GUARDIAN WEALTH ADVISORS, LLC / NC

Position in AXP — American Express Co

CIK 1901403 RALEIGH, NC

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$976,866

+$105,119 QoQ

Shares Held

2,888

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,574

of 2,990 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $9,808,876 across 4 Credit Services names. AXP ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	21,544	$7,391,530
2	MA	Mastercard Inc	2,275	$1,168,440
3	AXP	American Express Co This page	2,888	$976,866
4	COF	Capital One Financial Corp	1,356	$272,040

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,866	2,888	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$871,747	2,882	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$1,059,166	2,863	+0.2%	Shares	Sole	2026-02-17
2025-09-30	$948,648	2,856	+2.5%	Shares	Sole	2025-11-14
2025-06-30	$888,678	2,786	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$755,761	2,809	+0.5%	Shares	Sole	2025-05-15
2024-12-31	$829,528	2,795	+1.5%	Shares	Sole	2025-02-14
2024-09-30	$746,613	2,753	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$636,299	2,748	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$626,375	2,751	+2.9%	Shares	Sole	2024-05-15
2023-12-31	$500,947	2,674	-26.3%	Shares	Sole	2024-02-14
2023-09-30	$540,962	3,626	+16.5%	Shares	Sole	2023-11-14
2023-06-30	$542,284	3,113	+3.6%	Shares	Sole	2023-08-14
2023-03-31	$495,509	3,004	+28.1%	Shares	Sole	2023-05-15
2022-12-31	$346,473	2,345	0.0%	Shares	Sole	2023-02-14
2022-09-30	$316,363	2,345	+5.5%	Shares	Sole	2022-11-14
2022-06-30	$308,152	2,223	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.