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  Name: Guardian Financial Partners LLC
  City: ORANGE
  State: CA
  Zip: 92866
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $145,868,000
  Total Value Change : $23,973,000
  Securities Held Change : 1
   
All Securities Held : 45
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 23
  Unchanged Positions : 4
  Decreased Positions : 13

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SMTH)1 Year Chart         SMTH Alps Smith Core Plus Bond Etf 4 New $0.00 $9,389,000 365,818 6.44% 9,389,000 365,818 4.065    N/A
   (SPYI)1 Year Chart         SPYI Neos S&p 500 High Income Etf 19 New $0.00 $1,803,000 35,806 1.24% 1,803,000 35,806 0.823    N/A
   (QDPL)1 Year Chart         QDPL Pacer Metaurus Us Large Cap... 21 New $0.00 $1,733,000 48,408 1.19% 1,733,000 48,408 0.538    N/A
   (TM)1 Year Chart         TM Toyota Motor Corporation (ADR) 42 New $232.88 $252,000 1,000 0.17% 252,000 1,000 0.001    Auto Manufacturers
   (FB)1 Year Chart         FB Meta Platforms Inc 45 New $474.36 $221,000 455 0.15% 221,000 455 0    Internet Service Prov...

      5 Records Found
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