GWANC
TPLC icon

Guardian Wealth Advisors (North Carolina)’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$44K – 536
2024
Q3 		$44K Hold
1,000
– – ﹤0.01% 313
2024
Q2 		$40.6K Buy
+1,000
New +$40.7K ﹤0.01% 309

Other funds holding TPLC

CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $469M AUM 26.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q4 2024, closing a stake of 1,000 shares — an estimated $44K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in TPLC in Q2 2024 and held it in 2 quarters. The position peaked at $44K in Q3 2024. 98 funds tracked by Wall St. Rank hold TPLC as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,000 Timothy Plan US Large/Mid Cap Core ETF shares in Q4 2024, an estimated $44K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q2 2024 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Timothy Plan US Large/Mid Cap Core ETF position peaked at $44K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q4 2024.

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