|
|
Name: |
GUARDIAN WEALTH ADVISORS LLC / NC |
City: |
RALEIGH |
State: |
NC |
Zip: |
27609 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
35 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
XTL |
Spdr S&P Telecom Etf |
448 |
Closed |
$102.23 |
$0 |
0 |
0% |
-2,000 |
-28 |
0 |
N/A |
|
FNDX |
Schwab Fundamental US Large... |
468 |
Closed |
$23.87 |
$0 |
0 |
0% |
-10,000 |
-150 |
0 |
N/A |
|
SCHH |
Schwab Us Reit |
455 |
Closed |
$22.71 |
$0 |
0 |
0% |
-4,000 |
-200 |
0 |
N/A |
|
POOL |
Pool Corporation |
440 |
Closed |
$364.45 |
$0 |
0 |
0% |
-235,000 |
-582 |
0 |
Wholesale, Other |
|
PSL |
Invesco Dwa Consumer Staple... |
461 |
Closed |
$94.19 |
$0 |
0 |
0% |
-1,000 |
-14 |
0 |
N/A |
|
JSMD |
Janus Small Med Cap Growth ... |
447 |
Closed |
$72.83 |
$0 |
0 |
0% |
-206,000 |
-2,944 |
0 |
N/A |
|
DEED |
First Trust Tcw Securitized... |
467 |
Closed |
$0.00 |
$0 |
0 |
0% |
-63,000 |
-3,043 |
0 |
N/A |
|
WRB |
WR Berkley Corporation |
454 |
Closed |
$58.02 |
$0 |
0 |
0% |
-220,000 |
-2,486 |
0 |
Property & Casualty I... |
|
MOH |
Molina Healthcare Inc |
439 |
Closed |
$324.19 |
$0 |
0 |
0% |
-228,000 |
-554 |
0 |
Health Care Plans |
|
EFA |
iShares TR MSCI EAFE Indx FD |
460 |
Closed |
$79.71 |
$0 |
0 |
0% |
-3,000 |
-39 |
0 |
Closed - End Fund - E... |
|
DFEM |
Dfa Dimensional Emerging Ma... |
446 |
Closed |
$0.00 |
$0 |
0 |
0% |
-12,000 |
-479 |
0 |
N/A |
|
ICE |
Intercontinental Exchange Inc |
466 |
Closed |
$166.53 |
$0 |
0 |
0% |
-228,000 |
-1,657 |
0 |
Business Services |
|
RY |
Royal Bank of Canada (USA) |
453 |
Closed |
$123.58 |
$0 |
0 |
0% |
-542,000 |
-5,377 |
0 |
Foreign Money Center ... |
|
SHYG |
Ishares 0 5 Year High Yield... |
437 |
Closed |
$43.03 |
$0 |
0 |
0% |
-4,000 |
-87 |
0 |
N/A |
|
IWP |
iShares Tr Russell MidCap Gr |
459 |
Closed |
$121.23 |
$0 |
0 |
0% |
-62,000 |
-546 |
0 |
Closed - End Fund - E... |
|
ROKT |
Spdr S&p Kensho Final Front... |
445 |
Closed |
$0.00 |
$0 |
0 |
0% |
-9,000 |
-200 |
0 |
N/A |
|
ITW |
Illinois Tool Works Inc |
465 |
Closed |
$264.33 |
$0 |
0 |
0% |
-200,000 |
-746 |
0 |
Diversified Machinery |
|
XMLV |
Invesco S&P MidCap Low Vola... |
451 |
Closed |
$61.64 |
$0 |
0 |
0% |
-5,000 |
-86 |
0 |
N/A |
|
VCR |
Vanguard Cnsmr Discre VIPERs |
436 |
Closed |
$338.39 |
$0 |
0 |
0% |
-61,000 |
-191 |
0 |
Closed - End Fund - E... |
|
PEGY |
Pineapple Energy Ord Shs |
471 |
Closed |
$2.10 |
$0 |
0 |
0% |
-1,000 |
-13,773 |
0 |
Communication Equipment |
|
CSX |
CSX Corp |
458 |
Closed |
$33.54 |
$0 |
0 |
0% |
-254,000 |
-6,842 |
0 |
Railroads |
|
VMBS |
Vanguard Mortgage-Backed S |
443 |
Closed |
$45.88 |
$0 |
0 |
0% |
-2,000 |
-40 |
0 |
Closed - End Fund - Debt |
|
FNDA |
Schwab Fundamental Us Small... |
464 |
Closed |
$29.75 |
$0 |
0 |
0% |
-14,000 |
-241 |
0 |
N/A |
|
EQAL |
Invesco Russell 1000 Equal ... |
450 |
Closed |
$48.69 |
$0 |
0 |
0% |
-87,000 |
-1,873 |
0 |
N/A |
|
DE |
Deere & Co |
435 |
Closed |
$404.69 |
$0 |
0 |
0% |
-210,000 |
-511 |
0 |
Farm & Construction M... |
|
IYW |
iShares Trust DJ US Sector |
470 |
Closed |
$155.88 |
$0 |
0 |
0% |
-125,000 |
-924 |
0 |
Closed - End Fund - E... |
|
CVS |
CVS/Caremark Corp |
457 |
Closed |
$56.39 |
$0 |
0 |
0% |
-415,000 |
-5,203 |
0 |
Drug Stores |
|
VCIT |
Vanguard Intermediate-Term |
442 |
Closed |
$81.53 |
$0 |
0 |
0% |
-72,000 |
-900 |
0 |
Closed - End Fund - Debt |
|
RYU |
Invesco S&P 500 Equal Weigh... |
463 |
Closed |
$67.29 |
$0 |
0 |
0% |
-5,000 |
-80 |
0 |
Closed - End Fund - E... |
|
JKK |
iShares Trust Small Growth ... |
449 |
Closed |
$49.40 |
$0 |
0 |
0% |
-3,000 |
-57 |
0 |
Closed - End Fund - E... |
|
SCZ |
ISHARES MSCI EAFE SM |
428 |
Closed |
$63.74 |
$0 |
0 |
0% |
-4,000 |
-65 |
0 |
Closed - End Fund - E... |
|
SPHQ |
Powershares S&P 500 High Q |
469 |
Closed |
$66.67 |
$0 |
0 |
0% |
-5,000 |
-89 |
0 |
Closed - End Fund - Debt |
|
DEO |
Diageo Plc (ADR) |
456 |
Closed |
$127.75 |
$0 |
0 |
0% |
-299,000 |
-2,009 |
0 |
Beverage - Brewers |
|
VV |
Vanguard Large Cap VIPERS |
441 |
Closed |
$266.27 |
$0 |
0 |
0% |
-5,000 |
-20 |
0 |
Closed - End Fund - E... |
|
PXLG |
Invesco Russell Top 200 Pur... |
462 |
Closed |
$105.50 |
$0 |
0 |
0% |
-5,000 |
-46 |
0 |
N/A |
|