Guardian Wealth Advisors, LLC Portfolio Holdings
Guardian Wealth Advisors, LLC
- $1.45 Billion
- Q3 2025
Guardian Wealth Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 357 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 $190M, ETF Ser Solutions Aptus Define with a value of $124M, Schwab Strategic Tr Us Large C with a value of $65.7M, Opus Small Cap Value ETF with a value of $58.7M, and Vanguard Index Fds S&P 500 ETF with a value of $58.5M.
Examining the 13F form we can see an increase of $121M in the current position value, from $1.33B to 1.45B.
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
Summary
- Portfolio
- No. of Stocks 357
- Current Value $1.45 Billion
- Prior Value $1.33 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 24 stocks
- Additional Purchases 178 stocks
- Sold out of 0 stocks
- Reduced holdings in 118 stocks