GUARDIAN WEALTH ADVISORS, LLC / NC

Portfolio Overview

Guardian Wealth Advisors, LLC (NC) manages a substantial portfolio valued at approximately $1.54 billion as of the reporting period ended September 30, 2025. The firm employs a highly diversified investment approach, holding 357 distinct positions. Over the quarter, the portfolio experienced positive growth, increasing in value by 8.6% from $1.42 billion. This growth is attributable to a combination of market appreciation and net capital inflows, evidenced by the firm's a...