Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $156,492,347
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 39,241 $21,951,083 14.08%
2.
Vanguard Tax-Managed Fds
 380,499 $19,340,763 12.41%
3.
Ishares Trust
 IEF 76,679 $15,296,636 9.81%
4.
Ishares Trust
 IEF 222,703 $12,994,739 8.34%
5.
Invesco Qqq Tr
 17,116 $8,026,052 5.15%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)