$143 Million is the total value of Guardian Wealth Advisors, LLC's 74 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -9,010 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2024-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 21.7% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 11.4% |
| ISHARES TR | 15 | Q2 2024 | 10.4% |
| ISHARES TR | 15 | Q2 2024 | 7.9% |
| ISHARES TR | 15 | Q2 2024 | 8.1% |
| ISHARES TR | 15 | Q2 2024 | 7.2% |
| INVESCO QQQ TR | 15 | Q2 2024 | 5.9% |
| SPDR SER TR | 15 | Q2 2024 | 4.4% |
| VANGUARD INTL EQUITY INDEX F | 15 | Q2 2024 | 5.7% |
| ISHARES TR | 15 | Q2 2024 | 5.1% |
View Guardian Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-04-29 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-08 |
| 13F-HR/A | 2023-05-18 |
| 13F-HR/A | 2023-05-18 |
| 13F-HR | 2023-05-03 |
View Guardian Wealth Advisors, 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.