Guardian Wealth Advisors, LLC Options Holdings

Guardian Wealth Advisors, LLC

  • $1.18 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
CL
Colgate Palmolive CO

Consumer Defensive
CALL
$17.8 Million
196K
Q4 2024
Added 9.48%

Summary

  • Portfolio
  • No. of Stocks 518
  • Current Value $1.18 Billion
  • Prior Value $838 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 95 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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