Guardian Asset Advisors, LLC Purchases and Sells in Q1 2025

Guardian Asset Advisors, LLC

$153 Billion
Q1 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	14.9K + 118.42%	$64.98 - $124.62 $965K - $1.85M	27.4K $2.31B
BRK-B	131 + 2.49%	$442.66 - $534.52 $58K - $70K	5.39K $2.87B
SHOP	5.32K + 94.54%	$90.59 - $129.31 $481K - $687K	10.9K $1.04B
SPIB	4.44K + 2.12%	$32.5 - $33.3 $144K - $148K	214K $7.1B
LLY	75 + 2.21%	$725.72 - $929.72 $54.4K - $69.7K	3.47K $2.87B
ABBV	491 + 11.33%	$169.2 - $216.66 $83.1K - $106K	4.83K $1.01B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLP	16.2K New	N/A	16.2K $1.32B
USMV	2.97K New	$87.68 - $94.52 $260K - $281K	2.97K $278M
CRWD	704 New	$308.86 - $455.36 $217K - $321K	704 $248M
VEEV	924 New	$210.58 - $246.8 $195K - $228K	924 $214M
AVGO	1.23K New	$167.43 - $244.7 $206K - $301K	1.23K $206M
BMY	3.34K New	$53.9 - $63.11 $180K - $211K	3.34K $204M

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	-640 - 11.4%	$222.15 - $428.22 $142K - $274K	4.97K $1.29B
MSFT	-47 - 0.35%	$375.39 - $447.2 $17.6K - $21K	13.3K $4.99B
SPY	-420 - 15.01%	$551.42 - $612.93 $232K - $257K	2.38K $1.33B
SCHG	-5.89K - 11.85%	$24.91 - $29.02 $147K - $171K	43.8K $1.09B
IRM	-97 - 0.85%	$82.79 - $111.31 $8.03K - $10.8K	11.3K $976M
IVV	-187 - 7.19%	$554.06 - $615.85 $104K - $115K	2.42K $1.35B

Activity Summary All Purchases 62 New Holdings 7 Increased Positions 55 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Asset Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Asset Advisors, LLC with notifications on news.