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Size ($ in 1000's)
At 03/31/2024: $145,868
At 12/31/2023: $121,895
Guardian Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Guardian Financial Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Guardian Financial Partners LLC top holdings by largest position size, as per the latest 13f filing made by Guardian Financial Partners LLC.
In the Guardian Financial Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Guardian Financial Partners LLC in that top holding, then the share count change between reporting periods, and finally the Guardian Financial Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
44,500 |
-2,595 |
$21,391 | | VOO | 44,500 | -2,595 | $21,391 | | SERIES PORTFOLIOS TR |
622,669 |
+216,455 |
$16,684 | | CLOZ | 622,669 | +216,455 | $16,684 | | SCHWAB STRATEGIC TR |
340,491 |
-6,013 |
$13,286 | | SCHF | 340,491 | -6,013 | $13,286 | | ALPS ETF TR (SMTH) |
365,818 |
+365,818 |
$9,389 | | SMTH | 365,818 | +365,818 | $9,389 | | JANUS DETROIT STR TR |
125,635 |
+63,951 |
$6,375 | | JAAA | 125,635 | +63,951 | $6,375 | | SCHWAB STRATEGIC TR |
90,574 |
+6,680 |
$5,621 | | SCHX | 90,574 | +6,680 | $5,621 | | SCHWAB STRATEGIC TR |
69,022 |
+13,229 |
$5,565 | | SCHD | 69,022 | +13,229 | $5,565 | | VANGUARD WHITEHALL FDS (VYMI) |
79,172 |
+13,354 |
$5,447 | | VYMI | 79,172 | +13,354 | $5,447 | | VANGUARD WHITEHALL FDS (VYM) |
44,477 |
+7,977 |
$5,381 | | VYM | 44,477 | +7,977 | $5,381 | | SCHWAB STRATEGIC TR |
138,396 |
-394 |
$4,928 | | FNDF | 138,396 | -394 | $4,928 | | SCHWAB STRATEGIC TR |
70,688 |
-5,084 |
$4,684 | | FNDB | 70,688 | -5,084 | $4,684 | | SCHWAB STRATEGIC TR |
183,642 |
-311 |
$4,637 | | SCHE | 183,642 | -311 | $4,637 | | INNOVATOR ETFS TRUST (BUFF) |
105,967 |
+45,934 |
$4,423 | | BUFF | 105,967 | +45,934 | $4,423 | | SCHWAB STRATEGIC TR |
61,918 |
+5,609 |
$4,173 | | FNDX | 61,918 | +5,609 | $4,173 | | SCHWAB STRATEGIC TR |
83,205 |
+7,087 |
$3,827 | | SCHZ | 83,205 | +7,087 | $3,827 |  BERKSHIRE HATHAWAY INC DEL |
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$2,828 | | BRK.B | 6,725 | +15 | $2,828 | | SCHWAB STRATEGIC TR |
30,485 |
+2,409 |
$2,827 | | SCHG | 30,485 | +2,409 | $2,827 | | APPLE INC |
13,631 |
-362 |
$2,337 | | AAPL | 13,631 | -362 | $2,337 | | NEOS ETF TRUST (SPYI) |
35,806 |
+35,806 |
$1,803 | | SPYI | 35,806 | +35,806 | $1,803 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
31,007 |
-44,951 |
$1,794 | | JEPI | 31,007 | -44,951 | $1,794 | | PACER FDS TR |
48,408 |
+48,408 |
$1,733 | | QDPL | 48,408 | +48,408 | $1,733 | | MICROSOFT CORP |
3,560 |
-12 |
$1,498 | | MSFT | 3,560 | -12 | $1,498 | | COSTCO WHSL CORP NEW |
1,983 |
+282 |
$1,453 | | COST | 1,983 | +282 | $1,453 | | SCHWAB STRATEGIC TR |
28,219 |
+953 |
$1,390 | | SCHA | 28,219 | +953 | $1,390 | | SCHWAB STRATEGIC TR |
65,368 |
+8,614 |
$1,327 | | SCHH | 65,368 | +8,614 | $1,327 | | NVIDIA CORPORATION |
1,390 |
-480 |
$1,256 | | NVDA | 1,390 | -480 | $1,256 | | HOME DEPOT INC |
2,916 |
-11 |
$1,119 | | HD | 2,916 | -11 | $1,119 | | MARVELL TECHNOLOGY INC |
13,292 |
UNCH |
$942 | | MRVL | 13,292 | UNCH | $942 | | EDISON INTL |
11,845 |
UNCH |
$838 | | EIX | 11,845 | UNCH | $838 | | SCHWAB STRATEGIC TR |
16,229 |
+1,785 |
$782 | | SCHO | 16,229 | +1,785 | $782 | | ELI LILLY & CO |
999 |
+400 |
$778 | | LLY | 999 | +400 | $778 | | SCHWAB STRATEGIC TR |
19,295 |
+2,368 |
$691 | | SCHC | 19,295 | +2,368 | $691 | | INTUITIVE SURGICAL INC |
1,440 |
UNCH |
$575 | | ISRG | 1,440 | UNCH | $575 | | SCHWAB STRATEGIC TR |
9,356 |
+868 |
$534 | | FNDA | 9,356 | +868 | $534 | | PROCTER AND GAMBLE CO |
3,009 |
+17 |
$488 | | PG | 3,009 | +17 | $488 | | AMAZON COM INC |
2,660 |
-340 |
$480 | | AMZN | 2,660 | -340 | $480 | | SCHWAB STRATEGIC TR |
15,787 |
+1,849 |
$438 | | FNDE | 15,787 | +1,849 | $438 | | ROYAL BK CDA |
4,008 |
UNCH |
$404 | | RY | 4,008 | UNCH | $404 | | VANGUARD INDEX FDS (VTI) |
1,114 |
+4 |
$290 | | VTI | 1,114 | +4 | $290 | | SCHWAB STRATEGIC TR |
7,763 |
+1,599 |
$275 | | FNDC | 7,763 | +1,599 | $275 | | SCHWAB STRATEGIC TR |
4,914 |
+1,005 |
$256 | | SCHP | 4,914 | +1,005 | $256 | | TOYOTA MOTOR CORP |
1,000 |
+1,000 |
$252 | | TM | 1,000 | +1,000 | $252 | | ISHARES TR (AOA) |
3,056 |
-119 |
$225 | | AOA | 3,056 | -119 | $225 | | SCHWAB STRATEGIC TR |
3,648 |
-9 |
$223 | | SCHB | 3,648 | -9 | $223 |
See Full List: All Stocks Held By Guardian Financial Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Guardian Financial Partners LLC
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