Guardian Wealth Advisors, LLC / NC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Guardian Wealth Advisors, LLC / NC reported 528 stock positions worth $1.3 billion. Its top holding was Aptus Collared Invest Opp (ACIO) at 12.3% of the portfolio, followed by Aptus Defined Risk ETF (DRSK, 8.1%) and Aptus Enhanced Yield ETF (JUCY, 4.6%). Compared with Q4 2024, it opened 36 new positions, sold out of 23, added to 242 and reduced 116. The biggest buy was Aptus Defined Risk ETF (DRSK, shares +4%) and the biggest sale Broadcom (AVGO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001901403
- Portfolio Value
- $1.3B (Q1 2025)
- SEC Filing
- 0001398344-25-009451 ↗ filed May 15, 2025
Holdings Value
Holdings 528 stocks · $1.3B
| ACIO Aptus Collared Invest Opp | 12.33% | 3,983,609 | $154.1M | Add +2.2% |
| DRSK Aptus Defined Risk ETF | 8.11% | 3,720,162 | $101.4M | Add +4.5% |
| JUCY Aptus Enhanced Yield ETF | 4.59% | 2,516,462 | $57.5M | Add +5.9% |
| SCHX Schwab US Large-Cap ETF | 4.21% | 2,382,172 | $52.6M | Add +2.3% |
| OSCV Opus Small Cap Value ETF | 3.97% | 1,426,037 | $49.7M | Add +3.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.68% | 1,549,835 | $46.0M | Add +4.1% |
| VOO Vanguard S&P 500 ETF | 3.37% | 81,886 | $42.1M | Add +3.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.89% | 1,013,152 | $36.1M | Add +5.3% |
| RDVY First Trust Rising Dividend | 2.40% | 512,877 | $30.0M | Add +3.1% |
| JCPB JPMorgan Core Plus Bond ETF | 1.77% | 470,189 | $22.1M | Add +4.8% |
| AAPL Apple Inc. | 1.73% | 97,201 | $21.6M | Add +4.4% |
| USFR Wisdomtree Floating Rate Tre | 1.69% | 420,506 | $21.2M | Add +0.7% |
| GSEW Goldman Sachs Eql WGHT Large | 1.66% | 272,153 | $20.7M | Add +3.0% |
| NVDA Nvidia Corp. | 1.61% | 186,242 | $20.2M | Add +8.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.59% | 431,717 | $19.9M | Add +2.7% |
| ADME Aptus Drwdwn MGD Eqty ETF | 1.35% | 378,897 | $16.8M | Add +1.5% |
| VEA Vanguard Ftse Developed ETF | 1.34% | 329,696 | $16.8M | Add +4.8% |
| MSFT Microsoft Corp. | 1.18% | 39,323 | $14.8M | Add +2.8% |
| DUBS Aptus LRG Cap Enh YLD ETF | 1.10% | 445,774 | $13.8M | Add +0.9% |
| JEPI JPMorgan Equity Premium Inco | 1.05% | 229,633 | $13.1M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 1.01% | 22,547 | $12.7M | Add +0.3% |
| SDVY First Trust Smid Cap Rising | 1.01% | 375,173 | $12.6M | Add +9.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 21,872 | $12.2M | Add +1.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.95% | 339,924 | $11.9M | Add +10.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 22,052 | $11.7M | Add +5.3% |
| ITOT iShares Core S&P Total U.S. | 0.86% | 88,213 | $10.8M | Add +1.0% |
| DFAI Dimensional International Co. | 0.84% | 336,339 | $10.5M | Add +0.8% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.79% | 195,198 | $9.8M | Reduce -8.2% |
| EFV iShares MSCI Eafe Value ETF | 0.75% | 158,631 | $9.3M | Add +3.9% |
| IEMG iShares Core MSCI Emerging | 0.71% | 165,291 | $8.9M | Add +5.4% |
| AMZN Amazon.com Inc. | 0.70% | 46,212 | $8.8M | Add +6.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.67% | 84,033 | $8.4M | Add +4.8% |
| TSLA Tesla Inc. | 0.64% | 30,698 | $8.0M | Add +0.1% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.60% | 110,359 | $7.5M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.54% | 27,756 | $6.8M | Add +3.8% |
| AVGO Broadcom Inc. | 0.53% | 39,667 | $6.6M | Reduce -4.3% |
| QUAL iShares MSCI USA Quality Fac | 0.49% | 35,696 | $6.1M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 0.49% | 39,231 | $6.1M | Add +3.8% |
| JPST JPMorgan Ultra-Short Income | 0.48% | 117,372 | $5.9M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.46% | 87,296 | $5.7M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 29,449 | $5.7M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 20,068 | $5.5M | Add +0.6% |
| VXUS Vanguard Total Intl Stock | 0.42% | 84,566 | $5.3M | Add +2.5% |
| WMT Walmart Inc. | 0.40% | 57,604 | $5.1M | Add +1.0% |
| V Visa Inc. Class A | 0.39% | 13,785 | $4.8M | Add +0.9% |
| XCEM Columbia Em Core Ex-China | 0.38% | 160,223 | $4.7M | Reduce -5.6% |
| VONG Vanguard Russell 1000 Growth | 0.36% | 49,024 | $4.5M | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 16,173 | $4.2M | Add +6.6% |
| DGRO iShares Core Dividend Growth | 0.32% | 65,133 | $4.0M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.32% | 4,850 | $4.0M | Add +1.4% |
| UNH Unitedhealth Group Inc. | 0.31% | 7,464 | $3.9M | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 8,309 | $3.9M | Add +3.3% |
| BSCS Invesco Bulletshares 2028 CB | 0.31% | 189,153 | $3.8M | Add +1.6% |
| INFL Horizon Kinetics Infl Benef | 0.29% | 89,918 | $3.7M | Add +6.9% |
| FTCS First Trust Capital Strength | 0.28% | 39,314 | $3.5M | Reduce -8.4% |
| BSCP Invesco Bulletshares 2025 CB | 0.28% | 168,763 | $3.5M | Add +1.0% |
| PGR Progressive Corp. | 0.28% | 12,243 | $3.5M | Add +0.9% |
| FIXD First Trust Smith Opportunis | 0.27% | 77,456 | $3.4M | Add +0.8% |
| BR Broadridge Financial Solutio | 0.25% | 13,099 | $3.2M | Add +2.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.25% | 33,688 | $3.2M | Reduce -2.6% |
| FTGC First Trust Global Tactical | 0.25% | 122,835 | $3.1M | Add +0.1% |
| DFCF Dimensional Core Fixed Inc. | 0.25% | 74,430 | $3.1M | Add +1.2% |
| CGGR Cap Group Growth Equity | 0.24% | 88,058 | $3.0M | Add +8.7% |
| BSCT Invesco Bulletshares 2029 CB | 0.24% | 161,492 | $3.0M | Add +9.0% |
| PG The Procter & Gamble Co. | 0.23% | 16,903 | $2.9M | Add +1.3% |
| IWB iShares Russell 1000 ETF | 0.23% | 9,289 | $2.8M | Reduce -0.0% |
| FTSM First Trust Enh Short Mat FD | 0.23% | 47,385 | $2.8M | Add +1.6% |
| ROP Roper Technologies Inc. | 0.22% | 4,748 | $2.8M | Add +3.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.22% | 6,548 | $2.7M | Add +0.4% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.22% | 22,686 | $2.7M | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.22% | 4,728 | $2.7M | Add +2.9% |
| CPRT Copart Inc. | 0.22% | 48,038 | $2.7M | Add +3.1% |
| FBND Fidelity Total Bond ETF | 0.21% | 56,867 | $2.6M | Add +9.5% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.20% | 65,300 | $2.6M | No change |
| CHE Chemed Corp. | 0.20% | 4,134 | $2.5M | Add +3.5% |
| FLOT iShares Floating Rate Bond E | 0.19% | 46,235 | $2.4M | Add +1.6% |
| VRIG Invesco Variable Rate Invest | 0.19% | 93,690 | $2.3M | Add +1.7% |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.19% | 164,610 | $2.3M | No change |
| GOOG Alphabet Inc. Class C | 0.18% | 14,775 | $2.3M | Add +0.1% |
| HD Home Depot Inc. | 0.18% | 6,114 | $2.2M | Add +0.2% |
| COST Costco Wholesale Corp. | 0.18% | 2,328 | $2.2M | Add +0.9% |
| FANG Diamondback Energy Inc. | 0.17% | 13,652 | $2.2M | Add +3.5% |
| PHYS Sprott Physical Gold Trust | 0.17% | 88,767 | $2.1M | Reduce -1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 50,733 | $2.1M | Add +15.8% |
| AMT American Tower Corp. | 0.17% | 9,660 | $2.1M | Add +3.6% |
| SCHK Schwab 1000 Index ETF | 0.16% | 75,700 | $2.0M | Reduce -4.0% |
| XOM Exxon Mobil Corp. | 0.16% | 16,701 | $2.0M | Reduce -1.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.15% | 52,422 | $1.9M | Add +0.8% |
| ABBV Abbvie Inc. | 0.15% | 8,726 | $1.8M | Add +1.9% |
| PSLV Sprott Physical Silver Trust | 0.14% | 155,054 | $1.8M | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 8,077 | $1.8M | Add +5.8% |
| PPA Invesco Aerospace & Defense | 0.14% | 15,326 | $1.8M | Add +1.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.14% | 40,205 | $1.8M | Reduce -0.3% |
| VMI Valmont Industries | 0.14% | 6,198 | $1.8M | No change |
| JNJ Johnson & Johnson | 0.14% | 10,634 | $1.8M | Add +5.2% |
| PWR Quanta Services Inc. | 0.14% | 6,923 | $1.8M | Add +3.8% |
| TBIL F/M US Treasury 3 Month Bill | 0.14% | 34,605 | $1.7M | New |
| MOAT Vaneck Morningstar Wide Moat | 0.14% | 19,659 | $1.7M | Add +0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.14% | 30,930 | $1.7M | Reduce -9.3% |
| ORCL Oracle Corp. | 0.13% | 11,625 | $1.6M | Add +10.8% |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -4.3% | 0.53% | −0.24 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -86.1% | 0.02% | −0.14 |
| BITI Proshares Short Bitc ETF-Usd | Sold out | 0.00% | −0.13 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.11 |
| OILK Pros K-1 Free CR Oil ETF-Usd | Sold out | 0.00% | −0.09 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -2.1% | 0.60% | −0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -98.9% | 0.00% | −0.08 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -8.2% | 0.79% | −0.07 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -89.1% | 0.01% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -64.0% | 0.03% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -39.5% | 0.05% | −0.02 |
| XCEM Columbia Em Core Ex-China | Reduce -5.6% | 0.38% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.02 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.02 |
| FTCS First Trust Capital Strength | Reduce -8.4% | 0.28% | −0.02 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| SMMD iShares Russell 2500 ETF | Sold out | 0.00% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -9.3% | 0.14% | −0.02 |
| FISV Fiserv Inc. | Reduce -41.6% | 0.03% | −0.02 |
| CDW CDW Corp. | Sold out | 0.00% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.3% | 0.12% | −0.02 |
| ADBE Adobe Inc. | Reduce -17.1% | 0.04% | −0.02 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.02 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.02 |
| SCHK Schwab 1000 Index ETF | Reduce -4.0% | 0.16% | −0.02 |
| LITMAN GREGORY FDS TR | Reduce -58.8% | 0.01% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -45.9% | 0.01% | −0.01 |
| ROIV Roivant Sciences Ltd. | Sold out | 0.00% | −0.01 |
| PKST Peakstone Realty Trust | Reduce -58.9% | 0.01% | −0.01 |
| SKYY First Trust Cloud Computing | Reduce -0.3% | 0.07% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.0% | 0.23% | −0.01 |
| TGT Target Corp. | Reduce -0.8% | 0.03% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -10.7% | 0.04% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -23.2% | 0.02% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -34.8% | 0.02% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -2.5% | 0.07% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.2% | 1.05% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.8% | 0.09% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.6% | 0.05% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 0.46% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -5.4% | 0.04% | −0.01 |
| NOW ServiceNow Inc. | Reduce -3.4% | 0.02% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -0.6% | 0.10% | −0.01 |
| ALL Allstate Corp. | Reduce -25.1% | 0.02% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -7.8% | 0.09% | −0.01 |
| FNB FNB Corp. | Reduce -2.1% | 0.04% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -6.4% | 0.10% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -17.3% | 0.02% | −0.00 |
| LITMAN GREGORY FDS TR | Reduce -67.0% | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| DRSK Aptus Defined Risk ETF | Add +4.5% | 8.11% | +0.31 |
| JUCY Aptus Enhanced Yield ETF | Add +5.9% | 4.59% | +0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.3% | 0.94% | +0.18 |
| CGDV Cap Group Dividend Value | Add +5.3% | 2.89% | +0.18 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +10.7% | 0.95% | +0.15 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.14% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Add +4.8% | 1.34% | +0.14 |
| JCPB JPMorgan Core Plus Bond ETF | Add +4.8% | 1.77% | +0.12 |
| EFV iShares MSCI Eafe Value ETF | Add +3.9% | 0.75% | +0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.7% | 1.59% | +0.07 |
| DFAI Dimensional International Co. | Add +0.8% | 0.84% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +5.4% | 0.71% | +0.06 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +4.1% | 3.68% | +0.06 |
| EFG iShares MSCI Eafe Growth ETF | Add +4.8% | 0.67% | +0.05 |
| RDVY First Trust Rising Dividend | Add +3.1% | 2.40% | +0.05 |
| PGR Progressive Corp. | Add +0.9% | 0.28% | +0.04 |
| V Visa Inc. Class A | Add +0.9% | 0.39% | +0.04 |
| INFL Horizon Kinetics Infl Benef | Add +6.9% | 0.29% | +0.04 |
| CHE Chemed Corp. | Add +3.5% | 0.20% | +0.03 |
| ROP Roper Technologies Inc. | Add +3.9% | 0.22% | +0.03 |
| D Dominion Energy Inc. | New | 0.03% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +90.9% | 0.08% | +0.03 |
| GLD SPDR Gold Shares | Add +54.2% | 0.07% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +3.8% | 0.54% | +0.03 |
| AMT American Tower Corp. | Add +3.6% | 0.17% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +2.5% | 0.42% | +0.03 |
| VCIT Vanguard Int-Term Corporate | New | 0.03% | +0.03 |
| AVUV Avantis US Small Cap Value | New | 0.03% | +0.03 |
| MCO Moody's Corp. | New | 0.03% | +0.03 |
| NOC Northrop Grumman Corp. | New | 0.03% | +0.03 |
| PSLV Sprott Physical Silver Trust | Add +1.0% | 0.14% | +0.03 |
| SDVY First Trust Smid Cap Rising | Add +9.6% | 1.01% | +0.03 |
| CAT Caterpillar Inc. | Add +44.0% | 0.11% | +0.03 |
| LLY Eli Lilly & Co. | Add +1.4% | 0.32% | +0.03 |
| ABBV Abbvie Inc. | Add +1.9% | 0.15% | +0.02 |
| GSEW Goldman Sachs Eql WGHT Large | Add +3.0% | 1.66% | +0.02 |
| SLV iShares Silver Trust | New | 0.02% | +0.02 |
| JNJ Johnson & Johnson | Add +5.2% | 0.14% | +0.02 |
| BR Broadridge Financial Solutio | Add +2.3% | 0.25% | +0.02 |
| BSCT Invesco Bulletshares 2029 CB | Add +9.0% | 0.24% | +0.02 |
| DMBS Doubleline Mortgage ETF | New | 0.02% | +0.02 |
| FBND Fidelity Total Bond ETF | Add +9.5% | 0.21% | +0.02 |
| UMBF Umb Financial Corp. | New | 0.02% | +0.02 |
| UFEB Innovator U.S. Equity Ultra | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 0.02% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +2.6% | 0.31% | +0.02 |
| KO The Coca-Cola Co. | Add +10.0% | 0.09% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +91.3% | 0.04% | +0.02 |
| HON Honeywell International Inc. | Add +52.6% | 0.06% | +0.02 |
Options Activity Q4 2024 → Q1 2025
| CL Colgate-Palmolive Co. | call | Sold out | 196,300 | $17.8Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| EMLP First Trust North American E | NO AMER ENERGY | Sold out | 0 | $16before exit |
| XBI SS SPDR S&P Biotech ETF | ST STR SP BIOT | Sold out | 0 | $13before 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 |