GUARDIAN WEALTH ADVISORS, LLC / NC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$924M
Signature - Title
Christian Keedy - Chief Compliance Officer
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by GUARDIAN WEALTH ADVISORS, LLC / NC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GUARDIAN WEALTH ADVISORS, LLC / NC reported 449 stock holdings with total value $924M as of Q3 2024. Top holdings included ACIO, DRSK, JUCY, SCHX, and OSCV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 449 $924M +$48.2M -$14.7M +$33.4M ACIO, DRSK, JUCY, SCHX, OSCV 13F-HR 11/14/2024, 09:00 AM
Q2 2024 438 $855M +$64.5M -$28.1M +$36.3M ACIO, DRSK, JUCY, SCHX, OSCV 13F-HR 8/14/2024, 09:00 AM
Q1 2024 452 $817M +$126M -$14.4M +$111M ACIO, DRSK, JUCY, OSCV, SCHX 13F-HR 5/15/2024, 09:00 AM
Q4 2023 440 $658M +$52.7M -$36.9M +$15.8M ACIO, DRSK, OSCV, SCHX, XHLF 13F-HR 2/14/2024, 09:00 AM
Q3 2023 422 $588M +$110M -$86.4M +$23.5M ACIO, DRSK, OSCV, SCHX, JEPI 13F-HR 11/14/2023, 09:00 AM
Q2 2023 415 $584M +$45.2M -$52.6M -$7.42M ACIO, DRSK, OSCV, JEPI, RDVY 13F-HR 8/14/2023, 09:00 AM
Q1 2023 412 $570M +$49M -$17.6M +$31.4M DRSK, ACIO, OSCV, ADME, JEPI 13F-HR 5/15/2023, 09:00 AM
Q4 2022 374 $520M +$37.5M -$79.1M -$41.6M DRSK, ACIO, OSCV, ADME, FTCS 13F-HR 2/14/2023, 09:00 AM
Q3 2022 341 $537M +$28.8M -$12.1M +$16.7M DRSK, ACIO, ADME, OSCV, FTCS 13F-HR 11/14/2022, 09:00 AM
Q2 2022 346 $547M +$366M -$22M +$344M DRSK, ACIO, ADME, OSCV, FTCS 13F-HR 8/15/2022, 07:19 AM
Q1 2022 244 $232M +$47M -$35.5M +$11.5M DRSK, ACIO, ADME, OSCV, VOO 13F-HR 5/16/2022, 09:53 AM
Q4 2021 238 $233M $0 $0 DRSK, ADME, ACIO, VOO, MSFT Restatement 5/16/2022, 09:26 AM