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

Guardian Wealth Advisors, Llc / Nc

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

Top 5 stock holdings are ACIO, DRSK, SCHX, VOO, OSCV, and represent 31.46% of Guardian Wealth Advisors, Llc / Nc's stock portfolio.
Added to shares of these 10 stocks: VO, ACIO, DRSK, ICSH, SPSB, BSCR, Aptus April Deep Buffer Etf, VGT, SCHX, BALT.
Started 35 new stock positions in UBSI, ADUR, VTIP, EMKT, ICSH, ITW, SPSB, PANW, XOP, Etf Ser Solutions.
Reduced shares in these 10 stocks: FTSM, , VRIG, JPST, BR, CAT, ONEQ, XCEM, JEPI, PG.
Sold out of its positions in IVAL, STXT, STXK, STXD, STXF, DIVO, ETHO, BLOK, SILJ, IDVO.
Guardian Wealth Advisors, Llc / Nc was a net buyer of stock by $39M.
Guardian Wealth Advisors, Llc / Nc has $1.8B in assets under management (AUM), dropping by 12.26%.
Central Index Key (CIK): 0001901403

Tip: Access up to 7 years of quarterly data

Positions held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Guardian Wealth Advisors, Llc / Nc

Guardian Wealth Advisors, Llc / Nc holds 375 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Etf Ser Solutions Aptus Collrd Inv (ACIO)	11.8	$210M		4.5M	46.14	View chart
Etf Ser Solutions Aptus Defined (DRSK)	7.5	$133M	+2%	4.6M	28.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.7	$84M	+2%	2.8M	29.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.9	$69M		100k	686.81	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	3.7	$66M		1.6M	42.19	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	3.5	$63M	+2%	1.3M	49.32	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	3.0	$54M		1.5M	36.53	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.0	$54M	+3%	666k	81.06	View chart
Ea Series Trust Freedom 100 Em (FRDM)	2.5	$45M		610k	72.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$42M	+2%	586k	71.25	View chart
NVIDIA Corporation (NVDA)	2.3	$42M		208k	200.09	View chart
First Tr Exchange-traded Vest Investment (LQTI)	2.2	$39M		2.0M	19.31	View chart
Apple (AAPL)	2.0	$36M		125k	289.36	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.6	$29M		618k	46.94	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	1.6	$29M	+3%	306k	94.42	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.4	$25M	+4%	572k	43.14	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	1.3	$24M	+2%	424k	55.65	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	1.1	$20M		488k	41.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$19M	+2%	25k	748.88	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$17M	-4%	23k	746.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$17M		46k	357.37	View chart
Broadcom (AVGO)	0.9	$16M	+15%	43k	377.75	View chart
Microsoft Corporation (MSFT)	0.9	$15M		41k	373.02	View chart
Tesla Motors (TSLA)	0.8	$14M	+7%	34k	420.60	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.8	$14M		281k	50.35	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	0.8	$14M		307k	45.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$14M		85k	164.27	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$14M	-2%	338k	41.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$14M		28k	500.39	View chart
Amazon (AMZN)	0.8	$14M		58k	238.34	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.8	$14M		623k	21.98	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$13M	+2%	175k	76.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$10M	-7%	181k	56.48	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$9.9M	+2%	113k	87.88	View chart
Home Depot (HD)	0.6	$9.9M		28k	352.67	View chart
Visa Com Cl A (V)	0.5	$9.6M		28k	343.09	View chart
JPMorgan Chase & Co. (JPM)	0.5	$9.4M		29k	327.33	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$8.8M	-12%	86k	103.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$8.5M		39k	219.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$7.7M	+2%	91k	85.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$7.7M	+3%	21k	370.04	View chart
Proshares Tr Shor S&p 500 New (SH)	0.4	$7.7M	+19%	233k	33.02	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.4	$7.5M	-10%	142k	52.88	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.4	$7.3M	-4%	155k	47.20	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$7.2M	+3%	61k	117.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$7.1M	+3%	9.6k	736.66	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$6.9M		54k	127.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$6.5M		18k	353.34	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.4	$6.4M	+10%	129k	49.88	View chart
Wal-Mart Stores (WMT)	0.4	$6.4M		57k	113.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$6.1M	+311%	75k	80.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$6.0M		25k	236.62	View chart
Eli Lilly & Co. (LLY)	0.3	$5.9M	+8%	4.9k	1199.43	View chart
Bluerock Pvt Real Estate (BPRE)	0.3	$5.8M	+11%	449k	13.01	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.3	$5.6M	+14%	132k	42.21	View chart
Micron Technology (MU)	0.3	$5.5M	+14%	4.8k	1154.29	View chart
Quanta Services (PWR)	0.3	$4.8M	-4%	6.7k	719.99	View chart
Managed Portfolio Ser Kens He Prem Etf (KHPI)	0.3	$4.8M	+3%	185k	25.82	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$4.7M		62k	75.79	View chart
Advanced Micro Devices (AMD)	0.2	$4.4M		7.5k	580.91	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.2	$4.3M	+16%	103k	41.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$4.0M	+242%	203k	19.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$3.9M	-4%	9.5k	409.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$3.9M		200k	19.52	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.2	$3.9M		25k	159.60	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$3.9M		7.4k	522.41	View chart
Truist Financial Corp equities (TFC)	0.2	$3.7M		75k	49.82	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.2	$3.7M		84k	44.09	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.6M		38k	93.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.6M	-27%	71k	50.57	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.2	$3.6M	-9%	71k	50.30	View chart
Valmont Industries (VMI)	0.2	$3.5M		6.1k	577.60	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$3.4M	+185%	98k	34.27	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$3.3M	-15%	122k	27.05	View chart
Etf Ser Solutions Aptus Jan Buffer (JANB)	0.2	$3.3M		121k	27.23	View chart
Etf Ser Solutions Aptus July Bufr (JULB)	0.2	$3.2M	+166%	116k	27.58	View chart
Caterpillar (CAT)	0.2	$3.1M	-29%	2.9k	1065.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$3.1M		65k	47.38	View chart
Progressive Corporation (PGR)	0.2	$3.1M		14k	218.45	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$3.1M		32k	96.46	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$3.1M	NEW	60k	50.58	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$3.0M		163k	18.57	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.2	$3.0M	NEW	101k	30.01	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$3.0M	+17%	99k	30.17	View chart
Abbvie (ABBV)	0.2	$3.0M		12k	251.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.9M	+4%	9.7k	303.13	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$2.8M		53k	52.76	View chart
Meta Platforms Cl A (META)	0.2	$2.8M	-3%	5.0k	563.29	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.2	$2.8M		77k	36.06	View chart
Intuitive Surgical Com New (ISRG)	0.2	$2.8M	+177%	7.0k	397.68	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.7M	+1035%	22k	119.52	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.1	$2.6M		1.2k	2080.79	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.6M	+20%	5.9k	433.33	View chart
Johnson & Johnson (JNJ)	0.1	$2.5M		10k	253.97	View chart
Goldman Sachs (GS)	0.1	$2.5M		2.5k	1011.33	View chart
Amphenol Corp Cl A (APH)	0.1	$2.5M		14k	176.37	View chart
Etf Ser Solutions Defiance Space A (UFOX)	0.1	$2.5M		26k	95.04	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$2.5M	-5%	47k	53.19	View chart
Diamondback Energy (FANG)	0.1	$2.5M	-3%	14k	175.78	View chart
Etf Ser Solutions Aptu Ap Deep Etf	0.1	$2.5M	NEW	96k	25.70	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.4M	-13%	54k	45.49	View chart
Cisco Systems (CSCO)	0.1	$2.4M		21k	117.46	View chart
Applied Materials (AMAT)	0.1	$2.4M		3.3k	722.93	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$2.3M	+8%	124k	18.87	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.1	$2.3M	-2%	160k	14.54	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.3M		22k	103.96	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.3M		17k	136.72	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.2M		13k	176.66	View chart
Bank of America Corporation (BAC)	0.1	$2.2M	-3%	39k	56.98	View chart
RBB F/m Us Treasury (TBIL)	0.1	$2.2M		44k	49.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.1M	+8%	27k	77.11	View chart
Costco Wholesale Corporation (COST)	0.1	$2.1M	-2%	2.2k	935.59	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.1M		4.8k	426.41	View chart
Chemed Corp Com Stk (CHE)	0.1	$2.0M	-2%	4.4k	465.77	View chart
Lazard Active Etf Tr Emer Mark Op Etf (EMKT)	0.1	$2.0M	NEW	63k	32.21	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.0M		21k	94.52	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.9M	+2%	18k	107.62	View chart
Chevron Corporation (CVX)	0.1	$1.9M	+2%	11k	165.76	View chart
UnitedHealth (UNH)	0.1	$1.9M	+5%	4.5k	415.59	View chart
Intel Corporation (INTC)	0.1	$1.9M	+17%	13k	139.63	View chart
Servicenow (NOW)	0.1	$1.8M	+20%	18k	99.28	View chart
American Tower Reit (AMT)	0.1	$1.8M	-2%	11k	164.02	View chart
Oracle Corporation (ORCL)	0.1	$1.8M		12k	146.55	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$1.7M		37k	47.71	View chart
Copart (CPRT)	0.1	$1.7M		59k	28.19	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.6M		8.6k	189.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.6M		6.7k	242.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.6M		5.1k	302.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.5M	+4%	16k	96.58	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$1.5M		54k	28.41	View chart
Procter & Gamble Company (PG)	0.1	$1.5M	-35%	10k	146.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.4M	+11%	9.1k	156.31	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$1.3M	+8%	15k	91.64	View chart
Union Pacific Corporation (UNP)	0.1	$1.3M		4.9k	272.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.3M	+492%	15k	86.14	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	-29%	11k	116.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M	-3%	8.3k	148.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M	+105%	3.3k	368.38	View chart
Merck & Co (MRK)	0.1	$1.2M		9.5k	128.51	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.2M	+18%	9.6k	126.58	View chart
Coca-Cola Company (KO)	0.1	$1.2M		15k	81.27	View chart
Norfolk Southern (NSC)	0.1	$1.2M	-2%	3.8k	314.61	View chart
Etf Ser Solutions Aptus Oct Buff E (OCTB)	0.1	$1.2M		44k	27.21	View chart
McKesson Corporation (MCK)	0.1	$1.2M		1.6k	755.72	View chart
Figma Class A Com Stk (FIG)	0.1	$1.2M	+94%	66k	18.09	View chart
Southern Company (SO)	0.1	$1.2M		12k	95.71	View chart
Etf Ser Solutions Aptus April Buf (APRB)	0.1	$1.2M		44k	26.88	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.2M		2.3k	513.52	View chart
Qualcomm (QCOM)	0.1	$1.2M		6.3k	184.79	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$1.1M		8.4k	134.56	View chart
Proshares Tr K-1 Free Crd Oil (OILK)	0.1	$1.1M	+46%	23k	47.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M	-5%	4.9k	217.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.1M		9.6k	110.32	View chart
Nextera Energy (NEE)	0.1	$1.0M	+3%	12k	87.77	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$1.0M	-9%	51k	20.36	View chart
Boeing Company (BA)	0.1	$1.0M	-7%	4.7k	216.47	View chart
Etf Ser Solutions Aptus July Deep	0.1	$981k	NEW	38k	25.84	View chart
American Express Company (AXP)	0.1	$977k		2.9k	338.22	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$975k		10k	95.44	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$963k	-4%	2.0k	477.57	View chart
Rbc Cad (RY)	0.1	$923k	-22%	4.5k	206.97	View chart
McDonald's Corporation (MCD)	0.1	$917k	-16%	3.4k	270.27	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$913k		11k	82.84	View chart
Pfizer (PFE)	0.1	$905k	-4%	38k	24.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$898k	+65%	28k	31.71	View chart
Lowe's Companies (LOW)	0.0	$886k	-15%	4.0k	220.48	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$879k		442.00	1988.62	View chart
Blackrock (BLK)	0.0	$869k		903.00	961.83	View chart
Ge Aerospace Com New (GE)	0.0	$867k		2.3k	373.66	View chart
Travelers Companies (TRV)	0.0	$865k		2.6k	330.11	View chart
Cadence Design Systems (CDNS)	0.0	$834k		2.2k	375.32	View chart
At&t (T)	0.0	$818k	-2%	40k	20.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$817k	+11%	10k	79.03	View chart
Pepsi (PEP)	0.0	$809k	-3%	6.0k	135.41	View chart
Ishares Tr Europe Etf (IEV)	0.0	$793k		11k	72.85	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$791k		16k	49.13	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$784k		5.4k	144.48	View chart
Texas Instruments Incorporated (TXN)	0.0	$780k	+2%	2.6k	298.10	View chart
Philip Morris International (PM)	0.0	$765k	+2%	4.2k	180.92	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.0	$755k	+139%	40k	18.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$752k	+3%	27k	27.70	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.0	$751k	NEW	4.9k	154.26	View chart
Listed Fds Tr Teucrium Agri St (TILL)	0.0	$745k	NEW	43k	17.30	View chart
Sandisk Corp (SNDK)	0.0	$739k	NEW	325.00	2273.73	View chart
Broadridge Financial Solutions (BR)	0.0	$734k	-63%	5.3k	137.42	View chart
Dell Technologies CL C (DELL)	0.0	$726k	+3%	1.7k	431.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$719k		12k	62.20	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$715k		4.9k	144.61	View chart
Wells Fargo & Company (WFC)	0.0	$714k		8.6k	82.64	View chart
Netflix (NFLX)	0.0	$691k		9.7k	71.40	View chart
salesforce (CRM)	0.0	$691k	+7%	4.4k	156.66	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$690k	+11%	6.0k	114.18	View chart
Waste Management (WM)	0.0	$689k		3.1k	222.87	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.0	$656k	-2%	16k	40.41	View chart
United Rentals (URI)	0.0	$653k		577.00	1131.91	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$649k		8.0k	81.00	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.0	$649k		4.2k	153.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$640k	-4%	18k	36.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$638k	-11%	7.7k	82.64	View chart
Aduro Clean Technologies Com New (ADUR)	0.0	$630k	NEW	40k	15.76	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$628k		14k	44.36	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$626k		10k	61.46	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$614k		7.0k	87.93	View chart
Lockheed Martin Corporation (LMT)	0.0	$612k		1.2k	509.41	View chart
Marathon Petroleum Corp (MPC)	0.0	$609k		2.4k	255.68	View chart
Canterbury Park Holding Corporation (CPHC)	0.0	$607k	-7%	38k	15.83	View chart
Emerson Electric (EMR)	0.0	$606k		4.2k	143.13	View chart
Markel Corporation (MKL)	0.0	$590k	+11%	302.00	1953.01	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.0	$588k	+128%	23k	25.73	View chart
Linde SHS (LIN)	0.0	$583k		1.1k	519.13	View chart
Starbucks Corporation (SBUX)	0.0	$579k	-2%	5.7k	102.19	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$562k	+6%	737.00	763.14	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$556k	+79%	10k	53.47	View chart
Ge Vernova (GEV)	0.0	$556k	+7%	473.00	1174.86	View chart
MetLife (MET)	0.0	$546k		6.5k	84.61	View chart
Etf Ser Solutions Aptus Laddered	0.0	$546k	NEW	20k	27.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$543k	+23%	5.5k	98.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$538k		2.5k	212.76	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$537k		4.3k	124.41	View chart
Corning Incorporated (GLW)	0.0	$535k	+3%	2.1k	255.43	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$526k		19k	27.62	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$522k		1.1k	496.49	View chart
PNC Financial Services (PNC)	0.0	$521k		2.1k	246.22	View chart
ConocoPhillips (COP)	0.0	$519k		5.0k	103.96	View chart
Morgan Stanley Com New (MS)	0.0	$518k	+2%	2.5k	209.00	View chart
Citigroup Com New (C)	0.0	$517k		3.7k	139.94	View chart
Amgen (AMGN)	0.0	$512k		1.4k	362.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$509k		4.1k	124.76	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.0	$505k		12k	41.10	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$504k	+4%	9.7k	51.78	View chart
Labcorp Holdings Com Shs (LH)	0.0	$501k		1.8k	280.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$499k		6.7k	74.90	View chart
Nucor Corporation (NUE)	0.0	$498k		2.2k	222.75	View chart
Abbott Laboratories (ABT)	0.0	$495k	-13%	5.5k	90.74	View chart
Valero Energy Corporation (VLO)	0.0	$494k	+120%	1.9k	260.43	View chart
Thermo Fisher Scientific (TMO)	0.0	$492k	-11%	981.00	501.46	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$491k		1.9k	252.28	View chart
International Business Machines (IBM)	0.0	$489k	-7%	1.7k	281.28	View chart
General Mills (GIS)	0.0	$483k	+4%	14k	34.80	View chart
Western Digital (WDC)	0.0	$479k	NEW	750.00	639.10	View chart
Verizon Communications (VZ)	0.0	$475k	-2%	11k	42.34	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$474k	+63%	4.0k	119.00	View chart
Walt Disney Company (DIS)	0.0	$474k	-2%	4.9k	96.25	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.0	$474k	+21%	9.7k	49.09	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$469k		23k	20.56	View chart
Deere & Company (DE)	0.0	$464k	+3%	732.00	634.30	View chart
AFLAC Incorporated (AFL)	0.0	$460k		3.9k	117.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$458k	+6%	14k	33.84	View chart
Milestone Pharmaceuticals (MIST)	0.0	$455k	+21%	340k	1.34	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$453k	-2%	1.3k	338.75	View chart
Arista Networks Com Shs (ANET)	0.0	$450k	+2%	2.6k	169.88	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$447k	-14%	12k	36.87	View chart
TJX Companies (TJX)	0.0	$445k		2.9k	151.51	View chart
Tyler Technologies (TYL)	0.0	$445k	NEW	1.5k	292.46	View chart
Palo Alto Networks (PANW)	0.0	$438k	NEW	1.3k	341.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$433k	+296%	3.5k	124.17	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$431k	-87%	7.2k	59.73	View chart
F.N.B. Corporation (FNB)	0.0	$430k	-42%	23k	19.08	View chart
Novartis Sponsored Adr (NVS)	0.0	$428k		2.7k	156.72	View chart
Cintas Corporation (CTAS)	0.0	$428k		2.5k	170.08	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$424k	NEW	4.2k	100.67	View chart
Carrier Global Corporation (CARR)	0.0	$422k		5.8k	73.35	View chart
Trane Technologies SHS (TT)	0.0	$421k		857.00	491.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$409k	+41%	12k	33.29	View chart
Us Bancorp Com New (USB)	0.0	$408k	+14%	6.7k	60.58	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$406k		14k	28.96	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$402k	+86%	6.8k	58.98	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$396k	NEW	12k	34.12	View chart
Broadstone Net Lease (BNL)	0.0	$396k		19k	20.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$391k		9.0k	43.49	View chart
Jabil Circuit (JBL)	0.0	$386k		1.0k	385.48	View chart
Kla Corp Com New (KLAC)	0.0	$385k	NEW	1.3k	301.71	View chart
Gilead Sciences (GILD)	0.0	$384k		3.0k	126.34	View chart
Emcor (EME)	0.0	$384k		463.00	829.88	View chart
Chubb (CB)	0.0	$383k		1.1k	340.74	View chart
General Motors Company (GM)	0.0	$380k		4.9k	77.09	View chart
Marvell Technology (MRVL)	0.0	$377k	NEW	1.3k	297.89	View chart
Stryker Corporation (SYK)	0.0	$371k		1.2k	314.72	View chart
Innovator Etfs Trust Equi Du Di Janu (DDFJ)	0.0	$371k		19k	19.77	View chart
Novo-nordisk A S Adr (NVO)	0.0	$370k		7.7k	47.94	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$367k	-7%	7.2k	50.63	View chart
Prologis (PLD)	0.0	$366k		2.7k	135.47	View chart
Delta Air Lines Com New (DAL)	0.0	$365k	+3%	3.9k	93.67	View chart
L3harris Technologies (LHX)	0.0	$354k		1.2k	290.59	View chart
CSX Corporation (CSX)	0.0	$350k		7.4k	47.53	View chart
Synopsys (SNPS)	0.0	$346k	-2%	776.00	446.07	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$341k		8.5k	40.23	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$341k		4.2k	80.82	View chart
Kinder Morgan (KMI)	0.0	$337k		11k	31.97	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$334k		1.8k	190.50	View chart
Moody's Corporation (MCO)	0.0	$326k		720.00	452.92	View chart
Charles Schwab Corporation (SCHW)	0.0	$325k	-9%	3.5k	92.27	View chart
Booking Holdings (BKNG)	0.0	$325k	+2577%	1.8k	178.26	View chart
Allstate Corporation (ALL)	0.0	$322k		1.4k	237.94	View chart
Air Products & Chemicals (APD)	0.0	$311k	-5%	1.1k	293.18	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$311k	NEW	6.2k	50.23	View chart
Fortinet (FTNT)	0.0	$307k	NEW	2.0k	153.62	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$307k	+2%	5.3k	57.84	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$306k	+71%	6.6k	46.15	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.0	$305k		4.0k	75.51	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$305k		7.2k	42.25	View chart
D.R. Horton (DHI)	0.0	$305k	-2%	1.9k	162.88	View chart
Cigna Corp (CI)	0.0	$304k	+47%	1.1k	275.68	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$304k	+494%	3.7k	82.61	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.0	$301k		3.0k	101.25	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$301k	-14%	2.4k	124.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$300k	-29%	1.2k	242.92	View chart
Uber Technologies (UBER)	0.0	$296k		4.1k	72.17	View chart
Altria (MO)	0.0	$296k	+2%	4.1k	71.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$294k		2.1k	137.55	View chart
UMB Financial Corporation (UMBF)	0.0	$291k		2.0k	143.21	View chart
General Dynamics Corporation (GD)	0.0	$284k	-10%	801.00	354.24	View chart
Pulte (PHM)	0.0	$281k	-2%	2.0k	137.23	View chart
CVS Caremark Corporation (CVS)	0.0	$280k	NEW	2.7k	103.44	View chart
Honeywell International (HON)	0.0	$278k	NEW	1.2k	223.90	View chart
Ford Motor Company (F)	0.0	$277k		20k	13.90	View chart
Target Corporation (TGT)	0.0	$276k	-9%	2.1k	130.61	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$275k		3.1k	89.86	View chart
Honeywell Aerospace (HONA)	0.0	$274k	NEW	1.2k	221.08	View chart
Capital One Financial (COF)	0.0	$272k	+5%	1.4k	200.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$270k		900.00	300.48	View chart
Cme (CME)	0.0	$269k		1.2k	220.83	View chart
Bristol Myers Squibb (BMY)	0.0	$269k		4.7k	57.61	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$268k	-2%	430.00	623.54	View chart
M&T Bank Corporation (MTB)	0.0	$266k		1.1k	238.01	View chart
Marsh & McLennan Companies (MRSH)	0.0	$265k	-7%	1.6k	166.67	View chart
Halliburton Company (HAL)	0.0	$263k		7.7k	33.95	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$260k		2.1k	121.41	View chart
Analog Devices (ADI)	0.0	$259k	-18%	652.00	397.17	View chart
Rocket Cos Com Cl A (RKT)	0.0	$259k		16k	15.75	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.0	$258k		12k	21.97	View chart
Illumina (ILMN)	0.0	$257k	NEW	1.5k	175.83	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$255k	+16%	5.0k	51.05	View chart
Republic Services (RSG)	0.0	$253k		1.2k	213.08	View chart
Precigen (PGEN)	0.0	$253k		44k	5.70	View chart
Automatic Data Processing (ADP)	0.0	$252k		1.1k	223.95	View chart
Freeport Mcmoran CL B (FCX)	0.0	$250k	+6%	4.0k	62.90	View chart
United Bankshares (UBSI)	0.0	$247k	NEW	5.4k	45.83	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.0	$244k	NEW	4.6k	53.40	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$243k	NEW	4.7k	52.15	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$240k	NEW	249.00	965.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.0	$239k		5.9k	40.71	View chart
Atmos Energy Corporation (ATO)	0.0	$239k		1.4k	172.27	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.0	$239k		830.00	287.63	View chart
Hartford Financial Services (HIG)	0.0	$232k		1.8k	132.52	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$232k	-4%	329.00	703.87	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$229k	+35%	8.6k	26.50	View chart
American Intl Group Com New (AIG)	0.0	$226k	-16%	3.0k	74.53	View chart
Innovator Etfs Trust Equty Dul Dirct (DDFF)	0.0	$226k		11k	19.96	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.0	$224k		11k	20.08	View chart
Ameriprise Financial (AMP)	0.0	$223k		485.00	458.76	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$221k	-2%	1.1k	195.48	View chart
American Electric Power Company (AEP)	0.0	$221k	-2%	1.6k	136.81	View chart
Motorola Solutions Com New (MSI)	0.0	$219k		527.00	415.35	View chart
Cummins (CMI)	0.0	$218k	NEW	305.00	713.21	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$217k	+54%	3.8k	57.68	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$216k		3.9k	55.77	View chart
Dollar General (DG)	0.0	$214k		1.9k	115.11	View chart
Exelon Corporation (EXC)	0.0	$213k		4.6k	46.62	View chart
Northrop Grumman Corporation (NOC)	0.0	$212k	-9%	416.00	509.83	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$211k		1.3k	163.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$210k	NEW	3.5k	59.70	View chart
Sherwin-Williams Company (SHW)	0.0	$205k	NEW	595.00	344.32	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$205k	NEW	4.3k	48.18	View chart
Nike CL B (NKE)	0.0	$205k		5.0k	41.11	View chart
Illinois Tool Works (ITW)	0.0	$203k	NEW	752.00	270.47	View chart
Citizens Financial (CFG)	0.0	$203k	NEW	2.9k	70.07	View chart
Eaton Corp SHS (ETN)	0.0	$201k	NEW	471.00	426.57	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$201k	NEW	4.7k	42.59	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$175k		16k	10.90	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$157k	-8%	14k	11.15	View chart
Msc Income Fund (MSIF)	0.0	$137k	-8%	12k	11.57	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$104k	+9%	14k	7.56	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$101k		11k	9.64	View chart
Eupraxia Pharmaceuticals (EPRX)	0.0	$69k		11k	6.61	View chart

Past Filings by Guardian Wealth Advisors, Llc / Nc

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

Guardian Wealth Advisors, Llc / Nc 2026 Q2 filed Aug. 14, 2026
Guardian Wealth Advisors, Llc / Nc 2026 Q1 filed May 15, 2026
Guardian Wealth Advisors, Llc / Nc 2025 Q4 filed Feb. 17, 2026
Guardian Wealth Advisors, Llc / Nc 2025 Q3 filed Nov. 14, 2025
Guardian Wealth Advisors, Llc / Nc 2025 Q2 filed Aug. 14, 2025
Guardian Wealth Advisors, Llc / Nc 2025 Q1 filed May 15, 2025
Guardian Wealth Advisors, Llc / Nc 2024 Q4 filed Feb. 14, 2025
Guardian Wealth Advisors, Llc / Nc 2024 Q3 filed Nov. 14, 2024
Guardian Wealth Advisors, Llc / Nc 2024 Q2 filed Aug. 14, 2024
Guardian Wealth Advisors, Llc / Nc 2024 Q1 filed May 15, 2024
Guardian Wealth Advisors, Llc / Nc 2023 Q4 filed Feb. 14, 2024
Guardian Wealth Advisors, Llc / Nc 2023 Q3 filed Nov. 14, 2023
Guardian Wealth Advisors, Llc / Nc 2023 Q2 filed Aug. 14, 2023
Guardian Wealth Advisors, Llc / Nc 2023 Q1 filed May 15, 2023
Guardian Wealth Advisors, Llc / Nc 2022 Q4 filed Feb. 14, 2023
Guardian Wealth Advisors, Llc / Nc 2022 Q3 filed Nov. 14, 2022

View all past filings

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