GUARDIAN WEALTH ADVISORS, LLC / NC

Q3 2025 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
357
Total value ($000)
$1,541,765
Net value change ($000)
+121,536 (8.6%)
New positions
23
Sold out positions
217
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LQTI 28,483 1001.2%
DBND 13,981 NEW
ACIO 13,052 7.4%
VEA 12,553 63.2%
DRSK 10,666 9.4%
NVDA 8,248 28.1%
CGDV 7,468 17.6%
RDVY 7,089 21.1%
AAPL 5,418 24.7%
OSCV 5,118 9.6%
Top Reduces (Value $000, Stocks/ETFs)
JUCY -37,810 -70.4%
IUSB -13,786 -95.5%
EFG -9,312 -93.0%
FIXD -3,578 -100.0%
BSCS -2,539 -68.2%
BUFR -2,023 -3.9%
JEPI -1,694 -12.5%
JPST -1,689 -26.3%
XHLF -1,611 -17.3%
COWZ -791 -48.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8,827 (0.6% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type