Guardian Wealth Advisors, LLC Portfolio Holdings

Guardian Wealth Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $838 Million distributed in 453 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 $113M, ETF Ser Solutions Aptus Define with a value of $65.7M, Schwab Strategic Tr Us Large C with a value of $53M, Opus Small Cap Value ETF with a value of $53M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $36.4M.

Examining the 13F form we can see an increase of $84M in the current position value, from $754M to 838M. Also it can be appreciated an additional of 37 stocks purchases and 3 closed positions.

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.