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  Name: GUARDIAN WEALTH ADVISORS LLC / NC
  City: RALEIGH
  State: NC
  Zip: 27609
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $817,197,000
  Total Value Change : $159,162,000
  Securities Held Change : 12
   
All Securities Held : 452
  New Positions : 37
  Closed Positions : 30
  Increased Positions : 164
  Unchanged Positions : 116
  Decreased Positions : 135

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 30     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
   (EMC)1 Year Chart         EMC Global X Emerging Markets G... 444 Closed $0.00 $0 0 0% -275,000 -10,826 0    N/A
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 465 Closed $275.32 $0 0 0% -210,000 -932 0    Independent Oil & Gas
   (KOMP)1 Year Chart         KOMP Spdr S&p Kensho New Economi... 451 Closed $0.00 $0 0 0% -13,000 -280 0    N/A
   (ARKF)1 Year Chart         ARKF Ark Fintech Innovation Etf 475 Closed $0.00 $0 0 0% -13,000 -470 0    N/A
   (CLY)1 Year Chart         CLY iShares Trust 458 Closed $49.75 $0 0 0% 0 -1 0    Closed - End Fund - Debt
   (IWY)1 Year Chart         IWY iShares Trust 464 Closed $199.37 $0 0 0% -71,000 -404 0    N/A
   (SGMO)1 Year Chart         SGMO Sangamo Biosciences Inc 450 Closed $0.52 $0 0 0% -5,000 -10,000 0    Biotechnology
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 474 Closed $48.60 $0 0 0% -54,000 -1,159 0    Closed - End Fund - E...
   (IWL)1 Year Chart         IWL iShares Trust 457 Closed $127.66 $0 0 0% -1,000 -13 0    Closed - End Fund - Debt
   (EUFN)1 Year Chart         EUFN Ishares Msci Europe Financi... 463 Closed $23.92 $0 0 0% -155,000 -7,386 0    N/A
   (PCY)1 Year Chart         PCY Invesco Emerging Markets S 449 Closed $20.08 $0 0 0% -44,000 -2,119 0    Closed - End Fund - E...
   (KNDI)1 Year Chart         KNDI Kandi Technologies Corp 473 Closed $2.46 $0 0 0% -29,000 -10,500 0    Gold
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 456 Closed $114.29 $0 0 0% -14,000 -119 0    Closed - End Fund - E...
   (IYLD)1 Year Chart         IYLD Ishares Morningstar Multi A... 480 Closed $0.00 $0 0 0% -5,000 -261 0    N/A
   (AOM)1 Year Chart         AOM iShares Trust 462 Closed $42.30 $0 0 0% 0 -4 0    Closed - End Fund - Debt
   (XDEC)1 Year Chart         XDEC Ft Cboe Vest Us Equity Enh ... 448 Closed $0.00 $0 0 0% -1,000 -30 0    N/A
   (BITO)1 Year Chart         BITO Proshares Bitcoin Strategy Etf 472 Closed $0.00 $0 0 0% -36,000 -1,756 0    N/A
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 454 Closed $69.38 $0 0 0% -23,000 -322 0    Closed - End Fund - Debt
   (XT)1 Year Chart         XT Ishares Exponential Technol... 479 Closed $0.00 $0 0 0% -13,000 -225 0    N/A
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 461 Closed $55.32 $0 0 0% 0 -5 0    Closed - End Fund - Debt
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 447 Closed $51.06 $0 0 0% -53,000 -1,032 0    Closed - End Fund - E...
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 471 Closed $64.08 $0 0 0% -275,000 -3,395 0    Biotechnology
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 453 Closed $169.44 $0 0 0% -237,000 -1,199 0    Drugs - Generic
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 477 Closed $302.90 $0 0 0% -202,000 -395 0    Textile - Apparel Clo...
   (FTGS)1 Year Chart         FTGS First Trust Growth Strength... 460 Closed $0.00 $0 0 0% -10,000 -369 0    N/A
   (GM)1 Year Chart         GM General Motors Co 445 Closed $42.66 $0 0 0% -247,000 -6,867 0    Auto Manufacturers
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 466 Closed $50.87 $0 0 0% -33,000 -638 0    Closed - End Fund - E...
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm 452 Closed $27.71 $0 0 0% -14,000 -497 0    Closed - End Fund - E...
   (SDIV)1 Year Chart         SDIV Global X Superdividend Etf 476 Closed $22.67 $0 0 0% -8,000 -360 0    N/A
   (ITB)1 Year Chart         ITB iShares Dow Jones U.S. Home... 459 Closed $0.00 $0 0 0% -3,000 -25 0    Closed - End Fund - E...

      30 Records Found
  1    
Page 1 of 1
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