13F-HR filed by GUARDIAN WEALTH ADVISORS, LLC / NC
GUARDIAN WEALTH ADVISORS, LLC / NC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 518 holding rows worth $1,269,050,646.
- Accession
- 0001398344-25-002781
- Filer
- CIK 1901403
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 518 entries on the cover page, a total value of $1,269,050,646 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,269,050,646 with VALUE read as dollars as filed, 13F file number 028-21945. The quarter's positions are built on this report. The resolved quarter.
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 |
|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | 78463X756 | S&P EMKTSC ETF | 10 | $586 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 11 | $551 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 8 | $537 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33734X127 | ENERGY ALPHADX | 30 | $490 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E203 | NY ARCA BIOTECH | 2 | $335 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 7 | $317 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 3 | $286 | dollars as filed | |
| Schwab 5-10 Year Corporate Bond ETF | 808524698 | SHS | 12 | $265 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R720 | NASDQ ARTFCIAL | 5 | $225 | dollars as filed | |
| SPDR SERIES TRUST | 78464A607 | ST STR DOW REIT | 2 | $198 | dollars as filed | |
| ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF | 02072L201 | ETF | 8 | $192 | dollars as filed | |
| INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF | 46138E735 | ETF | 5 | $158 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 6 | $146 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 1 | $66 | dollars as filed | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 3 | $59 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E727 | RAFI EMRGNG MRKT | 1 | $20 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D101 | NO AMER ENERGY | 0 | $16 | dollars as filed | Amount filed as zero, left out of ratios. |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 0 | $13 | dollars as filed | Amount filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-25-002781 | this filing | 2025-02-14 | acceptance time not in the bulk data set |