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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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