Guardian Financial Partners, LLC
Top Portfolio Positions
21 positions ·
$26,888,735 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
422,705 | $7,021,130 | 26.11% |
| AAPL |
Apple Inc.
Technology
|
13,485 | $3,422,358 | 12.73% |
| EIX |
Edison International
Utilities
|
28,179 | $2,062,139 | 7.67% |
| NVDA |
Nvidia Corp
Technology
|
10,904 | $1,901,657 | 7.07% |
| MSFT |
Microsoft Corp
Technology
|
4,840 | $1,791,622 | 6.66% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,763 | $1,756,706 | 6.53% |
| MRVL |
Marvell Technology, Inc.
Technology
|
16,377 | $1,622,141 | 6.03% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,991 | $983,709 | 3.66% |
| IBIT |
iShares Bitcoin Trust ETF
|
23,451 | $900,987 | 3.35% |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
1,466 | $675,811 | 2.51% |
Holdings in BPRE
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,021,130 | 422,705 | Shares | Sole | 2026-04-15 | |
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