GUARDIAN WEALTH ADVISORS, LLC / NC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.5T
Holdings
355
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (355 positions)
| Stock | Value |
|---|---|
ACIOETF SER SOLUTIONS | $189.7M |
DRSKETF SER SOLUTIONS | $124.2M |
SCHXSCHWAB STRATEGIC TR | $65.7M |
OSCVETF SER SOLUTIONS | $58.7M |
VOOVANGUARD INDEX FDS | $58.5M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $49.9M |
BUFRFIRST TR EXCHNG TRADED FD VI | $49.3M |
RDVYFIRST TR EXCHANGE TRADED FD | $40.6M |
NVDANVIDIA CORPORATION | $37.6M |
VEAVANGUARD TAX-MANAGED FDS | $32.4M |
AAPLAPPLE INC | $31.9M |
LQTIFIRST TR EXCHANGE-TRADED FD | $31.3M |
FRDMEA SERIES TRUST | $27.8M |
JCPBJ P MORGAN EXCHANGE TRADED F | $27.0M |
GSEWGOLDMAN SACHS ETF TR | $25.8M |
MSFTMICROSOFT CORP | $21.5M |
ADMEETF SER SOLUTIONS | $20.4M |
USFRWISDOMTREE TR | $19.0M |
DUBSETF SER SOLUTIONS | $16.7M |
SDVYFIRST TR EXCHANGE-TRADED FD | $16.7M |
IVVISHARES TR | $16.4M |
JUCYETF SER SOLUTIONS | $15.9M |
SPYSPDR S&P 500 ETF TR | $15.7M |
TSLATESLA INC | $14.5M |
DBNDDOUBLELINE ETF TRUST | $14.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $13.7M |
ITOTISHARES TR | $13.0M |
AVGOBROADCOM INC | $12.9M |
DFAIDIMENSIONAL ETF TRUST | $12.5M |
JEPIJ P MORGAN EXCHANGE TRADED F | $11.9M |
AMZNAMAZON COM INC | $11.7M |
EFVISHARES TR | $11.6M |
HDHOME DEPOT INC | $11.3M |
GOOGLALPHABET INC | $10.7M |
ONEQFIDELITY COMWLTH TR | $9.6M |
JPMJPMORGAN CHASE & CO. | $9.2M |
SPYMSPDR SERIES TRUST | $8.7M |
XHLFBONDBLOXX ETF TRUST | $7.7M |
VVISA INC | $7.2M |
QUALISHARES TR | $7.2M |
VTIVANGUARD INDEX FDS | $6.6M |
CGGRCAPITAL GROUP GROWTH ETF | $6.5M |
WMTWALMART INC | $6.5M |
VXUSVANGUARD STAR FDS | $6.4M |
VIGVANGUARD SPECIALIZED FUNDS | $6.3M |
XCEMCOLUMBIA ETF TR II | $6.1M |
VONGVANGUARD SCOTTSDALE FDS | $6.1M |
NDQINVESCO QQQ TR | $5.5M |
VOVANGUARD INDEX FDS | $5.3M |
BOXXEA SERIES TRUST | $4.9M |
DFCFDIMENSIONAL ETF TRUST | $4.8M |
SHPROSHARES TR | $4.8M |
JPSTJ P MORGAN EXCHANGE TRADED F | $4.7M |
INFLLISTED FDS TR | $4.5M |
DGROISHARES TR | $4.3M |
GOOGALPHABET INC | $4.2M |
BSCPINVESCO EXCH TRD SLF IDX FD | $3.8M |
METAMETA PLATFORMS INC | $3.8M |
LLYELI LILLY & CO | $3.7M |
FTCSFIRST TR EXCHANGE-TRADED FD | $3.7M |
IWBISHARES TR | $3.6M |
BKAGBNY MELLON ETF TRUST | $3.5M |
QQEWFIRST TR EXCHANGE-TRADED FD | $3.4M |
DONSPDR DOW JONES INDL AVERAGE | $3.4M |
BRBROADRIDGE FINL SOLUTIONS IN | $3.4M |
EDOWFIRST TR EXCHANGE-TRADED FD | $3.4M |
FTGCFIRST TR EXCHANGE TRAD FD VI | $3.3M |
PGRPROGRESSIVE CORP | $3.2M |
FTSMFIRST TR EXCHANGE-TRADED FD | $3.2M |
ORCLORACLE CORP | $3.2M |
USMVISHARES TR | $3.2M |
PWRQUANTA SVCS INC | $3.1M |
BSCTINVESCO EXCH TRD SLF IDX FD | $3.0M |
PHYS/USPROTT ASSET MANAGEMENT LP | $2.9M |
DDECFIRST TR EXCHNG TRADED FD VI | $2.9M |
PSLV/USPROTT ASSET MANAGEMENT LP | $2.8M |
ABBVABBVIE INC | $2.8M |
FLOTISHARES TR | $2.7M |
VRIGINVESCO ACTIVELY MANAGED EXC | $2.7M |
CPRTCOPART INC | $2.7M |
XETYXEATON VANCE TAX-MANAGED DIVE | $2.6M |
KHPIMANAGED PORTFOLIO SERIES | $2.6M |
BACBANK AMERICA CORP | $2.6M |
PGPROCTER AND GAMBLE CO | $2.5M |
ROPROPER TECHNOLOGIES INC | $2.5M |
SCHKSCHWAB STRATEGIC TR | $2.4M |
VMIVALMONT INDS INC | $2.4M |
FBNDFIDELITY MERRIMACK STR TR | $2.3M |
FCNCAFIRST CTZNS BANCSHARES INC D | $2.3M |
VBVANGUARD INDEX FDS | $2.3M |
FANGDIAMONDBACK ENERGY INC | $2.3M |
AMTAMERICAN TOWER CORP NEW | $2.3M |
FNDFSCHWAB STRATEGIC TR | $2.2M |
PPAINVESCO EXCHANGE TRADED FD T | $2.2M |
CHECHEMED CORP NEW | $2.2M |
COSTCOSTCO WHSL CORP NEW | $2.1M |
MOATVANECK ETF TRUST | $2.1M |
NOWSERVICENOW INC | $2.0M |
TFCTRUIST FINL CORP | $2.0M |
MBBISHARES TR | $2.0M |
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