Guardian Financial Partners as of June 30, 2023
Portfolio Holdings for Guardian Financial Partners
Guardian Financial Partners holds 17 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 23.2 | $8.0M | 173k | 45.91 | |
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 21.9 | $7.5M | 365k | 20.58 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 10.4 | $3.6M | 72k | 49.85 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 8.9 | $3.1M | 56k | 55.33 | |
| Innovator Etfs Tr Laderd Alctn Pwr (BUFF) | 7.3 | $2.5M | 66k | 37.90 | |
| Apple (AAPL) | 7.1 | $2.4M | 13k | 193.97 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.5 | $2.2M | 6.6k | 341.00 | |
| Home Depot (HD) | 2.7 | $926k | 3.0k | 310.60 | |
| Costco Wholesale Corporation (COST) | 2.5 | $847k | 1.6k | 538.50 | |
| Edison International (EIX) | 2.4 | $823k | 12k | 69.45 | |
| Intuitive Surgical Com New (ISRG) | 1.4 | $492k | 1.4k | 341.94 | |
| Amazon (AMZN) | 1.4 | $490k | 3.8k | 130.36 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 1.1 | $381k | 5.7k | 66.34 | |
| Ishares Tr U S Equity Factr (LRGF) | 1.0 | $348k | 7.8k | 44.56 | |
| Broadcom (AVGO) | 0.9 | $299k | 345.00 | 866.21 | |
| BP Sponsored Adr (BP) | 0.7 | $241k | 6.8k | 35.29 | |
| Honeywell International (HON) | 0.6 | $216k | 1.0k | 207.54 |
