$89.3 Million is the total value of Guardian Financial Partners, LLC's 39 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | New | ISHARES TRcore us aggbd et | $372,000 | – | 3,656 | +100.0% | 0.42% | – |
| PXD | New | PIONEER NAT RES CO | $335,000 | – | 1,500 | +100.0% | 0.38% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $216,000 | – | 420 | +100.0% | 0.24% | – |
| LMT | New | LOCKHEED MARTIN CORP | $215,000 | – | 500 | +100.0% | 0.24% | – |
| AMZN | New | AMAZON COM INCput | $6,000 | – | 600 | +100.0% | 0.01% | – |
| GSV | New | GOLD STD VENTURES CORP | $4,000 | – | 13,291 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 7.1% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 6.5% |
| HOME DEPOT INC | 11 | Q2 2024 | 2.7% |
| COSTCO WHSL CORP NEW | 11 | Q2 2024 | 2.5% |
| EDISON INTL | 11 | Q2 2024 | 2.4% |
| AMAZON COM INC | 11 | Q2 2024 | 1.4% |
| ISHARES TR | 11 | Q2 2024 | 1.1% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 27.9% |
| SCHWAB STRATEGIC TR | 10 | Q2 2024 | 17.4% |
| SCHWAB STRATEGIC TR | 10 | Q2 2024 | 8.9% |
View Guardian Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-13 |
View Guardian Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.