Guardian Wealth Advisors, LLC Portfolio Holdings

Guardian Wealth Advisors, LLC

  • $1.16 Billion
  • Q1 2025

Guardian Wealth Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 528 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 $154M, ETF Ser Solutions Aptus Define with a value of $101M, Schwab Strategic Tr Us Large C with a value of $52.6M, Opus Small Cap Value ETF with a value of $49.7M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $46M.

Examining the 13F form we can see an decrease of $20.6M in the current position value, from $1.18B to 1.16B.

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 $1.16 Billion
ETFs: $915 Million
Technology: $79.9 Million
Financial Services: $49.2 Million
Consumer Cyclical: $27.3 Million
Healthcare: $24.7 Million
Industrials: $19.6 Million
Consumer Defensive: $15.2 Million
Communication Services: $14.2 Million
Other: $14.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$227B
$460,000 0.04% of portfolio
1,852
Q1 2025 Added 1.09%
$102B
$315,000 0.03% of portfolio
5,255
Q1 2025 Added 4.72%
$61.3B
$356,000 0.03% of portfolio
1,209
Q1 2025 Reduced 0.25%
$51.9B
$369,000 0.03% of portfolio
3,385
Q1 2025 Added 16.2%
$0
$377,000 0.03% of portfolio
23,324
Q4 2024 New
$61.4B
$342,000 0.03% of portfolio
11,994
Q1 2025 Reduced 6.42%
$102B
$334,000 0.03% of portfolio
5,486
Q1 2025 Added 5.54%
$78.9B
$324,000 0.03% of portfolio
2,225
Q1 2025 Reduced 0.67%
$128B
$395,000 0.03% of portfolio
1,295
Q1 2025 Added 1.17%
$69.7B
$310,000 0.03% of portfolio
899
Q1 2025 Added 1.01%
$16.5B
$309,000 0.03% of portfolio
2,959
Q1 2025 Added 3.07%
$114B
$297,000 0.03% of portfolio
3,313
Q1 2025 Reduced 1.72%
$89.2B
$353,000 0.03% of portfolio
760
Q1 2025 New
$153B
$333,000 0.03% of portfolio
9,028
Q1 2025 Added 0.29%
$146B
$406,000 0.03% of portfolio
1,985
Q1 2025 Added 1.12%
$54.7B
$340,000 0.03% of portfolio
2,210
Q1 2025 Reduced 0.85%
$49.3B
$341,000 0.03% of portfolio
545
Q1 2025 Added 1.11%
$77.3B
$335,000 0.03% of portfolio
782
Q1 2025 Reduced 2.37%
$96.3B
$387,000 0.03% of portfolio
1,179
Q1 2025 Added 35.36%
$130B
$333,000 0.03% of portfolio
2,977
Q1 2025 Reduced 7.75%
$99.3B
$342,000 0.03% of portfolio
787
Q1 2025 Added 8.85%
$153B
$330,000 0.03% of portfolio
2,710
Q1 2025 Added 1.27%
$97.2B
$337,000 0.03% of portfolio
1,273
Q1 2025 Reduced 1.62%
$299B
$301,000 0.03% of portfolio
1,132
Q1 2025 Reduced 0.88%
$120B
$310,000 0.03% of portfolio
1,029
Q1 2025 Reduced 2.09%
$29.1B
$331,000 0.03% of portfolio
179
Q4 2024 Reduced 2.72%
$150B
$346,000 0.03% of portfolio
739
Q1 2025 Reduced 3.52%
$145B
$333,000 0.03% of portfolio
4,691
Q1 2025 Added 27.51%
$78.8B
$320,000 0.03% of portfolio
5,050
Q1 2025 Added 28.14%
$73.7B
$348,000 0.03% of portfolio
680
Q1 2025 New
$234B
$304,000 0.03% of portfolio
2,733
Q4 2023 Reduced 3.7%
$169B
$213,000 0.02% of portfolio
421
Q1 2025 Added 1.69%
$155B
$259,000 0.02% of portfolio
3,321
Q1 2025 Added 6.0%
$970B
$279,000 0.02% of portfolio
1,681
Q1 2025 Added 5.79%
$205B
$202,000 0.02% of portfolio
254
Q1 2025 Reduced 3.42%
$76.3B
$290,000 0.02% of portfolio
1,201
Q1 2025 Reduced 0.25%
$68.9B
$221,000 0.02% of portfolio
507
Q1 2025 Added 11.92%
$8.29B
$206,000 0.02% of portfolio
1,727
Q1 2025 New
$153B
$217,000 0.02% of portfolio
3,130
Q1 2025 Added 30.2%
$30.9B
$249,000 0.02% of portfolio
2,071
Q1 2025 Added 0.29%
$83.6B
$275,000 0.02% of portfolio
4,216
Q1 2025 Added 57.73%
$50.3B
$274,000 0.02% of portfolio
2,080
Q1 2025 Added 5.1%
$65.4B
$264,000 0.02% of portfolio
6,270
Q1 2025 Reduced 1.49%
$41.9B
$242,000 0.02% of portfolio
1,160
Q1 2025 Added 0.26%
$4.88B
$241,000 0.02% of portfolio
2,391
Q1 2025 New
$174B
$234,000 0.02% of portfolio
3,219
Q1 2025 New
$24.3B
$218,000 0.02% of portfolio
2,127
Q1 2025 Added 1.14%
$61.7B
$253,000 0.02% of portfolio
399
Q1 2025 Added 0.5%
$215B
$238,000 0.02% of portfolio
2,045
Q1 2025 Reduced 0.82%

Summary

  • Portfolio
  • No. of Stocks 528
  • Current Value $1.16 Billion
  • Prior Value $1.18 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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