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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
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
PGProcter And Gamble Co
Recent Activity
Increased 6.48%
0.33%
$543,055
3,239 shares@ $167.67 avg price
FNDCSchwab Strategic Tr
Recent Activity
Increased 13.04%
0.23%
$380,046
11,132 shares@ $34.14 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 224.34%
0.22%
$365,587
14,154 shares@ $25.83 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.63%
0.2%
$326,580
1,127 shares@ $289.78 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 10.39%
0.18%
$287,905
1,201 shares@ $239.73 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 206.53%
0.16%
$253,831
11,182 shares@ $22.7 avg price