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Hung Nguyen

@Guardian Financial Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$168.323MTotal holdings49
Assets growth rate5.25%Assets growth rate (2-Q avg)5.68%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Financial Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Guardian Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 168.323M in assets, with a quarterly growth rate of 5.25% and a 2-quarter average growth rate of 5.68%. The portfolio is managed by Hung Nguyen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -2.14%
12.24%
$20.6M
38,233 shares@ $538.81 avg price
BUFFInnovator Etfs Trust
Recent Activity
Decreased -1.43%
2.52%
$4.23M
94,191 shares@ $44.92 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -22.97%
0.9%
$1.499M
1,636 shares@ $916.06 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -51.42%
0.17%
$276,555
358 shares@ $772.5 avg price