GUARDIAN WEALTH ADVISORS, LLC / NC

Position in ORCL — Oracle Corp

CIK 1901403 RALEIGH, NC

Position in ORCL

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

Position Value

$1,752,298

+$21,255 QoQ

Shares Held

11,957

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,402

of 3,471 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $19,959,004 across 7 Software - Infrastructure names. ORCL ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	41,054	$15,313,963
2	ORCL	Oracle Corp This page	11,957	$1,752,298
3	PLTR	Palantir Technologies Inc.	10,627	$1,239,852
4	CRWD	CrowdStrike Holdings, Inc.	2,948	$562,434
5	PANW	Palo Alto Networks Inc	1,283	$437,528
6	SNPS	Synopsys Inc	776	$346,150
7	FTNT	Fortinet, Inc.	1,997	$306,779

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,752,298	11,957	+1.6%	Shares	Sole	2026-08-14
2026-03-31	$1,731,043	11,767	+5.8%	Shares	Sole	2026-05-15
2025-12-31	$2,167,009	11,118	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$3,181,386	11,312	-7.6%	Shares	Sole	2025-11-14
2025-06-30	$2,676,249	12,241	+5.3%	Shares	Sole	2025-08-14
2025-03-31	$1,625,291	11,625	+10.8%	Shares	Sole	2025-05-15
2024-12-31	$1,747,886	10,489	+59.6%	Shares	Sole	2025-02-14
2024-09-30	$1,120,209	6,574	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$933,049	6,608	-1.9%	Shares	Sole	2024-08-14
2024-03-31	$845,857	6,734	+3.4%	Shares	Sole	2024-05-15
2023-12-31	$686,349	6,510	-6.3%	Shares	Sole	2024-02-14
2023-09-30	$735,614	6,945	+95.9%	Shares	Sole	2023-11-14
2023-06-30	$422,174	3,545	+13.2%	Shares	Sole	2023-08-14
2023-03-31	$291,025	3,132	+6.6%	Shares	Sole	2023-05-15
2022-12-31	$240,152	2,938	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.