Guardian Financial Partners, LLC Portfolio Holdings

Guardian Financial Partners, LLC

  • $159 Million
  • Q1 2025

Guardian Financial Partners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $159 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18.7M, Berkshire Hathaway Inc with a value of $16M, Schwab Strategic Tr Intl Eqty with a value of $14.6M, Schwab Strategic Tr Us Large C with a value of $7.95M, and Vanguard Whitehall Fds Intl Hi with a value of $7.66M.

Examining the 13F form we can see an increase of $23.7M in the current position value, from $135M to 159M.

Below you can find more details about Guardian Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $117 Million
Financial Services: $20.6 Million
Technology: $7.66 Million
Consumer Defensive: $6.14 Million
Consumer Cyclical: $2.51 Million
Healthcare: $941,000
Utilities: $902,000
Communication Services: $420,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$468B
$16 Million 10.05% of portfolio
20
Q1 2025 New
$0
$4 Million 2.52% of portfolio
90,657
Q1 2025 Reduced 3.75%
$678B
$3.9 Million 2.45% of portfolio
7,317
Q1 2025 Added 3.16%
$3.21T
$3.81 Million 2.4% of portfolio
17,146
Q1 2025 Added 18.09%
$433B
$1.58 Million 0.99% of portfolio
1,667
Q1 2025 Added 1.89%
$2.73T
$1.37 Million 0.86% of portfolio
3,658
Q1 2025 Reduced 1.0%
$246B
$1.21 Million 0.76% of portfolio
11,192
Q1 2025 Added 11.84%
$363B
$1.09 Million 0.68% of portfolio
2,966
Q1 2025 Reduced 0.54%
$1.76T
$1.01 Million 0.63% of portfolio
5,286
Q1 2025 Added 70.41%
$22.1B
$902,000 0.57% of portfolio
15,320
Q1 2025 Added 21.87%
$43.2B
$892,000 0.56% of portfolio
14,502
Q1 2025 Added 9.05%
$169B
$728,000 0.46% of portfolio
1,471
Q1 2025 Added 0.34%
$398B
$570,000 0.36% of portfolio
3,350
Q1 2025 Added 3.43%
$164B
$451,000 0.28% of portfolio
4,008
Q4 2023 New
$751B
$417,000 0.26% of portfolio
1,611
Q1 2025 Reduced 2.01%
$1.12T
$420,000 0.26% of portfolio
730
Q1 2025 Added 28.07%
$691B
$285,000 0.18% of portfolio
1,163
Q1 2025 Reduced 3.16%
$786B
$213,000 0.13% of portfolio
259
Q1 2025 Reduced 27.65%
-
$0 0.0% of portfolio
-
Q1 2025 Added 7.77%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $159 Million
  • Prior Value $135 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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