13F-HR filed by GUARDIAN WEALTH ADVISORS, LLC / NC
GUARDIAN WEALTH ADVISORS, LLC / NC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 528 holding rows worth $1,250,384,987.
- Accession
- 0001398344-25-009451
- Filer
- CIK 1901403
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 528 entries on the cover page, a total value of $1,250,384,987 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,250,384,987 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 |
|---|---|---|---|---|---|---|
| ISHARES FALLEN ANGELS USD BOND ETF | 46435G474 | ETF | 73 | $1,956 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R886 | DORSEY WRIGHT | 90 | $1,800 | dollars as filed | |
| iShares High Yield Systematic Bond ETF | 46435G250 | SHS | 38 | $1,789 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X135 | FINLS ALPHADEX | 32 | $1,696 | dollars as filed | |
| JPMORGAN DVRSFD RTRN INTRNL EQT ETF | 46641Q209 | COM | 27 | $1,543 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 25 | $1,440 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E628 | KBW BK ETF | 20 | $1,255 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 15 | $1,254 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X143 | HLTH CARE ALPH | 12 | $1,243 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R860 | NASDAQ BK ETF | 40 | $1,216 | dollars as filed | |
| U.S. GLOBAL JETS ETF | 26922A842 | ETF | 48 | $997 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 32 | $986 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 11 | $966 | dollars as filed | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 42 | $843 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 33 | $722 | dollars as filed | |
| VANECK ETF TRUST | 92189F700 | AGRIBUSINESS ETF | 9 | $611 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X756 | S&P EMKTSC ETF | 10 | $566 | dollars as filed | |
| AMPLIFY ETF TR | 032108557 | ETHO CLI LEA ETF | 10 | $550 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 8 | $548 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 10 | $501 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33734X127 | ENERGY ALPHADX | 30 | $496 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 11 | $366 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E203 | NY ARCA BIOTECH | 2 | $343 | dollars as filed | |
| ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF | 02072L201 | ETF | 8 | $204 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R720 | NASDQ ARTFCIAL | 5 | $203 | dollars as filed | |
| SPDR SERIES TRUST | 78464A607 | ST STR DOW REIT | 2 | $198 | dollars as filed | |
| INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF | 46138E735 | ETF | 5 | $167 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E727 | RAFI EMRGNG MRKT | 1 | $22 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-25-009451 | this filing | 2025-05-15 | acceptance time not in the bulk data set |