Hung Nguyen

@Guardian Financial Partners, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$168.323M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHPSchwab Strategic Tr Recent Activity Increased 224.34%	0.22%	$365,587 14,154 shares@ $25.83 avg price	Increased 224.34%
AVGOBroadcom Inc Recent Activity New Position	0.21%	$340,131 1,467 shares@ $231.86 avg price	New Position
METAMeta Platforms Inc Recent Activity New Position	0.2%	$333,783 570 shares@ $585.59 avg price	New Position
VTIVanguard Index Fds Recent Activity Increased 0.63%	0.2%	$326,580 1,127 shares@ $289.78 avg price	Increased 0.63%
JPMJpmorgan Chase & Co. Recent Activity Increased 10.39%	0.18%	$287,905 1,201 shares@ $239.73 avg price	Increased 10.39%
LLYEli Lilly & Co Recent Activity Decreased -51.42%	0.17%	$276,555 358 shares@ $772.5 avg price	Decreased -51.42%
SCHBSchwab Strategic Tr Recent Activity Increased 206.53%	0.16%	$253,831 11,182 shares@ $22.7 avg price	Increased 206.53%
SCHISchwab Strategic Tr Recent Activity New Position	0.14%	$230,948 10,464 shares@ $22.08 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	0.12%	$200,532 1,059 shares@ $189.36 avg price	New Position