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Guardian Financial Partners

Latest statistics and disclosures from Guardian Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, CLOZ, SCHF, SMTH, JAAA, and represent 46.02% of Guardian Financial Partners's stock portfolio.
Added to shares of these 10 stocks: SMTH (+$9.4M), CLOZ (+$5.8M), JAAA, BUFF, SPYI, QDPL, SCHD, VYM, VYMI, SCHX.
Started 5 new stock positions in SPYI, SMTH, QDPL, META, TM.
Reduced shares in these 10 stocks: IVOL (-$6.5M), JEPI, VOO, TOTL, AVGO, NVDA, FNDB, BP, SCHF, AAPL.
Sold out of its positions in BP, AVGO, IVOL, TOTL.
Guardian Financial Partners was a net buyer of stock by $16M.
Guardian Financial Partners has $146M in assets under management (AUM), dropping by 19.67%.
Central Index Key (CIK): 0001723514

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Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	14.7	$21M	-5%	45k	480.69	View chart
Series Portfolios Tr Panagram Bbb B (CLOZ)	11.4	$17M	+53%	623k	26.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	9.1	$13M		341k	39.02	View chart
Alps Etf Tr Smith Core Plus (SMTH)	6.4	$9.4M	NEW	366k	25.66	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.4	$6.4M	+103%	126k	50.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.9	$5.6M	+7%	91k	62.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.8	$5.6M	+23%	69k	80.63	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.7	$5.4M	+20%	79k	68.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.7	$5.4M	+21%	45k	120.99	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	3.4	$4.9M		138k	35.61	View chart
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)	3.2	$4.7M	-6%	71k	66.26	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.2	$4.6M		184k	25.25	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	3.0	$4.4M	+76%	106k	41.74	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	2.9	$4.2M	+9%	62k	67.39	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.6	$3.8M	+9%	83k	46.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$2.8M		6.7k	420.52	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$2.8M	+8%	31k	92.72	View chart
Apple (AAPL)	1.6	$2.3M	-2%	14k	171.48	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.2	$1.8M	NEW	36k	50.36	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$1.8M	-59%	31k	57.86	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	1.2	$1.7M	NEW	48k	35.80	View chart
Microsoft Corporation (MSFT)	1.0	$1.5M		3.6k	420.76	View chart
Costco Wholesale Corporation (COST)	1.0	$1.5M	+16%	2.0k	732.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.4M	+3%	28k	49.24	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.9	$1.3M	+15%	65k	20.30	View chart
NVIDIA Corporation (NVDA)	0.9	$1.3M	-25%	1.4k	903.52	View chart
Home Depot (HD)	0.8	$1.1M		2.9k	383.64	View chart
Marvell Technology (MRVL)	0.6	$942k		13k	70.88	View chart
Edison International (EIX)	0.6	$838k		12k	70.73	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$782k	+12%	16k	48.21	View chart
Eli Lilly & Co. (LLY)	0.5	$778k	+66%	999.00	778.32	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$691k	+13%	19k	35.80	View chart
Intuitive Surgical Com New (ISRG)	0.4	$575k		1.4k	399.09	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.4	$534k	+10%	9.4k	57.03	View chart
Procter & Gamble Company (PG)	0.3	$488k		3.0k	162.26	View chart
Amazon (AMZN)	0.3	$480k	-11%	2.7k	180.38	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.3	$438k	+13%	16k	27.76	View chart
Rbc Cad (RY)	0.3	$404k		4.0k	100.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$290k		1.1k	259.87	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.2	$275k	+25%	7.8k	35.47	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$256k	+25%	4.9k	52.16	View chart
Toyota Motor Corp Ads (TM)	0.2	$252k	NEW	1.0k	251.68	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$225k	-3%	3.1k	73.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$223k		3.6k	61.05	View chart
Meta Platforms Cl A (META)	0.2	$221k	NEW	455.00	485.79	View chart

Past Filings by Guardian Financial Partners

SEC 13F filings are viewable for Guardian Financial Partners going back to 2021

Guardian Financial Partners 2024 Q1 filed April 26, 2024
Guardian Financial Partners 2023 Q4 filed Jan. 9, 2024
Guardian Financial Partners 2023 Q3 filed Oct. 5, 2023
Guardian Financial Partners 2023 Q2 filed July 12, 2023
Guardian Financial Partners 2023 Q1 filed April 11, 2023
Guardian Financial Partners 2022 Q4 filed Jan. 18, 2023
Guardian Financial Partners 2022 Q3 filed Oct. 19, 2022
Guardian Financial Partners 2022 Q2 filed July 13, 2022
Guardian Financial Partners 2022 Q1 filed April 26, 2022
Guardian Financial Partners 2021 Q4 filed Jan. 19, 2022

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