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Guardian Wealth Advisors (North Carolina)’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio TPHD Stock Details TPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,430
Closed -$91.6K – 534
2024
Q3 		$91.6K Hold
2,430
– – 0.01% 287
2024
Q2 		$85K Buy
+2,430
New +$85.8K 0.01% 280

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CW
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CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TPHD Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q4 2024, closing a stake of 2,430 shares — an estimated $91.6K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in TPHD in Q2 2024 and held it in 2 quarters. The position peaked at $91.6K in Q3 2024. 86 funds tracked by Wall St. Rank hold TPHD as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Timothy Plan High Dividend Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,430 Timothy Plan High Dividend Stock ETF shares in Q4 2024, an estimated $91.6K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Timothy Plan High Dividend Stock ETF in Q2 2024 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Timothy Plan High Dividend Stock ETF position peaked at $91.6K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.