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 42.20% of Guardian Financial Partners's stock portfolio.
  • Added to shares of these 10 stocks: SCHF (+$7.2M), SCHX (+$5.3M), SCHD, FNDX, SCHG, SCHZ, FNDB, SCHA, CLOZ, SCHO.
  • Started 5 new stock positions in AVGO, SCHI, TSLA, GOOGL, META.
  • Reduced shares in these 4 stocks: VOO, COST, LLY, BUFF.
  • Guardian Financial Partners was a net buyer of stock by $39M.
  • Guardian Financial Partners has $168M in assets under management (AUM), dropping by 5.24%.
  • Central Index Key (CIK): 0001723514

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Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 49 positions in its portfolio as reported in the December 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) 12.2 $21M -2% 38k 538.81
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Series Portfolios Tr Panagram Bbb B (CLOZ) 11.3 $19M +5% 705k 26.95
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.0 $14M +112% 731k 18.50
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Alps Etf Tr Smith Core Plus (SMTH) 6.1 $10M +4% 403k 25.52
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.5 $7.6M +230% 329k 23.18
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Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $6.9M +222% 252k 27.32
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Vanguard Whitehall Fds High Div Yld (VYM) 4.0 $6.8M +6% 53k 127.59
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.0 $6.7M 131k 50.71
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Vanguard Whitehall Fds Intl High Etf (VYMI) 3.9 $6.6M +9% 97k 67.88
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Schwab Strategic Tr Fundamental Us L (FNDX) 3.3 $5.6M +240% 237k 23.68
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.1 $5.2M +3% 196k 26.63
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Schwab Strategic Tr Fundamental Intl (FNDF) 3.0 $5.1M +9% 154k 33.21
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Schwab Strategic Tr Us Aggregate B (SCHZ) 2.8 $4.7M +155% 209k 22.70
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $4.4M +358% 157k 27.87
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Schwab Strategic Tr Fundamental Us B (FNDB) 2.6 $4.3M +195% 187k 23.26
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 2.5 $4.2M 94k 44.91
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Apple (AAPL) 2.2 $3.6M +7% 15k 250.42
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $3.2M +3% 7.1k 453.28
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.4 $2.3M +8% 46k 50.82
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Pacer Fds Tr Metaurus Cap 400 (QDPL) 1.4 $2.3M +7% 60k 38.39
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.4 $2.3M +8% 40k 57.53
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Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $2.0M +18% 93k 21.06
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $1.9M +128% 74k 25.86
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Microsoft Corporation (MSFT) 0.9 $1.6M +10% 3.7k 421.47
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Bondbloxx Etf Trust Ir M Taxaware (TAXX) 0.9 $1.5M +13% 30k 50.37
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Costco Wholesale Corporation (COST) 0.9 $1.5M -22% 1.6k 916.05
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Marvell Technology (MRVL) 0.9 $1.5M 13k 110.45
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NVIDIA Corporation (NVDA) 0.8 $1.3M +23% 10k 134.29
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Home Depot (HD) 0.7 $1.2M +2% 3.0k 388.94
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $1.0M +190% 43k 24.06
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Edison International (EIX) 0.6 $1.0M +5% 13k 79.84
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $948k +20% 28k 34.33
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.5 $787k +128% 27k 29.70
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Intuitive Surgical Com New (ISRG) 0.5 $765k 1.5k 521.96
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Amazon (AMZN) 0.4 $681k +14% 3.1k 219.39
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.4 $668k +16% 23k 29.05
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Tesla Motors (TSLA) 0.4 $664k NEW 1.6k 403.84
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Procter & Gamble Company (PG) 0.3 $543k +6% 3.2k 167.66
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Rbc Cad (RY) 0.3 $483k 4.0k 120.51
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $380k +13% 11k 34.14
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $366k +224% 14k 25.83
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Broadcom (AVGO) 0.2 $340k NEW 1.5k 231.85
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Meta Platforms Cl A (META) 0.2 $334k NEW 570.00 585.58
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $327k 1.1k 289.78
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JPMorgan Chase & Co. (JPM) 0.2 $288k +10% 1.2k 239.72
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Eli Lilly & Co. (LLY) 0.2 $277k -51% 358.00 772.50
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $254k +206% 11k 22.70
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $231k NEW 11k 22.07
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $201k NEW 1.1k 189.36
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Past Filings by Guardian Financial Partners

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