Guardian Wealth Advisors, Llc / Nc

Latest statistics and disclosures from Guardian Wealth Advisors, Llc / Nc's latest quarterly 13F-HR filing:

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Portfolio Holdings for Guardian Wealth Advisors, Llc / Nc

Guardian Wealth Advisors, Llc / Nc holds 422 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Etf Ser Solutions Aptus Collrd Inv (ACIO) 12.7 $75M -3% 2.5M 30.43
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Etf Ser Solutions Aptus Defined (DRSK) 8.7 $52M -28% 2.2M 23.31
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Etf Ser Solutions Opus Sml Cp Vl (OSCV) 6.6 $39M -2% 1.3M 30.33
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.4 $38M +130% 749k 50.60
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J P Morgan Exchange Traded F Equity Premium (JEPI) 3.5 $21M -10% 384k 53.56
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Capital Group Dividend Value Shs Creation Uni (CGDV) 3.0 $18M NEW 664k 26.59
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.0 $17M -8% 378k 45.95
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Apple (AAPL) 2.6 $15M 88k 171.21
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.6 $15M +2062% 339k 44.67
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Etf Ser Solutions Aptus Large Cap (DUBS) 2.5 $15M NEW 607k 24.66
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Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 2.3 $13M +53% 264k 50.27
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Microsoft Corporation (MSFT) 1.9 $11M -4% 35k 315.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $10M 26k 394.20
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $9.3M 22k 429.05
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NVIDIA Corporation (NVDA) 1.2 $7.1M 16k 435.00
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $7.1M NEW 272k 26.11
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.1 $6.5M -56% 129k 50.18
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.1 $6.4M NEW 124k 51.99
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $5.7M 44k 130.86
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.8 $4.9M NEW 117k 42.05
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.8 $4.8M -71% 66k 73.63
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Vanguard Specialized Funds Div App Etf (VIG) 0.8 $4.5M 29k 156.15
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $4.5M -52% 89k 50.26
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Etf Ser Solutions Aptus Drawdown (ADME) 0.8 $4.4M -11% 126k 35.05
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Amazon (AMZN) 0.8 $4.4M +10% 35k 127.12
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.7 $3.9M NEW 142k 27.42
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Broadcom (AVGO) 0.7 $3.8M +3% 4.6k 830.62
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $3.7M +11% 11k 350.30
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Listed Fd Tr Horizon Kinetics (INFL) 0.6 $3.6M -70% 118k 30.44
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JPMorgan Chase & Co. (JPM) 0.6 $3.4M 24k 145.02
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $3.2M -82% 66k 49.43
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Tesla Motors (TSLA) 0.5 $3.2M -3% 13k 250.22
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UnitedHealth (UNH) 0.5 $3.0M +3% 5.9k 504.21
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $2.7M +7% 46k 59.67
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $2.6M +4% 13k 208.25
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Eli Lilly & Co. (LLY) 0.4 $2.6M +9% 4.9k 537.13
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Procter & Gamble Company (PG) 0.4 $2.4M 16k 145.86
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Wal-Mart Stores (WMT) 0.4 $2.3M +52% 15k 159.93
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Visa Com Cl A (V) 0.4 $2.3M +12% 10k 230.02
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.4 $2.2M 22k 103.99
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Eaton Vance Tax Managed Diversified Eq. (ETY) 0.4 $2.2M 191k 11.54
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First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) 0.4 $2.2M 65k 33.57
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Ishares Tr Rus 1000 Etf (IWB) 0.4 $2.2M 9.2k 235.90
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $2.2M 6.4k 335.86
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.3 $1.9M 79k 24.00
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Adobe Systems Incorporated (ADBE) 0.3 $1.9M +2% 3.6k 509.90
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Broadridge Financial Solutions (BR) 0.3 $1.9M +2% 10k 179.85
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.3 $1.8M +2% 241k 7.58
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Home Depot (HD) 0.3 $1.8M 6.0k 302.14
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Roper Industries (ROP) 0.3 $1.8M +3% 3.7k 484.34
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Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.3 $1.8M +2% 85k 21.23
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Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.3 $1.8M +2% 72k 24.94
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $1.8M +2% 35k 50.60
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Pioneer Natural Resources (PXD) 0.3 $1.7M +2% 7.5k 229.55
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Copart (CPRT) 0.3 $1.7M +98% 39k 43.09
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Johnson & Johnson (JNJ) 0.3 $1.7M +4% 11k 155.75
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Exxon Mobil Corporation (XOM) 0.3 $1.7M +10% 14k 117.58
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Pfizer (PFE) 0.3 $1.6M +2% 49k 33.17
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Chemed Corp Com Stk (CHE) 0.3 $1.6M +4% 3.0k 519.69
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $1.5M 44k 35.07
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.5M +18% 11k 141.70
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Progressive Corporation (PGR) 0.2 $1.5M +14% 11k 139.30
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $1.4M 18k 79.80
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Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.4M 33k 42.20
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Truist Financial Corp equities (TFC) 0.2 $1.4M -6% 48k 28.61
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Owens Corning (OC) 0.2 $1.4M 10k 136.41
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Sprott Physical Gold Tr Unit (PHYS) 0.2 $1.3M 93k 14.32
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Costco Wholesale Corporation (COST) 0.2 $1.3M +2% 2.3k 565.04
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American Tower Reit (AMT) 0.2 $1.3M +21% 7.9k 164.46
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Bank of America Corporation (BAC) 0.2 $1.3M +5% 46k 27.38
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Abbvie (ABBV) 0.2 $1.2M 8.2k 149.06
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Chevron Corporation (CVX) 0.2 $1.2M 7.0k 168.62
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Meta Platforms Cl A (META) 0.2 $1.1M +23% 3.8k 300.21
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M -3% 5.2k 212.41
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First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 0.2 $1.0M -5% 53k 19.67
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Proshares Tr K1 Fre Crd Oil (OILK) 0.2 $1.0M 21k 49.76
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Canterbury Park Holding Corporation (CPHC) 0.2 $1.0M NEW 51k 19.92
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Invesco Quality Municipal Inc Trust (IQI) 0.2 $1.0M -9% 119k 8.39
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $997k NEW 41k 24.50
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General Mills (GIS) 0.2 $979k 15k 63.99
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Alphabet Cap Stk Cl C (GOOG) 0.2 $974k -6% 7.4k 131.85
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McDonald's Corporation (MCD) 0.2 $970k -3% 3.7k 263.42
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Lowe's Companies (LOW) 0.2 $948k +2% 4.6k 207.84
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Duke Energy Corp Com New (DUK) 0.2 $931k +9% 11k 88.26
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Pepsi (PEP) 0.2 $912k -4% 5.4k 169.44
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $910k -10% 13k 69.78
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Mastercard Incorporated Cl A (MA) 0.1 $853k +9% 2.2k 395.82
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Etf Ser Solutions Defiance Next (FIVG) 0.1 $852k 27k 31.26
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Merck & Co (MRK) 0.1 $847k 8.2k 103.68
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $841k 2.3k 358.73
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Coca-Cola Company (KO) 0.1 $841k +3% 15k 56.46
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Cisco Systems (CSCO) 0.1 $833k 16k 53.76
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First Tr Exchange-traded Limited Duration (FSIG) 0.1 $832k 45k 18.39
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $792k +12% 10k 75.84
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Goldman Sachs (GS) 0.1 $772k +7% 2.4k 323.57
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Southern Company (SO) 0.1 $752k 12k 64.72
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Norfolk Southern (NSC) 0.1 $751k -2% 3.8k 196.93
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Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.1 $740k 30k 25.14
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Oracle Corporation (ORCL) 0.1 $736k +95% 6.9k 105.92
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McKesson Corporation (MCK) 0.1 $715k 1.6k 435.54
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Qualcomm (QCOM) 0.1 $710k +2% 6.4k 111.06
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First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $672k 8.9k 75.91
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $659k -3% 8.8k 75.15
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Ishares Tr Global Energ Etf (IXC) 0.1 $623k 15k 41.26
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Broadstone Net Lease (BNL) 0.1 $621k 43k 14.58
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $613k +28% 15k 41.30
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Starbucks Corporation (SBUX) 0.1 $607k +9% 6.7k 91.27
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $606k 8.7k 69.58
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Caterpillar (CAT) 0.1 $604k +2% 2.2k 273.05
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $599k 2.0k 307.11
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BlackRock (BLK) 0.1 $579k +4% 896.00 646.49
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Cadence Design Systems (CDNS) 0.1 $575k 2.5k 234.30
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Intuitive Surgical Com New (ISRG) 0.1 $571k 2.0k 292.29
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Thermo Fisher Scientific (TMO) 0.1 $547k 1.1k 506.55
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Abbott Laboratories (ABT) 0.1 $546k -7% 5.6k 96.85
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American Express Company (AXP) 0.1 $541k +16% 3.6k 149.19
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ConocoPhillips (COP) 0.1 $532k 4.4k 120.40
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Nextera Energy (NEE) 0.1 $532k +8% 9.3k 57.29
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Target Corporation (TGT) 0.1 $522k +12% 4.7k 110.57
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.1 $519k 20k 25.65
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Mondelez Intl Cl A (MDLZ) 0.1 $508k 7.3k 69.83
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Advanced Micro Devices (AMD) 0.1 $506k +8% 4.9k 102.82
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Philip Morris International (PM) 0.1 $496k 5.3k 93.89
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $490k 2.0k 250.49
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First Tr Exchng Traded Fd Vi Ft Cboe Vest U S (GJUL) 0.1 $484k NEW 16k 29.94
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Applied Materials (AMAT) 0.1 $479k 3.5k 138.45
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Ishares Tr Europe Etf (IEV) 0.1 $478k 10k 47.73
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Rbc Cad (RY) 0.1 $470k 5.4k 87.44
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Lockheed Martin Corporation (LMT) 0.1 $456k 1.1k 408.96
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Franco-Nevada Corporation (FNV) 0.1 $455k 3.4k 133.49
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United Parcel Service CL B (UPS) 0.1 $453k -8% 2.9k 155.87
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Waste Management (WM) 0.1 $450k -4% 3.0k 152.42
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Texas Pacific Land Corp (TPL) 0.1 $436k 239.00 1823.56
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Vanguard Index Fds Value Etf (VTV) 0.1 $434k 3.1k 141.45
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Wheaton Precious Metals Corp (WPM) 0.1 $433k 10k 42.65
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $433k 27k 15.97
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F.N.B. Corporation (FNB) 0.1 $430k 40k 10.79
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Amgen (AMGN) 0.1 $425k 1.6k 268.71
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Lam Research Corporation (LRCX) 0.1 $422k +21% 672.00 628.55
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Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $422k 14k 30.35
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MetLife (MET) 0.1 $418k -15% 6.6k 62.91
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Walt Disney Company (DIS) 0.1 $413k -10% 5.1k 81.05
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Royal Gold (RGLD) 0.1 $408k +2% 3.8k 106.33
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Bristol Myers Squibb (BMY) 0.1 $406k -9% 7.0k 58.04
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Emerson Electric (EMR) 0.1 $401k 4.2k 96.58
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $394k +74% 6.1k 64.35
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $393k -16% 2.6k 153.08
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Texas Instruments Incorporated (TXN) 0.1 $393k -3% 2.5k 159.01
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Honeywell International (HON) 0.1 $382k 2.1k 184.74
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Dollar General (DG) 0.1 $382k -46% 3.6k 105.79
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $381k 3.5k 109.25
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $377k 9.1k 41.42
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CVS Caremark Corporation (CVS) 0.1 $377k -10% 5.4k 69.82
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Hershey Company (HSY) 0.1 $374k -41% 1.9k 200.08
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salesforce (CRM) 0.1 $369k +72% 1.8k 202.78
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Vanguard Index Fds Growth Etf (VUG) 0.1 $369k 1.3k 288.24
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $368k 1.1k 347.58
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Laboratory Corp Amer Hldgs Com New (LH) 0.1 $367k NEW 1.8k 201.05
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Cdw (CDW) 0.1 $365k 1.8k 201.70
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $364k 874.00 416.02
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Synopsys (SNPS) 0.1 $363k -8% 790.00 458.97
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Comcast Corp Cl A (CMCSA) 0.1 $359k +31% 8.1k 44.34
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Nike CL B (NKE) 0.1 $358k 3.7k 95.96
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Verizon Communications (VZ) 0.1 $354k -22% 11k 32.41
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Spdr Gold Tr Gold Shs (GLD) 0.1 $352k 2.1k 171.45
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Intel Corporation (INTC) 0.1 $346k +6% 9.7k 35.55
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Regeneron Pharmaceuticals (REGN) 0.1 $345k +7% 419.00 822.96
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $343k -7% 2.3k 147.38
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $342k +25% 2.1k 159.47
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PNC Financial Services (PNC) 0.1 $338k 2.8k 122.77
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Netflix (NFLX) 0.1 $332k +41% 878.00 377.60
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Travelers Companies (TRV) 0.1 $332k 2.0k 163.31
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Danaher Corporation (DHR) 0.1 $330k +6% 1.3k 248.10
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Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $329k +33% 5.4k 61.02
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $326k 12k 26.20
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Marathon Petroleum Corp (MPC) 0.1 $326k +2% 2.2k 151.34
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Air Products & Chemicals (APD) 0.1 $325k 1.1k 285.16
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $324k 6.4k 50.74
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $323k -15% 7.2k 44.93
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Ishares Tr Core Msci Total (IXUS) 0.1 $321k +42% 5.3k 59.99
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Nucor Corporation (NUE) 0.1 $318k -12% 2.0k 156.86
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First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $313k 4.6k 67.86
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $309k -3% 5.8k 53.52
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Raytheon Technologies Corp (RTX) 0.1 $307k -11% 4.3k 71.98
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AFLAC Incorporated (AFL) 0.1 $304k 4.0k 76.75
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $299k 653.00 458.38
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Boeing Company (BA) 0.1 $294k +26% 1.5k 191.68
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Novartis Sponsored Adr (NVS) 0.0 $289k +21% 2.8k 101.86
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Ishares Tr Global Tech Etf (IXN) 0.0 $286k 4.9k 57.84
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $279k 1.4k 193.02
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Automatic Data Processing (ADP) 0.0 $273k -3% 1.1k 241.84
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Global X Fds Emerging Mkt Grt (EMC) 0.0 $273k 12k 23.74
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Valero Energy Corporation (VLO) 0.0 $269k +7% 1.9k 141.71
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At&t (T) 0.0 $266k -8% 18k 15.02
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Anthem (ELV) 0.0 $265k -2% 609.00 435.42
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $264k 191.00 1380.10
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Arthur J. Gallagher & Co. (AJG) 0.0 $256k -8% 1.1k 227.93
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Gilead Sciences (GILD) 0.0 $256k -4% 3.4k 74.94
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $255k -5% 3.5k 72.73
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $249k 5.2k 47.83
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International Business Machines (IBM) 0.0 $248k +10% 1.8k 140.30
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Linde SHS (LIN) 0.0 $245k NEW 658.00 372.35
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Allstate Corporation (ALL) 0.0 $244k NEW 2.2k 112.31
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Shopify Cl A (SHOP) 0.0 $243k +9% 4.4k 54.57
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $238k -3% 888.00 268.02
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Micron Technology (MU) 0.0 $237k NEW 3.5k 68.03
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Cme (CME) 0.0 $236k +2% 1.2k 200.22
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CSX Corporation (CSX) 0.0 $235k +20% 7.6k 30.75
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $233k 5.9k 39.67
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Eastman Chemical Company (EMN) 0.0 $233k NEW 3.0k 76.99
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TJX Companies (TJX) 0.0 $232k 2.6k 88.88
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Select Sector Spdr Tr Financial (XLF) 0.0 $231k 6.9k 33.39
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $230k +378% 7.0k 32.99
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Carrier Global Corporation (CARR) 0.0 $229k -7% 4.2k 55.20
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Wells Fargo & Company (WFC) 0.0 $229k NEW 5.6k 40.86
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Carlisle Companies (CSL) 0.0 $228k -8% 879.00 259.26
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United Rentals (URI) 0.0 $228k +2% 513.00 444.14
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Ishares Tr National Mun Etf (MUB) 0.0 $227k 2.2k 102.54
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.0 $227k 5.1k 44.30
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D.R. Horton (DHI) 0.0 $223k 2.1k 107.47
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Stryker Corporation (SYK) 0.0 $223k NEW 813.00 274.03
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First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) 0.0 $220k -13% 11k 19.69
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Altria (MO) 0.0 $219k -7% 5.1k 43.10
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First Tr Exchng Traded Fd Vi Cboe Vest Us Equ (XJUL) 0.0 $216k NEW 7.2k 30.15
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Us Bancorp Del Com New (USB) 0.0 $216k -3% 6.4k 33.54
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $215k 4.7k 45.43
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Manhattan Associates (MANH) 0.0 $214k 1.1k 197.66
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Artisan Partners Asset Mgmt Cl A (APAM) 0.0 $214k 5.7k 37.42
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Diageo Spon Adr New (DEO) 0.0 $214k 1.4k 151.69
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Marsh & McLennan Companies (MMC) 0.0 $212k 1.1k 190.30
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Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.0 $212k -28% 11k 19.13
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Paychex (PAYX) 0.0 $208k NEW 1.8k 115.33
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L3harris Technologies (LHX) 0.0 $208k NEW 1.2k 174.12
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Occidental Petroleum Corporation (OXY) 0.0 $204k -20% 3.1k 65.06
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Markel Corporation (MKL) 0.0 $203k NEW 138.00 1472.49
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Molina Healthcare (MOH) 0.0 $203k -14% 619.00 327.89
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Becton, Dickinson and (BDX) 0.0 $203k NEW 783.00 258.57
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Diamondback Energy (FANG) 0.0 $201k NEW 1.3k 154.82
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Vanguard World Fds Energy Etf (VDE) 0.0 $190k -8% 1.5k 127.65
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Ishares Tr Msci Euro Fl Etf (EUFN) 0.0 $185k -9% 9.8k 18.91
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First Tr Exchange-traded Cboe Vest Rising (RDVI) 0.0 $179k 8.5k 21.07
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Kinder Morgan (KMI) 0.0 $176k +2% 11k 16.58
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $161k 1.2k 129.99
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Ishares Tr Global Reit Etf (REET) 0.0 $156k 7.3k 21.44
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $150k -18% 348.00 431.95
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $149k 2.5k 59.28
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $147k 2.5k 58.79
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $146k 3.8k 38.74
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $145k 2.9k 49.85
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $130k 6.4k 20.11
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Ford Motor Company (F) 0.0 $129k -5% 10k 12.42
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $127k 1.7k 76.39
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $125k +390% 3.9k 31.82
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $119k 1.6k 75.25
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First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) 0.0 $118k -21% 5.9k 19.97
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $114k 640.00 177.57
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $107k +154% 1.2k 91.57
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $106k 494.00 213.98
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Select Sector Spdr Tr Energy (XLE) 0.0 $101k 1.1k 90.47
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $100k 1.6k 63.49
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $99k 1.0k 94.79
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $97k -3% 924.00 105.01
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $92k 2.5k 36.53
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $91k +27% 2.7k 33.96
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $86k 517.00 165.71
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $85k 2.5k 34.02
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $83k 880.00 94.04
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Ishares Tr Expanded Tech (IGV) 0.0 $79k NEW 232.00 341.26
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Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.0 $75k NEW 1.9k 39.88
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $74k 1.0k 70.76
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $73k +433% 2.0k 36.90
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $72k 1.2k 60.40
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Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $72k -13% 567.00 127.07
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $69k 1.1k 64.46
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $68k 900.00 75.98
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Precigen (PGEN) 0.0 $63k 44k 1.42
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $63k -24% 931.00 67.68
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Ishares Tr Short Treas Bd (SHV) 0.0 $62k 565.00 110.47
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $62k 404.00 154.13
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $59k -3% 1.3k 45.74
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.0 $58k 1.5k 39.23
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Etf Ser Solutions Us Glb Jets (JETS) 0.0 $58k 3.4k 17.03
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $57k +12% 2.4k 23.94
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $54k -3% 744.00 72.77
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $54k 1.4k 39.19
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Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $53k 500.00 105.54
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $53k 1.0k 52.49
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $52k +6% 1.0k 50.76
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $52k +10% 704.00 73.72
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Vanguard World Fds Consum Dis Etf (VCR) 0.0 $52k 191.00 270.09
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Ishares Tr Ishares Biotech (IBB) 0.0 $51k 415.00 122.44
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $50k -16% 732.00 68.82
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $50k 546.00 91.53
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Etf Ser Solutions Defiance Htl Air (CRUZ) 0.0 $49k -7% 2.6k 18.68
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $48k 526.00 90.36
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Ishares Tr Msci Kld400 Soc (DSI) 0.0 $47k -5% 580.00 81.73
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Wisdomtree Tr Intl Qulty Div (IQDG) 0.0 $47k 1.5k 32.02
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $47k 406.00 115.01
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Select Sector Spdr Tr Technology (XLK) 0.0 $46k +2% 278.00 163.97
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $46k +166% 314.00 144.98
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $44k 194.00 224.61
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $43k +33% 268.00 159.61
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $43k 406.00 104.92
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Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.0 $43k +746% 1.0k 41.49
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Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.0 $42k -11% 2.2k 19.49
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $42k -41% 878.00 47.24
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Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $41k 2.1k 19.19
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $41k -6% 723.00 56.09
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Vaneck Etf Trust Mortgage Reit (MORT) 0.0 $40k 3.5k 11.37
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Spdr Ser Tr S&p Retail Etf (XRT) 0.0 $39k 647.00 60.86
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Select Sector Spdr Tr Indl (XLI) 0.0 $39k -26% 384.00 101.40
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $38k 454.00 83.79
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Vanguard World Fds Health Car Etf (VHT) 0.0 $38k 161.00 235.64
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First Tr Exchange-traded Multi Asset Di (MDIV) 0.0 $38k 2.6k 14.59
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $37k 1.9k 19.19
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Kandi Technolgies (KNDI) 0.0 $36k 11k 3.46
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $36k 619.00 57.31
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $33k 733.00 44.88
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Select Sector Spdr Tr Communication (XLC) 0.0 $32k -23% 485.00 65.58
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Wisdomtree Tr Wsdm Emktbd Fd (EMCB) 0.0 $29k 475.00 61.56
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $29k 962.00 30.15
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $29k 763.00 37.95
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Spdr Ser Tr S&p Semicndctr (XSD) 0.0 $27k -97% 139.00 195.32
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $26k 2.4k 10.95
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Ishares Tr Core Div Grwth (DGRO) 0.0 $25k 503.00 49.92
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First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $25k -5% 943.00 26.42
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Proshares Tr Bitcoin Strate (BITO) 0.0 $24k -6% 1.7k 13.81
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Etf Ser Solutions Grayscale Future (GFOF) 0.0 $24k 2.2k 10.83
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $23k 322.00 70.64
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $23k 852.00 26.67
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Alps Etf Tr Rivrfrnt Str Inc (RIGS) 0.0 $22k 1.0k 22.15
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Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.0 $21k 326.00 65.52
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First Tr Exchange-traded Dorsey Wright (FVC) 0.0 $20k 646.00 31.35
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Pineapple Holdings (PEGY) 0.0 $20k NEW 24k 0.85
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $18k -23% 210.00 86.30
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Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $18k 447.00 40.07
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $18k 86.00 207.03
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $17k +320% 252.00 68.85
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.0 $17k +612% 349.00 49.36
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Vaneck Etf Trust Environmental Sr (EVX) 0.0 $17k 120.00 143.30
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Pacer Fds Tr Data And Infrast (SRVR) 0.0 $17k -5% 663.00 25.89
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Wisdomtree Tr Euro Qtly Div Gr (EUDG) 0.0 $16k 559.00 28.57
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $16k 1.1k 14.62
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $15k NEW 700.00 21.60
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Spdr Ser Tr Aerospace Def (XAR) 0.0 $15k 129.00 112.10
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First Tr Exchange Traded Consumr Discre (FXD) 0.0 $14k -19% 283.00 51.01
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $13k -13% 97.00 138.47
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First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $13k 616.00 20.61
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Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $12k 311.00 38.84
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Ishares Tr Msci Usa Value (VLUE) 0.0 $12k 132.00 91.40
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Etf Ser Solutions Defiance Quant (QTUM) 0.0 $12k NEW 250.00 47.97
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Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $12k 481.00 24.64
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $12k 250.00 46.96
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $12k 241.00 48.49
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $11k 341.00 32.25
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $11k 100.00 106.19
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $9.7k 133.00 73.02
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Ark Etf Tr Fintech Innova (ARKF) 0.0 $9.1k 470.00 19.36
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $9.0k 100.00 89.97
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First Tr Exchange-traded Growth Strength (FTGS) 0.0 $8.8k 369.00 23.77
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR) 0.0 $8.7k NEW 275.00 31.64
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $8.4k 150.00 55.97
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Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.0 $7.9k 192.00 41.19
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Global X Fds Superdividend (SDIV) 0.0 $7.9k 360.00 21.91
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Spdr Ser Tr S&p Kensho Final (ROKT) 0.0 $7.9k 200.00 39.40
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Vanguard World Fds Materials Etf (VAW) 0.0 $7.3k 42.00 174.05
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First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.0 $7.3k +3500% 180.00 40.51
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Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $7.3k 284.00 25.58
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $7.2k 268.00 26.91
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $7.2k NEW 87.00 82.43
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Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $6.8k 154.00 44.28
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Proshares Tr Ultrapro Sht Qqq (SQQQ) 0.0 $5.0k 247.00 20.45
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Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.0 $5.0k 59.00 85.00
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Ishares Tr Mrngstr Inc Etf (IYLD) 0.0 $4.9k 257.00 19.04
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Alps Etf Tr Oshares Us Qualt (OUSA) 0.0 $4.8k 115.00 41.93
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Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $4.7k 60.00 78.70
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Alps Etf Tr Sectr Div Dogs (SDOG) 0.0 $4.7k 100.00 47.03
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Ishares Tr Us Trsprtion (IYT) 0.0 $4.7k 20.00 234.75
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Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.0 $4.5k 290.00 15.38
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $4.3k 136.00 31.67
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $3.9k -47% 20.00 195.70
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $3.6k -66% 87.00 41.03
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.6k 200.00 17.75
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $3.3k 42.00 79.05
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $3.2k NEW 45.00 71.44
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $3.1k 71.00 44.23
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Ishares Tr Us Industrials (IYJ) 0.0 $3.0k 30.00 101.20
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $3.0k 60.00 50.55
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $2.7k 29.00 94.62
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Ishares Tr Tips Bd Etf (TIP) 0.0 $2.7k -78% 26.00 103.73
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $2.6k 29.00 91.38
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First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $2.6k 23.00 111.13
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First Tr Exchange-traded Dorsey Wright (IFV) 0.0 $2.5k -26% 140.00 17.74
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First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $2.1k -87% 37.00 57.43
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Ishares Tr Us Home Cons Etf (ITB) 0.0 $2.0k 25.00 78.64
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Invesco Exchange Traded Fd T Leisure And Ente (PEJ) 0.0 $1.9k 50.00 38.32
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First Tr Exchange Traded Finls Alphadex (FXO) 0.0 $1.2k 32.00 37.84
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $1.2k +9% 35.00 34.20
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.2k -68% 54.00 22.04
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First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $1.2k 12.00 97.17
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Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL) 0.0 $1.2k 14.00 82.29
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $1.1k 8.00 132.25
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.0 $987.000000 30.00 32.90
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $983.001600 32.00 30.72
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First Tr Exchange-traded Nasdaq Bk Etf (FTXO) 0.0 $827.000000 -66% 40.00 20.68
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $816.000000 5.00 163.20
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.0 $547.000300 11.00 49.73
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First Tr Exchange Traded Energy Alphadx (FXN) 0.0 $522.999000 30.00 17.43
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $486.000000 1.00 486.00
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $469.000000 -99% 5.00 93.80
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First Tr Exchange-traded Nat Gas Etf (FCG) 0.0 $468.000000 18.00 26.00
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Proshares Tr Ultrashrt Dow 30 (SDOW) 0.0 $400.000500 15.00 26.67
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Ishares Tr Mbs Etf (MBB) 0.0 $355.000000 -94% 4.00 88.75
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $293.000000 -94% 2.00 146.50
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Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $270.999900 3.00 90.33
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Ishares Tr Grwt Allocat Etf (AOR) 0.0 $247.000000 5.00 49.40
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Ishares Tr Eafe Value Etf (EFV) 0.0 $196.000000 -97% 4.00 49.00
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $191.000000 2.00 95.50
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $62.000000 -96% 1.00 62.00
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $47.000000 1.00 47.00
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Ishares Tr Modert Alloc Etf (AOM) 0.0 $39.000000 1.00 39.00
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Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $24.000000 1.00 24.00
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Past Filings by Guardian Wealth Advisors, Llc / Nc

SEC 13F filings are viewable for Guardian Wealth Advisors, Llc / Nc going back to 2021