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Christian Keedy

Guardian Wealth Advisors, Llc Nc

Assets Managed
$1.588B
Holdings
602
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-1.33%(2Q avg: 1.54%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Wealth Advisors, Llc Nc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 602 positions.

Assets under management

The assets under management (AUM) of Guardian Wealth Advisors, Llc Nc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.588B in assets, with a quarterly growth rate of -1.33% and a 2-quarter average growth rate of 1.54%. The portfolio is managed by Christian Keedy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ACIO
Aptus Collared Investment Op
Recent Activity
Increased 2.1%
11.82%
$187.662M
4.472M shares@ $41.96 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 3.55%
7.76%
$123.217M
4.508M shares@ $27.34 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 5.73%
4.48%
$71.084M
2.772M shares@ $25.65 avg price
OSCV
Opus Small Cap Value Etf
Recent Activity
Decreased -4.08%
3.83%
$60.68M
1.539M shares@ $39.45 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.91%
3.74%
$59.33M
99,289 shares@ $597.55 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 0.23%
3.37%
$53.443M
1.255M shares@ $42.57 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -0.44%
3.11%
$49.341M
1.461M shares@ $33.77 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 0.3%
2.78%
$44.068M
645,395 shares@ $68.28 avg price
LQTI
Ft Vest Invst Grd Trgt I Etf
Recent Activity
Increased 8.06%
2.54%
$40.3M
2.058M shares@ $19.59 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.7%
2.32%
$36.816M
574,533 shares@ $64.08 avg price

1-10 of 602