GUARDIAN WEALTH ADVISORS, LLC / NC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Raleigh, NC
CIK
0001901403
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 440 658,025 ACIO, DRSK, OSCV, SCHX 13F-HR 2/14/2024 000139834424002915
Q3 2023 422 588,094 ACIO, DRSK, OSCV, SCHX 13F-HR 11/14/2023 000139834423020613
Q2 2023 415 583,851 ACIO, DRSK, OSCV, JEPI 13F-HR 8/14/2023 000139834423014734
Q1 2023 412 569,748 DRSK, ACIO, OSCV, ADME 13F-HR 5/15/2023 000139834423009681
Q4 2022 374 520,160 DRSK, ACIO, OSCV, ADME 13F-HR 2/14/2023 000139834423003157
Q3 2022 352 536,552 DRSK, ACIO, ADME, OSCV 13F-HR 11/14/2022 000139834422021935
Q2 2022 352 547,503 DRSK, ACIO, ADME, OSCV 13F-HR 8/15/2022 000139834422015535
Q1 2022 252 231,876 DRSK, ACIO, ADME, OSCV 13F-HR 5/16/2022 000139834422009668
Q4 2021 245 232,635 DRSK, ADME, ACIO, VOO RESTATEMENT 5/16/2022 000139834422009647
Additional filings from Guardian Wealth Advisors, LLC / Nc that have since been restated