GUARDIAN WEALTH ADVISORS, LLC / NC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.4T
Holdings
550
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (550 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWVISHARES TR | 4,795 | $1.7B | 0.12% | |
| 102 | UNHUNITEDHEALTH GROUP INC | 5,347 | $1.7B | 0.12% | |
| 103 | IJHISHARES TR | 26,221 | $1.6B | 0.11% | |
| 104 | COWZPACER FDS TR | 29,488 | $1.6B | 0.11% | |
| 105 | CATCATERPILLAR INC | 4,141 | $1.6B | 0.11% | |
| 106 | MUBISHARES TR | 15,229 | $1.6B | 0.11% | |
| 107 | JNJJOHNSON & JOHNSON | 9,873 | $1.5B | 0.11% | |
| 108 | SIXGETF SER SOLUTIONS | 26,471 | $1.4B | 0.10% | |
| 109 | CSCOCISCO SYS INC | 19,980 | $1.4B | 0.10% | |
| 110 | VGTVANGUARD WORLD FD | 2,083 | $1.4B | 0.10% | |
| 111 | OCOWENS CORNING NEW | 10,000 | $1.4B | 0.10% | |
| 112 | MAMASTERCARD INCORPORATED | 2,407 | $1.4B | 0.10% | |
| 113 | ISRGINTUITIVE SURGICAL INC | 2,489 | $1.4B | 0.10% | |
| 114 | IWDISHARES TR | 6,775 | $1.3B | 0.09% | |
| 115 | SOSOUTHERN CO | 14,055 | $1.3B | 0.09% | |
| 116 | MBBISHARES TR | 13,595 | $1.3B | 0.09% | |
| 117 | CRMSALESFORCE INC | 4,597 | $1.3B | 0.09% | |
| 118 | AQLTISHARES TR | 14,977 | $1.3B | 0.09% | |
| 119 | BILSPDR SERIES TRUST | 13,528 | $1.2B | 0.09% | |
| 120 | KOCOCA COLA CO | 17,477 | $1.2B | 0.09% | |
| 121 | MCKMCKESSON CORP | 1,598 | $1.2B | 0.08% | |
| 122 | IBMINTERNATIONAL BUSINESS MACHS | 3,951 | $1.2B | 0.08% | |
| 123 | MCDMCDONALDS CORP | 3,963 | $1.2B | 0.08% | |
| 124 | TAT&T INC | 39,629 | $1.1B | 0.08% | |
| 125 | CVXCHEVRON CORP NEW | 7,930 | $1.1B | 0.08% | |
| 126 | BSCQINVESCO EXCH TRD SLF IDX FD | 57,512 | $1.1B | 0.08% | |
| 127 | KHPIMANAGED PORTFOLIO SERIES | 43,641 | $1.1B | 0.08% | |
| 128 | BSCRINVESCO EXCH TRD SLF IDX FD | 55,991 | $1.1B | 0.08% | |
| 129 | VUGVANGUARD INDEX FDS | 2,474 | $1.1B | 0.08% | |
| 130 | LOWLOWES COS INC | 4,880 | $1.1B | 0.08% | |
| 131 | RTXRTX CORPORATION | 7,415 | $1.1B | 0.08% | |
| 132 | QQQMINVESCO EXCH TRADED FD TR II | 4,763 | $1.1B | 0.08% | |
| 133 | AQLTISHARES TR | 8,136 | $1.1B | 0.08% | |
| 134 | NOWSERVICENOW INC | 1,037 | $1.1B | 0.08% | |
| 135 | NFLXNETFLIX INC | 795 | $1.1B | 0.07% | |
| 136 | IEMGISHARES INC | 17,711 | $1.1B | 0.07% | |
| 137 | ABTABBOTT LABS | 7,610 | $1.0B | 0.07% | |
| 138 | SKYYFIRST TR EXCHANGE TRADED FD | 8,383 | $1.0B | 0.07% | |
| 139 | AMDADVANCED MICRO DEVICES INC | 7,163 | $1.0B | 0.07% | |
| 140 | GQ9SPDR GOLD TR | 3,308 | $1.0B | 0.07% | |
| 141 | PFEPFIZER INC | 41,482 | $1.0B | 0.07% | |
| 142 | QCOMQUALCOMM INC | 6,297 | $1.0B | 0.07% | |
| 143 | DUKDUKE ENERGY CORP NEW | 8,488 | $1.0B | 0.07% | |
| 144 | PLTRPALANTIR TECHNOLOGIES INC | 7,256 | $989.1M | 0.07% | |
| 145 | ACNACCENTURE PLC IRELAND | 3,308 | $988.6M | 0.07% | |
| 146 | BABOEING CO | 4,688 | $982.3M | 0.07% | |
| 147 | BLKBLACKROCK INC | 915 | $960.2M | 0.07% | |
| 148 | IJRISHARES TR | 8,637 | $943.9M | 0.07% | |
| 149 | AXPAMERICAN EXPRESS CO | 2,786 | $888.8M | 0.06% | |
| 150 | GISGENERAL MLS INC | 17,129 | $887.5M | 0.06% | |
| 151 | NSCNORFOLK SOUTHN CORP | 3,442 | $881.1M | 0.06% | |
| 152 | IWRISHARES TR | 9,504 | $874.1M | 0.06% | |
| 153 | FSIGFIRST TR EXCHANGE-TRADED FD | 45,000 | $860.4M | 0.06% | |
| 154 | VCSHVANGUARD SCOTTSDALE FDS | 10,818 | $860.0M | 0.06% | |
| 155 | VTVVANGUARD INDEX FDS | 4,830 | $858.1M | 0.06% | |
| 156 | PEPPEPSICO INC | 6,462 | $853.2M | 0.06% | |
| 157 | TBILRBB FD INC | 17,013 | $850.6M | 0.06% | |
| 158 | HONHONEYWELL INTL INC | 3,581 | $834.0M | 0.06% | |
| 159 | NEENEXTERA ENERGY INC | 11,994 | $832.7M | 0.06% | |
| 160 | UNPUNION PAC CORP | 3,614 | $831.6M | 0.06% | |
| 161 | 4I1PHILIP MORRIS INTL INC | 4,547 | $828.1M | 0.06% | |
| 162 | CPHCCANTERBURY PK HLDG CORP | 42,982 | $813.2M | 0.06% | |
| 163 | MRKMERCK & CO INC | 9,944 | $787.1M | 0.06% | |
| 164 | BACVERIZON COMMUNICATIONS INC | 17,647 | $763.6M | 0.05% | |
| 165 | TRVTRAVELERS COMPANIES INC | 2,791 | $746.6M | 0.05% | |
| 166 | CGSDCAPITAL GRP FIXED INCM ETF T | 28,650 | $743.0M | 0.05% | |
| 167 | MIGAMICROSTRATEGY INC | 1,772 | $716.4M | 0.05% | |
| 168 | WMWASTE MGMT INC DEL | 3,121 | $714.1M | 0.05% | |
| 169 | EMREMERSON ELEC CO | 5,262 | $701.6M | 0.05% | |
| 170 | CDNSCADENCE DESIGN SYSTEM INC | 2,189 | $674.5M | 0.05% | |
| 171 | IEVISHARES TR | 10,578 | $669.0M | 0.05% | |
| 172 | MUMICRON TECHNOLOGY INC | 5,356 | $660.2M | 0.05% | |
| 173 | IXUSISHARES TR | 8,282 | $640.3M | 0.05% | |
| 174 | IXCISHARES TR | 16,102 | $632.6M | 0.04% | |
| 175 | WFCWELLS FARGO CO NEW | 7,812 | $625.9M | 0.04% | |
| 176 | AMATAPPLIED MATLS INC | 3,360 | $615.1M | 0.04% | |
| 177 | RSPINVESCO EXCHANGE TRADED FD T | 3,235 | $587.9M | 0.04% | |
| 178 | ADBEADOBE INC | 1,506 | $582.4M | 0.04% | |
| 179 | SYKSTRYKER CORPORATION | 1,469 | $581.3M | 0.04% | |
| 180 | TFCTRUIST FINL CORP | 13,520 | $581.2M | 0.04% | |
| 181 | MKLMARKEL GROUP INC | 288 | $575.2M | 0.04% | |
| 182 | CITCINTAS CORP | 2,578 | $574.5M | 0.04% | |
| 183 | IGROISHARES TR | 7,258 | $572.6M | 0.04% | |
| 184 | SHOPSHOPIFY INC | 4,947 | $570.6M | 0.04% | |
| 185 | RODMLATTICE STRATEGIES TR | 16,637 | $567.3M | 0.04% | |
| 186 | LMTLOCKHEED MARTIN CORP | 1,209 | $559.9M | 0.04% | |
| 187 | FNBF N B CORP | 38,183 | $556.7M | 0.04% | |
| 188 | JEPQJ P MORGAN EXCHANGE TRADED F | 10,189 | $554.3M | 0.04% | |
| 189 | MDLZMONDELEZ INTL INC | 8,158 | $550.2M | 0.04% | |
| 190 | METMETLIFE INC | 6,840 | $550.1M | 0.04% | |
| 191 | SBUXSTARBUCKS CORP | 5,878 | $538.6M | 0.04% | |
| 192 | SPLVINVESCO EXCH TRADED FD TR II | 7,387 | $537.9M | 0.04% | |
| 193 | TXNTEXAS INSTRS INC | 2,590 | $537.7M | 0.04% | |
| 194 | LRCXLAM RESEARCH CORP | 5,524 | $537.7M | 0.04% | |
| 195 | SCHOSCHWAB STRATEGIC TR | 21,380 | $521.2M | 0.04% | |
| 196 | DFACDIMENSIONAL ETF TRUST | 14,051 | $503.6M | 0.04% | |
| 197 | IXNISHARES TR | 5,449 | $503.1M | 0.04% | |
| 198 | CRWDCROWDSTRIKE HLDGS INC | 975 | $496.6M | 0.03% | |
| 199 | LINLINDE PLC | 1,044 | $489.9M | 0.03% | |
| 200 | TMOTHERMO FISHER SCIENTIFIC INC | 1,193 | $483.8M | 0.03% |