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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
EIXEdison Intl
Recent Activity
Increased 5.78%
0.6%
$1.004M
12,571 shares@ $79.85 avg price
SCHCSchwab Strategic Tr
Recent Activity
Increased 20.67%
0.57%
$947,536
27,601 shares@ $34.33 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 128.09%
0.47%
$786,548
26,483 shares@ $29.71 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 1.81%
0.46%
$765,193
1,466 shares@ $521.96 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 14.26%
0.41%
$680,548
3,102 shares@ $219.4 avg price
FNDESchwab Strategic Tr
Recent Activity
Increased 16.45%
0.4%
$667,788
22,988 shares@ $29.05 avg price
TSLATesla Inc
Recent Activity
New Position
0.4%
$663,913
1,644 shares@ $403.85 avg price
PGProcter And Gamble Co
Recent Activity
Increased 6.48%
0.33%
$543,055
3,239 shares@ $167.67 avg price
RYRoyal Bk Cda
Recent Activity
0.29%
$483,004
4,008 shares@ $120.51 avg price
FNDCSchwab Strategic Tr
Recent Activity
Increased 13.04%
0.23%
$380,046
11,132 shares@ $34.14 avg price