Portfolio (Quarterly)
Guide ↗
Guardian Wealth Advisors, LLC
· CIK 0001858828| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | Communication Services | 662.0 | $207K | 0.12% | NEW | — | $312.85 | +23.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
63.6%
Industrials
9.9%
Healthcare
8.3%
Consumer Defensive
6.0%
Technology
3.2%
Consumer Cyclical
2.8%
Energy
2.7%
Basic Materials
1.8%
Communication Services
0.9%
Utilities
0.8%