Long-term investor

Guardian Wealth Advisors, LLC @guardianwealthadvisorsll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001858828).

Record

  • Tracked since 2025-06-30 (448 days), 32 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.7% · 6 months n/a · 1 year +22.0% · all +22.0%
  • Max drawdown n/a · win rate 24% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 15.0% · long · since 2025-06-30
  • 921943858 · 12.9% · long · since 2025-06-30
  • 464287655 · 11.3% · long · since 2025-06-30
  • 464287507 · 9.8% · long · since 2025-06-30
  • 78464A508 · 6.7% · long · since 2025-06-30
  • 78464A409 · 6.6% · long · since 2025-06-30
  • 46641Q837 · 5.8% · long · since 2025-06-30
  • 46090E103 · 5.5% · long · since 2025-06-30
  • 922042858 · 4.2% · long · since 2025-06-30
  • 464287309 · 2.8% · long · since 2025-06-30
  • 464287408 · 2.3% · long · since 2025-06-30
  • 12541W209 · 1.6% · long · since 2025-06-30

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