Guardian Wealth Advisors, LLC Portfolio Holdings

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025

Guardian Wealth Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.33 Billion distributed in 550 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $177M, ETF Ser Solutions Aptus Define with a value of $113M, Schwab Strategic Tr Us Large C with a value of $60.8M, Vanguard Index Fds S&P 500 ETF with a value of $53.7M, and Opus Small Cap Value ETF with a value of $53.6M.

Examining the 13F form we can see an increase of $165M in the current position value, from $1.16B to 1.33B.

Guardian Wealth Advisors, LLC is based out at Raleigh, NC

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

Portfolio value $1.33 Billion
ETFs: $1.03 Billion
Technology: $105 Million
Financial Services: $57.2 Million
Consumer Cyclical: $36.5 Million
Industrials: $22.5 Million
Healthcare: $22.1 Million
Communication Services: $20.5 Million
Consumer Defensive: $16.4 Million
Other: $15.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$177 Million 13.33% of portfolio
4,267,048
Q2 2025 Added 7.12%
$0
$113 Million 8.56% of portfolio
3,948,757
Q2 2025 Added 6.14%
$0
$60.8 Million 4.59% of portfolio
2,489,469
Q2 2025 Added 4.5%
$0
$53.7 Million 4.05% of portfolio
94,495
Q2 2025 Added 15.4%
$0
$53.6 Million 4.04% of portfolio
1,483,136
Q2 2025 Added 4.0%
$0
$51.3 Million 3.87% of portfolio
1,614,405
Q2 2025 Added 4.17%
$0
$42.4 Million 3.2% of portfolio
1,072,946
Q2 2025 Added 5.9%
$0
$33.5 Million 2.53% of portfolio
534,527
Q2 2025 Added 4.22%
$456B
$29.3 Million 2.21% of portfolio
185,504
Q2 2025 Reduced 0.4%
$0
$25.1 Million 1.9% of portfolio
622,371
Q2 2025 Added 83.09%
$0
$24 Million 1.81% of portfolio
509,890
Q2 2025 Added 8.44%
$0
$24 Million 1.81% of portfolio
294,193
Q2 2025 Added 8.1%
$3.69T
$22 Million 1.66% of portfolio
107,054
Q2 2025 Added 10.14%
$3.95T
$20.4 Million 1.54% of portfolio
41,056
Q2 2025 Added 4.41%
$0
$19.9 Million 1.5% of portfolio
348,607
Q2 2025 Added 5.74%
$0
$18.9 Million 1.43% of portfolio
392,982
Q2 2025 Added 3.72%
$0
$14.9 Million 1.12% of portfolio
24,066
Q2 2025 Added 10.03%
$0
$14.8 Million 1.11% of portfolio
293,335
Q2 2025 Reduced 30.24%
$0
$14.4 Million 1.09% of portfolio
312,300
Q2 2025 Reduced 27.66%
$0
$14.4 Million 1.09% of portfolio
408,309
Q2 2025 Added 8.83%
$0
$13.6 Million 1.03% of portfolio
238,975
Q2 2025 Added 4.07%
$621B
$12.7 Million 0.96% of portfolio
26,160
Q2 2025 Added 18.63%
$0
$11.9 Million 0.9% of portfolio
344,388
Q2 2025 Added 2.39%
$0
$12 Million 0.9% of portfolio
88,691
Q2 2025 Added 0.54%
$2.26T
$11.4 Million 0.86% of portfolio
52,098
Q2 2025 Added 12.74%
$127B
$10.9 Million 0.82% of portfolio
39,561
Q2 2025 Reduced 0.27%
$0
$10.4 Million 0.79% of portfolio
164,334
Q2 2025 Added 3.6%
$1.08T
$10.2 Million 0.77% of portfolio
32,256
Q2 2025 Added 5.08%
$0
$10 Million 0.76% of portfolio
89,392
Q2 2025 Added 6.38%
$0
$8.88 Million 0.67% of portfolio
110,896
Q2 2025 Added 0.49%
$859B
$8.44 Million 0.64% of portfolio
29,112
Q2 2025 Added 4.89%
$0
$8.25 Million 0.62% of portfolio
113,557
Q2 2025 Added 30.08%
$1.21T
$8.05 Million 0.61% of portfolio
45,688
Q2 2025 Added 16.46%
$551B
$7.4 Million 0.56% of portfolio
20,851
Q2 2025 Added 51.26%
$405B
$6.45 Million 0.49% of portfolio
17,588
Q2 2025 Added 187.67%
$0
$6.43 Million 0.49% of portfolio
126,922
Q2 2025 Added 8.14%
$0
$6.56 Million 0.49% of portfolio
35,883
Q2 2025 Added 0.52%
$0
$6.34 Million 0.48% of portfolio
20,854
Q2 2025 Added 3.92%
$0
$6.14 Million 0.46% of portfolio
88,838
Q2 2025 Added 5.05%
$281B
$6.01 Million 0.45% of portfolio
61,428
Q2 2025 Added 6.64%
$0
$5.64 Million 0.43% of portfolio
165,093
Q2 2025 Added 3.04%
$0
$5.5 Million 0.41% of portfolio
50,338
Q2 2025 Added 2.68%
$0
$5.33 Million 0.4% of portfolio
131,228
Q2 2025 Added 49.02%
$0
$5.32 Million 0.4% of portfolio
29,233
Q2 2025 Reduced 0.73%
$0
$4.99 Million 0.38% of portfolio
9,050
Q2 2025 Added 8.92%
$0
$5.08 Million 0.38% of portfolio
18,155
Q2 2025 Added 12.25%
$0
$4.25 Million 0.32% of portfolio
12,516
Q2 2025 Added 34.74%
$0
$4.05 Million 0.31% of portfolio
96,004
Q2 2025 Added 6.77%
$0
$3.96 Million 0.3% of portfolio
61,984
Q2 2025 Reduced 4.83%

Summary

  • Portfolio
  • No. of Stocks 550
  • Current Value $1.33 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 231 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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