GUARDIAN WEALTH ADVISORS, LLC / NC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.3T
Holdings
518
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (518 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MIGAMICROSTRATEGY INC | 1,557 | $451.0M | 0.04% | |
| 202 | DHRDANAHER CORPORATION | 1,963 | $450.6M | 0.04% | |
| 203 | XFEBFIRST TR EXCH TRADED FD III | 25,095 | $444.2M | 0.04% | |
| 204 | LINLINDE PLC | 1,054 | $441.3M | 0.03% | |
| 205 | AMGNAMGEN INC | 1,670 | $435.3M | 0.03% | |
| 206 | PNCPNC FINL SVCS GROUP INC | 2,218 | $427.7M | 0.03% | |
| 207 | VRTXVERTEX PHARMACEUTICALS INC | 1,062 | $427.5M | 0.03% | |
| 208 | SYKSTRYKER CORPORATION | 1,164 | $419.1M | 0.03% | |
| 209 | LHLABCORP HOLDINGS INC | 1,811 | $415.3M | 0.03% | |
| 210 | CSQCALAMOS STRATEGIC TOTAL RETU | 23,324 | $413.1M | 0.03% | |
| 211 | TCAFT ROWE PRICE ETF INC | 12,285 | $408.7M | 0.03% | |
| 212 | AFLAFLAC INC | 3,944 | $408.0M | 0.03% | |
| 213 | BKNGBOOKING HOLDINGS INC | 82 | $407.4M | 0.03% | |
| 214 | TAT&T INC | 17,803 | $405.4M | 0.03% | |
| 215 | IBMINTERNATIONAL BUSINESS MACHS | 1,832 | $402.8M | 0.03% | |
| 216 | IVWISHARES TR | 3,944 | $400.4M | 0.03% | |
| 217 | SNPSSYNOPSYS INC | 801 | $388.8M | 0.03% | |
| 218 | LRCXLAM RESEARCH CORP | 5,379 | $388.5M | 0.03% | |
| 219 | PLTRPALANTIR TECHNOLOGIES INC | 5,073 | $383.7M | 0.03% | |
| 220 | SCHMSCHWAB STRATEGIC TR | 13,841 | $383.5M | 0.03% | |
| 221 | REETISHARES TR | 15,995 | $383.4M | 0.03% | |
| 222 | URIUNITED RENTALS INC | 539 | $379.3M | 0.03% | |
| 223 | FCNCAFIRST CTZNS BANCSHARES INC N | 179 | $378.2M | 0.03% | |
| 224 | MRSHMARSH & MCLENNAN COS INC | 1,770 | $376.0M | 0.03% | |
| 225 | ADPAUTOMATIC DATA PROCESSING IN | 1,280 | $374.7M | 0.03% | |
| 226 | SCHDSCHWAB STRATEGIC TR | 13,546 | $370.1M | 0.03% | |
| 227 | BAHBOOZ ALLEN HAMILTON HLDG COR | 2,871 | $369.4M | 0.03% | |
| 228 | NXTGFIRST TR EXCHANGE TRADED FD | 4,230 | $360.8M | 0.03% | |
| 229 | MDLZMONDELEZ INTL INC | 6,019 | $359.5M | 0.03% | |
| 230 | ALSALLSTATE CORP | 1,833 | $353.4M | 0.03% | |
| 231 | VGITVANGUARD SCOTTSDALE FDS | 6,068 | $351.9M | 0.03% | |
| 232 | APDAIR PRODS & CHEMS INC | 1,212 | $351.5M | 0.03% | |
| 233 | KMIKINDER MORGAN INC DEL | 12,817 | $351.2M | 0.03% | |
| 234 | ESGUISHARES TR | 2,665 | $343.4M | 0.03% | |
| 235 | CMCSACOMCAST CORP NEW | 9,002 | $337.8M | 0.03% | |
| 236 | IWFISHARES TR | 810 | $325.3M | 0.03% | |
| 237 | VONEVANGUARD SCOTTSDALE FDS | 1,218 | $324.9M | 0.03% | |
| 238 | DEDEERE & CO | 766 | $324.4M | 0.03% | |
| 239 | BNDXVANGUARD CHARLOTTE FDS | 6,601 | $323.8M | 0.03% | |
| 240 | TJXTJX COS INC NEW | 2,676 | $323.3M | 0.03% | |
| 241 | FBTCFIDELITY WISE ORIGIN BITCOIN | 3,874 | $316.0M | 0.02% | |
| 242 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,589 | $313.8M | 0.02% | |
| 243 | PAYXPAYCHEX INC | 2,229 | $312.6M | 0.02% | |
| 244 | MPCMARATHON PETE CORP | 2,240 | $312.4M | 0.02% | |
| 245 | USBUS BANCORP DEL | 6,365 | $304.5M | 0.02% | |
| 246 | CMECME GROUP INC | 1,294 | $300.5M | 0.02% | |
| 247 | PCGGLITMAN GREGORY FDS TR | 25,477 | $300.1M | 0.02% | |
| 248 | NKENIKE INC | 3,941 | $298.2M | 0.02% | |
| 249 | GILDGILEAD SCIENCES INC | 3,227 | $298.1M | 0.02% | |
| 250 | ASMLASML HOLDING N V | 428 | $296.4M | 0.02% | |
| 251 | DYNFBLACKROCK ETF TRUST | 5,740 | $294.2M | 0.02% | |
| 252 | IBITISHARES BITCOIN TRUST ETF | 5,544 | $294.1M | 0.02% | |
| 253 | BMYBRISTOL-MYERS SQUIBB CO | 5,198 | $294.0M | 0.02% | |
| 254 | CSLCARLISLE COS INC | 792 | $292.1M | 0.02% | |
| 255 | DALDELTA AIR LINES INC DEL | 4,812 | $291.1M | 0.02% | |
| 256 | CBCHUBB LIMITED | 1,051 | $290.4M | 0.02% | |
| 257 | IYWISHARES TR | 1,805 | $288.0M | 0.02% | |
| 258 | UPSUNITED PARCEL SERVICE INC | 2,261 | $285.1M | 0.02% | |
| 259 | REGNREGENERON PHARMACEUTICALS | 397 | $282.8M | 0.02% | |
| 260 | PKSTPEAKSTONE REALTY TRUST | 25,218 | $279.2M | 0.02% | |
| 261 | NOWSERVICENOW INC | 263 | $278.8M | 0.02% | |
| 262 | MDTMEDTRONIC PLC | 3,371 | $269.3M | 0.02% | |
| 263 | AEPAMERICAN ELEC PWR CO INC | 2,913 | $268.7M | 0.02% | |
| 264 | ELVELEVANCE HEALTH INC | 723 | $266.7M | 0.02% | |
| 265 | NVSNNOVARTIS AG | 2,733 | $265.9M | 0.02% | |
| 266 | AIGAMERICAN INTL GROUP INC | 3,652 | $265.9M | 0.02% | |
| 267 | MOALTRIA GROUP INC | 5,018 | $262.4M | 0.02% | |
| 268 | DWDMORGAN STANLEY | 2,062 | $259.2M | 0.02% | |
| 269 | TRVCCITIGROUP INC | 3,679 | $259.0M | 0.02% | |
| 270 | A4SAMERIPRISE FINL INC | 485 | $258.2M | 0.02% | |
| 271 | BUFGFIRST TR EXCHNG TRADED FD VI | 10,511 | $257.5M | 0.02% | |
| 272 | ARKKARK ETF TR | 4,528 | $257.1M | 0.02% | |
| 273 | MDYSPDR S&P MIDCAP 400 ETF TR | 451 | $257.0M | 0.02% | |
| 274 | XJULFIRST TR EXCHNG TRADED FD VI | 7,165 | $254.1M | 0.02% | |
| 275 | AJGGALLAGHER ARTHUR J & CO | 890 | $252.6M | 0.02% | |
| 276 | TMUST-MOBILE US INC | 1,142 | $252.1M | 0.02% | |
| 277 | DHID R HORTON INC | 1,796 | $251.1M | 0.02% | |
| 278 | MANHMANHATTAN ASSOCIATES INC | 929 | $251.1M | 0.02% | |
| 279 | ANETARISTA NETWORKS INC | 2,248 | $248.5M | 0.02% | |
| 280 | SRPTSAREPTA THERAPEUTICS INC | 2,004 | $243.7M | 0.02% | |
| 281 | MTBM & T BK CORP | 1,296 | $243.7M | 0.02% | |
| 282 | LHXL3HARRIS TECHNOLOGIES INC | 1,157 | $243.3M | 0.02% | |
| 283 | VLOVALERO ENERGY CORP | 1,979 | $242.6M | 0.02% | |
| 284 | RSGREPUBLIC SVCS INC | 1,204 | $242.2M | 0.02% | |
| 285 | NUENUCOR CORP | 2,065 | $241.0M | 0.02% | |
| 286 | SMMDISHARES TR | 3,538 | $240.6M | 0.02% | |
| 287 | CITHE CIGNA GROUP | 871 | $240.5M | 0.02% | |
| 288 | GMGENERAL MTRS CO | 4,469 | $238.1M | 0.02% | |
| 289 | VBRVANGUARD INDEX FDS | 1,182 | $234.3M | 0.02% | |
| 290 | ISCBISHARES TR | 3,972 | $233.0M | 0.02% | |
| 291 | CRWDCROWDSTRIKE HLDGS INC | 680 | $232.7M | 0.02% | |
| 292 | BSXBOSTON SCIENTIFIC CORP | 2,598 | $232.1M | 0.02% | |
| 293 | SCHWSCHWAB CHARLES CORP | 3,133 | $231.9M | 0.02% | |
| 294 | INTUINTUIT | 369 | $231.6M | 0.02% | |
| 295 | PRFZINVESCO EXCHANGE TRADED FD T | 5,513 | $229.4M | 0.02% | |
| 296 | PHMPULTE GROUP INC | 2,103 | $229.0M | 0.02% | |
| 297 | PYPLPAYPAL HLDGS INC | 2,673 | $228.1M | 0.02% | |
| 298 | GDGENERAL DYNAMICS CORP | 856 | $225.5M | 0.02% | |
| 299 | JSMDJANUS DETROIT STR TR | 2,966 | $222.7M | 0.02% | |
| 300 | WRBBERKLEY W R CORP | 3,781 | $221.3M | 0.02% |