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GUARDIAN WEALTH ADVISORS, LLC / NC

13F
GUARDIAN WEALTH ADVISORS, LLC / NC
Last update 2025-05-15 528 Stocks (37 new)
Value $1.25 Bil Turnover 4 %
Countries:
Top Holdings: ACIO(12.33%)DRSK(8.11%)JUCY(4.59%)SCHX(4.21%)OSCV(3.97%)
Summary Stock Picks Current Portfolio
GUARDIAN WEALTH ADVISORS, LLC ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
3,983,609
154,125.8
+2.21%
12.330
+0.27%
8.710
+11.86%
+4.27%
2,021.4
 
DRSK
Aptus Defined Risk ETF
3,720,162
101,448.8
+4.45%
8.110
+0.35%
8.640
+7.66%
+6.16%
1,296.2
 
JUCY
Aptus Enhanced Yield ETF
2,516,462
57,450.8
+5.91%
4.590
+0.26%
18.500
+0.39%
+1.61%
257.1
 
SCHX
Schwab U.S. Large-Cap ETF
2,382,172
52,598.3
+2.25%
4.210
+0.09%
0.100
+19.07%
+9.01%
57,603.9
 
OSCV
Opus Small Cap Value Plus ETF
1,426,037
49,697.4
+3.17%
3.970
+0.12%
9.300
+9.18%
+0.14%
603.4
 
BUFR
FT Vest Laddered Buffer ETF
1,549,835
46,014.6
+4.12%
3.680
+0.15%
0.730
+12.37%
+6.10%
7,077.0
 
VOO
Vanguard S&P 500 ETF
81,886
42,081.8
+3.17%
3.370
+0.10%
0.010
+18.82%
+8.89%
663,622.4
 
CGDV
Capital Group Dividend Value ETF
1,013,152
36,130.1
+5.29%
2.890
+0.15%
0.240
+21.55%
+17.04%
19,876.2
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
512,877
30,023.8
+3.09%
2.400
+0.07%
0.220
+15.46%
+9.41%
15,635.2
 
JCPB
JPMorgan Core Plus Bond ETF
470,189
22,117.7
+4.83%
1.770
+0.08%
0.350
+2.28%
+3.88%
7,022.2
 

GUARDIAN WEALTH ADVISORS, LLC / NC's Historical Top Holdings Breakdowns

GUARDIAN WEALTH ADVISORS, LLC / NC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DRSK
Aptus Defined Risk ETF
2025-03-31
Add
Add
+0.35%
●
27.06 ($27.82) 28.23
$28.63
2.91%
Add 4.45%
3,720,162
158,618
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
2025-03-31
Add
Add
+0.27%
●
38.36 ($40.2) 41.43
$41.85
4.10%
Add 2.21%
3,983,609
86,163
JUCY
Aptus Enhanced Yield ETF
2025-03-31
Add
Add
+0.26%
●
22.74 ($22.88) 23.02
$22.26
-2.71%
Add 5.91%
2,516,462
140,465
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.15%
●
34.95 ($36.32) 37.36
$41.01
12.91%
Add 5.29%
1,013,152
50,909
BUFR
FT Vest Laddered Buffer ETF
2025-03-31
Add
Add
+0.15%
●
29.34 ($30.56) 31.31
$32.33
5.79%
Add 4.12%
1,549,835
61,397
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.14%
●
81.83 ($82.24) 82.73
$82.57
0.40%
Reduce -86.12%
3,422
-21,225
TBIL
US Treasury 3 Month Bill ETF
2025-03-31
New Buy
New Buy
+0.14%
●
49.85 ($49.94) 50.04
$49.95
0.02%
New holding
34,605
34,605
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.13%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Add 8.94%
186,242
15,291
BITI
ProShares Short Bitcoin ETF
2025-03-31
Sold Out
Sold Out
-0.13%
●
20.96 ($23.89) 27.76
$17.82
-25.41%
Sold Out
0
-68,097
OSCV
Opus Small Cap Value Plus ETF
2025-03-31
Add
Add
+0.12%
●
34.16 ($36.41) 38.45
$36.85
1.21%
Add 3.17%
1,426,037
43,805

GUARDIAN WEALTH ADVISORS, LLC / NC Total Holding History ($B)

To

GUARDIAN WEALTH ADVISORS, LLC / NC's Asset Allocation

To

GUARDIAN WEALTH ADVISORS, LLC / NC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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GUARDIAN WEALTH ADVISORS, LLC / NC's Hypothetical Growth since 2025-03-31

GUARDIAN WEALTH ADVISORS, LLC / NC's Yearly Returns

Year Portfolio % % Excess Gain %

GUARDIAN WEALTH ADVISORS, LLC / NC's Holdings Heat Map

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GUARDIAN WEALTH ADVISORS, LLC / NC's Holdings Bubble Chart

GUARDIAN WEALTH ADVISORS, LLC / NC News

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