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CIK: 0001723514
Total reported value
$256.9M
$256.9M
49 檔
27.6%
As reported in its official Q4 2024 Form 13F filing, Guardian Financial Partners, LLC's tracked investment portfolio stood at $256.9M with 49 total positions.
In Q4 2024, Guardian Financial Partners, LLC displayed an active expansion posture, initiating 5 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.24% | -0.09% | -2.15% | |
| 2 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 11.29% | +0.03% | +5.62% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.04% | -0.09% | +112.41% | |
| 4 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 6.10% | -0.08% | +4.05% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.53% | +0.23% | +230.17% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.09% | -0.05% | +222.43% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.03% | +0.05% | +6.61% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.95% | -0.01% | +1.85% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.91% | -0.03% | +9.10% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.33% | +0.07% | +240.97% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.10% | -0.06% | +3.97% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.04% | -0.10% | +9.40% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.82% | -0.42% | +155.19% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.59% | +0.17% | +358.92% | |
| 15 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 2.58% | -0.04% | +195.61% | |
| 16 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.51% | — | -1.43% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 2.16% | -0.03% | +7.69% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | -0.04% | +3.93% | |
| 19 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.38% | +0.04% | +8.33% | |
| 20 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 1.38% | +0.07% | +7.61% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.35% | -0.04% | +8.81% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-Other | 1.16% | +0.02% | +18.29% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.14% | +0.14% | +128.26% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.03% | +10.27% | |
| 25 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.90% | — | +13.10% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.10% | -22.98% | |
| 27 | MRVL | Marvell Technology Inc | Stock-Tech | 0.87% | +1.38% | +0.24% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | -0.35% | +23.76% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.01% | +2.30% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.61% | -0.07% | +190.92% | |
| 31 | EIX | Edison International | Stock-Utilities | 0.60% | -0.11% | +5.77% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.56% | -0.03% | +20.67% | |
| 33 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.47% | +0.07% | +128.09% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.45% | -0.06% | +1.81% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.07% | +14.25% | |
| 36 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.40% | -0.01% | +16.45% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | — | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.01% | +6.48% | |
| 39 | RY | Royal Bank Of Canada | Stock-Financials | 0.29% | — | — | |
| 40 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.23% | — | +13.04% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.22% | -0.03% | +224.34% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.03% | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | +0.06% | +0.63% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.01% | +10.39% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.06% | -51.42% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | -0.12% | EXIT | |
| 48 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.14% | -0.01% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.10% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.4% | NEW | New buy |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | +0.4% | +155.19% | Add |
| 3 | SCHG | Schwab US Large-cap Growth | +0.4% | +358.92% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | +0.3% | +230.17% | Add |
| 5 | MRVL | Marvell Technology Inc | +0.3% | +0.24% | Add |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | +240.97% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +7.69% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 9 | META | Meta Platforms Inc-class A | +0.2% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.2% | +23.76% | Add |
| 11 | SCHO | Schwab Short-term US Treas | +0.2% | +190.92% | Add |
| 12 | SCHI | Schwab 5-10 Year Corporate B | +0.1% | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 14 | SCHA | Schwab US Small-cap ETF | +0.1% | +128.26% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +14.25% | Add |
| 16 | CLOZ | Eldridge Bbb-b Clo ETF | +0.1% | +5.62% | Add |
| 17 | SCHP | Schwab U.s. Tips ETF | +0.1% | +224.34% | Add |
| 18 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.1% | +7.61% | Add |
| 19 | TAXX | Bblx Irm Tax-aware S Dur ETF | +0.1% | +13.10% | Add |
| 20 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +128.09% | Add |
| 21 | VYM | Vanguard High Dvd Yield ETF | 0% | +6.61% | Add |
| 22 | MSFT | Microsoft CORP | 0% | +10.27% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +10.39% | Add |
| 24 | SPYI | Neos S&p 500 High Income ETF | 0% | +8.33% | Add |
| 25 | SCHH | Schwab US Reit ETF | 0% | +18.29% | Add |
| 26 | SCHC | Schwab Intl Small-cap Equity | 0% | +20.67% | Add |
| 27 | ISRG | Intuitive Surgical Inc | 0% | +1.81% | Add |
| 28 | JEPI | Jpmorgan Equity Premium Inco | — | +8.81% | Add |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | — | +16.45% | Add |
| 30 | SCHB | Schwab US Broad Market ETF | — | +206.52% | Add |
| 31 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | — | +13.04% | Add |
| 32 | PG | Procter & Gamble Co/the | 0% | +6.48% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.63% | Add |
| 34 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 35 | SCHD | Schwab US Dvd Equity ETF | 0% | +222.43% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +3.93% | Add |
| 37 | EIX | Edison International | -0.1% | +5.77% | Add |
| 38 | HD | Home Depot Inc | -0.1% | +2.30% | Add |
| 39 | BUFF | Innovator Laddered Allocatio | -0.1% | -1.43% | Trim |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | -0.2% | +1.85% | Add |
| 41 | VYMI | Vanguard Int High Dvd Yld In | -0.2% | +9.10% | Add |
| 42 | FNDB | Schwab Fndmntl US Brd Mr ETF | -0.2% | +195.61% | Add |
| 43 | LLY | Eli Lilly & Co | -0.3% | -51.42% | Trim |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.3% | +9.40% | Add |
| 45 | COST | Costco Wholesale CORP | -0.3% | -22.98% | Trim |
| 46 | SMTH | Alps Smth Cor Bd Plus ETF | -0.3% | +4.05% | Add |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.3% | +3.97% | Add |
| 48 | VOO | Vanguard S&p 500 ETF | -0.7% | -2.15% | Trim |
| 49 | SCHF | Schwab Intl Equity ETF | -0.8% | +112.41% | Add |
According to official SEC Form 13F filings, Guardian Financial Partners, LLC reported a total U.S. public equity portfolio value of $256.9M across 49 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, CLOZ, SCHF) accounted for 27.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $663.9K
Top Position Liquidated / Trimmed
VOO
前期市值: $20.6M
During Q4 2024, Guardian Financial Partners, LLC's top holdings by market value included VOO (12.2%)、CLOZ (11.3%)、SCHF (8.0%). The largest single position, VOO, represented 12.2% of total portfolio value.
In Q4 2024, Guardian Financial Partners, LLC made 48 total portfolio adjustments, initiating 5 new buys, adding to 39 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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