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CIK: 0001901403
Total reported value
$1.8B
$1.8B
438 檔
17.2%
During the Q2 2024 filing period, Guardian Wealth Advisors, LLC / Nc (CIK: 0001901403) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 438 reported positions.
During Q2 2024, Guardian Wealth Advisors, LLC / Nc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 438 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 11.93% | -0.05% | +3.29% | |
| 2 | DRSK | Aptus Defined Risk ETF | ETF-Other | 6.80% | -0.30% | +5.63% | |
| 3 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 5.95% | -0.10% | +2.61% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.72% | +0.23% | +3.25% | |
| 5 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 5.49% | -0.12% | +2.58% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.89% | -0.07% | +60.36% | |
| 7 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 3.70% | -0.05% | -6.08% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 3.45% | +0.18% | +13.83% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 2.98% | +0.26% | +11.65% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | +0.23% | +910.03% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.17% | -0.07% | +1.96% | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.82% | -0.19% | +8.59% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.09% | -0.07% | |
| 14 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 1.55% | +0.05% | +0.09% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | +0.11% | -3.06% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.42% | -0.13% | -50.99% | |
| 17 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.36% | -0.08% | +146.14% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | -0.02% | -5.18% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.07% | -0.07% | +2.60% | |
| 20 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.91% | -0.02% | +0.24% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.06% | -0.55% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.18% | -1.43% | |
| 23 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.82% | +0.04% | +4.29% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | — | +2.70% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.03% | -0.75% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.67% | -0.11% | -2.81% | |
| 27 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.66% | — | EXIT | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.66% | — | +0.14% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.02% | +0.17% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.06% | -6.22% | |
| 31 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.60% | +0.01% | +3.73% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.01% | +0.32% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.07% | +0.02% | |
| 34 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.50% | +0.03% | -5.29% | |
| 35 | FTCS | First Trust Capital Strength | ETF-Other | 0.43% | -0.02% | -6.08% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.06% | -0.68% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | +0.01% | +0.71% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.09% | +4.22% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.04% | +3.35% | |
| 40 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 0.34% | -0.02% | +2.32% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | -0.02% | +1.39% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | -0.01% | -8.06% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.07% | +0.74% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.32% | -0.19% | +9.60% | |
| 45 | FTGC | First Trust Global Tactical | ETF-Other | 0.31% | -0.07% | +13.20% | |
| 46 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.30% | +0.02% | -4.19% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.30% | — | -3.78% | |
| 48 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.29% | -0.01% | — | |
| 49 | CGGR | Cap Group Growth Equity | ETF-Other | 0.29% | — | +0.41% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.03% | +1.21% |
According to official SEC Form 13F filings, Guardian Wealth Advisors, LLC / Nc reported a total U.S. public equity portfolio value of $1.8B across 438 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including ACIO, DRSK, JUCY) accounted for 17.2% of total reported equity market value during Q2 2024.
During Q2 2024, Guardian Wealth Advisors, LLC / Nc's top holdings by market value included ACIO (11.9%)、DRSK (6.8%)、JUCY (6.0%). The largest single position, ACIO, represented 11.9% of total portfolio value.
In Q2 2024, Guardian Wealth Advisors, LLC / Nc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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