Guardian Asset Advisors, LLC Purchases in Q3 2024

Guardian Asset Advisors, LLC

  • $147 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
32.2K
New
$178.94 - $207.0 $5.76M - $6.67M
32.2K $6.47B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
93.5K
+ 160.61%
$20.69 - $21.17 $1.93M - $1.98M
152K $3.19B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.2K
+ 22.99%
$60.84 - $67.51 $1.17M - $1.29M
103K $6.93B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
31.9K
+ 160.4%
$41.95 - $43.42 $1.34M - $1.38M
51.7K $2.25B
VRT
Vertiv Holdings CO

Industrials
9.06K
New
$86.66 - $86.66 $785K - $785K
9.06K $902M
WMT
Walmart Inc.

Consumer Defensive
7.37K
+ 32.28%
$66.91 - $81.4 $493K - $600K
30.2K $2.44B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
299
+ 1.99%
$386.81 - $423.12 $116K - $127K
15.4K $6.5B
MCD
Mcdonalds Corp

Consumer Cyclical
912
+ 22.43%
$245.82 - $304.51 $224K - $278K
4.98K $1.52B
CRM
Salesforce, Inc.

Technology
1.49K
New
$238.42 - $276.53 $355K - $412K
1.49K $408M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
251
+ 4.97%
$405.19 - $478.57 $102K - $120K
5.3K $2.44B
HSY
Hershey CO

Consumer Defensive
1.36K
+ 17.97%
$182.45 - $203.25 $248K - $276K
8.91K $1.71B
JPM
Jpmorgan Chase & CO

Financial Services
1.34K
+ 40.52%
$194.9 - $224.8 $262K - $302K
4.66K $984M
GE
General Electric CO

Industrials
1.52K
New
$156.66 - $189.66 $237K - $287K
1.52K $286M
Ge Vernova Inc
1.11K
New
N/A
1.11K $284M
CVX
Chevron Corp

Energy
1.89K
+ 50.74%
$137.88 - $161.97 $261K - $307K
5.62K $828M
UNH
Unitedhealth Group Inc

Healthcare
384
New
$488.01 - $604.18 $187K - $232K
384 $225M
ITB
Ishares Tr

ETFs
1K
+ 27.09%
$97.52 - $128.64 $97.6K - $129K
4.7K $598M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.95K
New
$49.93 - $51.15 $197K - $202K
3.95K $202M
META
Meta Platforms, Inc.

Communication Services
200
+ 17.48%
$453.41 - $572.44 $90.7K - $114K
1.34K $770M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.11K
+ 7.98%
$77.02 - $85.06 $85.6K - $94.5K
15K $1.27B
VEA
Vanguard Ftse Developed Market

ETFs
3.15K
+ 58.99%
$47.6 - $53.31 $150K - $168K
8.5K $449M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.43K
+ 10.14%
$71.45 - $75.64 $102K - $108K
15.5K $1.17B
GLD
Spdr Gold Trust

ETFs
265
+ 17.71%
$215.56 - $246.98 $57.1K - $65.4K
1.76K $428M
XLI
Industrial Sector Spdr

ETFs
404
+ 12.93%
$120.56 - $135.44 $48.7K - $54.7K
3.53K $478M
SHOP
Shopify Inc.

Technology
160
+ 2.95%
$52.26 - $80.75 $8.36K - $12.9K
5.58K $447M
XLE
Energy Sector Spdr

ETFs
1.55K
+ 8.69%
$84.35 - $93.39 $131K - $145K
19.4K $1.71B
VDC
Vanguard Consumer Staples ETF

ETFs
149
+ 5.5%
$201.77 - $221.32 $30.1K - $33K
2.86K $624M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.07%
$213.3 - $270.78 $213 - $271
1.47K $397M
VTV
Vanguard Value ETF

ETFs
19
+ 0.44%
$159.75 - $174.57 $3.04K - $3.32K
4.36K $760M
UBER
Uber Technologies, Inc

Technology
565
+ 6.72%
$58.48 - $77.47 $33K - $43.8K
8.98K $675M
IGRO
Ishares Tr International Divid

ETFs
29
+ 0.42%
$66.7 - $75.25 $1.93K - $2.18K
6.9K $515M
IWS
Ishares Russell Midcap Value E

ETFs
17
+ 0.44%
$119.52 - $132.25 $2.03K - $2.25K
3.91K $517M
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.14%
$181.06 - $197.17 $724 - $789
2.87K $565M
NFLX
Netflix Inc

Communication Services
20
+ 2.34%
$598.55 - $722.26 $12K - $14.4K
876 $621M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
93
+ 13.25%
$460.0 - $505.78 $42.8K - $47K
795 $370M
PFE
Pfizer Inc

Healthcare
845
+ 6.83%
$27.7 - $31.39 $23.4K - $26.5K
13.2K $382M
CME
Cme Group Inc.

Financial Services
10
+ 0.87%
$193.43 - $220.62 $1.93K - $2.21K
1.16K $256M
CSL
Carlisle Companies Inc

Industrials
1
+ 0.2%
$376.5 - $449.34 $377 - $449
509 $229M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2
+ 0.05%
$71.19 - $76.59 $142 - $153
4.33K $332M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.26%
$283.28 - $314.39 $850 - $943
1.14K $357M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.09%
$61.47 - $67.36 $246 - $269
4.59K $309M
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.04%
$118.32 - $134.55 $118 - $135
2.6K $345M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
145
+ 10.61%
$211.47 - $281.27 $30.7K - $40.8K
1.51K $371M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14
+ 0.31%
$50.61 - $50.96 $709 - $713
4.47K $228M
AMZA
Etfis Ser Tr I

ETFs
111
+ 1.47%
$38.51 - $42.7 $4.27K - $4.74K
7.65K $310M
LLY
Eli Lilly & CO

Healthcare
56
+ 1.66%
$772.14 - $960.02 $43.2K - $53.8K
3.42K $3.03B
NVDA
Nvidia Corp

Technology
757
+ 1.44%
$98.91 - $134.91 $74.9K - $102K
53.4K $6.49B
GOOG
Alphabet Inc.

Communication Services
950
+ 7.43%
$149.54 - $192.66 $142K - $183K
13.7K $2.3B
MSFT
Microsoft Corp

Technology
183
+ 1.39%
$395.15 - $467.56 $72.3K - $85.6K
13.3K $5.73B
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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