GUARDIAN WEALTH ADVISORS, LLC / NC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GW GUARDIAN WEALTH ADVISORS, LLC / NC | Institutional Filer | ▼ 1.33% | $1.59B | 602 |
Current Portfolio Holdings
Showing all 602 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | — | 4.5M | $187.7M | 11.82% |
| 2 | DRSK | ETF SER SOLUTIONS | — | 4.5M | $123.2M | 7.76% |
| 3 | SCHX | SCHWAB STRATEGIC TR | — | 2.8M | $71.1M | 4.48% |
| 4 | OSCV | ETF SER SOLUTIONS | — | 1.5M | $60.7M | 3.82% |
| 5 | VOO | VANGUARD INDEX FDS | — | 99K | $59.3M | 3.74% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 1.3M | $53.4M | 3.37% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 1.5M | $49.3M | 3.11% |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 645K | $44.1M | 2.77% |
| 9 | LQTI | FIRST TR EXCHANGE-TRADED FD | — | 2.1M | $40.3M | 2.54% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | — | 575K | $36.8M | 2.32% |
| 11 | NVDA | NVIDIA Corporation | Technology | 210K | $36.6M | 2.30% |
| 12 | FRDM | EA SERIES TRUST | — | 611K | $33.4M | 2.10% |
| 13 | AAPL | Apple Inc. | Technology | 126K | $31.9M | 2.01% |
| 14 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 614K | $28.9M | 1.82% |
| 15 | GSEW | GOLDMAN SACHS ETF TR | — | 297K | $25.1M | 1.58% |
Showing 1 to 15 of 602 holdings