Guardian Wealth Advisors, Llc / Nc

Latest statistics and disclosures from Guardian Wealth Advisors, Llc / Nc's latest quarterly 13F-HR filing:

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Portfolio Holdings for Guardian Wealth Advisors, Llc / Nc

Guardian Wealth Advisors, Llc / Nc holds 528 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Guardian Wealth Advisors, Llc / Nc has 528 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Etf Ser Solutions Aptus Collrd Inv (ACIO) 12.3 $154M +2% 4.0M 38.69
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Etf Ser Solutions Aptus Defined (DRSK) 8.1 $101M +4% 3.7M 27.27
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Etf Ser Solutions Aptus Enhanced (JUCY) 4.6 $58M +5% 2.5M 22.83
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.2 $53M +2% 2.4M 22.08
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Etf Ser Solutions Opus Sml Cp Vl (OSCV) 4.0 $50M +3% 1.4M 34.85
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 3.7 $46M +4% 1.5M 29.69
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $42M +3% 82k 513.91
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Capital Group Dividend Value Shs Creation Uni (CGDV) 2.9 $36M +5% 1.0M 35.66
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 2.4 $30M +3% 513k 58.54
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.8 $22M +4% 470k 47.04
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Apple (AAPL) 1.7 $22M +4% 97k 222.13
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Wisdomtree Tr Floatng Rat Trea (USFR) 1.7 $21M 421k 50.33
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Goldman Sachs Etf Tr Equal Weight Us (GSEW) 1.7 $21M +3% 272k 76.04
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NVIDIA Corporation (NVDA) 1.6 $20M +8% 186k 108.38
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Ishares Tr Core Total Usd (IUSB) 1.6 $20M +2% 432k 46.08
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Etf Ser Solutions Aptus Drawdown (ADME) 1.3 $17M 379k 44.40
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $17M +4% 330k 50.83
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Microsoft Corporation (MSFT) 1.2 $15M +2% 39k 375.39
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Etf Ser Solutions Aptus Large Cap (DUBS) 1.1 $14M 446k 30.88
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $13M 230k 57.14
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Ishares Tr Core S&p500 Etf (IVV) 1.0 $13M 23k 561.90
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First Tr Exchange-traded Smid Risng Etf (SDVY) 1.0 $13M +9% 375k 33.52
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $12M 22k 559.40
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Ea Series Trust Freedom 100 Em (FRDM) 1.0 $12M +10% 340k 35.12
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $12M +5% 22k 532.58
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $11M 88k 122.01
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $11M 336k 31.23
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Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.8 $9.8M -8% 195k 50.35
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Ishares Tr Eafe Value Etf (EFV) 0.7 $9.3M +3% 159k 58.94
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Ishares Core Msci Emkt (IEMG) 0.7 $8.9M +5% 165k 53.97
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Amazon (AMZN) 0.7 $8.8M +6% 46k 190.26
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Ishares Tr Eafe Grwth Etf (EFG) 0.7 $8.4M +4% 84k 100.00
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Tesla Motors (TSLA) 0.6 $8.0M 31k 259.16
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.6 $7.5M -2% 110k 68.06
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JPMorgan Chase & Co. (JPM) 0.5 $6.8M +3% 28k 245.30
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Broadcom (AVGO) 0.5 $6.6M -4% 40k 167.43
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $6.1M 36k 170.89
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $6.1M +3% 39k 154.64
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $5.9M 117k 50.63
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $5.7M 87k 65.76
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $5.7M 29k 193.99
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $5.5M 20k 274.84
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $5.3M +2% 85k 62.10
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Wal-Mart Stores (WMT) 0.4 $5.1M 58k 87.81
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Visa Com Cl A (V) 0.4 $4.8M 14k 350.46
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.4 $4.7M -5% 160k 29.53
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $4.5M +2% 49k 92.79
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $4.2M +6% 16k 258.62
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Ishares Tr Core Div Grwth (DGRO) 0.3 $4.0M 65k 61.78
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Eli Lilly & Co. (LLY) 0.3 $4.0M 4.9k 825.96
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UnitedHealth (UNH) 0.3 $3.9M +2% 7.5k 523.75
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.9M +3% 8.3k 468.90
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.3 $3.8M 189k 20.35
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Listed Fd Tr Horizon Kinetics (INFL) 0.3 $3.7M +6% 90k 40.65
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $3.5M -8% 39k 89.64
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $3.5M 169k 20.68
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Progressive Corporation (PGR) 0.3 $3.5M 12k 283.01
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $3.4M 78k 43.84
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Broadridge Financial Solutions (BR) 0.3 $3.2M +2% 13k 242.59
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $3.2M -2% 34k 93.66
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.3 $3.1M 123k 25.52
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $3.1M 74k 42.06
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $3.0M +8% 88k 34.25
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $3.0M +8% 162k 18.53
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Procter & Gamble Company (PG) 0.2 $2.9M 17k 170.42
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $2.8M 9.3k 306.73
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $2.8M 47k 59.84
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Roper Industries (ROP) 0.2 $2.8M +3% 4.7k 589.63
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $2.7M 6.5k 419.85
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $2.7M 23k 120.93
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Meta Platforms Cl A (META) 0.2 $2.7M +2% 4.7k 576.42
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Copart (CPRT) 0.2 $2.7M +3% 48k 56.59
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $2.6M +9% 57k 45.65
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.2 $2.6M 65k 39.14
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Chemed Corp Com Stk (CHE) 0.2 $2.5M +3% 4.1k 615.26
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $2.4M 46k 51.05
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Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.2 $2.3M 94k 25.08
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Eaton Vance Tax Managed Diversified Eq. (ETY) 0.2 $2.3M 165k 14.26
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Alphabet Cap Stk Cl C (GOOG) 0.2 $2.3M 15k 156.23
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Home Depot (HD) 0.2 $2.2M 6.1k 366.50
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Costco Wholesale Corporation (COST) 0.2 $2.2M 2.3k 945.81
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Diamondback Energy (FANG) 0.2 $2.2M +3% 14k 159.88
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Sprott Physical Gold Tr Unit (PHYS) 0.2 $2.1M 89k 24.06
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Bank of America Corporation (BAC) 0.2 $2.1M +15% 51k 41.73
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American Tower Reit (AMT) 0.2 $2.1M +3% 9.7k 217.60
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.2 $2.0M -3% 76k 26.92
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Exxon Mobil Corporation (XOM) 0.2 $2.0M 17k 118.93
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $1.9M 52k 36.14
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Abbvie (ABBV) 0.1 $1.8M 8.7k 209.52
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $1.8M 155k 11.60
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.8M +5% 8.1k 221.76
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $1.8M 15k 116.55
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $1.8M 40k 44.26
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Valmont Industries (VMI) 0.1 $1.8M 6.2k 285.37
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Johnson & Johnson (JNJ) 0.1 $1.8M +5% 11k 165.83
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Quanta Services (PWR) 0.1 $1.8M +3% 6.9k 254.18
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RBB Us Treas 3 Mnth (TBIL) 0.1 $1.7M NEW 35k 50.01
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.7M 20k 88.00
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $1.7M -9% 31k 54.76
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Oracle Corporation (ORCL) 0.1 $1.6M +10% 12k 139.81
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.5M -6% 26k 58.35
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.5M 4.8k 317.64
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Ishares Tr National Mun Etf (MUB) 0.1 $1.5M 14k 105.44
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Owens Corning (OC) 0.1 $1.4M 10k 142.82
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Caterpillar (CAT) 0.1 $1.3M +43% 4.1k 329.82
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Ishares Tr Mbs Etf (MBB) 0.1 $1.3M -3% 14k 93.78
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Mastercard Incorporated Cl A (MA) 0.1 $1.3M +5% 2.4k 548.23
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Goldman Sachs (GS) 0.1 $1.3M 2.4k 546.36
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.3M -6% 6.8k 188.17
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salesforce (CRM) 0.1 $1.3M 4.7k 268.36
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Chevron Corporation (CVX) 0.1 $1.3M 7.5k 167.29
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Cisco Systems (CSCO) 0.1 $1.2M 20k 61.71
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.2M 14k 91.73
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McDonald's Corporation (MCD) 0.1 $1.2M 3.9k 312.38
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Intuitive Surgical Com New (ISRG) 0.1 $1.2M 2.4k 495.27
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Lowe's Companies (LOW) 0.1 $1.2M -2% 5.0k 233.25
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Southern Company (SO) 0.1 $1.2M -2% 13k 91.95
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Etf Ser Solutions Defiance Connect (SIXG) 0.1 $1.1M 27k 42.50
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $1.1M 57k 19.48
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.1M 15k 75.65
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Ishares Tr Select Divid Etf (DVY) 0.1 $1.1M -7% 8.1k 134.30
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Coca-Cola Company (KO) 0.1 $1.1M +9% 15k 71.62
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $1.1M 55k 19.59
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McKesson Corporation (MCK) 0.1 $1.1M 1.6k 673.19
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Vanguard World Inf Tech Etf (VGT) 0.1 $1.1M +90% 1.9k 542.46
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Pfizer (PFE) 0.1 $1.0M +2% 41k 25.34
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General Mills (GIS) 0.1 $1.0M +3% 17k 59.79
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Duke Energy Corp Com New (DUK) 0.1 $1.0M -2% 8.3k 121.97
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Union Pacific Corporation (UNP) 0.1 $990k +5% 4.2k 236.25
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $976k 3.1k 312.04
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Pepsi (PEP) 0.1 $974k -2% 6.5k 149.94
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Qualcomm (QCOM) 0.1 $941k 6.1k 153.61
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $936k 8.9k 104.57
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Abbott Laboratories (ABT) 0.1 $926k 7.0k 132.65
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Vanguard Index Fds Growth Etf (VUG) 0.1 $917k +10% 2.5k 370.83
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Spdr Gold Tr Gold Shs (GLD) 0.1 $913k +54% 3.2k 288.14
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First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $857k 8.4k 102.23
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $853k 4.4k 193.03
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First Tr Exchange-traded Limited Duration (FSIG) 0.1 $852k 45k 18.94
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Blackrock (BLK) 0.1 $849k 897.00 946.48
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Nextera Energy (NEE) 0.1 $844k 12k 70.89
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Waste Management (WM) 0.1 $831k 3.6k 231.50
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Vanguard Index Fds Value Etf (VTV) 0.1 $816k +13% 4.7k 172.75
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Norfolk Southern (NSC) 0.1 $815k 3.4k 236.86
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Merck & Co (MRK) 0.1 $814k -2% 9.1k 89.76
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $812k +11% 10k 78.94
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Canterbury Park Holding Corporation (CPHC) 0.1 $785k 43k 18.32
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Raytheon Technologies Corp (RTX) 0.1 $768k +16% 5.8k 132.47
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Boeing Company (BA) 0.1 $765k 4.5k 170.55
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $765k +3% 9.0k 85.07
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American Express Company (AXP) 0.1 $756k 2.8k 269.06
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Travelers Companies (TRV) 0.1 $755k 2.9k 264.46
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Advanced Micro Devices (AMD) 0.1 $753k +23% 7.3k 102.74
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Honeywell International (HON) 0.1 $749k +52% 3.5k 211.76
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Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.1 $740k 29k 25.81
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Philip Morris International (PM) 0.1 $731k +8% 4.6k 158.73
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Netflix (NFLX) 0.1 $730k +4% 783.00 932.53
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Thermo Fisher Scientific (TMO) 0.1 $679k 1.4k 497.66
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Ishares Tr Global Energ Etf (IXC) 0.1 $677k -2% 16k 42.07
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Walt Disney Company (DIS) 0.1 $665k 6.7k 98.71
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Ishares Tr Europe Etf (IEV) 0.0 $605k 10k 58.20
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ConocoPhillips (COP) 0.0 $600k -3% 5.7k 105.03
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Ishares Tr Intl Div Grwth (IGRO) 0.0 $597k 8.2k 72.44
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Ishares Tr Core Msci Total (IXUS) 0.0 $573k 8.2k 69.81
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $571k 3.3k 173.25
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $568k -39% 7.6k 74.72
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Emerson Electric (EMR) 0.0 $567k 5.2k 109.65
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MetLife (MET) 0.0 $567k 7.1k 80.29
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Truist Financial Corp equities (TFC) 0.0 $567k 14k 41.15
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Cadence Design Systems (CDNS) 0.0 $560k 2.2k 254.33
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Broadstone Net Lease (BNL) 0.0 $551k 32k 17.04
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Lockheed Martin Corporation (LMT) 0.0 $545k -10% 1.2k 446.62
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Markel Corporation (MKL) 0.0 $538k 288.00 1869.61
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Palantir Technologies Cl A (PLTR) 0.0 $538k +25% 6.4k 84.40
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Texas Instruments Incorporated (TXN) 0.0 $537k 3.0k 179.67
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Adobe Systems Incorporated (ADBE) 0.0 $532k -17% 1.4k 383.53
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Wells Fargo & Company (WFC) 0.0 $531k 7.4k 71.79
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Amgen (AMGN) 0.0 $531k +2% 1.7k 311.50
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $529k 22k 24.34
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $528k 10k 51.78
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Mondelez Intl Cl A (MDLZ) 0.0 $527k +29% 7.8k 67.85
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Starbucks Corporation (SBUX) 0.0 $526k 5.4k 98.09
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Verizon Communications (VZ) 0.0 $526k -6% 12k 45.36
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F.N.B. Corporation (FNB) 0.0 $526k -2% 39k 13.45
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.0 $525k -5% 15k 35.95
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Cintas Corporation (CTAS) 0.0 $524k 2.5k 205.52
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $521k 1.1k 484.59
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.0 $516k 17k 30.99
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Linde SHS (LIN) 0.0 $511k +4% 1.1k 465.68
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At&t (T) 0.0 $501k 18k 28.28
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Microstrategy Cl A New (MSTR) 0.0 $501k +11% 1.7k 288.31
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Micron Technology (MU) 0.0 $496k 5.7k 86.89
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Ishares Tr TRS FLT RT BD (TFLO) 0.0 $475k -9% 9.4k 50.66
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International Business Machines (IBM) 0.0 $461k 1.9k 248.70
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Applied Materials (AMAT) 0.0 $456k 3.1k 145.13
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Marsh & McLennan Companies (MMC) 0.0 $453k +4% 1.9k 244.03
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $450k +3% 19k 23.43
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $446k +91% 23k 19.78
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Stryker Corporation (SYK) 0.0 $444k +2% 1.2k 372.28
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Shopify Cl A (SHOP) 0.0 $442k -5% 4.6k 95.48
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $441k 25k 17.59
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $441k 13k 32.99
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AFLAC Incorporated (AFL) 0.0 $441k 4.0k 111.19
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Target Corporation (TGT) 0.0 $424k 4.1k 104.35
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Labcorp Holdings Com Shs (LH) 0.0 $424k 1.8k 232.74
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Dominion Resources (D) 0.0 $423k NEW 7.5k 56.07
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Ishares Tr Global Reit Etf (REET) 0.0 $419k +7% 17k 24.26
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Ishares Tr Global Tech Etf (IXN) 0.0 $413k 5.4k 75.74
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Danaher Corporation (DHR) 0.0 $407k 2.0k 205.01
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T Rowe Price Etf Cap Appreciation (TCAF) 0.0 $397k 12k 32.28
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Automatic Data Processing (ADP) 0.0 $396k 1.3k 305.53
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $393k +54% 2.8k 140.42
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Lam Research Corp Com New (LRCX) 0.0 $391k 5.4k 72.70
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PNC Financial Services (PNC) 0.0 $390k 2.2k 175.77
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Cigna Corp (CI) 0.0 $388k +35% 1.2k 329.00
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Fiserv (FI) 0.0 $388k -41% 1.8k 220.83
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $387k NEW 4.7k 81.76
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $380k 14k 27.96
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Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $377k 23k 16.18
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American Electric Power Company (AEP) 0.0 $370k +16% 3.4k 109.27
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $368k NEW 4.2k 87.17
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $361k 6.1k 59.40
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First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.0 $359k 4.2k 84.86
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Air Products & Chemicals (APD) 0.0 $357k 1.2k 294.92
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $355k -2% 3.8k 92.82
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $354k -2% 14k 26.20
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Moody's Corporation (MCO) 0.0 $354k NEW 760.00 465.69
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Northrop Grumman Corporation (NOC) 0.0 $348k NEW 680.00 512.17
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Deere & Company (DE) 0.0 $347k -3% 739.00 469.14
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Anthem (ELV) 0.0 $342k +8% 787.00 434.97
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Kinder Morgan (KMI) 0.0 $342k -6% 12k 28.53
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United Rentals (URI) 0.0 $341k 545.00 626.12
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Paychex (PAYX) 0.0 $341k 2.2k 154.28
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Cme (CME) 0.0 $338k 1.3k 265.29
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Synopsys (SNPS) 0.0 $335k -2% 782.00 428.85
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Bristol Myers Squibb (BMY) 0.0 $335k +5% 5.5k 60.99
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Gilead Sciences (GILD) 0.0 $334k -7% 3.0k 112.05
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Comcast Corp Cl A (CMCSA) 0.0 $333k 9.0k 36.90
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Citigroup Com New (C) 0.0 $333k +27% 4.7k 71.00
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $332k 179.00 1854.12
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TJX Companies (TJX) 0.0 $330k 2.7k 121.80
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Marathon Petroleum Corp (MPC) 0.0 $324k 2.2k 145.71
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Nike CL B (NKE) 0.0 $321k +28% 5.1k 63.50
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $317k +2% 1.3k 253.84
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Altria (MO) 0.0 $315k +4% 5.3k 60.02
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $313k -63% 4.3k 73.45
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Chubb (CB) 0.0 $311k -2% 1.0k 301.99
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Arthur J. Gallagher & Co. (AJG) 0.0 $310k 899.00 345.24
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $309k +3% 3.0k 104.56
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Ishares Silver Tr Ishares (SLV) 0.0 $305k NEW 9.8k 30.99
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Past Filings by Guardian Wealth Advisors, Llc / Nc

SEC 13F filings are viewable for Guardian Wealth Advisors, Llc / Nc going back to 2021

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