Long-term investor
Guardian Wealth Advisors, LLC / Nc @guardianwealthadvisorsll_vze
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001901403).
Record
- Tracked since 2025-06-30 (448 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +15.0% · all +15.0%
- Max drawdown n/a · win rate 5% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 26922A222 · 11.8% · long · since 2025-06-30
- 26922A388 · 7.5% · long · since 2025-06-30
- 808524201 · 4.7% · long · since 2025-06-30
- 922908363 · 3.9% · long · since 2025-06-30
- 26922A446 · 3.7% · long · since 2025-06-30
- 14020W106 · 3.5% · long · since 2025-06-30
- 33740F755 · 3.0% · long · since 2025-06-30
- 33738R506 · 3.0% · long · since 2025-06-30
- 02072L607 · 2.5% · long · since 2025-06-30
- 921943858 · 2.3% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- 33738D747 · 2.2% · long · since 2025-06-30