Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, SCHX, and represent 43.58% of Guardian Financial Partners's stock portfolio.
Added to shares of these 10 stocks: TAXX, SMTH, SCHX, SCHD, VYM, VYMI, FNDX, CLOZ, JPM, SCHG.
Started 2 new stock positions in TAXX, JPM.
Reduced shares in these 10 stocks: VOO, NVDA, FNDB, BUFF, AVGO, AOA, TM, LLY, SCHO, AAPL.
Sold out of its positions in AVGO, AOA, TM.
Guardian Financial Partners was a net buyer of stock by $1.2M.
Guardian Financial Partners has $160M in assets under management (AUM), dropping by 6.10%.
Central Index Key (CIK): 0001723514

Tip: Access up to 7 years of quarterly data

Positions held by Guardian Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 44 positions in its portfolio as reported in the September 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)	12.9	$21M	-9%	39k	527.67	View chart
Series Portfolios Tr Panagram Bbb B (CLOZ)	11.2	$18M		668k	26.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.9	$14M		344k	41.12	View chart
Alps Etf Tr Smith Core Plus (SMTH)	6.4	$10M	+4%	387k	26.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.2	$6.8M	+6%	100k	67.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.1	$6.6M	+6%	78k	84.53	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.1	$6.6M		129k	50.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.1	$6.5M	+5%	89k	73.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.0	$6.4M	+5%	50k	128.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.4	$5.5M	+2%	188k	29.18	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.3	$5.3M		141k	37.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.1	$5.0M	+6%	69k	71.76	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	2.8	$4.4M	-8%	63k	70.37	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	2.6	$4.2M	-6%	96k	44.12	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.4	$3.9M		82k	47.52	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.2	$3.6M	+6%	34k	104.18	View chart
Apple (AAPL)	2.0	$3.1M	-2%	14k	233.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$3.1M		6.8k	460.26	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.4	$2.2M	+9%	42k	51.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.4	$2.2M	+8%	36k	59.51	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	1.3	$2.1M	+8%	56k	37.96	View chart
Costco Wholesale Corporation (COST)	1.2	$1.9M	-3%	2.1k	886.35	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.1	$1.8M	+8%	78k	23.17	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.7M	+8%	33k	51.50	View chart
Microsoft Corporation (MSFT)	0.9	$1.4M	+3%	3.4k	430.29	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.8	$1.4M	NEW	27k	50.79	View chart
Home Depot (HD)	0.7	$1.2M		2.9k	405.20	View chart
Edison International (EIX)	0.6	$1.0M		12k	87.09	View chart
NVIDIA Corporation (NVDA)	0.6	$982k	-40%	8.1k	121.43	View chart
Marvell Technology (MRVL)	0.6	$957k		13k	72.12	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$881k	+9%	23k	38.53	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$723k	-9%	15k	48.98	View chart
Intuitive Surgical Com New (ISRG)	0.4	$707k		1.4k	491.27	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.4	$692k	+11%	12k	59.57	View chart
Eli Lilly & Co. (LLY)	0.4	$653k	-11%	737.00	885.96	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.4	$637k	+13%	20k	32.27	View chart
Procter & Gamble Company (PG)	0.3	$527k		3.0k	173.22	View chart
Amazon (AMZN)	0.3	$506k	+2%	2.7k	186.33	View chart
Rbc Cad (RY)	0.3	$500k		4.0k	124.73	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$376k	+13%	9.8k	38.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$317k		1.1k	283.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$243k		3.6k	66.52	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$234k	-11%	4.4k	53.63	View chart
JPMorgan Chase & Co. (JPM)	0.1	$229k	NEW	1.1k	210.80	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 Q3 filed Nov. 1, 2024
Guardian Financial Partners 2024 Q2 filed July 15, 2024
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z