GUARDIAN WEALTH ADVISORS, LLC / NC

Position in GS — Goldman Sachs Group Inc

CIK 1901403 RALEIGH, NC

Position in GS

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

Position Value

$2,527,413

+$439,510 QoQ

Shares Held

2,499

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,221

of 3,125 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $3,370,573 across 3 Capital Markets names. GS ranks #1 (75.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	2,499	$2,527,413
2	MS	Morgan Stanley	2,478	$518,001
3	SCHW	Schwab Charles Corp	3,524	$325,159

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,527,413	2,499	+1.3%	Shares	Sole	2026-08-14
2026-03-31	$2,087,903	2,468	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$2,174,646	2,474	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$1,963,799	2,466	+2.6%	Shares	Sole	2025-11-14
2025-06-30	$1,701,431	2,404	+2.1%	Shares	Sole	2025-08-14
2025-03-31	$1,285,966	2,354	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$1,337,067	2,335	-5.5%	Shares	Sole	2025-02-14
2024-09-30	$1,223,911	2,472	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,118,135	2,472	-1.1%	Shares	Sole	2024-08-14
2024-03-31	$1,043,807	2,499	+3.1%	Shares	Sole	2024-05-15
2023-12-31	$934,720	2,423	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$772,361	2,387	+7.1%	Shares	Sole	2023-11-14
2023-06-30	$718,619	2,228	+0.9%	Shares	Sole	2023-08-14
2023-03-31	$722,585	2,209	+8.7%	Shares	Sole	2023-05-15
2022-12-31	$698,091	2,033	+2.0%	Shares	Sole	2023-02-14
2022-09-30	$584,341	1,994	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$590,475	1,988	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.