Guardian Wealth Advisors, Llc / Nc

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

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Portfolio Holdings for Guardian Wealth Advisors, Llc / Nc

Guardian Wealth Advisors, Llc / Nc holds 602 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Guardian Wealth Advisors, Llc / Nc has 602 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Etf Ser Solutions Aptus Collrd Inv (ACIO) 11.8 $188M +2% 4.5M 41.96
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Etf Ser Solutions Aptus Defined (DRSK) 7.8 $123M +3% 4.5M 27.33
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.5 $71M +5% 2.8M 25.64
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Etf Ser Solutions Opus Sml Cp Vl (OSCV) 3.8 $61M -4% 1.5M 39.44
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $59M +2% 99k 597.55
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Capital Group Dividend Value Shs Creation Uni (CGDV) 3.4 $53M 1.3M 42.57
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 3.1 $49M 1.5M 33.77
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 2.8 $44M 645k 68.28
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First Tr Exchange-traded Vest Investment (LQTI) 2.5 $40M +8% 2.1M 19.58
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $37M +2% 575k 64.08
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NVIDIA Corporation (NVDA) 2.3 $37M 210k 174.40
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Ea Series Trust Freedom 100 Em (FRDM) 2.1 $33M -2% 611k 54.69
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Apple (AAPL) 2.0 $32M -3% 126k 253.79
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.8 $29M +5% 615k 47.08
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Goldman Sachs Etf Tr Equal Weight Us (GSEW) 1.6 $25M -4% 297k 84.66
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First Tr Exchange Traded Smid Risng Etf (SDVY) 1.4 $22M +8% 547k 39.43
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Etf Ser Solutions Aptus Drawdown (ADME) 1.3 $21M 414k 49.43
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Etf Ser Solutions Aptus Large Cap (DUBS) 1.1 $17M +5% 480k 36.06
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Ishares Tr Core S&p500 Etf (IVV) 1.0 $16M 24k 653.21
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.0 $15M 24k 650.34
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Microsoft Corporation (MSFT) 1.0 $15M 41k 370.17
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Doubleline Etf Trust Opportunistic Co (DBND) 0.9 $14M 309k 45.81
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.9 $14M -36% 275k 50.34
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Etf Ser Solutions Aptus Enhanced (JUCY) 0.9 $14M -3% 624k 22.15
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $14M 346k 38.96
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $13M 46k 287.56
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $13M 28k 479.17
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Ishares Tr Eafe Value Etf (EFV) 0.8 $13M 171k 74.35
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $12M -9% 83k 142.43
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Amazon (AMZN) 0.7 $12M -2% 57k 208.27
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Tesla Motors (TSLA) 0.7 $12M -3% 32k 371.75
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Broadcom (AVGO) 0.7 $11M -4% 37k 309.51
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $11M -3% 196k 56.68
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Home Depot (HD) 0.6 $9.1M 28k 328.88
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Visa Com Cl A (V) 0.5 $8.4M 28k 302.23
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Spdr Series Trust State Street Spd (SPYM) 0.5 $8.4M -8% 110k 76.54
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JPMorgan Chase & Co. (JPM) 0.5 $8.4M -3% 29k 294.16
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.5 $8.3M -6% 97k 84.91
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Proshares Tr Short S&p 500 Ne (SH) 0.5 $7.4M NEW 195k 37.93
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $7.3M +2% 38k 191.81
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Wal-Mart Stores (WMT) 0.4 $7.1M -4% 57k 124.31
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $6.9M +23% 59k 116.29
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $6.8M 89k 77.11
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Bluerock Pvt Real Estate (BPRE) 0.4 $6.7M +76% 402k 16.61
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $6.5M +5% 162k 40.19
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.4 $6.5M -5% 159k 40.81
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $6.4M +4% 20k 320.82
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Listed Fds Tr Horizon Kinetics (INFL) 0.4 $6.1M +10% 117k 52.06
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $5.8M +3% 53k 109.69
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $5.4M -6% 25k 215.06
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $5.4M 9.3k 577.19
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $5.3M 18k 287.18
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Alphabet Cap Stk Cl C (GOOG) 0.3 $5.2M -6% 18k 286.86
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $5.0M +7% 98k 50.61
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $4.8M 115k 42.22
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Ishares Tr Core Div Grwth (DGRO) 0.3 $4.4M -3% 63k 70.18
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Managed Portfolio Series Kensington Hedge (KHPI) 0.3 $4.3M +36% 178k 24.21
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.3 $4.2M +8% 145k 28.71
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Eli Lilly & Co. (LLY) 0.3 $4.2M -10% 4.5k 919.85
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Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.2 $3.9M -31% 78k 50.33
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $3.9M 201k 19.53
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Quanta Services (PWR) 0.2 $3.8M -7% 7.0k 549.03
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Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.2 $3.7M +5% 89k 42.20
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.6M +2% 10k 356.55
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $3.5M -2% 38k 92.76
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $3.5M +3% 7.5k 463.21
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Truist Financial Corp equities (TFC) 0.2 $3.4M 75k 45.97
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First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) 0.2 $3.4M 84k 40.57
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $3.4M 56k 59.78
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First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.2 $3.2M 25k 126.97
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $3.0M +2% 163k 18.66
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Etf Ser Solutions Aptus Jan Buffer (JANB) 0.2 $3.0M +48% 121k 25.10
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Sprott Asset Management Physical Gold Tr (PHYS) 0.2 $3.0M -9% 85k 35.44
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $3.0M -7% 32k 92.74
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Meta Platforms Cl A (META) 0.2 $2.9M +2% 5.1k 572.09
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $2.9M 57k 50.95
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Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.2 $2.9M 116k 25.03
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Caterpillar (CAT) 0.2 $2.9M 4.1k 708.48
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Diamondback Energy (FANG) 0.2 $2.9M -3% 15k 197.79
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.2 $2.9M 65k 44.28
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Progressive Corporation (PGR) 0.2 $2.8M +2% 14k 198.23
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $2.8M +14% 62k 45.62
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Exxon Mobil Corporation (XOM) 0.2 $2.8M 17k 169.66
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Sprott Asset Management Physical Silver (PSLV) 0.2 $2.8M -15% 114k 24.39
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.2 $2.7M -8% 50k 53.60
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Abbvie (ABBV) 0.2 $2.6M 12k 217.50
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $2.5M 52k 48.93
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.4M 9.3k 261.91
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Valmont Industries (VMI) 0.2 $2.4M 6.1k 399.57
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Johnson & Johnson (JNJ) 0.2 $2.4M -2% 9.9k 244.45
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Broadridge Financial Solutions (BR) 0.2 $2.4M 15k 162.64
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.2 $2.4M -4% 77k 31.33
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First Ctzns Bancshares Inc D Cl A (FCNCA) 0.1 $2.3M 1.2k 1884.66
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Procter & Gamble Company (PG) 0.1 $2.3M 16k 144.44
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Chevron Corporation (CVX) 0.1 $2.3M +36% 11k 206.90
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Costco Wholesale Corporation (COST) 0.1 $2.3M 2.3k 996.35
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Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $2.3M 164k 13.79
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Palantir Technologies Cl A (PLTR) 0.1 $2.2M +73% 15k 146.28
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RBB F/m Us Treasury (TBIL) 0.1 $2.2M +50% 44k 49.86
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Goldman Sachs (GS) 0.1 $2.1M 2.5k 845.92
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $2.1M -9% 13k 165.70
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $2.1M 21k 96.70
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Copart (CPRT) 0.1 $2.0M +7% 60k 33.20
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Ishares Tr Mbs Etf (MBB) 0.1 $2.0M -4% 21k 94.95
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Bank of America Corporation (BAC) 0.1 $2.0M 40k 48.75
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American Tower Reit (AMT) 0.1 $1.9M +10% 11k 172.58
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Ishares Tr National Mun Etf (MUB) 0.1 $1.8M +6% 17k 106.15
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Etf Ser Solutions Defiance Connect (UFOX) 0.1 $1.8M 26k 68.18
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Amphenol Corp Cl A (APH) 0.1 $1.8M +4% 14k 126.41
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.8M 4.8k 370.70
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Oracle Corporation (ORCL) 0.1 $1.7M +5% 12k 147.11
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.7M -3% 25k 67.53
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Chemed Corp Com Stk (CHE) 0.1 $1.7M +9% 4.5k 377.71
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Raytheon Technologies Corp (RTX) 0.1 $1.7M -3% 8.7k 192.90
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Spdr Series Trust State Street Spd (SPYD) 0.1 $1.7M 37k 45.52
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Cisco Systems (CSCO) 0.1 $1.6M 21k 77.59
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Servicenow (NOW) 0.1 $1.6M +35% 15k 104.55
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Advanced Micro Devices (AMD) 0.1 $1.5M 7.5k 203.43
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Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.1 $1.5M +3% 54k 27.78
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.4M 6.7k 213.68
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Micron Technology (MU) 0.1 $1.4M -23% 4.2k 337.84
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.4M 15k 90.53
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McKesson Corporation (MCK) 0.1 $1.4M 1.6k 865.50
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Vanguard World Inf Tech Etf (VGT) 0.1 $1.4M -17% 2.0k 697.79
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McDonald's Corporation (MCD) 0.1 $1.3M 4.0k 310.78
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Spdr Series Trust State Street Spd (BIL) 0.1 $1.2M 14k 91.64
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Ishares Tr Select Divid Etf (DVY) 0.1 $1.2M 8.1k 151.42
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $1.2M +7% 5.1k 237.61
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Southern Company (SO) 0.1 $1.2M 12k 96.52
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At&t (T) 0.1 $1.2M +10% 41k 28.99
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Union Pacific Corporation (UNP) 0.1 $1.2M -3% 4.8k 242.59
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $1.2M 59k 19.62
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UnitedHealth (UNH) 0.1 $1.2M -6% 4.3k 270.59
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Intuitive Surgical Com New (ISRG) 0.1 $1.2M 2.5k 460.99
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $1.2M +322% 34k 33.47
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Merck & Co (MRK) 0.1 $1.1M -3% 9.5k 120.30
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $1.1M -2% 56k 20.42
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Mastercard Incorporated Cl A (MA) 0.1 $1.1M -2% 2.3k 499.57
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.1M +4% 2.6k 436.80
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Norfolk Southern (NSC) 0.1 $1.1M 3.9k 287.03
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Lowe's Companies (LOW) 0.1 $1.1M -4% 4.8k 236.27
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Coca-Cola Company (KO) 0.1 $1.1M -10% 15k 76.05
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Applied Materials (AMAT) 0.1 $1.1M 3.3k 341.75
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Etf Ser Solutions Aptus Oct Buff E (OCTB) 0.1 $1.1M 44k 25.06
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Etf Ser Solutions Aptus April Buf (APRB) 0.1 $1.1M +11% 44k 25.24
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Pfizer (PFE) 0.1 $1.1M 39k 28.08
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Etf Ser Solutions Aptus July Bufr (JULB) 0.1 $1.1M 43k 25.10
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.1M +5% 8.7k 124.32
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Nextera Energy (NEE) 0.1 $1.1M -4% 11k 92.88
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Duke Energy Corp Com New (DUK) 0.1 $1.1M 8.1k 130.94
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Lam Research Corp Com New (LRCX) 0.1 $1.1M -12% 4.9k 213.66
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Vanguard Index Fds Value Etf (VTV) 0.1 $1.0M +9% 5.2k 196.18
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Boeing Company (BA) 0.1 $1.0M +3% 5.1k 199.03
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Pepsi (PEP) 0.1 $963k -8% 6.2k 155.29
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Netflix (NFLX) 0.1 $941k +4% 9.8k 96.15
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $929k 9.6k 97.23
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Ishares Tr Global Energ Etf (IXC) 0.1 $928k 16k 57.61
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Rbc Cad (RY) 0.1 $927k 5.7k 161.78
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First Tr Exchange-traded Cloud Computing (SKYY) 0.1 $916k 8.4k 109.36
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Ishares Tr Core Msci Total (IXUS) 0.1 $874k +3% 10k 86.64
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American Express Company (AXP) 0.1 $872k 2.9k 302.44
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Blackrock (BLK) 0.1 $864k -2% 898.00 961.98
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Proshares Tr K-1 Free Crd Oil (OILK) 0.1 $848k NEW 16k 54.10
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Qualcomm (QCOM) 0.1 $800k 6.2k 128.78
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salesforce (CRM) 0.0 $764k -11% 4.1k 186.67
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Travelers Companies (TRV) 0.0 $761k -3% 2.6k 291.71
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Ishares Core Msci Emkt (IEMG) 0.0 $760k -19% 11k 69.75
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $738k +7% 9.3k 79.27
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Lockheed Martin Corporation (LMT) 0.0 $734k 1.2k 604.34
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Ishares Tr Europe Etf (IEV) 0.0 $727k 11k 67.94
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $723k 8.7k 82.75
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Waste Management (WM) 0.0 $720k 3.1k 229.78
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $718k -2% 12k 62.56
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Figma Class A Com Stk (FIG) 0.0 $717k +160% 34k 21.14
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $715k -2% 2.1k 337.99
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Spdr Gold Tr Gold Shs (GLD) 0.0 $698k -53% 1.6k 430.29
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Wells Fargo & Company (WFC) 0.0 $697k -5% 8.8k 79.61
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Philip Morris International (PM) 0.0 $682k 4.1k 165.34
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F.N.B. Corporation (FNB) 0.0 $657k +2% 39k 16.72
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.0 $656k 17k 39.42
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ConocoPhillips (COP) 0.0 $653k 4.9k 132.01
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Canterbury Park Holding Corporation (CPHC) 0.0 $652k 42k 15.66
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $651k +9% 26k 24.75
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Ge Aerospace Com New (GE) 0.0 $648k +4% 2.3k 283.72
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Abbott Laboratories (ABT) 0.0 $647k -4% 6.3k 102.67
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $644k +23% 5.4k 118.62
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Cadence Design Systems (CDNS) 0.0 $609k 2.2k 277.87
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Ishares Tr Intl Div Grwth (IGRO) 0.0 $585k 7.0k 83.77
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Bank of New York Mellon Corporation (BNY) 0.0 $585k 4.9k 118.63
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Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $579k +2% 439.00 1319.88
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Verizon Communications (VZ) 0.0 $577k +7% 12k 50.20
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Marathon Petroleum Corp (MPC) 0.0 $577k 2.4k 244.19
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Honeywell International 0.0 $567k 2.5k 226.05
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $566k 10k 55.52
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $561k -11% 2.8k 198.29
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Emerson Electric (EMR) 0.0 $556k 4.2k 131.01
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $549k 14k 38.86
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Linde SHS (LIN) 0.0 $547k 1.1k 495.93
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Ishares Tr Global Tech Etf (IXN) 0.0 $542k 5.4k 99.96
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Thermo Fisher Scientific (TMO) 0.0 $542k 1.1k 491.61
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $540k 19k 29.08
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $526k +3% 17k 30.68
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Starbucks Corporation (SBUX) 0.0 $523k -2% 5.8k 89.59
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Markel Corporation (MKL) 0.0 $519k +4% 271.00 1914.07
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Intel Corporation (INTC) 0.0 $501k +4% 11k 44.13
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Texas Instruments Incorporated (TXN) 0.0 $496k 2.6k 194.15
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General Mills (GIS) 0.0 $494k -3% 13k 37.22
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Amgen (AMGN) 0.0 $493k -8% 1.4k 351.85
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Walt Disney Company (DIS) 0.0 $488k 5.1k 96.37
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $488k -5% 6.7k 73.14
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $484k 2.5k 191.95
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Ishares Tr Global Reit Etf (REET) 0.0 $477k -4% 19k 25.15
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Labcorp Holdings Com Shs (LH) 0.0 $477k 1.8k 266.81
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $476k -25% 4.3k 111.38
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First Tr Exchange-traded Indxx Nextg Etf (NXTG) 0.0 $473k 4.2k 111.92
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Capital Group International SHS (CGIC) 0.0 $473k NEW 14k 33.11
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $470k 1.1k 446.33
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TJX Companies (TJX) 0.0 $469k 2.9k 159.71
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MetLife (MET) 0.0 $457k -12% 6.5k 70.72
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International Business Machines (IBM) 0.0 $453k 1.9k 242.37
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $450k 4.1k 110.46
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $440k +13% 4.4k 99.28
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PNC Financial Services (PNC) 0.0 $438k -2% 2.1k 208.09
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $438k +6% 14k 30.96
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Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $438k +4% 9.3k 46.91
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T Rowe Price Etf Cap Appreciation (TCAF) 0.0 $438k 12k 35.59
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Cintas Corporation (CTAS) 0.0 $432k -2% 2.6k 169.14
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AFLAC Incorporated (AFL) 0.0 $431k -6% 3.9k 109.71
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L3harris Technologies (LHX) 0.0 $427k 1.2k 345.15
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Gilead Sciences (GILD) 0.0 $422k -3% 3.0k 139.37
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United Rentals (URI) 0.0 $420k +6% 577.00 727.93
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Novartis Sponsored Adr (NVS) 0.0 $418k 2.7k 152.75
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Citigroup Com New (C) 0.0 $416k 3.7k 113.41
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Sprott Asset Management Physical Gold An (CEF) 0.0 $404k 8.5k 47.72
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $404k 1.4k 295.14
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Deere & Company (DE) 0.0 $399k -8% 709.00 563.23
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Morgan Stanley Com New (MS) 0.0 $398k -2% 2.4k 164.57
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Ishares Tr TRS FLT RT BD (TFLO) 0.0 $398k -6% 7.9k 50.63
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Ishares Silver Tr Ishares (SLV) 0.0 $394k -47% 5.8k 68.14
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Doubleline Etf Trust Mortgage Etf (DMBS) 0.0 $394k +65% 8.0k 49.38
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Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $390k 23k 17.12
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Ge Vernova (GEV) 0.0 $384k 440.00 872.90
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Stryker Corporation (SYK) 0.0 $383k 1.2k 328.72
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $381k +42% 1.8k 217.28
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Nucor Corporation (NUE) 0.0 $377k 2.2k 169.10
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $375k 880.00 426.40
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $369k 13k 29.13
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.0 $367k 9.0k 40.78
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Charles Schwab Corporation (SCHW) 0.0 $366k +14% 3.9k 93.97
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Cme (CME) 0.0 $366k -2% 1.2k 295.35
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Past Filings by Guardian Wealth Advisors, Llc / Nc

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

View all past filings