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| Name: |
GUARDIAN WEALTH ADVISORS LLC / NC |
| City: |
RALEIGH |
| State: |
NC |
| Zip: |
27609 |
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data |
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| Holdings
Found :
36 |
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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 |
|
JUCY |
Aptus Enhanced Yield Etf |
3 |
New |
$0.00 |
$50,121,000 |
2,143,745 |
6.13% |
50,121,000 |
2,143,745 |
20.753 |
N/A |
|
|
IWV |
iShares Tr Russell 3000 Indx |
79 |
New |
$297.93 |
$1,424,000 |
4,747 |
0.17% |
1,424,000 |
4,747 |
0.01 |
Closed - End Fund - E... |
|
|
PKST |
Peakstone Realty Trust |
151 |
New |
$12.21 |
$512,000 |
31,758 |
0.06% |
512,000 |
31,758 |
0.115 |
N/A |
|
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JEPQ |
Jpmorgan Nasdaq Equity Prem... |
152 |
New |
$0.00 |
$504,000 |
9,289 |
0.06% |
504,000 |
9,289 |
0.01 |
N/A |
|
|
JKJ |
IShares Trust Small Core In... |
187 |
New |
$54.23 |
$377,000 |
6,700 |
0.05% |
377,000 |
6,700 |
0.061 |
Closed - End Fund - E... |
|
|
TCAF |
T Rowe Price Capital Apprec... |
192 |
New |
$0.00 |
$355,000 |
11,735 |
0.04% |
355,000 |
11,735 |
0.013 |
N/A |
|
|
MSTR |
Microstrategy Inc |
208 |
New |
$1,541.00 |
$303,000 |
178 |
0.04% |
303,000 |
178 |
0 |
Business Software & S... |
|
|
DAL |
Delta Air Lines Inc |
212 |
New |
$46.55 |
$296,000 |
6,180 |
0.04% |
296,000 |
6,180 |
0.001 |
Major Airlines |
|
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AEP |
American Electric Power Co Inc |
222 |
New |
$88.16 |
$263,000 |
3,059 |
0.03% |
263,000 |
3,059 |
0.001 |
Electric Utilities |
|
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HRL |
Hormel Foods Corp |
240 |
New |
$30.79 |
$236,000 |
6,760 |
0.03% |
236,000 |
6,760 |
0.004 |
Meat Products |
|
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RSG |
Republic Services Inc |
242 |
New |
$182.07 |
$236,000 |
1,232 |
0.03% |
236,000 |
1,232 |
0 |
Waste Management |
|
|
POOL |
Pool Corporation |
243 |
New |
$356.13 |
$235,000 |
582 |
0.03% |
235,000 |
582 |
0.001 |
Wholesale, Other |
|
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BKNG |
Booking Holdings Inc |
246 |
New |
$3,754.62 |
$232,000 |
64 |
0.03% |
232,000 |
64 |
0.002 |
Internet Software & S... |
|
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FISV |
Fiserv Inc |
248 |
New |
$147.88 |
$231,000 |
1,444 |
0.03% |
231,000 |
1,444 |
0 |
Business Software & S... |
|
|
CI |
Cigna Corporation |
252 |
New |
$331.00 |
$225,000 |
619 |
0.03% |
225,000 |
619 |
0 |
Health Care Plans |
|
|
GD |
General Dynamics Corp |
254 |
New |
$296.08 |
$221,000 |
781 |
0.03% |
221,000 |
781 |
0 |
Aerospace/Defense - M... |
|
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WRB |
WR Berkley Corporation |
255 |
New |
$79.50 |
$220,000 |
2,486 |
0.03% |
220,000 |
2,486 |
0.001 |
Property & Casualty I... |
|
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AMP |
Ameriprise Financial Inc |
257 |
New |
$430.51 |
$213,000 |
485 |
0.03% |
213,000 |
485 |
0 |
Asset Management |
|
|
JSMD |
Janus Small Med Cap Growth ... |
262 |
New |
$66.86 |
$206,000 |
2,944 |
0.03% |
206,000 |
2,944 |
0.003 |
N/A |
|
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ITW |
Illinois Tool Works Inc |
265 |
New |
$237.80 |
$200,000 |
746 |
0.02% |
200,000 |
746 |
0 |
Diversified Machinery |
|
|
DFIC |
Dfa Dimensional Internation... |
266 |
New |
$0.00 |
$197,000 |
7,366 |
0.02% |
197,000 |
7,366 |
0.001 |
N/A |
|
|
DUHP |
Dfa Dimensional Us High Pro... |
271 |
New |
$0.00 |
$157,000 |
4,978 |
0.02% |
157,000 |
4,978 |
0.004 |
N/A |
|
|
WBD |
Warner Bros Discovery Ord S... |
287 |
New |
$8.08 |
$93,000 |
10,608 |
0.01% |
93,000 |
10,608 |
0 |
Broadcasting - TV |
|
|
IOO |
iShares S&P Global 100 Index |
353 |
New |
$92.68 |
$23,000 |
257 |
0% |
23,000 |
257 |
0.022 |
Closed - End Fund - E... |
|
|
QLTA |
Ishares Aaa A Rated Corpora... |
356 |
New |
$46.68 |
$22,000 |
463 |
0% |
22,000 |
463 |
0.002 |
N/A |
|
|
JVAL |
Jpmorgan Us Value Factor Etf |
360 |
New |
$0.00 |
$20,000 |
478 |
0% |
20,000 |
478 |
0 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
379 |
New |
$0.00 |
$12,000 |
479 |
0% |
12,000 |
479 |
0.001 |
N/A |
|
|
DFSV |
Dfa Dimensional Us Small Ca... |
383 |
New |
$0.00 |
$11,000 |
368 |
0% |
11,000 |
368 |
0 |
N/A |
|
|
VDC |
Vangaurd Cnsmr Staples VIPER |
393 |
New |
$202.64 |
$7,000 |
33 |
0% |
7,000 |
33 |
0 |
Closed - End Fund - E... |
|
|
EMB |
iShares JPMorgan USD Emerg ... |
392 |
New |
$88.62 |
$7,000 |
73 |
0% |
7,000 |
73 |
0 |
Closed - End Fund - E... |
|
|
RYU |
Invesco S&P 500 Equal Weigh... |
400 |
New |
$60.38 |
$5,000 |
80 |
0% |
5,000 |
80 |
0 |
Closed - End Fund - E... |
|
|
PXLG |
Invesco Russell Top 200 Pur... |
399 |
New |
$102.46 |
$5,000 |
46 |
0% |
5,000 |
46 |
0.001 |
N/A |
|
|
XMLV |
Invesco S&P MidCap Low Vola... |
404 |
New |
$55.35 |
$5,000 |
86 |
0% |
5,000 |
86 |
0 |
N/A |
|
|
IHI |
iShares Dow Jones US Medica... |
403 |
New |
$55.35 |
$5,000 |
92 |
0% |
5,000 |
92 |
0 |
Closed - End Fund - E... |
|
|
SPHQ |
Powershares S&P 500 High Q |
401 |
New |
$61.06 |
$5,000 |
89 |
0% |
5,000 |
89 |
0 |
Closed - End Fund - Debt |
|
|
XTL |
Spdr S&P Telecom Etf |
427 |
New |
$75.93 |
$2,000 |
28 |
0% |
2,000 |
28 |
0 |
N/A |
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