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Marsh & McLennan Companies shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Marsh & McLennan Companies

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All positions including Marsh & McLennan Companies held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marsh & McLennan Companies by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2023-09-30 $212k 1.1k 190.30
2023-06-30 $207k 1.1k 188.08
2022-03-31 $203k 1.2k 170.45

More positions owned by Guardian Wealth Advisors, Llc / Nc

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Etf Ser Solutions Aptus Large Cap (DUBS)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding Marsh & McLennan Companies

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
T. Rowe Price Associates
Mawer Investment Management
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Jpmorgan Chase & Co
Parnassus Investments
Ubs Global Asset Management Americas
Lazard Asset Management
Goldman Sachs Group
UBS Group
Deutsche Bank Aktiengesellschaft

View all funds holding Marsh & McLennan Companies