Guardian Wealth Advisors, LLC Portfolio Holdings

Guardian Wealth Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 518 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $157M, ETF Ser Solutions Aptus Define with a value of $97.7M, Schwab Strategic Tr Us Large C with a value of $54M, Opus Small Cap Value ETF with a value of $51.1M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $45.4M.

Examining the 13F form we can see an increase of $343M in the current position value, from $838M to 1.18B.

Guardian Wealth Advisors, LLC is based out at Raleigh, NC

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