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S&p Global shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in S&p Global

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All positions including S&p Global held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 455 486.74
2025-06-30 $218k 414 527.31
2025-03-31 $214k 421 508.11
2024-12-31 $206k 414 498.03

More positions owned by Guardian Wealth Advisors, Llc / Nc

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
First Tr Exchange-traded Vest Investment (LQTI)
Ea Series Trust Freedom 100 Em (FRDM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)

View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco

View all funds holding S&p Global