Guardian Wealth Advisors, LLC Portfolio Holdings
Guardian Wealth Advisors, LLC
- $754 Million
- Q2 2024
Guardian Wealth Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $754 Million distributed in 438 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 $102M, ETF Ser Solutions Aptus Define with a value of $58.1M, Schwab Strategic Tr Us Large C with a value of $48.9M, Opus Small Cap Value ETF with a value of $47M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $33.3M.
Examining the 13F form we can see an increase of $37.8M in the current position value, from $717M to 754M.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 438
- Current Value $754 Million
- Prior Value $717 Million
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 23 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 174 stocks