Guardian Wealth Advisors, LLC Portfolio Holdings

Guardian Wealth Advisors, LLC

  • $162 Million
  • Q3 2024

Guardian Wealth Advisors, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $22.5M, Vanguard Ftse Developed Market with a value of $18.3M, Ishares Russell 2000 ETF with a value of $16.1M, Ishares Core S&P Mid Cap ETF with a value of $12.1M, and Ishares S&P 500 Growth ETF with a value of $11.9M.

Examining the 13F form we can see an increase of $8.2M in the current position value, from $154M to 162M.

Guardian Wealth Advisors, LLC is based out at Bloomington, MN

Below you can find more details about Guardian Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $134 Million
Consumer Defensive: $5.64 Million
Industrials: $5.59 Million
Healthcare: $5.18 Million
Financial Services: $3.49 Million
Consumer Cyclical: $2.22 Million
Technology: $1.91 Million
Energy: $1.71 Million
Other: $2.33 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 82
  • Current Value $162 Million
  • Prior Value $154 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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