$588 Million is the total value of GUARDIAN WEALTH ADVISORS, LLC / NC's 422 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 22.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $37,913,399 | +122.4% | 749,277 | +130.2% | 6.45% | +120.9% |
| New | CAPITAL GROUP DIVIDEND VALUE | $17,641,379 | – | 663,568 | +100.0% | 3.00% | – | |
| JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $15,120,169 | +1974.2% | 338,486 | +2062.8% | 2.57% | +1956.8% |
| New | ETF SER SOLUTIONSaptus large cap | $14,974,386 | – | 607,190 | +100.0% | 2.55% | – | |
| Buy | BONDBLOXX ETF TRUSTbloomberg six mn | $13,283,828 | +53.3% | 264,250 | +53.2% | 2.26% | +52.2% | |
| VOO | Buy | VANGUARD INDEX FDS | $10,178,167 | -1.9% | 25,820 | +1.7% | 1.73% | -2.6% |
| NVDA | Buy | NVIDIA CORPORATION | $7,122,637 | +3.5% | 16,374 | +0.6% | 1.21% | +2.7% |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $7,112,414 | – | 272,402 | +100.0% | 1.21% | – |
| ONEQ | New | FIDELITY COMWLTH TR | $6,447,797 | – | 124,020 | +100.0% | 1.10% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $5,725,516 | +11.3% | 43,753 | +1.8% | 0.97% | +10.6% |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $4,923,488 | – | 117,073 | +100.0% | 0.84% | – |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,481,108 | -4.2% | 28,697 | +0.1% | 0.76% | -4.9% |
| AMZN | Buy | AMAZON COM INC | $4,423,395 | +7.8% | 34,797 | +10.5% | 0.75% | +7.0% |
| XCEM | New | COLUMBIA ETF TR IIem core ex etf | $3,888,554 | – | 141,815 | +100.0% | 0.66% | – |
| AVGO | Buy | BROADCOM INC | $3,832,476 | -1.1% | 4,614 | +3.2% | 0.65% | -1.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,735,249 | +14.7% | 10,663 | +11.7% | 0.64% | +13.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,438,159 | +0.4% | 23,708 | +0.7% | 0.58% | -0.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,993,996 | +9.1% | 5,938 | +4.0% | 0.51% | +8.3% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,736,687 | +7.7% | 45,866 | +7.7% | 0.46% | +6.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,632,655 | -1.1% | 12,642 | +4.6% | 0.45% | -1.8% |
| LLY | Buy | ELI LILLY & CO | $2,614,216 | +25.1% | 4,867 | +9.2% | 0.44% | +24.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,371,952 | -3.6% | 16,262 | +0.3% | 0.40% | -4.5% |
| WMT | Buy | WALMART INC | $2,345,703 | +54.7% | 14,667 | +52.1% | 0.40% | +53.5% |
| V | Buy | VISA INC | $2,316,040 | +8.5% | 10,069 | +12.0% | 0.39% | +7.7% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $2,245,976 | -1.7% | 21,598 | +1.0% | 0.38% | -2.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $2,170,793 | -2.1% | 9,202 | +1.2% | 0.37% | -2.9% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,164,275 | -1.0% | 6,444 | +1.6% | 0.37% | -1.9% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $1,906,488 | +6.6% | 79,437 | +1.2% | 0.32% | +5.9% |
| ADBE | Buy | ADOBE INC | $1,859,606 | +6.4% | 3,647 | +2.1% | 0.32% | +5.7% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $1,855,541 | +10.7% | 10,317 | +2.4% | 0.32% | +10.1% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $1,824,885 | -0.4% | 240,750 | +2.3% | 0.31% | -1.3% |
| HD | Buy | HOME DEPOT INC | $1,824,298 | -1.1% | 6,038 | +1.7% | 0.31% | -1.9% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $1,800,277 | +4.7% | 3,717 | +3.9% | 0.31% | +4.1% |
| VRIG | Buy | INVESCO ACTIVELY MANAGED ETFvar rate invt | $1,795,038 | +2.5% | 71,961 | +2.3% | 0.30% | +1.7% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $1,795,676 | +2.6% | 84,582 | +2.3% | 0.30% | +1.7% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $1,788,597 | +2.3% | 35,346 | +2.3% | 0.30% | +1.7% |
| PXD | Buy | PIONEER NAT RES CO | $1,710,163 | +13.7% | 7,450 | +2.6% | 0.29% | +12.8% |
| CPRT | Buy | COPART INC | $1,696,712 | -6.3% | 39,376 | +98.3% | 0.29% | -6.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,665,087 | -1.5% | 10,691 | +4.7% | 0.28% | -2.4% |
| XOM | Buy | EXXON MOBIL CORP | $1,661,641 | +21.4% | 14,132 | +10.8% | 0.28% | +20.9% |
| PFE | Buy | PFIZER INC | $1,638,553 | -7.7% | 49,399 | +2.1% | 0.28% | -8.2% |
| CHE | Buy | CHEMED CORP NEW | $1,580,390 | +0.7% | 3,041 | +5.0% | 0.27% | 0.0% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,537,743 | -5.4% | 43,848 | +0.0% | 0.26% | -6.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,504,817 | +12.1% | 10,620 | +18.4% | 0.26% | +11.3% |
| PGR | Buy | PROGRESSIVE CORP | $1,456,287 | +20.5% | 10,454 | +14.5% | 0.25% | +19.8% |
| PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,439,745 | -4.0% | 18,042 | +1.6% | 0.24% | -4.7% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $1,405,682 | +8.5% | 33,310 | +0.8% | 0.24% | +7.7% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $1,330,457 | -2.7% | 92,909 | +1.4% | 0.23% | -3.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,325,024 | +7.6% | 2,345 | +2.5% | 0.22% | +6.6% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,294,932 | +1.9% | 7,874 | +21.1% | 0.22% | +0.9% |
| BAC | Buy | BANK AMERICA CORP | $1,258,659 | +0.5% | 45,970 | +5.3% | 0.21% | -0.5% |
| ABBV | Buy | ABBVIE INC | $1,228,430 | +11.3% | 8,241 | +0.6% | 0.21% | +10.6% |
| CVX | Buy | CHEVRON CORP NEW | $1,175,281 | +8.1% | 6,970 | +0.9% | 0.20% | +7.5% |
| FB | Buy | META PLATFORMS INCcl a | $1,137,496 | +29.2% | 3,789 | +23.5% | 0.19% | +27.8% |
| OILK | Buy | PROSHARES TRk1 fre crd oil | $1,037,745 | +22.7% | 20,855 | +0.3% | 0.18% | +21.4% |
| CPHC | New | CANTERBURY PK HLDG CORP | $1,009,586 | – | 50,682 | +100.0% | 0.17% | – |
| New | CAPITAL GROUP GROWTH ETF | $996,538 | – | 40,675 | +100.0% | 0.17% | – | |
| GIS | Buy | GENERAL MLS INC | $978,937 | -16.0% | 15,298 | +0.7% | 0.17% | -17.0% |
| LOW | Buy | LOWES COS INC | $948,166 | -5.6% | 4,562 | +2.5% | 0.16% | -6.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $930,878 | +8.0% | 10,547 | +9.8% | 0.16% | +6.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $852,988 | +9.7% | 2,155 | +9.0% | 0.14% | +9.0% |
| MRK | Buy | MERCK & CO INC | $846,947 | -9.3% | 8,169 | +1.5% | 0.14% | -10.0% |
| KO | Buy | COCA COLA CO | $840,748 | -4.0% | 14,890 | +3.2% | 0.14% | -4.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $841,219 | -1.7% | 2,345 | +1.4% | 0.14% | -2.7% |
| CSCO | Buy | CISCO SYS INC | $833,280 | +5.4% | 15,500 | +1.4% | 0.14% | +5.2% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $791,917 | +7.2% | 10,442 | +12.8% | 0.14% | +6.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $772,362 | +7.5% | 2,387 | +7.1% | 0.13% | +6.5% |
| ORCL | Buy | ORACLE CORP | $735,614 | +74.2% | 6,945 | +95.9% | 0.12% | +73.6% |
| QCOM | Buy | QUALCOMM INC | $710,118 | -4.1% | 6,394 | +2.8% | 0.12% | -4.7% |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $612,471 | +23.8% | 14,830 | +28.3% | 0.10% | +22.4% |
| SBUX | Buy | STARBUCKS CORP | $606,959 | +1.3% | 6,650 | +9.9% | 0.10% | 0.0% |
| CAT | Buy | CATERPILLAR INC | $603,706 | +13.6% | 2,211 | +2.4% | 0.10% | +13.2% |
| BLK | Buy | BLACKROCK INC | $579,255 | -2.7% | 896 | +4.1% | 0.10% | -3.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $571,427 | -13.2% | 1,955 | +1.5% | 0.10% | -14.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $547,069 | -2.3% | 1,080 | +0.7% | 0.09% | -3.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $540,963 | -0.2% | 3,626 | +16.5% | 0.09% | -1.1% |
| COP | Buy | CONOCOPHILLIPS | $532,308 | +17.7% | 4,421 | +1.9% | 0.09% | +18.2% |
| NEE | Buy | NEXTERA ENERGY INC | $531,476 | -15.9% | 9,277 | +8.9% | 0.09% | -16.7% |
| TGT | Buy | TARGET CORP | $521,788 | -5.7% | 4,719 | +12.5% | 0.09% | -6.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $505,977 | -1.9% | 4,921 | +8.7% | 0.09% | -2.3% |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $483,830 | – | 16,160 | +100.0% | 0.08% | – | |
| AMAT | Buy | APPLIED MATLS INC | $478,483 | -2.5% | 3,456 | +1.8% | 0.08% | -3.6% |
| FNV | Buy | FRANCO NEV CORP | $455,201 | -4.9% | 3,410 | +1.6% | 0.08% | -6.1% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $433,306 | +0.4% | 10,160 | +1.9% | 0.07% | 0.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $433,680 | -0.3% | 3,066 | +0.1% | 0.07% | -1.3% |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $422,111 | -4.4% | 13,908 | +1.3% | 0.07% | -5.3% |
| LRCX | Buy | LAM RESEARCH CORP | $422,387 | +18.3% | 672 | +21.3% | 0.07% | +18.0% |
| RGLD | Buy | ROYAL GOLD INC | $407,669 | -5.3% | 3,834 | +2.3% | 0.07% | -6.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $393,787 | +66.1% | 6,119 | +74.2% | 0.07% | +63.4% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $377,351 | -5.2% | 9,110 | +0.3% | 0.06% | -5.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $368,953 | +3.2% | 1,280 | +1.3% | 0.06% | +3.3% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $368,431 | +0.0% | 1,060 | +1.2% | 0.06% | 0.0% |
| CRM | Buy | SALESFORCE INC | $369,262 | +65.8% | 1,821 | +72.8% | 0.06% | +65.8% |
| LH | New | LABORATORY CORP AMER HLDGS | $366,715 | – | 1,824 | +100.0% | 0.06% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $359,154 | +39.9% | 8,100 | +31.1% | 0.06% | +38.6% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $344,820 | +23.4% | 419 | +7.7% | 0.06% | +22.9% |
| INTC | Buy | INTEL CORP | $346,257 | +13.6% | 9,740 | +6.9% | 0.06% | +13.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $341,582 | +21.1% | 2,142 | +25.6% | 0.06% | +20.8% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $337,863 | -1.5% | 2,752 | +1.1% | 0.06% | -3.4% |
| IMCV | Buy | ISHARES TRmrgstr md cp val | $328,489 | +28.2% | 5,383 | +33.8% | 0.06% | +27.3% |
| TRV | Buy | TRAVELERS COMPANIES INC | $331,519 | -4.3% | 2,030 | +1.8% | 0.06% | -5.1% |
| DHR | Buy | DANAHER CORPORATION | $329,973 | +9.8% | 1,330 | +6.3% | 0.06% | +9.8% |
| NFLX | Buy | NETFLIX INC | $331,533 | +21.4% | 878 | +41.6% | 0.06% | +19.1% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $326,048 | -3.1% | 12,445 | +0.4% | 0.06% | -5.2% |
| MPC | Buy | MARATHON PETE CORP | $325,986 | +32.8% | 2,154 | +2.3% | 0.06% | +31.0% |
| IXUS | Buy | ISHARES TRcore msci total | $320,707 | +36.6% | 5,346 | +42.6% | 0.06% | +37.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $324,511 | -3.7% | 1,138 | +1.7% | 0.06% | -5.2% |
| AFL | Buy | AFLAC INC | $304,084 | +10.6% | 3,962 | +0.6% | 0.05% | +10.6% |
| BA | Buy | BOEING CO | $294,414 | +15.2% | 1,536 | +26.9% | 0.05% | +13.6% |
| NVS | Buy | NOVARTIS AGsponsored adr | $289,079 | +22.6% | 2,838 | +21.5% | 0.05% | +22.5% |
| VLO | Buy | VALERO ENERGY CORP | $268,540 | +30.2% | 1,895 | +7.7% | 0.05% | +31.4% |
| New | LINDE PLC | $245,006 | – | 658 | +100.0% | 0.04% | – | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $247,630 | +15.8% | 1,765 | +10.5% | 0.04% | +13.5% |
| SHOP | Buy | SHOPIFY INCcl a | $242,564 | -7.2% | 4,445 | +9.9% | 0.04% | -8.9% |
| ALL | New | ALLSTATE CORP | $243,818 | – | 2,171 | +100.0% | 0.04% | – |
| EMN | New | EASTMAN CHEM CO | $232,500 | – | 3,020 | +100.0% | 0.04% | – |
| CSX | Buy | CSX CORP | $234,623 | +9.0% | 7,630 | +20.8% | 0.04% | +8.1% |
| MU | New | MICRON TECHNOLOGY INC | $236,676 | – | 3,479 | +100.0% | 0.04% | – |
| ARKK | Buy | ARK ETF TRinnovation etf | $232,605 | -9.0% | 5,863 | +1.3% | 0.04% | -9.1% |
| CME | Buy | CME GROUP INC | $236,059 | +10.8% | 1,179 | +2.5% | 0.04% | +11.1% |
| WFC | New | WELLS FARGO CO NEW | $228,775 | – | 5,599 | +100.0% | 0.04% | – |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $230,610 | -0.7% | 6,907 | +0.2% | 0.04% | -2.5% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $230,435 | -8.1% | 6,985 | +378.4% | 0.04% | -9.3% |
| URI | Buy | UNITED RENTALS INC | $227,842 | +1.9% | 513 | +2.2% | 0.04% | +2.6% |
| SYK | New | STRYKER CORPORATION | $222,784 | – | 813 | +100.0% | 0.04% | – |
| DHI | Buy | D R HORTON INC | $223,000 | -10.8% | 2,075 | +1.0% | 0.04% | -11.6% |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us equ | $216,025 | – | 7,165 | +100.0% | 0.04% | – | |
| MMC | Buy | MARSH & MCLENNAN COS INC | $211,614 | +2.2% | 1,112 | +1.0% | 0.04% | +2.9% |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $208,248 | – | 1,196 | +100.0% | 0.04% | – |
| MKL | New | MARKEL GROUP INC | $203,204 | – | 138 | +100.0% | 0.04% | – |
| PAYX | New | PAYCHEX INC | $208,401 | – | 1,807 | +100.0% | 0.04% | – |
| BDX | New | BECTON DICKINSON & CO | $202,457 | – | 783 | +100.0% | 0.03% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $201,267 | – | 1,300 | +100.0% | 0.03% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $175,665 | -1.4% | 10,595 | +2.4% | 0.03% | -3.2% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $145,255 | -3.0% | 2,914 | +0.6% | 0.02% | -3.8% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $124,639 | -4.6% | 3,917 | +390.9% | 0.02% | -4.5% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $106,857 | +140.8% | 1,167 | +154.2% | 0.02% | +125.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $100,603 | +11.7% | 1,112 | +0.3% | 0.02% | +13.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $91,226 | +21.0% | 2,686 | +27.1% | 0.02% | +23.1% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $85,673 | -2.0% | 517 | +0.4% | 0.02% | 0.0% |
| EQAL | New | INVESCO EXCH TRADED FD TR IIrusel 1000 eql | $74,695 | – | 1,873 | +100.0% | 0.01% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $73,661 | -2.1% | 1,041 | +0.5% | 0.01% | 0.0% |
| IGV | New | ISHARES TRexpanded tech | $79,172 | – | 232 | +100.0% | 0.01% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $72,174 | -7.4% | 1,195 | +0.3% | 0.01% | -7.7% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $73,099 | +407.3% | 1,981 | +434.0% | 0.01% | +500.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $57,049 | +8.9% | 2,383 | +12.0% | 0.01% | +11.1% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $51,902 | +8.1% | 704 | +10.3% | 0.01% | +12.5% |
| ICF | Buy | ISHARES TRcohen steer reit | $52,431 | -2.8% | 1,033 | +6.4% | 0.01% | 0.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $45,524 | +153.4% | 314 | +166.1% | 0.01% | +166.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $45,585 | -3.6% | 278 | +2.2% | 0.01% | 0.0% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $42,775 | +30.6% | 268 | +33.3% | 0.01% | +16.7% |
| EFIV | Buy | SPDR SER TRs&p 500 esg etf | $42,488 | +715.7% | 1,024 | +746.3% | 0.01% | +600.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $38,041 | +1.3% | 454 | +0.2% | 0.01% | 0.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $28,954 | -3.3% | 763 | +0.8% | 0.01% | 0.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $17,350 | +298.9% | 252 | +320.0% | 0.00% | +200.0% |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $17,227 | +565.1% | 349 | +612.2% | 0.00% | – |
| New | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $15,117 | – | 700 | +100.0% | 0.00% | – | |
| New | PINEAPPLE ENERGY INC | $20,207 | – | 23,773 | +100.0% | 0.00% | – | |
| QTUM | New | ETF SER SOLUTIONSdefiance quant | $11,993 | – | 250 | +100.0% | 0.00% | – |
| ROBT | Buy | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $7,292 | +3098.2% | 180 | +3500.0% | 0.00% | – |
| IYLD | Buy | ISHARES TRmrngstr inc etf | $4,893 | -0.8% | 257 | +1.6% | 0.00% | 0.0% |
| Buy | PROSHARES TRultrapro sht qqq | $5,050 | +9.8% | 247 | +1.6% | 0.00% | 0.0% | |
| IXJ | New | ISHARES TRglob hlthcre etf | $7,171 | – | 87 | +100.0% | 0.00% | – |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $8,701 | – | 275 | +100.0% | 0.00% | – | |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $3,215 | – | 45 | +100.0% | 0.00% | – |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,197 | -1.0% | 35 | +9.4% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2022-02-14 |
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.