Guardian Wealth Advisors, LLC / NC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Guardian Wealth Advisors, LLC / NC reported 515 stock positions worth $1.3 billion. Its top holding was Aptus Collared Invest Opp (ACIO) at 12.5% of the portfolio, followed by Aptus Defined Risk ETF (DRSK, 7.8%) and Aptus Enhanced Yield ETF (JUCY, 4.3%). Compared with Q3 2024, it opened 90 new positions, sold out of 24, added to 265 and reduced 62. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +190%) and the biggest sale Bondbloxx BBG 6 MTH US Treas (XHLF, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001901403
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001398344-25-002781 ↗ filed Feb 14, 2025
Holdings Value
Holdings 515 stocks · $1.3B
| ACIO Aptus Collared Invest Opp | 12.53% | 3,897,446 | $156.8M | Add +37.4% |
| DRSK Aptus Defined Risk ETF | 7.81% | 3,561,544 | $97.7M | Add +53.5% |
| JUCY Aptus Enhanced Yield ETF | 4.32% | 2,375,997 | $54.1M | Add +3.0% |
| SCHX Schwab US Large-Cap ETF | 4.32% | 2,329,858 | $54.0M | Reduce -0.7% |
| OSCV Opus Small Cap Value ETF | 4.09% | 1,382,232 | $51.1M | Reduce -2.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.62% | 1,488,438 | $45.4M | Add +22.3% |
| VOO Vanguard S&P 500 ETF | 3.42% | 79,373 | $42.8M | Add +189.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.71% | 962,243 | $33.9M | Add +3.8% |
| RDVY First Trust Rising Dividend | 2.35% | 497,495 | $29.4M | Add +3.1% |
| AAPL Apple Inc. | 1.86% | 93,072 | $23.3M | Add +9.1% |
| NVDA Nvidia Corp. | 1.83% | 170,951 | $23.0M | Add +8.8% |
| USFR Wisdomtree Floating Rate Tre | 1.68% | 417,628 | $21.0M | Add +147.7% |
| JCPB JPMorgan Core Plus Bond ETF | 1.65% | 448,534 | $20.7M | Add +27.8% |
| GSEW Goldman Sachs Eql WGHT Large | 1.63% | 264,185 | $20.4M | Add +172.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.52% | 420,485 | $19.0M | New |
| ADME Aptus Drwdwn MGD Eqty ETF | 1.39% | 373,217 | $17.4M | Add +289.9% |
| MSFT Microsoft Corp. | 1.29% | 38,270 | $16.1M | Add +11.7% |
| VEA Vanguard Ftse Developed ETF | 1.20% | 314,464 | $15.0M | Add +2814.1% |
| DUBS Aptus LRG Cap Enh YLD ETF | 1.14% | 441,833 | $14.3M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 1.06% | 22,490 | $13.2M | Add +2768.6% |
| JEPI JPMorgan Equity Premium Inco | 1.06% | 230,066 | $13.2M | Add +6.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 21,658 | $12.7M | Add +0.5% |
| TSLA Tesla Inc. | 0.99% | 30,656 | $12.4M | Add +151.4% |
| SDVY First Trust Smid Cap Rising | 0.98% | 342,184 | $12.3M | Add +523.6% |
| ITOT iShares Core S&P Total U.S. | 0.90% | 87,364 | $11.2M | Add +301155.2% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.85% | 212,568 | $10.7M | Reduce -66.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.80% | 307,124 | $10.0M | Add +53312.9% |
| DFAI Dimensional International Co. | 0.78% | 333,658 | $9.7M | Add +2.3% |
| AVGO Broadcom Inc. | 0.77% | 41,453 | $9.6M | Reduce -4.8% |
| AMZN Amazon.com Inc. | 0.76% | 43,440 | $9.5M | Add +8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 20,951 | $9.5M | Add +62.7% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.69% | 112,724 | $8.6M | Reduce -0.3% |
| IEMG iShares Core MSCI Emerging | 0.65% | 156,844 | $8.2M | New |
| EFV iShares MSCI Eafe Value ETF | 0.64% | 152,635 | $8.0M | Add +3815775.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.62% | 80,224 | $7.8M | Add +38101.9% |
| GOOGL Alphabet Inc. Class A | 0.57% | 37,797 | $7.2M | Add +9.8% |
| JPM JPMorgan Chase & Co. | 0.51% | 26,743 | $6.4M | Add +10.6% |
| QUAL iShares MSCI USA Quality Fac | 0.50% | 35,226 | $6.3M | Add +440225.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.48% | 87,223 | $6.0M | Reduce -0.9% |
| JPST JPMorgan Ultra-Short Income | 0.47% | 116,718 | $5.9M | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 29,637 | $5.8M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 19,948 | $5.8M | Add +0.6% |
| WMT Walmart Inc. | 0.41% | 57,028 | $5.2M | Add +8.5% |
| XCEM Columbia Em Core Ex-China | 0.40% | 169,699 | $5.0M | Add +2.3% |
| VONG Vanguard Russell 1000 Growth | 0.39% | 47,692 | $4.9M | New |
| VXUS Vanguard Total Intl Stock | 0.39% | 82,507 | $4.9M | Add +1329.2% |
| V Visa Inc. Class A | 0.34% | 13,657 | $4.3M | Add +26.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 8,045 | $4.1M | Add +11.4% |
| DGRO iShares Core Dividend Growth | 0.32% | 65,510 | $4.0M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 15,178 | $4.0M | Reduce -1.2% |
| FTCS First Trust Capital Strength | 0.30% | 42,929 | $3.8M | Reduce -0.7% |
| BSCS Invesco Bulletshares 2028 CB | 0.30% | 186,254 | $3.7M | Add +271.5% |
| LLY Eli Lilly & Co. | 0.30% | 4,782 | $3.7M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 0.29% | 7,275 | $3.7M | Add +14.8% |
| BSCP Invesco Bulletshares 2025 CB | 0.28% | 167,039 | $3.4M | Add +198.4% |
| FIXD First Trust Smith Opportunis | 0.26% | 76,809 | $3.3M | Reduce -45.1% |
| INFL Horizon Kinetics Infl Benef | 0.26% | 84,101 | $3.2M | Reduce -9.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.25% | 34,606 | $3.1M | Add +4815.6% |
| DFCF Dimensional Core Fixed Inc. | 0.24% | 73,531 | $3.0M | New |
| CGGR Cap Group Growth Equity | 0.24% | 80,977 | $3.0M | Add +8.9% |
| IWB iShares Russell 1000 ETF | 0.24% | 9,292 | $3.0M | Reduce -0.4% |
| FTGC First Trust Global Tactical | 0.23% | 122,663 | $2.9M | Add +8.9% |
| PGR Progressive Corp. | 0.23% | 12,130 | $2.9M | Add +12.7% |
| BR Broadridge Financial Solutio | 0.23% | 12,810 | $2.9M | Add +16.5% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.22% | 22,508 | $2.8M | Add +3.1% |
| GOOG Alphabet Inc. Class C | 0.22% | 14,754 | $2.8M | Add +105.6% |
| PG The Procter & Gamble Co. | 0.22% | 16,691 | $2.8M | Add +2.3% |
| FTSM First Trust Enh Short Mat FD | 0.22% | 46,623 | $2.8M | Add +5.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.22% | 6,521 | $2.8M | Reduce -1.7% |
| BSCT Invesco Bulletshares 2029 CB | 0.22% | 148,182 | $2.7M | Add +9231.4% |
| META Meta Platforms Inc. Class A | 0.21% | 4,593 | $2.7M | Add +12.0% |
| CPRT Copart Inc. | 0.21% | 46,602 | $2.7M | Add +13.1% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.21% | 65,300 | $2.6M | No change |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.20% | 164,610 | $2.5M | Reduce -3.6% |
| ROP Roper Technologies Inc. | 0.19% | 4,572 | $2.4M | Add +15.2% |
| HD Home Depot Inc. | 0.19% | 6,100 | $2.4M | Add +12.7% |
| FBND Fidelity Total Bond ETF | 0.19% | 51,920 | $2.3M | New |
| FLOT iShares Floating Rate Bond E | 0.18% | 45,494 | $2.3M | Add +7.2% |
| VRIG Invesco Variable Rate Invest | 0.18% | 92,137 | $2.3M | Add +6.8% |
| SCHK Schwab 1000 Index ETF | 0.18% | 78,832 | $2.2M | Add +6.8% |
| FANG Diamondback Energy Inc. | 0.17% | 13,194 | $2.2M | Add +34.3% |
| CHE Chemed Corp. | 0.17% | 3,994 | $2.1M | Add +26.2% |
| COST Costco Wholesale Corp. | 0.17% | 2,307 | $2.1M | Add +10.9% |
| PWR Quanta Services Inc. | 0.17% | 6,667 | $2.1M | Add +15.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 24,647 | $2.0M | Add +2464600.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.15% | 34,119 | $1.9M | Reduce -4.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 43,809 | $1.9M | Add +3.3% |
| VMI Valmont Industries | 0.15% | 6,198 | $1.9M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 7,635 | $1.8M | Add +23.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.15% | 19,650 | $1.8M | Add +22.6% |
| PHYS Sprott Physical Gold Trust | 0.15% | 90,423 | $1.8M | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 0.15% | 16,919 | $1.8M | Add +7.5% |
| ORCL Oracle Corp. | 0.14% | 10,489 | $1.7M | Add +59.5% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.14% | 40,305 | $1.7M | Reduce -1.4% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 27,953 | $1.7M | Add +194.0% |
| PPA Invesco Aerospace & Defense | 0.14% | 15,180 | $1.7M | Add +1.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.14% | 52,004 | $1.7M | Add +0.6% |
| AMT American Tower Corp. | 0.14% | 9,327 | $1.7M | Add +17.0% |
| OC Owens Corning | 0.14% | 10,000 | $1.7M | No change |
| BITI Proshares Short Bitc ETF-Usd | 0.13% | 68,097 | $1.6M | New |
Options reported separately and not counted above: CL calls ($17.8M).
Lines left out (2) · $29 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EMLP First Trust North American E | NO AMER ENERGY | 0 | $16 |
| XBI SS SPDR S&P Biotech ETF | ST STR SP BIOT | 0 | $13 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q3 2024 → Q4 2024
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -66.0% | 0.85% | −2.56 |
| OSCV Opus Small Cap Value ETF | Reduce -2.3% | 4.09% | −1.65 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.7% | 4.32% | −1.43 |
| PROSHARES SHORT S&P500 | Sold out | 0.00% | −0.57 |
| FIXD First Trust Smith Opportunis | Reduce -45.1% | 0.26% | −0.42 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.23 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -0.3% | 0.69% | −0.19 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.0% | 0.46% | −0.17 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.9% | 0.48% | −0.16 |
| FTCS First Trust Capital Strength | Reduce -0.7% | 0.30% | −0.12 |
| INFL Horizon Kinetics Infl Benef | Reduce -9.4% | 0.26% | −0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.2% | 0.32% | −0.12 |
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.7% | 0.22% | −0.08 |
| IWB iShares Russell 1000 ETF | Reduce -0.4% | 0.24% | −0.08 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Reduce -3.6% | 0.20% | −0.07 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -4.2% | 0.15% | −0.07 |
| PHYS Sprott Physical Gold Trust | Reduce -5.4% | 0.15% | −0.07 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -1.4% | 0.14% | −0.06 |
| RGLD Royal Gold Inc. | Sold out | 0.00% | −0.06 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -17.8% | 0.07% | −0.05 |
| AVGO Broadcom Inc. | Reduce -4.8% | 0.77% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -4.3% | 0.08% | −0.04 |
| AMLP Alerian MLP ETF | Reduce -0.8% | 0.11% | −0.04 |
| BAH Booz Allen Hamilton Holdings | Reduce -17.3% | 0.03% | −0.03 |
| AVUV Avantis US Small Cap Value | Sold out | 0.00% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -13.0% | 0.05% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -5.5% | 0.11% | −0.03 |
| APAM Artisan Partners Asset Ma -A | Sold out | 0.00% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -3.6% | 0.02% | −0.02 |
| CGSD Cap Group Short Duration | Reduce -2.7% | 0.06% | −0.02 |
| FBNC First Bancorp | Sold out | 0.00% | −0.02 |
| TFC Truist Financial Corp. | Reduce -7.2% | 0.05% | −0.02 |
| GJUL FT Vest US Equity Moderate B | Reduce -8.1% | 0.05% | −0.02 |
| PKST Peakstone Realty Trust | Reduce -1.7% | 0.02% | −0.02 |
| NKE Nike Inc. Class B | Reduce -2.4% | 0.02% | −0.01 |
| BUFG FT Vest Buffered Allocation | Reduce -18.7% | 0.02% | −0.01 |
| TPIF Timothy Plan Intl ETF | Sold out | 0.00% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -16.2% | 0.02% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -12.6% | 0.02% | −0.01 |
| TPHD Timothy Plan High DVD STCK | Sold out | 0.00% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -2.6% | 0.02% | −0.01 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.01 |
| IMCV iShares Morningstar Mid-Cap | Reduce -30.0% | 0.01% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -64.4% | 0.00% | −0.01 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -1.0% | 0.02% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -5.0% | 0.01% | −0.01 |
| FCNCA First Citizens Bcshs Class A | Reduce -2.7% | 0.03% | −0.01 |
| STXT Strive Total Return Bond ETF | Reduce -36.3% | 0.00% | −0.01 |
| TPLC Timothy PLN US LRG/Mid Cap | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +189.7% | 3.42% | +1.85 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 1.52% | +1.52 |
| VEA Vanguard Ftse Developed ETF | Add +2814.1% | 1.20% | +1.14 |
| IVV iShares Core S&P 500 ETF | Add +2768.6% | 1.06% | +1.01 |
| ADME Aptus Drwdwn MGD Eqty ETF | Add +289.9% | 1.39% | +0.91 |
| ITOT iShares Core S&P Total U.S. | Add +301155.2% | 0.90% | +0.90 |
| GSEW Goldman Sachs Eql WGHT Large | Add +172.7% | 1.63% | +0.82 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +53312.9% | 0.80% | +0.80 |
| SDVY First Trust Smid Cap Rising | Add +523.6% | 0.98% | +0.76 |
| USFR Wisdomtree Floating Rate Tre | Add +147.7% | 1.68% | +0.76 |
| DRSK Aptus Defined Risk ETF | Add +53.5% | 7.81% | +0.70 |
| IEMG iShares Core MSCI Emerging | New | 0.65% | +0.65 |
| TSLA Tesla Inc. | Add +151.4% | 0.99% | +0.64 |
| EFV iShares MSCI Eafe Value ETF | Add +3815775.0% | 0.64% | +0.64 |
| EFG iShares MSCI Eafe Growth ETF | Add +38101.9% | 0.62% | +0.62 |
| QUAL iShares MSCI USA Quality Fac | Add +440225.0% | 0.50% | +0.50 |
| VONG Vanguard Russell 1000 Growth | New | 0.39% | +0.39 |
| VXUS Vanguard Total Intl Stock | Add +1329.2% | 0.39% | +0.35 |
| ACIO Aptus Collared Invest Opp | Add +37.4% | 12.53% | +0.33 |
| DGRO iShares Core Dividend Growth | New | 0.32% | +0.32 |
| DFCF Dimensional Core Fixed Inc. | New | 0.24% | +0.24 |
| USMV iShares MSCI USA Min Vol Fac | Add +4815.6% | 0.25% | +0.24 |
| BSCT Invesco Bulletshares 2029 CB | Add +9231.4% | 0.22% | +0.21 |
| BSCS Invesco Bulletshares 2028 CB | Add +271.5% | 0.30% | +0.19 |
| FBND Fidelity Total Bond ETF | New | 0.19% | +0.19 |
| SHY iShares 1-3 Year Treasury Bo | Add +2464600.0% | 0.16% | +0.16 |
| VMI Valmont Industries | New | 0.15% | +0.15 |
| BSCP Invesco Bulletshares 2025 CB | Add +198.4% | 0.28% | +0.15 |
| BITI Proshares Short Bitc ETF-Usd | New | 0.13% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +62.7% | 0.76% | +0.12 |
| MBB iShares MBS ETF | Add +363800.0% | 0.11% | +0.11 |
| MUB iShares National Muni Bond E | Add +528.6% | 0.12% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +105.6% | 0.22% | +0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.08% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +194.0% | 0.14% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +1218.3% | 0.08% | +0.07 |
| CRM Salesforce Inc. | Add +155.1% | 0.12% | +0.07 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.07% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +278.5% | 0.08% | +0.05 |
| UNP Union Pacific Corp. | Add +284.1% | 0.07% | +0.04 |
| IGRO iShares Intl Div Growth ETF | New | 0.04% | +0.04 |
| SCHO Schwab Short-Term US Treas | New | 0.04% | +0.04 |
| CSQ Calamos Strat TTL RTRN FND | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| VGIT Vanguard Intermediate-Term T | New | 0.03% | +0.03 |
| ESGU iShares ESG Aware MSCI USA | New | 0.03% | +0.03 |
| VONE Vanguard Russell 1000 | New | 0.03% | +0.03 |
| DE Deere & Co. | New | 0.03% | +0.03 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.03% | +0.03 |
Options Activity Q3 2024 → Q4 2024
| CL Colgate-Palmolive Co. | call | Add +9.5% | 196,300 | $17.8M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| VOT Vngrd Mrngstr MC GRW ETF-Usd | MCAP GR IDXVIP | Sold out | 0 | $108before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 375 | $1.8B | ACIO, DRSK, SCHX, VOO, OSCV |
| Q1 2026 | 602 | $1.6B | ACIO, DRSK, SCHX, OSCV, VOO |
| Q4 2025 | 358 | $1.6B | ACIO, DRSK, SCHX, VOO, OSCV |
| Q3 2025 | 355 | $1.5B | ACIO, DRSK, SCHX, OSCV, VOO |
| Q2 2025 | 550 | $1.4B | ACIO, DRSK, SCHX, JUCY, VOO |
| Q1 2025 | 528 | $1.3B | ACIO, DRSK, JUCY, SCHX, OSCV |
| Q4 2024 | 515 | $1.3B | ACIO, DRSK, JUCY, SCHX, OSCV |
| Q3 2024 | 449 | $923.7M | ACIO, DRSK, JUCY, SCHX, OSCV |
| Q2 2024 | 438 | $855.1M | ACIO, DRSK, JUCY, SCHX, OSCV |
| Q1 2024 | 452 | $817.2M | ACIO, DRSK, JUCY, OSCV, SCHX |