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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 : 4     View All Holdings Currently Viewing:  Closed 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
   (AVGO)1 Year Chart         AVGO Broadcom Limited 49 Closed $1,390.67 $0 0 0% -497,000 -445 0    Semiconductor- Broad...
   (TOTL)1 Year Chart         TOTL SPDR DoubleLine Total Retur... 48 Closed $39.15 $0 0 0% -1,232,000 -30,606 0    N/A
   (BP)1 Year Chart         BP BP Plc (ADR) 47 Closed $37.12 $0 0 0% -276,000 -7,802 0    Integrated Oil & Gas
   (IVOL)1 Year Chart         IVOL Quadratic Interest Rate Vlt... 46 Closed $0.00 $0 0 0% -6,452,000 -312,004 0    N/A

      4 Records Found
  1    
Page 1 of 1
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