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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 453
  • Current Value $838 Million
  • Prior Value $754 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 37 stocks
  • Additional Purchases 115 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 144 stocks
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.