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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 8.81%
1.36%
$2.278M
39,602 shares@ $57.53 avg price
SCHHSchwab Strategic Tr
Recent Activity
Increased 18.29%
1.17%
$1.954M
92,796 shares@ $21.07 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 128.26%
1.14%
$1.918M
74,165 shares@ $25.87 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10.27%
0.93%
$1.557M
3,695 shares@ $421.48 avg price
TAXXBondbloxx Etf Trust
Recent Activity
Increased 13.11%
0.91%
$1.519M
30,151 shares@ $50.37 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -22.97%
0.9%
$1.499M
1,636 shares@ $916.06 avg price
MRVLMarvell Technology Inc
Recent Activity
Increased 0.25%
0.88%
$1.469M
13,298 shares@ $110.46 avg price
NVDANvidia Corporation
Recent Activity
Increased 23.76%
0.8%
$1.344M
10,007 shares@ $134.3 avg price
HDHome Depot Inc
Recent Activity
Increased 2.3%
0.69%
$1.16M
2,982 shares@ $388.95 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 190.93%
0.62%
$1.033M
42,937 shares@ $24.06 avg price