Guardian Financial Partners, LLC Portfolio Holdings by Sector

Guardian Financial Partners, LLC

$122 Million
Q2 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SCHF JAAA SCHX VYMI SCHD VYM FNDF 24 stocks	$98,372 82.16% of portfolio	20	3	-	-	0 Calls 0 Puts
Consumer Packaged Goods \| Consumer Defensive BUFF 1 stocks	$4,364 3.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,901 2.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MRVL AVGO 3 stocks	$2,853 2.38% of portfolio	2	1	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,745 2.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1,863 1.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,450 1.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1,002 0.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EIX 1 stocks	$853 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$753 0.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$640 0.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$514 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$499 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services RY 1 stocks	$426 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$298 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TM 1 stocks	$204 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Financial Partners, LLC with notifications on news.