Guardian Financial Partners
Latest statistics and disclosures from Guardian Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SCHF, CLOZ, IVOL, SCHX, and represent 45.36% of Guardian Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: CLOZ, SCHX, SCHZ, FNDX, SCHF, SCHG, SCHD, JEPI, VYMI, VYM.
- Started 4 new stock positions in SCHP, RY, FNDC, SCHB.
- Reduced shares in these 7 stocks: VOO, IVOL, FNDB, LRGF, JAAA, AOA, BUFF.
- Sold out of its position in LRGF.
- Guardian Financial Partners was a net buyer of stock by $7.5M.
- Guardian Financial Partners has $122M in assets under management (AUM), dropping by 14.60%.
- Central Index Key (CIK): 0001723514
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Guardian Financial Partners holds 44 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Guardian Financial Partners
SEC 13F filings are viewable for Guardian Financial Partners going back to 2021
- 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