Position in SNPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$346,150
+$31,742 QoQ
Shares Held
776
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#998
of 1,443 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $19,959,004 across 7 Software - Infrastructure names. SNPS ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,054 | $15,313,963 | |
| 2 | ORCL |
Oracle Corp
|
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
This page
|
776 | $346,150 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,997 | $306,779 |
All Filings in SNPS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,150 | 776 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $314,408 | 793 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $372,487 | 793 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $402,606 | 816 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $405,529 | 791 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $335,360 | 782 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $388,773 | 801 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $401,060 | 792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $476,643 | 801 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $458,343 | 802 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $402,144 | 781 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $362,586 | 790 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $375,758 | 863 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $351,101 | 909 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $280,975 | 880 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $370,889 | 1,214 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $326,173 | 1,074 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $204,961 | 615 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $408,666 | 1,109 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||