Guardian Wealth Advisors, LLC / Nc
CIK Number: 0001901403
1.27B
Market Value
479
# of Holdings
7 months
Avg. Holding Period
28.93%
Win Rate
66.44%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared ... | 37.01 | -0.19% | 3.9M | +37.41% | 156.83M | 33.31 | 12.36% |
| 2 | DRSK | Aptus Defined R... | 26.94 | +0.11% | 3.56M | +53.50% | 97.69M | 27.14 | 7.70% |
| 3 | SCHX | Schwab U.S. Lar... | 20.79 | +0.12% | 2.33M | +198.06% | 54.01M | 16.95 | 4.26% |
| 4 | OSCV | Opus Small Cap ... | 33.39 | +0.51% | 1.38M | -2.29% | 51.13M | 30.89 | 4.03% |
| 5 | BUFR | First Trust Cbo... | 28.43 | +0.02% | 1.49M | +22.28% | 45.35M | 28.75 | 3.57% |
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