Guardian Wealth Advisors, Nc 13F annual report
Guardian Wealth Advisors, Nc is an investment fund managing more than $850 billion ran by Christian Keedy. There are currently 214 companies in Mr. Keedy’s portfolio. The largest investments include Etf Ser Solutions and Etf Ser Solutions, together worth $277 billion.
$850 billion Assets Under Management (AUM)
As of 7th August 2024, Guardian Wealth Advisors, Nc’s top holding is 6,788,013 shares of Etf Ser Solutions currently worth over $226 billion and making up 26.6% of the portfolio value.
In addition, the fund holds 2,199,698 shares of Etf Ser Solutions worth $50.9 billion.
The third-largest holding is Schwab Strategic Tr worth $54.2 billion and the next is First Tr Exchng Traded Fd Vi worth $42.8 billion, with 1,393,958 shares owned.
Currently, Guardian Wealth Advisors, Nc's portfolio is worth at least $850 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Guardian Wealth Advisors, Nc
The Guardian Wealth Advisors, Nc office and employees reside in Raleigh, North Carolina. According to the last 13-F report filed with the SEC, Christian Keedy serves as the Chief Compliance Officer at Guardian Wealth Advisors, Nc.
Recent trades
In the most recent 13F filing, Guardian Wealth Advisors, Nc revealed that it had opened a new position in
Etf Ser Solutions and bought 2,199,698 shares worth $50.9 billion.
The investment fund also strengthened its position in Etf Ser Solutions by buying
584,845 additional shares.
This makes their stake in Etf Ser Solutions total 6,788,013 shares worth $226 billion.
On the other hand, there are companies that Guardian Wealth Advisors, Nc is getting rid of from its portfolio.
Guardian Wealth Advisors, Nc closed its position in Royal Bk Cda on 14th August 2024.
It sold the previously owned 5,377 shares for $544 million.
Christian Keedy also disclosed a decreased stake in BondBloxx ETF Trust by 0.1%.
This leaves the value of the investment at $31.7 billion and 629,918 shares.
One of the average hedge funds
The two most similar investment funds to Guardian Wealth Advisors, Nc are Bramshill Investments and Marble Harbor Investment Counsel. They manage $849 billion and $849 billion respectively.
Christian Keedy investment strategy
Guardian Wealth Advisors, Nc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 7.3% of
the total portfolio value.
The fund focuses on investments in the United States as
47.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
44% of the total holdings value.
On the other hand, small-cap stocks make up only 2.3% of the portfolio.
The average market cap of the portfolio companies is close to $169 billion.
The complete list of Guardian Wealth Advisors, Nc trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Etf Ser Solutions |
9.43%
6,788,013
|
$225,824,645,000 | 26.57% |
| Etf Ser Solutions |
Opened
2,199,698
|
$50,879,018,000 | 5.99% |
| Schwab Strategic Tr |
16.59%
879,838
|
$54,244,707,000 | 6.38% |
| First Tr Exchng Traded Fd Vi |
374.02%
1,393,958
|
$42,815,423,000 | 5.04% |
| BondBloxx ETF Trust |
12.38%
629,918
|
$31,672,274,000 | 3.73% |
| Capital Group Dividend Value |
31.18%
894,761
|
$29,527,294,000 | 3.47% |
| First Tr Exchange-traded Fd |
13.62%
627,380
|
$33,560,711,000 | 3.95% |
| NVIDIA Corp |
888.99%
156,696
|
$19,358,274,000 | 2.28% |
| Apple Inc |
1.50%
88,180
|
$18,572,474,000 | 2.19% |
| J P Morgan Exchange Traded F |
20.78%
664,812
|
$33,490,350,000 | 3.94% |
| Microsoft Corporation |
0.88%
34,498
|
$15,418,734,000 | 1.81% |
| Vanguard Index Fds |
30.03%
74,348
|
$25,063,297,000 | 2.95% |
| Wisdomtree Tr |
146.34%
235,701
|
$11,906,432,000 | 1.40% |
| Spdr S&p 500 Etf Tr |
5.83%
21,299
|
$11,591,404,000 | 1.36% |
| Dimensional Etf Trust |
6.35%
325,851
|
$9,762,609,000 | 1.15% |
| Fidelity Comwlth Tr |
2.26%
111,358
|
$7,787,236,000 | 0.92% |
| Alphabet Inc |
1.52%
49,386
|
$9,004,665,000 | 1.06% |
| Broadcom Inc |
3.42%
4,401
|
$7,065,763,000 | 0.83% |
| Goldman Sachs Etf Tr |
10.93%
98,099
|
$6,980,252,000 | 0.82% |
| Amazon.com Inc. |
1.73%
34,274
|
$6,623,453,000 | 0.78% |
| Spdr Ser Tr |
4.73%
150,984
|
$9,006,777,000 | 1.06% |
| Vanguard Specialized Funds |
8.41%
30,719
|
$5,607,833,000 | 0.66% |
| Berkshire Hathaway Inc. |
20.95%
12,973
|
$5,277,416,000 | 0.62% |
| Columbia Etf Tr Ii |
6.60%
160,682
|
$5,128,977,000 | 0.60% |
| JPMorgan Chase & Co. |
0.66%
24,182
|
$4,891,123,000 | 0.58% |
| Eli Lilly & Co |
2.07%
4,885
|
$4,422,933,000 | 0.52% |
| Walmart Inc |
228.17%
51,641
|
$3,496,636,000 | 0.41% |
| Unitedhealth Group Inc |
5.25%
6,235
|
$3,175,453,000 | 0.37% |
| Listed Fd Tr |
18.94%
90,101
|
$2,944,508,000 | 0.35% |
| Visa Inc |
4.24%
10,435
|
$2,738,920,000 | 0.32% |
| Ishares Tr |
10.78%
170,354
|
$13,944,946,000 | 1.64% |
| Procter And Gamble Co |
2.11%
16,395
|
$2,703,862,000 | 0.32% |
| First Tr Exchange Trad Fd Vi |
19.48%
109,300
|
$2,613,373,000 | 0.31% |
| First Tr Nas100 Eq Weighted |
5.19%
21,066
|
$2,597,239,000 | 0.31% |
| Spdr Dow Jones Indl Average |
1.31%
6,499
|
$2,541,867,000 | 0.30% |
| Capital Group Growth Etf |
82.50%
74,232
|
$2,441,490,000 | 0.29% |
| Tesla Inc |
0.66%
12,337
|
$2,441,246,000 | 0.29% |
| Eaton Vance Tax-managed Dive |
2.47%
172,763
|
$2,427,318,000 | 0.29% |
| Progressive Corp. |
0.37%
11,054
|
$2,296,120,000 | 0.27% |
| Roper Technologies Inc |
2.78%
3,844
|
$2,166,644,000 | 0.25% |
| Powershares Actively Managed |
11.98%
85,163
|
$2,141,278,000 | 0.25% |
| Invesco Exch Trd Slf Idx Fd |
2.49%
107,129
|
$2,271,378,000 | 0.27% |
| Adobe Inc |
9.51%
3,810
|
$2,116,607,000 | 0.25% |
| Copart, Inc. |
1.54%
38,963
|
$2,110,236,000 | 0.25% |
| Broadridge Finl Solutions In |
1.86%
10,709
|
$2,109,666,000 | 0.25% |
| Meta Platforms Inc |
10.98%
4,032
|
$2,032,809,000 | 0.24% |
| Pacer Fds Tr |
28.57%
38,154
|
$2,016,675,000 | 0.24% |
| Home Depot, Inc. |
5.10%
5,432
|
$1,869,942,000 | 0.22% |
| Exxon Mobil Corp. |
24.32%
16,007
|
$1,842,732,000 | 0.22% |
| Diamondback Energy Inc |
14.03%
9,176
|
$1,836,910,000 | 0.22% |
| Costco Whsl Corp New |
6.96%
2,098
|
$1,782,912,000 | 0.21% |
| Owens Corning |
0.05%
10,000
|
$1,737,200,000 | 0.20% |
| Bank America Corp |
9.29%
42,564
|
$1,692,759,000 | 0.20% |
| Chemed Corp. |
3.31%
2,946
|
$1,598,537,000 | 0.19% |
| American Tower Corp. |
1.38%
7,856
|
$1,527,049,000 | 0.18% |
| Invesco Exchange Traded Fd T |
20.85%
34,788
|
$2,755,252,000 | 0.32% |
| Sprott Physical Silver Tr |
10.35%
147,962
|
$1,469,263,000 | 0.17% |
| Ishares Tr |
Opened
16,580
|
$2,338,064,000 | 0.28% |
| Pfizer Inc. |
1.15%
50,638
|
$1,416,851,000 | 0.17% |
| Abbvie Inc |
2.63%
8,013
|
$1,374,417,000 | 0.16% |
| First Tr Exchange-traded Fd |
Opened
40,850
|
$1,372,116,000 | 0.16% |
| Johnson & Johnson |
1.89%
9,094
|
$1,329,125,000 | 0.16% |
| Qualcomm, Inc. |
0.22%
6,516
|
$1,297,857,000 | 0.15% |
| Alps Etf Tr |
15.64%
27,994
|
$1,318,391,000 | 0.16% |
| VanEck ETF Trust |
4.68%
18,700
|
$1,372,007,000 | 0.16% |
| Sila Realty Trust Inc |
Opened
55,245
|
$1,169,537,000 | 0.14% |
| Goldman Sachs Group, Inc. |
2.02%
2,472
|
$1,118,135,000 | 0.13% |
| Lowes Cos Inc |
12.89%
4,992
|
$1,100,551,000 | 0.13% |
| Intuitive Surgical Inc |
19.79%
2,439
|
$1,084,989,000 | 0.13% |
| Chevron Corp. |
0.94%
6,668
|
$1,043,009,000 | 0.12% |
| Duke Energy Corp. |
1.37%
10,381
|
$1,040,488,000 | 0.12% |
| Merck & Co Inc |
6.52%
8,314
|
$1,029,273,000 | 0.12% |
| Proshares Tr |
4.97%
21,240
|
$1,011,804,000 | 0.12% |
| General Mls Inc |
5.73%
15,598
|
$986,749,000 | 0.12% |
| Mcdonalds Corp |
0.94%
3,809
|
$970,659,000 | 0.11% |
| The Southern Co. |
4.85%
12,338
|
$957,059,000 | 0.11% |
| Oracle Corp. |
1.51%
6,608
|
$933,050,000 | 0.11% |
| Canterbury Pk Hldg Corp |
14.79%
42,446
|
$927,014,000 | 0.11% |
| Invesco Exch Traded Fd Tr Ii |
94.42%
22,512
|
$1,679,061,000 | 0.20% |
| Mckesson Corporation |
3.72%
1,578
|
$921,761,000 | 0.11% |
| Cisco Sys Inc |
9.73%
18,998
|
$902,595,000 | 0.11% |
| Pepsico Inc |
1.12%
5,465
|
$901,281,000 | 0.11% |
| Vanguard Bd Index Fds |
11.17%
13,614
|
$986,191,000 | 0.12% |
| Advanced Micro Devices Inc. |
11.46%
5,484
|
$889,560,000 | 0.10% |
| Accenture Plc Ireland |
55.43%
2,922
|
$886,577,000 | 0.10% |
| Coca-Cola Co |
1.02%
13,597
|
$865,424,000 | 0.10% |
| Mastercard Incorporated |
1.89%
1,917
|
$845,531,000 | 0.10% |
| Vanguard Tax-managed Fds |
131.46%
16,619
|
$821,311,000 | 0.10% |
| First Tr Exchange Traded Fd |
12.79%
16,901
|
$1,377,321,000 | 0.16% |
| Vanguard Star Fds |
124.51%
12,961
|
$781,548,000 | 0.09% |
| NextEra Energy Inc |
11.11%
10,979
|
$777,457,000 | 0.09% |
| Vanguard Scottsdale Fds |
13.15%
9,910
|
$766,072,000 | 0.09% |
| Waste Mgmt Inc Del |
18.73%
3,556
|
$758,582,000 | 0.09% |
| Boeing Co. |
191.29%
4,145
|
$754,425,000 | 0.09% |
| Capital Grp Fixed Incm Etf T |
1.71%
32,800
|
$822,762,000 | 0.10% |
| Franco Nev Corp |
6.18%
6,191
|
$733,757,000 | 0.09% |
| Applied Matls Inc |
9.87%
3,067
|
$723,781,000 | 0.09% |
| Norfolk Southn Corp |
17.52%
3,318
|
$712,341,000 | 0.08% |
| Blackrock Inc. |
1.52%
867
|
$682,606,000 | 0.08% |
| Cadence Design System Inc |
13.17%
2,189
|
$673,665,000 | 0.08% |
| Thermo Fisher Scientific Inc. |
11.64%
1,218
|
$673,579,000 | 0.08% |
| Caterpillar Inc. |
4.47%
2,011
|
$669,780,000 | 0.08% |
| American Express Co. |
2.77%
2,748
|
$636,299,000 | 0.07% |
| Abbott Labs |
3.88%
5,696
|
$591,910,000 | 0.07% |
| Lam Research Corp. |
13.80%
537
|
$571,824,000 | 0.07% |
| Emerson Elec Co |
26.85%
5,145
|
$566,822,000 | 0.07% |
| Disney Walt Co |
1.94%
5,609
|
$556,938,000 | 0.07% |
| Target Corp |
6.08%
3,751
|
$555,292,000 | 0.07% |
| Travelers Companies Inc. |
23.94%
2,723
|
$553,647,000 | 0.07% |
| F.N.B. Corp. |
No change
39,806
|
$544,546,000 | 0.06% |
| Royal Bk Cda |
Closed
5,377
|
$543,776,000 | |
| Broadstone Net Lease, Inc. |
No change
34,248
|
$543,516,000 | 0.06% |
| Truist Finl Corp |
69.34%
13,798
|
$536,052,000 | 0.06% |
| Lockheed Martin Corp. |
2.42%
1,145
|
$534,874,000 | 0.06% |
| Booz Allen Hamilton Hldg Cor |
0.40%
3,471
|
$534,110,000 | 0.06% |
| AMGEN Inc. |
3.38%
1,651
|
$515,776,000 | 0.06% |
| J P Morgan Exchange Traded F |
Opened
9,767
|
$535,076,000 | 0.06% |
| Texas Instrs Inc |
9.68%
2,639
|
$513,365,000 | 0.06% |
| Verizon Communications Inc |
6.85%
12,366
|
$509,982,000 | 0.06% |
| Netflix Inc. |
2.48%
747
|
$504,135,000 | 0.06% |
| Conocophillips |
0.07%
4,401
|
$503,386,000 | 0.06% |
| Danaher Corp. |
7.23%
2,001
|
$499,950,000 | 0.06% |
| RTX Corp |
1.84%
4,925
|
$494,384,000 | 0.06% |
| Micron Technology Inc. |
14.09%
3,750
|
$493,237,000 | 0.06% |
| Vanguard World Fd |
22.63%
1,898
|
$675,394,000 | 0.08% |
| Vertex Pharmaceuticals, Inc. |
1.55%
1,045
|
$489,578,000 | 0.06% |
| Salesforce Inc |
10.68%
1,886
|
$484,891,000 | 0.06% |
| First Tr Exch Traded Fd Iii |
1.54%
27,545
|
$478,181,000 | 0.06% |
| Synopsys, Inc. |
2.56%
801
|
$476,643,000 | 0.06% |
| Honeywell International Inc |
3.37%
2,209
|
$471,710,000 | 0.06% |
| Royal Gold, Inc. |
7.03%
3,719
|
$465,470,000 | 0.05% |
| Linde Plc. |
9.85%
1,059
|
$464,716,000 | 0.05% |
| MetLife, Inc. |
1.46%
6,554
|
$460,025,000 | 0.05% |
| Lattice Strategies Tr |
17.79%
16,637
|
$459,558,000 | 0.05% |
| Regeneron Pharmaceuticals, Inc. |
4.69%
424
|
$445,637,000 | 0.05% |
| Wells Fargo Co New |
13.78%
7,308
|
$434,022,000 | 0.05% |
| Spdr Gold Tr |
0.10%
1,989
|
$427,655,000 | 0.05% |
| Cintas Corporation |
55.64%
607
|
$425,257,000 | 0.05% |
| Starbucks Corp. |
0.23%
5,309
|
$413,322,000 | 0.05% |
| Laboratory Corp Amer Hldgs |
Closed
1,818
|
$413,213,000 | |
| CVS Health Corp |
Closed
4,947
|
$390,635,000 | |
| T Rowe Price Etf Inc |
Opened
12,235
|
$384,301,000 | 0.05% |
| Mondelez International Inc. |
20.13%
5,805
|
$379,901,000 | 0.04% |
| Elevance Health Inc |
7.97%
691
|
$374,442,000 | 0.04% |
| Marathon Pete Corp |
2.75%
2,133
|
$370,022,000 | 0.04% |
| Labcorp Holdings Inc. |
Opened
1,818
|
$369,981,000 | 0.04% |
| Pnc Finl Svcs Group Inc |
22.61%
2,283
|
$354,961,000 | 0.04% |
| Aflac Inc. |
0.25%
3,952
|
$352,953,000 | 0.04% |
| United Parcel Service, Inc. |
9.01%
2,574
|
$352,216,000 | 0.04% |
| United Rentals, Inc. |
2.47%
540
|
$348,911,000 | 0.04% |
| AT&T Inc. |
14.69%
17,427
|
$333,025,000 | 0.04% |
| Nike, Inc. |
15.07%
4,284
|
$322,869,000 | 0.04% |
| Nucor Corp. |
2.26%
2,040
|
$322,483,000 | 0.04% |
| First Ctzns Bancshares Inc N |
No change
191
|
$321,570,000 | 0.04% |
| Carlisle Cos Inc |
No change
792
|
$320,926,000 | 0.04% |
| Peakstone Realty Trust |
Opened
29,270
|
$310,262,000 | 0.04% |
| Philip Morris International Inc |
19.96%
3,040
|
$308,043,000 | 0.04% |
| Quanta Svcs Inc |
Opened
1,190
|
$302,367,000 | 0.04% |
| Stryker Corp. |
18.59%
874
|
$297,387,000 | 0.03% |
| Intel Corp. |
0.59%
9,564
|
$296,197,000 | 0.03% |
| Air Prods & Chems Inc |
6.95%
1,138
|
$293,661,000 | 0.03% |
| Novartis AG |
No change
2,733
|
$290,955,000 | 0.03% |
| Spdr S&p Midcap 400 Etf Tr |
17.08%
539
|
$288,541,000 | 0.03% |
| Comcast Corp New |
27.26%
7,366
|
$288,453,000 | 0.03% |
| Cigna Group (The) |
Opened
872
|
$288,257,000 | 0.03% |
| Valero Energy Corp. |
2.97%
1,837
|
$287,968,000 | 0.03% |
| International Business Machs |
6.26%
1,647
|
$284,849,000 | 0.03% |
| Tjx Cos Inc New |
10.41%
2,583
|
$284,388,000 | 0.03% |
| CDW Corp |
18.07%
1,265
|
$283,046,000 | 0.03% |
| Shopify Inc |
6.10%
4,175
|
$275,759,000 | 0.03% |
| Automatic Data Processing In |
6.46%
1,153
|
$275,210,000 | 0.03% |
| Gilead Sciences, Inc. |
Closed
3,395
|
$275,029,000 | |
| Global X Fds |
Closed
11,186
|
$283,098,000 | |
| American Elec Pwr Co Inc |
Opened
3,076
|
$269,888,000 | 0.03% |
| L3Harris Technologies Inc |
3.17%
1,171
|
$262,983,000 | 0.03% |
| D.R. Horton Inc. |
12.44%
1,802
|
$253,956,000 | 0.03% |
| Vanguard Charlotte Fds |
No change
5,203
|
$253,230,000 | 0.03% |
| Chubb Limited |
6.73%
983
|
$250,744,000 | 0.03% |
| Medtronic Plc |
11.85%
3,181
|
$250,369,000 | 0.03% |
| Booking Holdings Inc |
Opened
63
|
$249,575,000 | 0.03% |
| Union Pac Corp |
3.62%
1,087
|
$245,945,000 | 0.03% |
| Microstrategy Inc. |
Opened
178
|
$245,191,000 | 0.03% |
| Intuit Inc |
13.80%
371
|
$243,825,000 | 0.03% |
| Marsh & McLennan Cos., Inc. |
4.14%
1,157
|
$243,803,000 | 0.03% |
| CME Group Inc |
1.73%
1,235
|
$242,801,000 | 0.03% |
| Bristol-Myers Squibb Co. |
8.59%
5,829
|
$242,078,000 | 0.03% |
| American Intl Group Inc |
3.40%
3,221
|
$239,127,000 | 0.03% |
| Republic Svcs Inc |
Opened
1,227
|
$238,455,000 | 0.03% |
| Paychex Inc. |
3.24%
2,005
|
$237,713,000 | 0.03% |
| American Centy Etf Tr |
9.83%
2,805
|
$247,285,000 | 0.03% |
| Citigroup Inc |
6.23%
3,733
|
$236,891,000 | 0.03% |
| Zoetis Inc |
Closed
1,199
|
$236,555,000 | |
| Gallagher Arthur J & Co |
Opened
890
|
$230,786,000 | 0.03% |
| Manhattan Associates, Inc. |
14.30%
929
|
$229,166,000 | 0.03% |
| GE Aerospace |
Opened
1,441
|
$229,119,000 | 0.03% |
| Intercontinental Exchange In |
Closed
1,776
|
$228,092,000 | |
| CSX Corp. |
Closed
6,560
|
$227,435,000 | |
| General Dynamics Corp. |
Opened
779
|
$226,019,000 | 0.03% |
| Molina Healthcare Inc |
Closed
621
|
$224,374,000 | |
| Deere & Co. |
Closed
552
|
$220,754,000 | |
| Kinder Morgan Inc |
5.84%
11,077
|
$220,100,000 | 0.03% |
| Hershey Company |
18.35%
1,197
|
$220,045,000 | 0.03% |
| Delta Air Lines, Inc. |
Opened
4,630
|
$219,633,000 | 0.03% |
| Artisan Partners Asset Mgmt |
7.61%
5,282
|
$217,988,000 | 0.03% |
| Diageo plc |
Closed
1,496
|
$217,907,000 | |
| Markel Group Inc |
Opened
138
|
$217,441,000 | 0.03% |
| Fiserv, Inc. |
Opened
1,444
|
$215,214,000 | 0.03% |
| Manulife Finl Corp |
Opened
7,963
|
$211,975,000 | 0.02% |
| Allstate Corp (The) |
Opened
1,319
|
$210,592,000 | 0.02% |
| Dollar Gen Corp New |
28.85%
1,588
|
$209,928,000 | 0.02% |
| Pioneer Nat Res Co |
Closed
932
|
$209,615,000 | |
| Us Bancorp Del |
0.98%
5,229
|
$207,594,000 | 0.02% |
| Ameriprise Finl Inc |
Opened
483
|
$206,333,000 | 0.02% |
| Ark Etf Tr |
36.22%
4,678
|
$205,598,000 | 0.02% |
| General Mtrs Co |
36.65%
4,350
|
$202,102,000 | 0.02% |
| Lululemon Athletica inc. |
Closed
395
|
$201,960,000 | |
| Hormel Foods Corp. |
Opened
6,573
|
$200,419,000 | 0.02% |
| Ishares Tr |
Closed
12,376
|
$561,073,000 | |
| First Tr Exchng Traded Fd Vi |
Closed
5,932
|
$126,221,000 | |
| Timothy Plan |
Opened
7,375
|
$230,222,000 | 0.03% |
| SoFi Technologies, Inc. |
Opened
14,119
|
$93,327,000 | 0.01% |
| Invesco Exch Traded Fd Tr Ii |
Closed
3,992
|
$126,293,000 | |
| Warner Bros.Discovery Inc |
Opened
10,282
|
$76,498,000 | 0.01% |
| Select Sector Spdr Tr |
78.45%
2,323
|
$204,545,000 | 0.02% |
| Vanguard Scottsdale Fds |
Closed
1,633
|
$106,150,000 | |
| Precigen Inc |
No change
44,399
|
$70,150,000 | 0.01% |
| Vanguard World Fds |
Closed
191
|
$58,169,000 | |
| Spdr Ser Tr |
Closed
2,136
|
$90,257,000 | |
| Proshares Tr |
Closed
1,756
|
$35,984,000 | |
| Kandi Technologies Group Inc |
Closed
10,500
|
$29,400,000 | |
| Spdr Ser Tr |
Opened
497
|
$47,755,000 | 0.01% |
| Vanguard Bd Index Fds |
Closed
322
|
$22,746,000 | |
| Dimensional Etf Trust |
Opened
1,519
|
$42,755,000 | 0.01% |
| Schwab Strategic Tr |
Closed
1,046
|
$40,466,000 | |
| Pineapple Energy Inc |
Closed
23,773
|
$14,074,000 | |
| Ark Etf Tr |
Closed
470
|
$12,963,000 | |
| First Tr Exchange-traded Fd |
Closed
369
|
$10,048,000 | |
| Sangamo Therapeutics Inc |
Closed
10,000
|
$5,433,000 | |
| Vanguard World Fd |
Opened
23
|
$4,670,000 | 0.00% |
| Vanguard Index Fds |
Closed
20
|
$4,363,000 | |
| Invesco Exch Traded Fd Tr Ii |
Opened
105
|
$4,226,000 | 0.00% |
| Invesco Exch Trd Slf Idx Fd |
Opened
66
|
$1,383,000 | 0.00% |
| Invesco Exchange Traded Fd T |
Closed
14
|
$1,268,000 | |
| No transactions found | |||
| Showing first 500 out of 243 holdings | |||
Hedge funds similar to Guardian Wealth Advisors, Nc
- Coastline Trust Co
- Global Strategic Investment Solutions
- Koch Industries Inc
- Stokes Family Office
- Mastrapasqua Asset Management Inc
- Navellier & Associates Inc
- Ccm Investment Advisers
- Bramshill Investments
- Marble Harbor Investment Counsel
- Optimus Prime Fund Management Co
- Valiant Capital Management, L.P.
- Technology Crossover Management X
- Diversified
- Azzad Asset Management Inc adv