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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
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39 |
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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 |
|
GSEW |
Goldman Sachs Equal Weight ... |
19 |
New |
$0.00 |
$5,931,000 |
88,436 |
0.9% |
5,931,000 |
88,436 |
0.74 |
N/A |
|
|
USFR |
Wisdomtree Bloomberg Floati... |
26 |
New |
$50.45 |
$4,610,000 |
91,750 |
0.7% |
4,610,000 |
91,750 |
0.017 |
N/A |
|
|
BSCO |
Invesco BulletShares 2024 C... |
49 |
New |
$21.05 |
$2,042,000 |
97,758 |
0.31% |
2,042,000 |
97,758 |
0.019 |
N/A |
|
|
BUFR |
First Tr Exchng Traded Fd Vi |
106 |
New |
$0.00 |
$716,000 |
26,960 |
0.11% |
716,000 |
26,960 |
0.03 |
N/A |
|
|
UNP |
Union Pacific Corp |
203 |
New |
$246.54 |
$258,000 |
1,049 |
0.04% |
258,000 |
1,049 |
0 |
Railroads |
|
|
GM |
General Motors Co |
213 |
New |
$42.66 |
$247,000 |
6,867 |
0.04% |
247,000 |
6,867 |
0.001 |
Auto Manufacturers |
|
|
ZTS |
Zoetis Inc. |
217 |
New |
$173.28 |
$237,000 |
1,199 |
0.04% |
237,000 |
1,199 |
0 |
Drugs - Generic |
|
|
CTAS |
Cintas Corp |
218 |
New |
$692.40 |
$235,000 |
390 |
0.04% |
235,000 |
390 |
0 |
Business Services |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
233 |
New |
$93.77 |
$215,000 |
2,394 |
0.03% |
215,000 |
2,394 |
0.003 |
N/A |
|
|
AIG |
American International Grou... |
235 |
New |
$78.90 |
$211,000 |
3,115 |
0.03% |
211,000 |
3,115 |
0 |
Property & Casualty I... |
|
|
CB |
Chubb Ltd (ACE Ltd) |
238 |
New |
$252.97 |
$208,000 |
921 |
0.03% |
208,000 |
921 |
0 |
Property & Casualty I... |
|
|
C |
Citigroup Inc |
239 |
New |
$64.24 |
$205,000 |
3,981 |
0.03% |
205,000 |
3,981 |
0 |
Domestic Money Center... |
|
|
INTU |
Intuit Inc |
240 |
New |
$655.13 |
$204,000 |
326 |
0.03% |
204,000 |
326 |
0 |
Application Software |
|
|
LULU |
Lululemon Athletica Inc |
241 |
New |
$346.85 |
$202,000 |
395 |
0.03% |
202,000 |
395 |
0 |
Textile - Apparel Clo... |
|
|
GSEP |
Ft Vest Us Equity Moderate ... |
270 |
New |
$0.00 |
$89,000 |
2,807 |
0.01% |
89,000 |
2,807 |
0.031 |
N/A |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
282 |
New |
$86.66 |
$66,000 |
877 |
0.01% |
66,000 |
877 |
0 |
Closed - End Fund - E... |
|
|
SPYV |
SPDR Dow Jones Wilshire Lar... |
297 |
New |
$49.89 |
$54,000 |
1,159 |
0.01% |
54,000 |
1,159 |
0 |
Closed - End Fund - E... |
|
|
FTXL |
First Trust Nasdaq Semicond... |
311 |
New |
$0.00 |
$44,000 |
541 |
0.01% |
44,000 |
541 |
0 |
N/A |
|
|
DFIV |
Dimensional International V... |
315 |
New |
$37.99 |
$42,000 |
1,216 |
0.01% |
42,000 |
1,216 |
0 |
N/A |
|
|
PID |
PowerShares Exchange-Traded... |
327 |
New |
$18.86 |
$38,000 |
2,070 |
0.01% |
38,000 |
2,070 |
0 |
Closed - End Fund - Debt |
|
|
CIU |
iShares Barclays Intermedia... |
330 |
New |
$51.26 |
$33,000 |
638 |
0.01% |
33,000 |
638 |
0 |
Closed - End Fund - E... |
|
|
MBG |
Spdr Brcly Captl Mrtg Bkd |
331 |
New |
$21.62 |
$33,000 |
1,484 |
0.01% |
33,000 |
1,484 |
0 |
Gambling/Resorts |
|
|
PLW |
Invesco 1-30 Laddered Treas... |
341 |
New |
$27.69 |
$24,000 |
832 |
0% |
24,000 |
832 |
0.008 |
Closed - End Fund - Debt |
|
|
DVY |
iShares Dow Select Div |
345 |
New |
$125.56 |
$23,000 |
200 |
0% |
23,000 |
200 |
0 |
Closed - End Fund - E... |
|
|
IVE |
iShares S&P 500/BARRA Value |
348 |
New |
$186.05 |
$22,000 |
126 |
0% |
22,000 |
126 |
0 |
Closed - End Fund - E... |
|
|
IJK |
iShares S&P mC400/BARRA GR |
347 |
New |
$91.12 |
$22,000 |
276 |
0% |
22,000 |
276 |
0 |
Closed - End Fund - E... |
|
|
VPU |
Vanguard Utilities VIPERS |
352 |
New |
$157.23 |
$20,000 |
148 |
0% |
20,000 |
148 |
0 |
Closed - End Fund - E... |
|
|
TLO |
Talon Metals Corp |
362 |
New |
$27.30 |
$16,000 |
568 |
0% |
16,000 |
568 |
0 |
Closed - End Fund - E... |
|
|
ITE |
Spdr Brcly Cap Intrmd Trm |
369 |
New |
$27.96 |
$14,000 |
497 |
0% |
14,000 |
497 |
0 |
Closed - End Fund - E... |
|
|
IEI |
iShares Barclays 3-7 Year T... |
364 |
New |
$115.20 |
$14,000 |
119 |
0% |
14,000 |
119 |
0 |
Closed - End Fund - E... |
|
|
KOMP |
Spdr S&p Kensho New Economi... |
375 |
New |
$0.00 |
$13,000 |
280 |
0% |
13,000 |
280 |
0 |
N/A |
|
|
XT |
Ishares Exponential Technol... |
373 |
New |
$0.00 |
$13,000 |
225 |
0% |
13,000 |
225 |
0 |
N/A |
|
|
AVDE |
Avantis International Equit... |
379 |
New |
$65.22 |
$10,000 |
160 |
0% |
10,000 |
160 |
0.005 |
N/A |
|
|
PBW |
Invesco WilderHill Clean En... |
389 |
New |
$22.19 |
$7,000 |
225 |
0% |
7,000 |
225 |
0.001 |
Closed - End Fund - Debt |
|
|
VIS |
Vanguard Industrials ETF |
391 |
New |
$244.04 |
$6,000 |
25 |
0% |
6,000 |
25 |
0 |
Closed - End Fund - E... |
|
|
SGMO |
Sangamo Biosciences Inc |
397 |
New |
$0.52 |
$5,000 |
10,000 |
0% |
5,000 |
10,000 |
0.007 |
Biotechnology |
|
|
SCHY |
Schwab International Divide... |
399 |
New |
$0.00 |
$4,000 |
145 |
0% |
4,000 |
145 |
0 |
N/A |
|
|
IWL |
iShares Trust |
420 |
New |
$129.10 |
$1,000 |
13 |
0% |
1,000 |
13 |
0 |
Closed - End Fund - Debt |
|
|
RWR |
Dow Jones Wilshire REIT |
453 |
New |
$93.08 |
$0 |
2 |
0% |
0 |
2 |
0 |
Closed - End Fund - E... |
|
