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.
Portfolio value
$838 Million
ETFs: $611 Million
Technology: $75.3 Million
Financial Services: $35.8 Million
Consumer Defensive: $32.1 Million
Healthcare: $22.6 Million
Consumer Cyclical: $20.2 Million
Industrials: $15.1 Million
Communication Services: $11.5 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
