13F-HR filed by Guardian Partners Inc.
Guardian Partners Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-16, with 169 holding rows worth $967,643,092.
- Accession
- 0001062993-25-009577
- Filer
- CIK 1884799
- Filed
- 2025-05-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A combination report, 169 entries on the cover page, a total value of $967,643,092 stated on the cover page (in dollars after the unit check, H1), rows summing to $967,643,092 with VALUE read as dollars as filed, 13F file number 028-21632. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerHardman Johnston Global Advisors LLC028-05210
- reports for this filerNight Owl Capital Management, LLC028-12639
- reports for this filerMawer Investment Management Ltd.028-14623
- reports for this filerGalibier Capital Management Ltd.028-19119
- reports for this filerPembroke Management, LTD028-15085
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ROYAL BK CDA COM | 780087102 | Stock | 481,621 | $54,753,813 | dollars as filed | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 671,207 | $39,980,859 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 772,545 | $33,982,555 | dollars as filed | |
| BANK MONTREAL MEDIUM COM | 063671101 | Stock | 349,913 | $31,778,603 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 631,816 | $30,150,260 | dollars as filed | |
| BANK NOVA SCOTIA B C COM | 064149107 | Stock | 631,738 | $29,532,197 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 65,305 | $24,449,539 | dollars as filed | |
| CANADIANNATLRYCOF | 136375102 | STOK | 234,478 | $22,127,787 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 90,917 | $21,900,087 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 391,334 | $19,069,706 | dollars as filed | |
| CANADIAN IMPERIAL BANK OF COMM COM | 136069101 | Stock | 323,443 | $18,779,642 | dollars as filed | |
| Apple Inc | 037833100 | COM | 88,554 | $18,121,917 | dollars as filed | |
| NUTRIEN LTD COM | 67077M108 | Stock | 331,703 | $16,991,281 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 53,146 | $16,925,938 | dollars as filed | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 113004105 | Stock | 317,177 | $15,477,549 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 125,009 | $15,178,593 | dollars as filed | |
| ISHARES INC ETF MSCI GLOBAL GOLD MINERS ETF NEW | 46434G855 | ETF | 366,100 | $14,918,575 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 533,520 | $14,896,983 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 94,030 | $14,610,381 | dollars as filed | |
| ING GROEP N.V. SPONSORED ADR | 456837103 | ADR | 729,274 | $14,301,063 | dollars as filed | |
| ISHARES MSCI JAPAN VALUE ETF | 46435U374 | ETF | 417,830 | $14,009,840 | dollars as filed | |
| FORTIS INC | 349553107 | COM | 298,308 | $13,899,760 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 279,100 | $13,748,130 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 130,660 | $13,205,806 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 48,551 | $13,180,625 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 138,660 | $13,167,154 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 88,478 | $12,586,880 | dollars as filed | |
| NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS | 636274409 | STOK | 170,671 | $12,238,817 | dollars as filed | |
| TELUS CORPORATION COM | 87971M103 | Stock | 831,475 | $12,079,658 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 22,167 | $11,748,732 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 421,428 | $10,763,271 | dollars as filed | |
| IMPERIAL OIL LTD COM NEW | 453038408 | Stock | 162,372 | $10,520,559 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 183,485 | $9,728,375 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 9,929 | $9,689,115 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 68,335 | $9,340,028 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 84,695 | $9,247,847 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 270,084 | $9,140,399 | dollars as filed | |
| SUN LIFE FINANCIAL INC. COM | 866796105 | Stock | 161,604 | $9,021,572 | dollars as filed | |
| PEMBINA PIPELINE CORP COM | 706327103 | Stock | 240,350 | $8,836,368 | dollars as filed | |
| TC ENERGY CORP | 87807B107 | COM | 178,570 | $8,425,993 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 128,738 | $7,891,639 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 49,679 | $7,717,633 | dollars as filed | |
| TOTALENERGIES SE | 89151E109 | SPONSORED ADS | 129,358 | $7,593,315 | dollars as filed | |
| ROGERS COMMUNICATIONS INC CL B | 775109200 | Stock | 303,510 | $7,347,338 | dollars as filed | |
| American Express Company | 025816109 | COM | 27,837 | $7,241,517 | dollars as filed | |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | 606822104 | ADR | 576,015 | $6,958,261 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 63,703 | $6,907,316 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 43,026 | $6,789,933 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 55,766 | $6,707,534 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 14,883 | $6,369,329 | dollars as filed | |
| SPY | 78462F103 | SHS | 11,582 | $6,201,234 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 40,722 | $6,195,852 | dollars as filed | |
| MAGNA INTL INC COM | 559222401 | Stock | 188,825 | $6,066,751 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 50,487 | $5,764,176 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 40,871 | $5,370,449 | dollars as filed | |
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 50,592 | $5,342,515 | dollars as filed | |
| MANULIFE FINL CORP | 56501R106 | COM | 179,891 | $5,164,742 | dollars as filed | |
| OPEN TEXT CORP COM | 683715106 | Stock | 203,426 | $5,082,823 | dollars as filed | |
| DIAGEO PLC SPON ADR NEW | 25243Q205 | ADR | 45,437 | $5,041,235 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 47,095 | $5,040,107 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 13,888 | $5,005,930 | dollars as filed | |
| BCE INC COM NEW | 05534B760 | Stock | 226,579 | $4,855,264 | dollars as filed | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 100,087 | $4,842,209 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 58,990 | $4,791,758 | dollars as filed | |
| ABCELLERA BIOLOGICS INC COM | 00288U106 | Stock | 1,786,414 | $4,519,627 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 5,417 | $4,492,968 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 51,903 | $4,298,087 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 30,083 | $4,225,458 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 70,378 | $4,038,993 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 57,347 | $3,896,155 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E628 | KBW BK ETF | 64,801 | $3,812,891 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 14,215 | $3,716,938 | dollars as filed | |
| THOMSON REUTERS CORP COM | 884903808 | Stock | 21,021 | $3,697,974 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 146,711 | $3,284,859 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 46,977 | $3,218,394 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 49,959 | $3,208,367 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 40,125 | $2,949,188 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 4,820 | $2,872,961 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 14,573 | $2,860,826 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 32,010 | $2,794,153 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 14,492 | $2,731,750 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 5,946 | $2,538,169 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,958 | $2,520,815 | dollars as filed | |
| BROOKFIELD INFRASTRUCTURE PA | G16252101 | LP INT UNIT | 85,250 | $2,406,951 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 67,015 | $2,358,258 | dollars as filed | |
| SPROTT ASSET MANAGEMENT LP | 85208R101 | PHYSICAL GOLD AN | 79,277 | $2,244,676 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,027 | $2,121,464 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 12,460 | $1,965,191 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 5,882 | $1,706,074 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 350 | $1,655,861 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 68,500 | $1,567,965 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 30,280 | $1,563,962 | dollars as filed | |
| CGI INC CL A SUB VTG | 12532H104 | Stock | 14,536 | $1,465,013 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 19,690 | $1,452,531 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 13,816 | $1,419,041 | dollars as filed | |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | PARTNERSHIP UNIT | 65,007 | $1,389,851 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 19,156 | $1,348,054 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 4,570 | $1,341,478 | dollars as filed | |
| Linde plc | G54950103 | COM | 2,941 | $1,318,186 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 7,450 | $1,317,980 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 32,345 | $1,309,577 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 2,300 | $1,217,413 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 13,550 | $1,189,079 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 25,150 | $1,104,840 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 4,112 | $1,065,337 | dollars as filed | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 29,930 | $1,005,916 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 11,807 | $976,085 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 5,725 | $962,430 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 1,596 | $879,524 | dollars as filed | |
| GRANITESHARES ETF TR | 38747R108 | BBG COMMD K 1 | 41,621 | $868,976 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 3,023 | $833,320 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 8,694 | $796,892 | dollars as filed | |
| ARK ETF TR | 00214Q302 | GENOMIC REV ETF | 34,800 | $757,596 | dollars as filed | |
| ISHARES INC | 464286475 | EM MKT SM-CP ETF | 12,674 | $717,729 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 7,314 | $714,578 | dollars as filed | |
| CORNING INC | 219350105 | COM | 16,620 | $714,161 | dollars as filed | |
| Invesco S&P MidCap Momentum ETF | 46137V464 | SHS | 6,344 | $707,673 | dollars as filed | |
| GLOBAL X FDS | 37954Y830 | GLOBAL X COPPER | 17,400 | $663,984 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 1,970 | $659,674 | dollars as filed | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 127,496 | $645,544 | dollars as filed | |
| TRANSALTA CORP | 89346D107 | COM | 75,954 | $628,552 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 11,797 | $627,600 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 53,246 | $615,302 | dollars as filed | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 22,188 | $590,118 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,723 | $576,120 | dollars as filed | |
| INVESCO DB MULTI-SECTOR COMM | 46140H106 | AGRICULTURE FD | 20,953 | $565,102 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 14,549 | $563,774 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 9,375 | $549,000 | dollars as filed | |
| WHEATON PRECIOUS METALS CORP COM | 962879102 | Stock | 6,840 | $537,951 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,002 | $521,311 | dollars as filed | |
| VTI | 922908769 | COM | 1,975 | $520,096 | dollars as filed | |
| SOUTH BOW CORP COM | 83671M105 | Stock | 17,975 | $429,766 | dollars as filed | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 6,790 | $410,552 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 5,213 | $406,614 | dollars as filed | |
| MARKETAXESS HLDGS INC | 57060D108 | COM | 1,715 | $373,167 | dollars as filed | |
| FRANCO NEV CORP COM | 351858105 | Stock | 2,231 | $366,870 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,270 | $365,963 | dollars as filed | |
| WISDOMTREE EUROPE HEDGED EQUITY FUND | 97717X701 | ETF | 7,783 | $360,742 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,116 | $350,685 | dollars as filed | |
| AMERIS BANCORP | 03076K108 | COM | 6,200 | $344,162 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,370 | $335,501 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 6,595 | $333,641 | dollars as filed | |
| BXP INC COM | 101121101 | REIT | 5,035 | $328,735 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 3,445 | $323,451 | dollars as filed | |
| ISHARES U S ETF TR | 46431W705 | INT RT HDG C B | 3,544 | $321,299 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,655 | $314,588 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 2,882 | $306,443 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 343 | $306,141 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 2,195 | $298,652 | dollars as filed | |
| SPDR S&P Homebuilders ETF | 78464A888 | SHS | 3,110 | $286,276 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 600 | $272,736 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 9,620 | $261,568 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,475 | $260,278 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,513 | $253,361 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 695 | $247,712 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,510 | $243,997 | dollars as filed | |
| BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | 11276H106 | Stock | 6,815 | $239,354 | dollars as filed | |
| FIRST TR NAS100 EQ WEIGHTED | 337344105 | SHS | 2,050 | $239,235 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 2,140 | $235,678 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 4,000 | $235,120 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 470 | $231,273 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,050 | $230,769 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,695 | $212,204 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 2,030 | $206,228 | dollars as filed | |
| VEREN INC | 92340V107 | COM NEW | 28,028 | $161,300 | dollars as filed | |
| SPROTT PHYSICAL SILVER TR | 85207K107 | TR UNIT | 13,450 | $151,447 | dollars as filed | |
| HECLA MNG CO | 422704106 | COM | 20,000 | $116,200 | dollars as filed | |
| ENERGY FUELS INC | 292671708 | COM NEW | 12,750 | $55,104 | dollars as filed | |
| KULR TECHNOLOGY GROUP INC | 50125G109 | COM | 20,000 | $24,800 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001062993-25-009577 | this filing | 2025-05-16 | acceptance time not in the bulk data set |