Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 3 | Q2 2024 | 16.8% |
AMAZON COM INC | 3 | Q2 2024 | 6.6% |
SPDR SER TR | 3 | Q2 2024 | 5.9% |
SPDR DOW JONES INDL AVERAGE | 3 | Q2 2024 | 4.5% |
MICROSOFT CORP | 3 | Q2 2024 | 4.4% |
NVIDIA CORPORATION | 3 | Q2 2024 | 4.8% |
ISHARES TR | 3 | Q2 2024 | 3.7% |
ISHARES TR | 3 | Q2 2024 | 2.7% |
VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 2.9% |
SPDR S&P 500 ETF TR | 3 | Q2 2024 | 3.2% |
View Guardian Asset Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR | 2024-07-15 |
13F-HR | 2024-05-07 |
13F-HR | 2024-05-06 |
View Guardian Asset 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.