GUARDIAN WEALTH ADVISORS, LLC / NC
Top Portfolio Positions
203 positions ·
$361,176,418 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
209,848 | $36,597,491 | 10.13% | |
| AAPL |
Apple Inc.
Technology
|
125,507 | $31,852,421 | 8.82% | |
| SPY |
Spdr S&P 500 ETF Trust
|
23,491 | $15,277,136 | 4.23% | |
| MSFT |
Microsoft Corp
Technology
|
40,944 | $15,156,240 | 4.20% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
27,726 | $13,286,299 | 3.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
46,202 | $13,285,847 | 3.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
56,995 | $11,870,348 | 3.29% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
31,854 | $11,841,724 | 3.28% | |
| AVGO |
Broadcom Inc.
Technology
|
36,784 | $11,385,015 | 3.15% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
27,688 | $9,106,306 | 2.52% |
Portfolio Trend
18 quarters · across all stocks
Holdings in PKST
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,385 | 9,736 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $170,420 | 11,876 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $137,119 | 10,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $130,624 | 10,367 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $279,163 | 25,218 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $349,514 | 25,643 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $310,262 | 29,270 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $512,256 | 31,758 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||