Top 50 Guardian Asset Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 12.7% | 85.6K | $21.7M | -0.79%(-680) | $182.02(+63.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.4% | 53.0K | $9.2M | -4.87%(-2.71K) | $64.83(+263.65%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.35% | 119.6K | $9.2M | -14.09%(-19.62K) | $63.35(+39.00%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.22% | 37.6K | $8.9M | -0.18%(-69) | $200.30(+47.96%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.22% | 42.9K | $8.9M | -2.60%(-1.15K) | $143.41(+86.34%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 4.12% | 210.3K | $7.1M | -0.20%(-423) | $32.41(+3.06%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.63% | 91.9K | $6.2M | +603.98%(+78.86K) | $65.20(+12.63%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 3.54% | 13.1K | $6.1M | +582.41%(+11.16K) | $456.33(+9.75%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.79% | 12.9K | $4.8M | -5.20%(-706) | $359.16(+14.00%) | 2026-03-31 | |
| WMT | WALMART INC | 2.46% | 33.9K | $4.2M | -9.12%(-3.40K) | $65.36(+102.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.99% | +68.48% |
| Top 20 Holdings Unweighted | +19.37% | +70.08% |
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