$94.3 Million is the total value of Guardian Financial Partners, LLC's 39 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ISRG | INTUITIVE SURGICAL INC | $382,104 | +41.5% | 1,440 | 0.0% | 0.40% | +29.4% | |
LRGF | ISHARES TRu s equity factr | $304,551 | +7.6% | 7,807 | 0.0% | 0.32% | -1.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
KRANESHARES TR | 8 | Q3 2023 | 21.9% |
APPLE INC | 8 | Q3 2023 | 7.1% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 6.5% |
HOME DEPOT INC | 8 | Q3 2023 | 2.7% |
EDISON INTL | 8 | Q3 2023 | 2.4% |
COSTCO WHSL CORP NEW | 8 | Q3 2023 | 2.5% |
AMAZON COM INC | 8 | Q3 2023 | 1.4% |
ISHARES TR | 8 | Q3 2023 | 1.1% |
ISHARES TR | 8 | Q3 2023 | 1.0% |
VANGUARD INDEX FDS | 7 | Q3 2023 | 27.9% |
View Guardian Financial Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-19 |
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.