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| Happy Holidays!! thanks for using AUM13F!! |
| Guardian Asset Advisors LLC
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| CRD # | 144958 |
| SEC # | 801-120536 |
| CIK # | 0002021272 |
| AUM | $245.6 M (2025-06-04) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 717-691-3003 |
| Address | 5000 Ritter Rd Mechanicsburg, PA 17055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.5 | ||
| Amazon Com Inc | 10.2 | ||
| Nvidia Corp | 9.5 | ||
| Microsoft Corp | 6.6 | ||
| Palantir Technologies Inc | 4.2 | ||
| Wal Mart Stores Inc | 3.5 | ||
| Lilly Eli & Co | 2.7 | ||
| Alphabet Inc | 2.1 | ||
| GS Acquisition Holdings Corp | 1.9 | ||
| Tesla Motors Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 757 | 169.4 |
| (b) Individuals (high net worth individuals) | 61 | 71.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,322 | 245.6 |
| By Discretionary | ||
| Discretionary | 1,285 | 237.4 |
| Non-Discretionary | 37 | 8.2 |
| Total | 1,322 | 245.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 245.6 | |
| Total | 1,322 | 245.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002021272] |
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|---|---|---|
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PA | 0.2 |
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Morse Capital Partners LLC
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|
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0.2 | |
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