.04 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.22 Million 3.29% of portfolio
95,561
Q3 2024 Reduced 6.13%

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $128 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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