Guardian Financial Partners, LLC Portfolio Holdings by Sector

Guardian Financial Partners, LLC

$169 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SCHF SCHX VYMI VYM SCHD FNDX FNDF 30 stocks	$131,886 79.29% of portfolio	27	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$18,199 10.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,390 2.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MRVL AVGO 3 stocks	$2,733 1.64% of portfolio	-	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,875 1.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1,699 1.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1,087 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EIX 1 stocks	$1,084 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services RY JPM 2 stocks	$887 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$804 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$662 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$537 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$404 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$377 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$357 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$346 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts

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