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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 : 2024-06-30
  Total Value : $855,078,000
  Total Value Change : $37,881,000
  Securities Held Change : -14
   
All Securities Held : 438
  New Positions : 20
  Closed Positions : 35
  Increased Positions : 103
  Unchanged Positions : 140
  Decreased Positions : 175

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

      35 Records Found
  1    
Page 1 of 1
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