GUARDIAN WEALTH ADVISORS, LLC / NC has disclosed 435 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $796.00 Mil. The turnover rate is 5%.
In GUARDIAN WEALTH ADVISORS, LLC / NC's current portfolio as of 2024-06-30, the top 5 holdings are
Aptus Collared Investment Opportunity ETF (ACIO), Aptus Enhanced Yield ETF (JUCY), Schwab U.S. Large-Cap ETF (SCHX), Opus Small Cap Value Plus ETF (OSCV), FT Vest Laddered Buffer ETF (BUFR), not including call and put options.
GUARDIAN WEALTH ADVISORS, LLC / NC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for GUARDIAN WEALTH ADVISORS, LLC / NC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for GUARDIAN WEALTH ADVISORS, LLC / NC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for GUARDIAN WEALTH ADVISORS, LLC / NC.