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Home > Institutional Investor > Guardian Wealth Advisors, Llc > Profile

Instuitional Investor - Guardian Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Guardian Wealth Advisors, Llc
Portfolio Value $168,926,103
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 39,989 $24,706,992 14.63%
2.
Vanguard Tax-Managed Fds
 386,914 $22,057,978 13.06%
3.
Ishares Trust
 IEF 79,873 $17,235,714 10.2%
4.
Ishares Trust
 IEF 241,078 $14,951,666 8.85%
5.
Spdr Series Trust
 104,714 $9,981,369 5.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)