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Home > Institutional Investor > Guardian Wealth Advisors, Llc > Profile

Instuitional Investor - Guardian Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Guardian Wealth Advisors, Llc
Portfolio Value $143,418,901
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 41,354 $19,655,969 13.7%
2.
Vanguard Tax-Managed Fds
 340,643 $16,316,812 11.37%
3.
Ishares Trust
 IEF 73,975 $14,847,502 10.35%
4.
Ishares Trust
 IEF 65,540 $11,396,800 7.94%
5.
Ishares Trust
 IEF 147,935 $11,109,951 7.74%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)