$233 Million is the total value of GUARDIAN WEALTH ADVISORS, LLC / NC's 245 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ETF SER SOLUTIONS | 8 | Q3 2023 | 20.0% |
| ETF SER SOLUTIONS | 8 | Q3 2023 | 13.6% |
| ETF SER SOLUTIONS | 8 | Q3 2023 | 10.2% |
| ETF SER SOLUTIONS | 8 | Q3 2023 | 7.2% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 3.6% |
| APPLE INC | 8 | Q3 2023 | 3.4% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 6.4% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 3.3% |
| LISTED FD TR | 8 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.8% |
View GUARDIAN WEALTH ADVISORS, LLC / NC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR/A | 2022-05-16 |
| 13F-HR | 2022-05-16 |
View GUARDIAN WEALTH ADVISORS, LLC / NC'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.