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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CATCATERPILLAR INC | 4,147 | $2.0B | 0.13% | |
| 102 | GSGOLDMAN SACHS GROUP INC | 2,466 | $2.0B | 0.13% | |
| 103 | JNJJOHNSON & JOHNSON | 9,998 | $1.9B | 0.12% | |
| 104 | XOMEXXON MOBIL CORP | 16,316 | $1.8B | 0.12% | |
| 105 | IWVISHARES TR | 4,804 | $1.8B | 0.12% | |
| 106 | VGTVANGUARD WORLD FD | 2,334 | $1.7B | 0.11% | |
| 107 | SPYDSPDR SERIES TRUST | 38,705 | $1.7B | 0.11% | |
| 108 | IJHISHARES TR | 26,018 | $1.7B | 0.11% | |
| 109 | UNHUNITEDHEALTH GROUP INC | 4,779 | $1.7B | 0.11% | |
| 110 | MUBISHARES TR | 15,330 | $1.6B | 0.11% | |
| 111 | SIXGETF SER SOLUTIONS | 26,271 | $1.6B | 0.11% | |
| 112 | DISDISNEY WALT CO | 13,671 | $1.6B | 0.10% | |
| 113 | PLTRPALANTIR TECHNOLOGIES INC | 8,143 | $1.5B | 0.10% | |
| 114 | IWDISHARES TR | 7,286 | $1.5B | 0.10% | |
| 115 | OCOWENS CORNING NEW | 10,000 | $1.4B | 0.09% | |
| 116 | CSCOCISCO SYS INC | 20,062 | $1.4B | 0.09% | |
| 117 | MAMASTERCARD INCORPORATED | 2,402 | $1.4B | 0.09% | |
| 118 | TBILRBB FD INC | 26,998 | $1.3B | 0.09% | |
| 119 | UUPINVESCO DB US DLR INDEX TR | 48,683 | $1.3B | 0.09% | |
| 120 | SOSOUTHERN CO | 14,088 | $1.3B | 0.09% | |
| 121 | AQLTISHARES TR | 15,077 | $1.3B | 0.09% | |
| 122 | RTXRTX CORPORATION | 7,571 | $1.3B | 0.08% | |
| 123 | CVXCHEVRON CORP NEW | 8,144 | $1.3B | 0.08% | |
| 124 | LOWLOWES COS INC | 4,962 | $1.2B | 0.08% | |
| 125 | BILSPDR SERIES TRUST | 13,528 | $1.2B | 0.08% | |
| 126 | MCDMCDONALDS CORP | 4,057 | $1.2B | 0.08% | |
| 127 | MCKMCKESSON CORP | 1,594 | $1.2B | 0.08% | |
| 128 | VUGVANGUARD INDEX FDS | 2,487 | $1.2B | 0.08% | |
| 129 | BSCSINVESCO EXCH TRD SLF IDX FD | 57,448 | $1.2B | 0.08% | |
| 130 | QQQMINVESCO EXCH TRADED FD TR II | 4,777 | $1.2B | 0.08% | |
| 131 | AMDADVANCED MICRO DEVICES INC | 7,263 | $1.2B | 0.08% | |
| 132 | GQ9SPDR GOLD TR | 3,295 | $1.2B | 0.08% | |
| 133 | AQLTISHARES TR | 8,136 | $1.2B | 0.07% | |
| 134 | SKYYFIRST TR EXCHANGE TRADED FD | 8,378 | $1.1B | 0.07% | |
| 135 | ISRGINTUITIVE SURGICAL INC | 2,501 | $1.1B | 0.07% | |
| 136 | KOCOCA COLA CO | 16,708 | $1.1B | 0.07% | |
| 137 | BSCQINVESCO EXCH TRD SLF IDX FD | 55,617 | $1.1B | 0.07% | |
| 138 | TAT&T INC | 38,316 | $1.1B | 0.07% | |
| 139 | BSCRINVESCO EXCH TRD SLF IDX FD | 54,863 | $1.1B | 0.07% | |
| 140 | PFEPFIZER INC | 42,200 | $1.1B | 0.07% | |
| 141 | BLKBLACKROCK INC | 915 | $1.1B | 0.07% | |
| 142 | QCOMQUALCOMM INC | 6,280 | $1.0B | 0.07% | |
| 143 | BABOEING CO | 4,832 | $1.0B | 0.07% | |
| 144 | NSCNORFOLK SOUTHN CORP | 3,466 | $1.0B | 0.07% | |
| 145 | CRMSALESFORCE INC | 4,377 | $1.0B | 0.07% | |
| 146 | IJRISHARES TR | 8,659 | $1.0B | 0.07% | |
| 147 | NFLXNETFLIX INC | 831 | $996.3M | 0.06% | |
| 148 | DUKDUKE ENERGY CORP NEW | 7,726 | $956.1M | 0.06% | |
| 149 | VTVVANGUARD INDEX FDS | 5,079 | $951.3M | 0.06% | |
| 150 | AXPAMERICAN EXPRESS CO | 2,856 | $948.8M | 0.06% | |
| 151 | IEMGISHARES INC | 14,091 | $928.9M | 0.06% | |
| 152 | PEPPEPSICO INC | 6,547 | $919.5M | 0.06% | |
| 153 | IWRISHARES TR | 9,427 | $910.2M | 0.06% | |
| 154 | NEENEXTERA ENERGY INC | 11,873 | $896.3M | 0.06% | |
| 155 | ABTABBOTT LABS | 6,657 | $891.6M | 0.06% | |
| 156 | MUMICRON TECHNOLOGY INC | 5,129 | $858.1M | 0.06% | |
| 157 | UNPUNION PAC CORP | 3,625 | $856.8M | 0.06% | |
| 158 | MRKMERCK & CO INC | 9,960 | $836.0M | 0.05% | |
| 159 | COWZPACER FDS TR | 14,516 | $834.2M | 0.05% | |
| 160 | ACNACCENTURE PLC IRELAND | 3,342 | $824.0M | 0.05% | |
| 161 | BACVERIZON COMMUNICATIONS INC | 17,944 | $788.6M | 0.05% | |
| 162 | FSIGFIRST TR EXCHANGE-TRADED FD | 41,000 | $787.6M | 0.05% | |
| 163 | TRVTRAVELERS COMPANIES INC | 2,807 | $783.8M | 0.05% | |
| 164 | WFCWELLS FARGO CO NEW | 9,270 | $777.0M | 0.05% | |
| 165 | CDNSCADENCE DESIGN SYSTEM INC | 2,203 | $773.8M | 0.05% | |
| 166 | HONHONEYWELL INTL INC | 3,567 | $750.9M | 0.05% | |
| 167 | CGSDCAPITAL GRP FIXED INCM ETF T | 28,650 | $744.3M | 0.05% | |
| 168 | LRCXLAM RESEARCH CORP | 5,514 | $738.3M | 0.05% | |
| 169 | GISGENERAL MLS INC | 14,573 | $734.8M | 0.05% | |
| 170 | IDYNBLACKROCK ETF TRUST | 8,667 | $715.7M | 0.05% | |
| 171 | VCITVANGUARD SCOTTSDALE FDS | 8,356 | $702.9M | 0.05% | |
| 172 | EFGISHARES TR | 6,146 | $699.9M | 0.05% | |
| 173 | IEVISHARES TR | 10,578 | $692.6M | 0.04% | |
| 174 | CPHCCANTERBURY PK HLDG CORP | 41,682 | $686.1M | 0.04% | |
| 175 | WMWASTE MGMT INC DEL | 3,094 | $683.2M | 0.04% | |
| 176 | SHOPSHOPIFY INC | 4,546 | $675.6M | 0.04% | |
| 177 | IXCISHARES TR | 16,102 | $672.3M | 0.04% | |
| 178 | AMATAPPLIED MATLS INC | 3,273 | $670.2M | 0.04% | |
| 179 | IUSBISHARES TR | 13,964 | $652.2M | 0.04% | |
| 180 | 4I1PHILIP MORRIS INTL INC | 3,968 | $643.6M | 0.04% | |
| 181 | VCSHVANGUARD SCOTTSDALE FDS | 7,975 | $637.4M | 0.04% | |
| 182 | FNBF N B CORP | 38,214 | $615.6M | 0.04% | |
| 183 | METMETLIFE INC | 7,440 | $612.8M | 0.04% | |
| 184 | GEGE AEROSPACE | 1,990 | $598.8M | 0.04% | |
| 185 | RODMLATTICE STRATEGIES TR | 16,637 | $591.0M | 0.04% | |
| 186 | LMTLOCKHEED MARTIN CORP | 1,180 | $589.0M | 0.04% | |
| 187 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,099 | $586.2M | 0.04% | |
| 188 | JEPQJ P MORGAN EXCHANGE TRADED F | 10,189 | $586.1M | 0.04% | |
| 189 | MIGASTRATEGY INC | 1,754 | $565.2M | 0.04% | |
| 190 | IXNISHARES TR | 5,449 | $562.3M | 0.04% | |
| 191 | IGROISHARES TR | 7,058 | $562.3M | 0.04% | |
| 192 | EMREMERSON ELEC CO | 4,260 | $558.8M | 0.04% | |
| 193 | LINLINDE PLC | 1,154 | $548.3M | 0.04% | |
| 194 | DFACDIMENSIONAL ETF TRUST | 14,088 | $543.4M | 0.04% | |
| 195 | BKBANK NEW YORK MELLON CORP | 4,948 | $539.1M | 0.03% | |
| 196 | SYKSTRYKER CORPORATION | 1,456 | $538.4M | 0.03% | |
| 197 | TMOTHERMO FISHER SCIENTIFIC INC | 1,109 | $538.0M | 0.03% | |
| 198 | SPLVINVESCO EXCH TRADED FD TR II | 7,319 | $537.8M | 0.03% | |
| 199 | IBMINTERNATIONAL BUSINESS MACHS | 1,878 | $529.8M | 0.03% | |
| 200 | CITCINTAS CORP | 2,577 | $528.9M | 0.03% |