13F-HR filed by GUARDIAN WEALTH ADVISORS, LLC / NC
GUARDIAN WEALTH ADVISORS, LLC / NC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 550 holding rows worth $1,420,229,374.
- Accession
- 0001398344-25-015391
- Filer
- CIK 1901403
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 550 entries on the cover page, a total value of $1,420,229,374 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,420,229,374 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 |
|---|---|---|---|---|---|---|
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 60 | $6,463 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 210 | $6,059 | dollars as filed | |
| SPDR SERIES TRUST | 78464A789 | ST STR SP INS | 100 | $5,974 | dollars as filed | |
| ISHARES TR | 464288836 | U.S. PHARMA ETF | 87 | $5,687 | dollars as filed | |
| ISHARES TR | 464287192 | US TRSPRTION | 80 | $5,483 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 230 | $5,285 | dollars as filed | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 24 | $5,153 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 66 | $5,104 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 23 | $5,058 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 113 | $4,752 | dollars as filed | |
| PROSHARES ULTRAPRO DOW30 | 74347X823 | UIT EXCHANGE TRADED | 50 | $4,721 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 106 | $4,679 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 30 | $4,269 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 35 | $3,962 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 27 | $3,923 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G847 | GBL CLEAN ENRG | 290 | $3,654 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X176 | TECH ALPHADEX | 23 | $3,619 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 121 | $3,591 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 78 | $3,228 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 13 | $3,117 | dollars as filed | |
| ISHARES TR | 464287838 | U.S. BAS MTL ETF | 20 | $2,800 | dollars as filed | |
| WISDOMTREE TR | 97717Y543 | ARTI INT INN FD | 112 | $2,751 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X150 | INDLS PROD DUR | 37 | $2,746 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 25 | $2,391 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 28 | $2,262 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R886 | DORSEY WRIGHT | 90 | $2,063 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 94 | $1,989 | dollars as filed | |
| ISHARES FALLEN ANGELS USD BOND ETF | 46435G474 | ETF | 73 | $1,981 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X135 | FINLS ALPHADEX | 32 | $1,794 | dollars as filed | |
| JPMORGAN DVRSFD RTRN INTRNL EQT ETF | 46641Q209 | COM | 27 | $1,732 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 15 | $1,352 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R860 | NASDAQ BK ETF | 40 | $1,321 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 14 | $1,256 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X143 | HLTH CARE ALPH | 12 | $1,244 | dollars as filed | |
| U.S. GLOBAL JETS ETF | 26922A842 | ETF | 48 | $1,103 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 32 | $987 | dollars as filed | |
| VANECK ETF TRUST | 92189F700 | AGRIBUSINESS ETF | 9 | $663 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X756 | S&P EMKTSC ETF | 10 | $620 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 8 | $600 | dollars as filed | |
| AMPLIFY ETF TR | 032108557 | ETHO CLI LEA ETF | 10 | $581 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 15 | $504 | 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 | $455 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E203 | NY ARCA BIOTECH | 2 | $325 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R720 | NASDQ ARTFCIAL | 5 | $242 | dollars as filed | |
| ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF | 02072L201 | ETF | 8 | $223 | dollars as filed | |
| INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF | 46138E735 | ETF | 5 | $195 | dollars as filed | |
| SPDR SERIES TRUST | 78464A607 | ST STR DOW REIT | 2 | $193 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 1 | $45 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524672 | INTERNL DIVID | 1 | $18 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-25-015391 | this filing | 2025-08-14 | acceptance time not in the bulk data set |