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Asset Manager ← All Institutions

GUARDIAN WEALTH ADVISORS, LLC / NC

Q4 2025 · Filed 2026-02-17
Market Value
$1.6B
+3.4%
Holdings
366
-202
New Purchases
15
Added To
177
Closed
18
Reduced
122
Top 10 Concentration
46.3%
Turnover
9.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LQTI 2.42% 2.05% +0.37% $38M
AKRE 0.22% 0.00% +0.22% $4M
FRDM 2.03% 1.82% +0.22% $32M
CGDV 3.46% 3.26% +0.20% $55M
BSCQ 0.25% 0.07% +0.18% $4M
RDVY 2.83% 2.66% +0.17% $45M
GOOGL 0.87% 0.70% +0.17% $14M
SCHX 4.46% 4.30% +0.16% $71M
USFR 1.39% 1.24% +0.14% $22M
AAPL 1.93% 1.79% +0.14% $31M
SDVY 1.22% 1.09% +0.13% $19M
APH 0.12% 0.00% +0.12% $2M
TFC 0.24% 0.13% +0.10% $4M
LLY 0.34% 0.24% +0.10% $5M
VEA 2.21% 2.12% +0.09% $35M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SH 0.00% 0.31% -0.31% $0
ACIO 12.11% 12.41% -0.30% $191M
DRSK 7.84% 8.12% -0.28% $124M
BSCP 0.00% 0.25% -0.25% $0
XHLF 0.36% 0.50% -0.14% $6M
JUCY 0.91% 1.04% -0.13% $14M
MSFT 1.28% 1.40% -0.13% $20M
ROP 0.04% 0.16% -0.12% $686K
HD 0.37% 0.46% -0.08% $6M
OSCV 3.76% 3.84% -0.08% $59M
ORCL 0.14% 0.21% -0.07% $2M
NVDA 2.39% 2.46% -0.07% $38M
DIS 0.04% 0.10% -0.07% $587K
BUFR 3.18% 3.23% -0.05% $50M
JEPI 0.73% 0.78% -0.04% $12M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $405M 25.6%
Large Cap 216 $494M 31.2%
Mid Cap 45 $328M 20.8%
Small Cap 27 $274M 17.3%
Micro Cap 10 $80M 5.1%

Portfolio Analytics

Avg Market Cap
$205.5B
Median Market Cap
$60.1B
Avg P/E
31.9
Median P/E
23.6
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
209
# ETFs / Funds
157

Top Holdings (366 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACIO 12.11% 4,380,579 $191M $43.70 $2M +12,444 +0.3%
2 DRSK 7.84% 4,354,072 $124M $28.47 -$192K +47,702 +1.1%
3 SCHX 4.46% 2,622,172 $71M $26.91 $5M +126,713 +5.1%
4 VOO 3.83% 96,484 $61M $627.13 $2M +880 +0.9%
5 OSCV 3.76% 1,604,109 $59M $37.03 $727K +69,356 +4.5%
6 CGDV 3.46% 1,252,659 $55M $43.64 $5M +66,965 +5.7%
7 BUFR 3.18% 1,467,661 $50M $34.26 $967K -7,948 -0.5%
8 RDVY 2.83% 643,484 $45M $69.47 $4M +39,482 +6.5%
9 LQTI 2.42% 1,904,709 $38M $20.12 $7M +369,463 +24.1%
10 NVDA 2.39% 202,299 $38M $186.50 $172K +1,011 +0.5%
11 VEA 2.21% 559,449 $35M $62.47 $3M +18,284 +3.4%
12 FRDM 2.03% 627,230 $32M $51.27 $4M +325 +0.1%
13 AAPL 1.93% 112,242 $31M $271.86 $3M +4,704 +4.4%
14 JCPB 1.74% 581,795 $28M $47.39 $558K +13,702 +2.4%
15 GSEW 1.68% 311,622 $27M $85.12 $717K +8,140 +2.7%
16 USFR 1.39% 435,810 $22M $50.32 $3M +57,399 +15.2%
17 ADME 1.33% 409,250 $21M $51.31 $599K +9,750 +2.4%
18 MSFT 1.28% 41,756 $20M $483.62 -$1M +322 +0.8%
19 SDVY 1.22% 505,206 $19M $38.32 $3M +66,394 +15.1%
20 DUBS 1.08% 454,467 $17M $37.67 $395K -3,165 -0.7%
21 IVV 1.05% 24,349 $17M $684.94 $295K -129 -0.5%
22 SPY 1.01% 23,355 $16M $681.92 $231K -205 -0.9%
23 TSLA 0.94% 33,067 $15M $449.72 $378K +479 +1.5%
24 JUCY 0.91% 649,110 $14M $22.20 -$2M -65,768 -9.2%
25 DBND 0.91% 308,766 $14M $46.36 $335K +8,303 +2.8%
26 BRK-B 0.88% 27,590 $14M $502.61 $135K +274 +1.0%
27 GOOGL 0.87% 43,771 $14M $313.00 $3M -260 -0.6%
28 ITOT 0.87% 92,097 $14M $148.69 $694K +2,839 +3.2%
29 AVGO 0.85% 38,628 $13M $346.10 $467K -479 -1.2%
30 DFAI 0.82% 341,109 $13M $38.11 $484K -3,209 -0.9%
31 AMZN 0.79% 54,303 $13M $230.82 $854K +1,107 +2.1%
32 EFV 0.78% 171,880 $12M $71.41 $641K +376 +0.2%
33 JEPI 0.73% 202,781 $12M $57.25 -$283K -5,478 -2.6%
34 SPLG 0.61% 120,002 $10M $80.22 $878K +8,332 +7.5%
35 JPM 0.60% 29,491 $10M $322.22 $274K +233 +0.8%
36 ONEQ 0.60% 103,918 $9M $91.40 -$53K -3,244 -3.0%
37 V 0.48% 21,687 $8M $350.72 $358K +456 +2.1%
38 QUAL 0.47% 37,227 $7M $198.62 $219K +336 +0.9%
39 CGGR 0.43% 152,434 $7M $44.47 $319K +5,364 +3.6%
40 VXUS 0.43% 89,484 $7M $75.44 $380K +2,759 +3.2%
41 WMT 0.42% 59,785 $7M $111.44 $203K -2,886 -4.6%
42 XCEM 0.41% 168,326 $6M $38.36 $313K -804 -0.5%
43 VTI 0.41% 19,171 $6M $335.27 -$167K -925 -4.6%
44 VONG 0.39% 50,940 $6M $121.75 $73K +76 +0.1%
45 VIG 0.38% 27,045 $6M $219.78 -$365K -2,191 -7.5%
46 HD 0.37% 17,200 $6M $344.09 -$1M -7 -0.0%
47 XHLF 0.36% 114,335 $6M $50.28 -$2M -37,957 -24.9%
48 QQQ 0.36% 9,144 $6M $614.34 $131K +9 +0.1%
49 BOXX 0.35% 47,793 $6M $115.10 $639K +5,089 +11.9%
50 LLY 0.34% 5,018 $5M $1,074.77 $2M +121 +2.5%
51 GOOG 0.34% 17,133 $5M $313.80 $1M -75 -0.4%
52 VO 0.34% 18,302 $5M $290.21 $36K +359 +2.0%
53 DFCF 0.31% 114,265 $5M $42.56 $41K +1,485 +1.3%
54 INFL 0.30% 105,959 $5M $44.46 $227K +5,628 +5.6%
55 JPST 0.29% 91,219 $5M $50.63 -$124K -2,273 -2.4%
56 DGRO 0.29% 65,569 $5M $69.42 $260K +2,528 +4.0%
57 BSCQ 0.25% 199,085 $4M $19.57 $3M +143,468 +258.0%
58 TFC 0.24% 76,269 $4M $49.21 $2M +31,860 +71.7%
59 IWB 0.23% 9,804 $4M $373.46 $32K -127 -1.3%
60 FTCS 0.23% 39,329 $4M $92.51 -$44K +3 +0.0%
61 AKRE 0.22% 53,967 $4M $65.69 +53,967 NEW
62 BKAG 0.22% 83,553 $4M $42.38 $38K +1,315 +1.6%
63 QQEW 0.22% 24,614 $3M $142.13 $54K +205 +0.8%
64 DIA 0.22% 7,239 $3M $480.59 $56K -142 -1.9%
65 EDOW 0.22% 83,725 $3M $41.30 $70K -1,099 -1.3%
66 FTSM 0.21% 56,155 $3M $59.93 $158K +2,617 +4.9%
67 META 0.21% 5,024 $3M $660.13 -$444K -96 -1.9%
68 USMV 0.21% 34,813 $3M $94.16 $115K +1,565 +4.7%
69 BR 0.21% 14,661 $3M $223.37 -$113K +445 +3.1%
70 PSLV 0.20% 135,261 $3M $23.65 $357K -45,760 -25.3%
71 PGR 0.20% 14,018 $3M $227.73 -$35K +951 +7.3%
72 PWR 0.20% 7,535 $3M $422.04 $78K +51 +0.7%
73 FTGC 0.20% 133,728 $3M $23.23 -$229K +4,935 +3.8%
74 PHYS 0.19% 93,203 $3M $33.02 $142K -5,910 -6.0%
75 BSCT 0.19% 158,548 $3M $18.84 -$9K -696 -0.4%
76 DDEC 0.19% 65,300 $3M $45.09 $86K
77 FLOT 0.18% 56,926 $3M $50.86 $156K +3,306 +6.2%
78 VRIG 0.18% 115,075 $3M $25.10 $158K +6,279 +5.8%
79 ABBV 0.17% 12,093 $3M $228.48 -$36K +4 +0.0%
80 FCNCA 0.17% 1,244 $3M $2,146.18 $355K -50 -3.9%
81 SCHK 0.17% 79,895 $3M $32.80 $208K +4,770 +6.3%
82 ETY 0.16% 164,227 $3M $15.34 -$98K -383 -0.2%
83 FBND 0.16% 53,950 $2M $46.04 $168K +3,875 +7.7%
84 VMI 0.15% 6,089 $2M $402.32 $50K -101 -1.6%
85 VB 0.15% 9,319 $2M $257.96 $111K +310 +3.4%
86 CAT 0.15% 4,110 $2M $572.89 $376K -37 -0.9%
87 FNDF 0.15% 51,987 $2M $45.21 $117K
88 PG 0.15% 16,312 $2M $143.31 -$192K -153 -0.9%
89 FANG 0.14% 15,168 $2M $150.33 $876 -761 -4.8%
90 BAC 0.14% 40,681 $2M $55.00 -$368K -9,819 -19.4%
91 MOAT 0.14% 21,447 $2M $103.56 $120K +248 +1.2%
92 CPRT 0.14% 56,264 $2M $39.15 -$488K -3,581 -6.0%
93 PPA 0.14% 13,954 $2M $156.63 $7K -60 -0.4%
94 GS 0.14% 2,474 $2M $878.88 $211K +8 +0.3%
95 ORCL 0.14% 11,118 $2M $194.91 -$1M -194 -1.7%
96 JNJ 0.13% 10,170 $2M $206.95 $251K +172 +1.7%
97 MBB 0.13% 21,585 $2M $95.22 $70K +715 +3.4%
98 COST 0.13% 2,307 $2M $862.20 -$158K -12 -0.5%
99 XOM 0.13% 16,488 $2M $120.34 $144K +172 +1.1%
100 IWV 0.12% 4,813 $2M $386.87 $42K +9 +0.2%

Options Breakdown

0 Calls $0 Call Value 8 Puts $16M Put Value

Top Puts

SymbolSharesValueStatus
AAPL 17,800 $5M
HD 10,600 $4M
V 6,500 $2M NEW
NVDA 11,700 $2M NEW
AMZN 4,000 $923K NEW
GOOG 2,200 $690K NEW
GOOGL 2,200 $689K NEW
UNP 1,200 $278K NEW

New Positions

SymbolValue% Port
AKRE $4M 0.22%
APH $2M 0.12%
IXUS $821K 0.05%
RKT $355K 0.02%
CARR $314K 0.02%
BALT $273K 0.02%
CSX $268K 0.02%
BMY $262K 0.02%
SPYG $260K 0.02%
GDLC $231K 0.01%
HAL $220K 0.01%
DDFN $214K 0.01%
ROIV $210K 0.01%
CMCSA $206K 0.01%
PKST $170K 0.01%

Sold Out Positions

SymbolValue% Port
ABR —%
EPD —%
O —%
BAH —%
RIG —%
OHI —%
AAL —%
EXC —%
PANW —%
BNDX —%
TLT —%
XEL —%
PYPL —%
SH —%
DELL —%
View SEC EDGAR Filings for GUARDIAN WEALTH ADVISORS, LLC / NC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms