Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GUARDIAN WEALTH ADVISORS LLC / NC | 05-15-2024 | 03-31-2024 | 452 | 817,188,955 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 151 | $607,934 | 3,328 | 0.00 | 0.00 | 814 | 32.38 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 152 | $597,660 | 9,840 | 0.00 | 0.00 | 7,885 | 403.32 | 03-31-2024 |
| EMERSON ELEC CO | COM | 153 | $583,519 | 5,145 | 0.00 | 0.00 | 939 | 22.33 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 154 | $566,739 | 16,735 | 0.00 | 16,735 | +Inf | 03-31-2024 |
