The Analysis of Guardian Financial Partners, LLC's Holdings
Currently, Guardian Financial Partners, LLC holds 63 types of securities in its portfolio with a total value $237.0M. In the most recent quarter, they have increased their positions in JSI (+13.8K shares, valued at $723.1K), MSFT (+1.1K shares, valued at $583.3K), SPYI (+9.7K shares, valued at $507.9K); decreased their positions in VOO (-1.3K shares, valued at $807.1K), SCHF (-18.9K shares, valued at $440.9K), SCHZ (-12.9K shares, valued at $301.9K); initiated new positions in JEPQ (+8.0K shares, valued at $460.2K), GLD (+825 shares, valued at $293.3K), APO (+2.2K shares, valued at $293.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS34.7K shares-3.66%2025-09-302025-10-09
CLOZ SERIES PORTFOLIOS TR773.4K shares0.18%2025-09-302025-10-09 SCHF SCHWAB STRATEGIC TR750.3K shares-2.46%2025-09-302025-10-09 JSI JANUS DETROIT STR TR330.0K shares4.38%2025-09-302025-10-09 BRK.A BERKSHIRE HATHAWAY INC DEL20 shares0.00%2025-09-302025-10-09 SMTH ALPS ETF TR459.0K shares3.21%2025-09-302025-10-09 SCHX SCHWAB STRATEGIC TR405.0K shares-0.11%2025-09-302025-10-09 VYMI VANGUARD WHITEHALL FDS111.7K shares3.62%2025-09-302025-10-09 VYM VANGUARD WHITEHALL FDS61.9K shares4.74%2025-09-302025-10-09 SCHD SCHWAB STRATEGIC TR302.0K shares6.05%2025-09-302025-10-09 FNDX SCHWAB STRATEGIC TR293.9K shares0.92%2025-09-302025-10-09 FNDF SCHWAB STRATEGIC TR164.4K shares-2.49%2025-09-302025-10-09 JAAA JANUS DETROIT STR TR134.6K shares1.96%2025-09-302025-10-09 SCHE SCHWAB STRATEGIC TR197.4K shares-1.91%2025-09-302025-10-09 SCHG SCHWAB STRATEGIC TR191.2K shares-1.19%2025-09-302025-10-09 SCHZ SCHWAB STRATEGIC TR215.5K shares-5.63%2025-09-302025-10-09 FNDB SCHWAB STRATEGIC TR168.3K shares-3.48%2025-09-302025-10-09 AAPL APPLE INC15.6K shares-5.88%2025-09-302025-10-09 BRK.B BERKSHIRE HATHAWAY INC DEL7.5K shares0.00%2025-09-302025-10-09 SPYI NEOS ETF TRUST62.1K shares18.53%2025-09-302025-10-09 QDPL PACER FDS TR71.2K shares5.17%2025-09-302025-10-09 SCHH SCHWAB STRATEGIC TR127.2K shares3.98%2025-09-302025-10-09 JEPI J P MORGAN EXCHANGE TRADED F48.0K shares6.45%2025-09-302025-10-09 SCHA SCHWAB STRATEGIC TR94.4K shares2.58%2025-09-302025-10-09 MSFT MICROSOFT CORP4.9K shares29.87%2025-09-302025-10-09 NVDA NVIDIA CORPORATION10.3K shares11.65%2025-09-302025-10-09 TAXX BONDBLOXX ETF TRUST32.1K shares-0.08%2025-09-302025-10-09 COST COSTCO WHSL CORP NEW1.7K shares1.57%2025-09-302025-10-09 SCHC SCHWAB STRATEGIC TR33.7K shares-0.55%2025-09-302025-10-09 HD HOME DEPOT INC3.0K shares0.37%2025-09-302025-10-09 FNDA SCHWAB STRATEGIC TR38.6K shares4.71%2025-09-302025-10-09 EIX EDISON INTL21.4K shares1.92%2025-09-302025-10-09 FNDE SCHWAB STRATEGIC TR32.4K shares2.96%2025-09-302025-10-09 MRVL MARVELL TECHNOLOGY INC13.2K shares-3.03%2025-09-302025-10-09 IVV ISHARES TR1.6K shares-16.00%2025-09-302025-10-09 SCHO SCHWAB STRATEGIC TR42.0K shares-4.01%2025-09-302025-10-09 VO VANGUARD INDEX FDS3.2K shares0.41%2025-09-302025-10-09 IVE ISHARES TR4.0K shares0.43%2025-09-302025-10-09 META META PLATFORMS INC1.1K shares22.27%2025-09-302025-10-09 IWM ISHARES TR3.3K shares0.27%2025-09-302025-10-09 FNDC SCHWAB STRATEGIC TR15.7K shares3.38%2025-09-302025-10-09 VEA VANGUARD TAX-MANAGED FDS11.5K shares-22.82%2025-09-302025-10-09 ISRG INTUITIVE SURGICAL INC1.5K shares-0.61%2025-09-302025-10-09 VWO VANGUARD INTL EQUITY INDEX F11.3K shares-14.43%2025-09-302025-10-09 RY ROYAL BK CDA4.0K shares0.00%2025-09-302025-10-09 AVGO BROADCOM INC1.7K shares106.45%2025-09-302025-10-09 PG PROCTER AND GAMBLE CO3.4K shares1.10%2025-09-302025-10-09 GEV GE VERNOVA INC847 shares-25.96%2025-09-302025-10-09 TSLA TESLA INC1.2K shares-2.02%2025-09-302025-10-09 AMZN AMAZON COM INC2.3K shares25.68%2025-09-302025-10-09 JEPQ J P MORGAN EXCHANGE TRADED F8.0K sharesnew addition2025-09-302025-10-09 JPM JPMORGAN CHASE & CO.1.3K shares7.09%2025-09-302025-10-09 SCHP SCHWAB STRATEGIC TR13.8K shares-1.95%2025-09-302025-10-09 VTI VANGUARD INDEX FDS1.1K shares-2.46%2025-09-302025-10-09 GLD SPDR GOLD TR825 sharesnew addition2025-09-302025-10-09 APO APOLLO GLOBAL MGMT INC2.2K sharesnew addition2025-09-302025-10-09 SCHB SCHWAB STRATEGIC TR11.2K shares-0.07%2025-09-302025-10-09 ISPY PROSHARES TR6.2K sharesnew addition2025-09-302025-10-09 GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-10-09 SCHI SCHWAB STRATEGIC TR10.3K shares-2.55%2025-09-302025-10-09 LLY ELI LILLY & CO300 shares-34.64%2025-09-302025-10-09 CG CARLYLE GROUP INC3.3K sharesnew addition2025-09-302025-10-09 DIS DISNEY WALT CO1.8K sharesnew addition2025-09-302025-10-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available